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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6226 |
6226
PTM Wealth Management
North Wales,
United States
| $222M | +$33.4M | +18% | 16.2% | – | 63 | 11.11% | 1 |
|
| 6227 |
6227
17 Capital Partners
Pheonix,
Arizona
| $222M | +$27.8M | +14% | 17.5% | – | 184 | 10.87% | 2.2 |
|
| 6228 |
6228
Sylvest Advisors
Dallas,
Texas
| $222M | +$33.8M | +18% | 12.2% | – | 83 | 21.69% | 1.1 |
|
| 6229 |
LCM
6229
Lionhunter Capital Management
New York
| $222M | – | – | 13.5% | – | 109 | – | 0 |
|
| 6230 |
HCA
6230
Hyperion Capital Advisors
New York
| $222M | +$14.1M | +7% | 22.8% | 86.1% | 73 | 15.07% | 3.3 |
|
| 6231 |
6231
Ampersand Capital Group
Burlingame,
California
| $222M | +$38.9M | +21% | 8.01% | – | 7 | 0% | 1.5 |
|
| 6232 |
6232
First Community Trust
Dubuque,
Iowa
| $221M | +$85.9M | +63% | 28.3% | 128% | 370 | 12.97% | 3.2 |
|
| 6233 |
6233
Monolith Management
Hong Kong
| $221M | -$111M | -33% | 68.7% | – | 41 | 73.17% | 0.3 |
|
| 6234 |
6234
American Financial & Tax Strategies
New York
| $221M | +$15.6M | +8% | 8.8% | 46.9% | 102 | 4.9% | 2.2 |
|
| 6235 |
6235
MWA Asset Management
Lexington,
Massachusetts
| $221M | +$38.7M | +21% | 37.1% | 174% | 135 | 11.11% | 2.1 |
|
| 6236 |
WA1
6236
Wimmer Associates 1
Pasadena,
California
| $221M | +$16.6M | +8% | 13.8% | 78.9% | 116 | 7.76% | 7.3 |
|
| 6237 |
6237
Estate Planners Group
Yardley,
Pennsylvania
| $221M | +$13M | +6% | 11.1% | – | 86 | 33.72% | 0.4 |
|
| 6238 |
6238
Ausbil Investment Management
Sydney,
Australia
| $221M | +$20M | +10% | 8.53% | 115% | 77 | 33.77% | 1.3 |
|
| 6239 |
6239
Ryan Investment Management
Basalt,
Colorado
| $221M | +$43.1M | +24% | 12% | – | 33 | 48.48% | 0.5 |
|
| 6240 |
6240
Ameraudi Asset Management
New York
| $221M | +$36.8M | +20% | 8.88% | 47.1% | 49 | 22.45% | 3.3 |
|
| 6241 |
RCS
6241
R2 Capital Strategies
Lincoln,
Nebraska
| $221M | – | – | 12.6% | – | 115 | – | 0 |
|
| 6242 |
EV
6242
EJMK Ventures
Itasca,
Illinois
| $220M | +$41.3M | +23% | 17.5% | – | 190 | 26.84% | 0.4 |
|
| 6243 |
CIA
6243
Citadel Investment Advisory
Chesterland,
Ohio
| $220M | +$10.7M | +5% | 7.46% | 66.1% | 78 | 2.56% | 4.9 |
|
| 6244 |
PCA
6244
Prospect Capital Advisors
Sausalito,
California
| $220M | +$40.4M | +22% | 38.5% | 202% | 32 | 18.75% | 3.9 |
|
| 6245 |
MLTEF
6245
Metatron Long Term Equity Fund
Birkirkara,
| $220M | – | – | 31.7% | – | 65 | – | 0 |
|
| 6246 |
6246
Deepwater Asset Management
Minneapolis,
Minnesota
| $220M | +$62.4M | +40% | 60.4% | 142% | 43 | 27.91% | 1 |
|
| 6247 |
6247
Yardley Wealth Management
Yardley,
Pennsylvania
| $220M | +$25M | +13% | 9.73% | – | 37 | 2.7% | 1.6 |
|
| 6248 |
6248
H&H Retirement Design & Management
Las Vegas,
Nevada
| $220M | +$7.25M | +3% | 8.47% | 38.4% | 121 | 27.27% | 2 |
|
| 6249 |
6249
Lake Hills Wealth Management
Austin,
Texas
| $220M | +$41.2M | +23% | 15.8% | 83.7% | 86 | 55.81% | 0.9 |
|
| 6250 |
6250
W Advisors LLC
Germantown,
Tennessee
| $220M | +$24.9M | +13% | 14.7% | 73.8% | 157 | 12.74% | 2.8 |
|