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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
Vigilare Wealth Management
Scottsdale,
Arizona
| $77.3M | -$14.8M | -16% | 4.83% | 59.5% | 121 | 22.31% | 1.9 |
|
| 6227 |
6227
Industry Ventures
San Francisco,
California
| $77.2M | -$17M | -18% | 7.1% | 77.4% | 12 | 58.33% | 0.4 |
|
| 6228 |
6228
G2VP I Associates
Portola Valley,
California
| $77.2M | +$14.4M | +23% | 22.9% | – | 1 | 0% | 0.8 |
|
| 6229 |
6229
Yorktown Management & Research Company
Forest,
Virginia
| $77.2M | -$380K | -0.5% | 2.77% | 211% | 233 | 38.63% | 1.5 |
|
| 6230 |
6230
Sanctuary Wealth Management
Pocatello,
Idaho
| $77.1M | -$4.44M | -5% | 3.07% | – | 34 | 23.53% | 2.5 |
|
| 6231 |
6231
KLK Capital Management
Los Angeles,
California
| $77.1M | – | – | 1.21% | – | 49 | – | 0.9 |
|
| 6232 |
6232
Park Avenue Institutional Advisers
New York
| $77M | +$6.06M | +9% | 4.48% | – | 8 | 37.5% | 0.8 |
|
| 6233 |
6233
Upper Left Wealth Management
Tampa,
Florida
| $77M | -$9.43M | -11% | 9.63% | 52.7% | 52 | 9.62% | 0.7 |
|
| 6234 |
6234
National Wealth Management Group
Cincinnati,
Ohio
| $76.9M | -$2.41M | -3% | 3.46% | 128% | 159 | 54.09% | 0.4 |
|
| 6235 |
6235
Redmont Wealth Advisors
Chicago,
Illinois
| $76.9M | -$5.69M | -7% | 3.73% | 46.1% | 114 | 19.3% | 0.6 |
|
| 6236 |
6236
SRH Advisors
Salina,
Kansas
| $76.8M | -$4.27M | -5% | 5.69% | 55.7% | 323 | 6.81% | 5.1 |
|
| 6237 |
6237
Mount Vernon Associates
Baltimore,
Maryland
| $76.8M | -$5.25M | -6% | 2.86% | 136% | 53 | 9.43% | 6.7 |
|
| 6238 |
6238
Once Capital Management
New York
| $76.7M | -$1.8M | -2% | 1.15% | 627% | 23 | 0% | 0.7 |
|
| 6239 |
6239
Watershed Asset Management
San Francisco,
California
| $76.7M | -$4.12M | -5% | 6.21% | – | 160 | 51.25% | 0.4 |
|
| 6240 |
6240
Reverence Capital Partners
New York
| $76.6M | -$6.62M | -8% | 7.95% | 5.38% | 1 | 0% | 0.8 |
|
| 6241 |
6241
Orca Investment Management
Roseburg,
Oregon
| $76.6M | -$31.5M | -29% | 6.55% | 139% | 59 | 3.39% | 5.4 |
|
| 6242 |
6242
Provence Wealth Management Group
Irvine,
California
| $76.6M | +$415K | +0.5% | 5.7% | – | 56 | 7.14% | 0.7 |
|
| 6243 |
6243
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
| $76.5M | -$71M | -48% | 10.5% | 63.5% | 21 | 28.57% | 0.6 |
|
| 6244 |
6244
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
| $76.4M | +$2.23M | +3% | 7.48% | 32% | 72 | 40.28% | 1 |
|
| 6245 |
6245
Spartan Planning & Wealth Management
Greensboro,
North Carolina
| $76.4M | +$1.48M | +2% | 0.52% | – | 129 | 34.88% | 0.4 |
|
| 6246 |
6246
Community Capital Management
Plantation,
Florida
| $76.4M | -$5.97M | -7% | 5.11% | 55.6% | 81 | 12.35% | 0.5 |
|
| 6247 |
6247
Ratos AB
Stockholm,
Sweden
| $76.4M | – | – | 17.6% | – | 1 | – | 1.5 |
|
| 6248 |
6248
Absolute Capital Management
Pittsburgh,
Pennsylvania
| $76.3M | +$13.9M | +22% | 4.25% | 98.2% | 530 | 91.32% | 0 |
|
| 6249 |
6249
SCHF (GPE)
Wilson,
Wyoming
| $76M | +$8.32M | +12% | 4.71% | – | 6 | 50% | 1.1 |
|
| 6250 |
6250
Echo Wealth Management
Plymouth,
Minnesota
| $76M | +$1.25M | +2% | 4.27% | 42.9% | 55 | 38.18% | 1.3 |
|