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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
Ciovacco Capital Management
Atlanta,
Georgia
| $149M | +$13.7M | +10% | 10.6% | 88.5% | 25 | 12% | 1.2 |
|
| 6077 |
BFM
6077
Blacksheep Fund Management
Co. Dublin,
Ireland
| $149M | -$104M | -41% | 5.96% | 71.5% | 6 | 33.33% | 2.3 |
|
| 6078 |
6078
GEM Asset Management
Plymouth,
Michigan
| $149M | +$4.65M | +3% | 8.5% | 62.9% | 85 | 8.24% | 1 |
|
| 6079 |
6079
Fortitude Family Office
Scottsdale,
Arizona
| $149M | +$14.3M | +11% | 4.54% | 81.1% | 1,110 | 22.25% | 0.2 |
|
| 6080 |
6080
LDR Capital Management
New York
| $149M | -$30.3M | -17% | 1.82% | 28.4% | 43 | 11.63% | 1.7 |
|
| 6081 |
BWG
6081
Boomfish Wealth Group
Alpharetta,
Georgia
| $149M | +$10.1M | +7% | 9.68% | 86% | 89 | 8.99% | 0.2 |
|
| 6082 |
DIS
6082
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $149M | +$12.1M | +9% | 11.7% | 93.8% | 50 | 10% | 4.2 |
|
| 6083 |
6083
Emprise Bank
Wichita,
Kansas
| $149M | – | – | 9.72% | – | 108 | – | 0 |
|
| 6084 |
TFG
6084
Team Financial Group
Temecula,
California
| $149M | +$9.22M | +7% | 6.8% | 46% | 222 | 84.68% | 0.5 |
|
| 6085 |
6085
Fox Hill Wealth Management
Dedham,
Massachusetts
| $149M | +$18.2M | +14% | 16.8% | – | 157 | 21.02% | 0.2 |
|
| 6086 |
6086
Granite Group Advisors
Stamford,
Connecticut
| $149M | +$7.15M | +5% | 19.8% | 74% | 94 | 1.06% | 0.2 |
|
| 6087 |
6087
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| $148M | +$14.8M | +11% | 9.4% | 106% | 175 | 18.86% | 1.4 |
|
| 6088 |
6088
David J. Yvars Group
University Park,
Florida
| $148M | +$24M | +19% | 17% | 143% | 81 | 14.81% | 2 |
|
| 6089 |
HM
6089
Harvest Management
New York
| $148M | +$40.2M | +37% | 22.8% | 610% | 72 | 70.83% | 0.3 |
|
| 6090 |
6090
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| $148M | +$13.5M | +10% | 1.24% | 14.4% | 56 | 35.71% | 1.3 |
|
| 6091 |
6091
Income Research & Management
Boston,
Massachusetts
| $148M | +$3.96M | +3% | 0% | 1.19% | 18 | 44.44% | 1.4 |
|
| 6092 |
6092
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $148M | +$8.17M | +6% | 5.94% | 44.9% | 41 | 19.51% | 2 |
|
| 6093 |
6093
Sebold Capital Management
Lisle,
Illinois
| $148M | +$12.8M | +9% | 6.34% | – | 72 | 6.94% | 1.1 |
|
| 6094 |
6094
Fee-Only Financial Planning
Okatie,
South Carolina
| $148M | +$9.7M | +7% | 8.57% | 72.6% | 42 | 4.76% | 1.1 |
|
| 6095 |
6095
Lynx Capital Group
Beachwood,
Ohio
| $148M | +$10.9M | +8% | 7.95% | 65.6% | 82 | 4.88% | 0.2 |
|
| 6096 |
6096
Catalys Pacific
Tokyo,
Japan
| $148M | +$41.5M | +39% | 41.5% | 189% | 3 | 0% | 0.3 |
|
| 6097 |
6097
River Street Advisors
Aurora,
Illinois
| $148M | +$22.8M | +18% | 10.3% | 93.5% | 136 | 19.12% | 1 |
|
| 6098 |
6098
F/M Investments
Washington,
District of Columbia
| $148M | -$28M | -16% | 11.3% | 101% | 101 | 32.67% | 0.9 |
|
| 6099 |
6099
Objective Capital Management
Pepper Pike,
Ohio
| $148M | +$16.9M | +13% | 9.74% | – | 141 | 17.73% | 1.4 |
|
| 6100 |
6100
Twin Lakes Capital Management
Redwood Shores,
California
| $148M | +$1.87M | +1% | 3.9% | 131% | 244 | 0% | 2.1 |
|