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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 |
TAC
6051
Twenty Acre Capital
Newtown,
Pennsylvania
| $88.6M | -$11.8M | -12% | 7.13% | 196% | 24 | 8.33% | 0.4 |
|
| 6052 |
GWMI
6052
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| $88.3M | -$4.58M | -5% | 5.25% | 103% | 248 | 8.87% | 0.7 |
|
| 6053 |
LAS
6053
LWM Advisory Services
Plantation,
Florida
| $88.3M | +$4.87M | +6% | 4.08% | 64.9% | 124 | 20.97% | 0.5 |
|
| 6054 |
AWA
6054
Aletheian Wealth Advisors
Bellevue,
Washington
| $88.1M | -$10.4M | -11% | 6.4% | – | 56 | 8.93% | 0.7 |
|
| 6055 |
HCVG
6055
H Capital V GP
Grand Cayman,
Cayman Islands
| $88M | -$2.72M | -3% | 2.82% | – | 2 | 0% | 0.8 |
|
| 6056 |
GPTE
6056
Generali Powszechne Towarzystwo Emerytalne
Warsaw,
Poland
| $88M | -$5.76M | -6% | 5.88% | 140% | 28 | 0% | 0.7 |
|
| 6057 |
MFS
6057
Monetta Financial Services
Wheaton,
Illinois
| $87.8M | -$7.68M | -8% | 1.49% | 275% | 73 | 43.84% | 1.8 |
|
| 6058 |
RFN
6058
Redwood Financial Network
Solon,
Ohio
| $87.7M | -$4.06M | -4% | 3.74% | 74.1% | 137 | 9.49% | 0.5 |
|
| 6059 |
UL
6059
Unionview LLC
Seattle,
Washington
| $87.6M | -$1.91M | -2% | 5.34% | 21.2% | 79 | 12.66% | 0.7 |
|
| 6060 |
KLM
6060
Kennedy Lewis Management
New York
| $87.6M | -$3.36M | -4% | 15.2% | 70.2% | 20 | 0% | 0.7 |
|
| 6061 |
BAM
6061
Broadcrest Asset Management
Winter Park,
Florida
| $87.6M | -$7.99M | -8% | 12.6% | 54.1% | 8 | 12.5% | 0.7 |
|
| 6062 |
DU
6062
Delphia (USA)
Toronto,
Ontario, Canada
| $87.6M | -$57.8M | -40% | 2.3% | – | 462 | 56.93% | 0.3 |
|
| 6063 |
GP
6063
Geneva Partners
Lake Geneva,
Wisconsin
| $87.5M | -$14.2M | -14% | 3.47% | 401% | 66 | 36.36% | 2.3 |
|
| 6064 |
WSL
6064
Western Standard LLC
Los Angeles,
California
| $87.4M | -$44.5M | -34% | 10.5% | 83.7% | 43 | 53.49% | 1.2 |
|
| 6065 |
MCM
6065
McDonough Capital Management
Orlando,
Florida
| $87.3M | -$3.09M | -3% | 2.09% | 98.1% | 39 | 5.13% | 0.7 |
|
| 6066 |
PCM
6066
Potomac Capital Management
New York
| $87.3M | +$837K | +1% | 4.71% | – | 85 | 31.76% | 1.4 |
|
| 6067 |
LPP
6067
Life Planning Partners
Jacksonville,
Florida
| $87.3M | -$1.63M | -2% | 6.37% | – | 190 | 3.68% | 0.7 |
|
| 6068 |
KCM
6068
Key Colony Management
Little Rock,
Arkansas
| $87.3M | -$13.9M | -14% | 8.81% | 113% | 15 | 53.33% | 1 |
|
| 6069 |
NIM
6069
NuWave Investment Management
Parsippany,
New Jersey
| $87.2M | +$12.4M | +17% | 10.8% | 26.4% | 398 | 68.59% | 0.3 |
|
| 6070 |
P
6070
Pariax
Newport Beach,
California
| $87.1M | -$3.42M | -4% | 5.4% | – | 29 | 6.9% | 0.7 |
|
| 6071 |
CA
6071
Claris Advisors
St. Louis,
Missouri
| $87M | -$5.42M | -6% | 5.85% | 65.7% | 44 | 9.09% | 0.7 |
|
| 6072 |
GWA
6072
Gibson Wealth Advisors
Tyler,
Texas
| $87M | -$2.74M | -3% | 5.69% | – | 135 | 11.85% | 0.6 |
|
| 6073 |
ACM
6073
Antonetti Capital Management
Naples,
Florida
| $86.8M | -$8.38M | -9% | 4.56% | – | 364 | 9.34% | 2.1 |
|
| 6074 |
FFWM
6074
Future Financial Wealth Management
Cincinnati,
Ohio
| $86.8M | -$15.6M | -15% | 7.03% | 65.2% | 143 | 24.48% | 1.4 |
|
| 6075 |
PG
6075
Prostatis Group
Hanover,
Maryland
| $86.8M | +$22.6M | +35% | 4.6% | 72.9% | 75 | 52% | 1.1 |
|