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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6051 |
GG
6051
Golden Green
Seneca,
South Carolina
| $95.5M | -$26.1M | -21% | 15.2% | 92.4% | 92 | 42.39% | 0.8 |
|
| 6052 |
6052
5th Street Advisors
Southport,
Connecticut
| $95.5M | +$1.03M | +1% | 13.6% | 47.5% | 19 | 10.53% | 0.4 |
|
| 6053 |
6053
Monetta Financial Services
Wheaton,
Illinois
| $95.5M | -$25.1M | -21% | 16.1% | 275% | 79 | 58.23% | 1.6 |
|
| 6054 |
6054
Northwestern University
Evanston,
Illinois
| $95.4M | -$25.2M | -21% | 20.6% | 28.2% | 5 | 0% | 2.9 |
|
| 6055 |
6055
TrueWealth Financial Partners
Bellevue,
Washington
| $95.4M | -$8.64M | -8% | 11.9% | 36.4% | 14 | 0% | 0.5 |
|
| 6056 |
6056
Nvest Financial
Portsmouth,
New Hampshire
| $95.3M | -$26.4M | -22% | 11.3% | 92.8% | 73 | 34.25% | 0.2 |
|
| 6057 |
CMS
6057
Capital Market Strategies
Palm Beach Gardens,
Florida
| $95.3M | -$20.5M | -18% | 13.2% | 120% | 157 | 13.38% | 0.5 |
|
| 6058 |
6058
Antonetti Capital Management
Naples,
Florida
| $95.2M | -$11.1M | -10% | 7.09% | – | 366 | 7.92% | 1.9 |
|
| 6059 |
MW
6059
Milestone Wealth
Buffalo,
New York
| $95M | -$28M | -23% | 12.1% | – | 256 | 15.23% | 0.5 |
|
| 6060 |
6060
ION Crossover Partners
Herzliya Pituach,
Israel
| $94.9M | -$129M | -58% | 37% | – | 4 | 0% | 0.9 |
|
| 6061 |
6061
Montz Harcus Wealth Management
New Orleans,
Louisiana
| $94.9M | -$16.6M | -15% | 16% | 84.1% | 55 | 9.09% | 0.5 |
|
| 6062 |
6062
Empirical Asset Management
Wellesley,
Massachusetts
| $94.9M | -$10.3M | -10% | 9.99% | 94.5% | 183 | 36.61% | 0.3 |
|
| 6063 |
JKSF
6063
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| $94.8M | -$25.6M | -21% | 27.3% | 30.8% | 3 | 0% | 0.5 |
|
| 6064 |
6064
Mariner Investment Group
Harrison,
New York
| $94.8M | +$15.2M | +19% | 8.51% | – | 208 | 27.88% | 0.5 |
|
| 6065 |
6065
Maryland Capital Advisors
Chester,
Maryland
| $94.8M | -$19.4M | -17% | 10.3% | – | 246 | 27.24% | 0.4 |
|
| 6066 |
6066
Steinberg Asset Management
New York
| $94.7M | -$14M | -13% | 11% | 130% | 35 | 8.57% | 4 |
|
| 6067 |
SI
6067
Schusterman Interests
Tulsa,
Oklahoma
| $94.6M | -$63.7M | -40% | 42.7% | 344% | 14 | 28.57% | 0.3 |
|
| 6068 |
6068
Aldebaran Financial
| $94.6M | -$34.1M | -27% | 12.9% | 89.7% | 93 | 23.66% | 4.9 |
|
| 6069 |
6069
Arthedge Capital Management
Jericho,
New York
| $94.5M | -$62.3M | -40% | 37% | 80.7% | 17 | 29.41% | 1.3 |
|
| 6070 |
6070
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
| $94.5M | -$35.2M | -27% | 10.8% | 82.2% | 59 | 28.81% | 1.5 |
|
| 6071 |
6071
Howard Wealth Management
Madison,
Connecticut
| $94.4M | -$89.2M | -49% | 10.7% | 60.3% | 136 | 57.35% | 2.2 |
|
| 6072 |
AC
6072
Anson Capital
Tyrone,
Georgia
| $94.4M | -$11.4M | -11% | 10.5% | 45.8% | 74 | 22.97% | 0.4 |
|
| 6073 |
6073
Industry Ventures
San Francisco,
California
| $94.2M | -$65M | -41% | 29.2% | 77.4% | 11 | 54.55% | 0.3 |
|
| 6074 |
6074
Campbell Capital Management
Miami,
Florida
| $94.1M | -$86.3M | -48% | 21.2% | – | 38 | 42.11% | 2.6 |
|
| 6075 |
6075
Mangham Associates
Charlottesville,
Virginia
| $94.1M | -$11.8M | -11% | 10.7% | 24.4% | 20 | 55% | 0.8 |
|