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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6076 |
6076
Technology Crossover Management VII
Menlo Park,
California
| $107M | +$21.6M | +25% | 25.3% | 35.2% | 1 | 0% | 8.3 |
|
| 6077 |
6077
Greenstone Partners & Co
Larkspur,
California
| $107M | +$7.42M | +7% | 3.68% | 527% | 10 | 0% | 1.5 |
|
| 6078 |
EC
6078
Euclidean Capital
New York
| $107M | -$833K | -0.8% | 12.2% | 79.7% | 11 | 9.09% | 1.6 |
|
| 6079 |
6079
Finer Wealth Management
Salem,
Massachusetts
| $107M | +$5.25M | +5% | 10.1% | 175% | 80 | 7.5% | 0.9 |
|
| 6080 |
AIP
6080
Alapocas Investment Partners
Beverly,
Massachusetts
| $106M | +$6.83M | +7% | 6.03% | 50% | 18 | 0% | 1 |
|
| 6081 |
6081
Bank of Marin
Novato,
California
| $106M | +$4.85M | +5% | 7.41% | 80.3% | 119 | 6.72% | 2.4 |
|
| 6082 |
6082
MAS Advisors
Miami,
Florida
| $106M | -$42.7M | -29% | 5.92% | 47.9% | 108 | 23.15% | 0.7 |
|
| 6083 |
HIA
6083
Harvest Investment Advisors
Tallahassee,
Florida
| $106M | – | – | 9.95% | 78.3% | 52 | – | 0 |
|
| 6084 |
PCC
6084
Park Circle Company
Baltimore,
Maryland
| $106M | +$9.26M | +10% | 15.6% | 70.5% | 135 | 22.96% | 2.9 |
|
| 6085 |
6085
Defined Wealth Management
Beaverton,
Oregon
| $106M | +$14.6M | +16% | 9.86% | 78.1% | 106 | 16.98% | 1.6 |
|
| 6086 |
6086
Crown Wealth Group
Charlotte,
North Carolina
| $106M | +$8.9M | +9% | 6.47% | 98.2% | 76 | 36.84% | 0.5 |
|
| 6087 |
GL
6087
GHE LLC
Memphis,
Tennessee
| $106M | +$12.2M | +13% | 12.5% | 188% | 55 | 1.82% | 0.8 |
|
| 6088 |
6088
AFG Fiduciary Services
Hingham,
Massachusetts
| $106M | +$95.6K | +0.1% | 5.71% | 72.4% | 93 | 27.96% | 0.7 |
|
| 6089 |
6089
Gouws Capital LLC
Charlotte,
North Carolina
| $106M | +$5.87M | +6% | 8.5% | 114% | 49 | 8.16% | 0.9 |
|
| 6090 |
6090
Pioneer Wealth Management Group
Austin,
Texas
| $106M | – | – | 6.31% | – | 33 | – | 0 |
|
| 6091 |
PWM
6091
Prosperity Wealth Management
San Ramon,
California
| $106M | – | – | 6.58% | 175% | 136 | – | 0 |
|
| 6092 |
6092
Taylor & Morgan Wealth Management
Flint,
Michigan
| $106M | +$5.64M | +6% | 6.85% | 85.9% | 66 | 3.03% | 0.9 |
|
| 6093 |
6093
Pavadi Capital
New York
| $106M | +$1.66M | +2% | 10.1% | – | 28 | 53.57% | 0.7 |
|
| 6094 |
6094
GeoSphere Capital Management
Miami Beach,
Florida
| $106M | – | – | 27.6% | 446% | 31 | – | 0.6 |
|
| 6095 |
6095
Pinion Investment Advisors
Wichita,
Kansas
| $106M | -$8.38M | -7% | 8.71% | 75.4% | 162 | 30.25% | 2.7 |
|
| 6096 |
6096
Trust Investment Advisors
Indianapolis,
Indiana
| $106M | +$10.2M | +11% | 12.7% | 178% | 106 | 23.58% | 3.3 |
|
| 6097 |
6097
Catalyst Wealth Management
Atlanta,
Georgia
| $106M | – | – | 10.7% | – | 126 | – | 0 |
|
| 6098 |
6098
High Ground Investment Management
London,
United Kingdom
| $106M | – | – | 8.12% | 25.9% | 5 | – | 0 |
|
| 6099 |
6099
Geneva Partners
Lake Geneva,
Wisconsin
| $106M | +$18.4M | +21% | 13.2% | 417% | 62 | 24.19% | 2.4 |
|
| 6100 |
6100
Guardian Investment Management
Tiburon,
California
| $106M | +$7.18M | +7% | 12.4% | 103% | 55 | 3.64% | 5.4 |
|