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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6251 |
6251
Decker Retirement Planning
Levi,
Utah
| $173M | +$12.1M | +8% | 13.1% | – | 352 | 53.69% | 0.3 |
|
| 6252 |
FCP
6252
Fosse Capital Partners
London,
United Kingdom
| $173M | -$43.1M | -20% | 21.7% | 80% | 3 | 33.33% | 4.5 |
|
| 6253 |
6253
Spectrum Investment Advisors
Mequon,
Wisconsin
| $172M | +$17.5M | +11% | 9.12% | – | 25 | 4% | 1.3 |
|
| 6254 |
6254
GGM Financials
Columbus,
Ohio
| $172M | +$25.8M | +18% | 9.75% | – | 64 | 10.94% | 0.8 |
|
| 6255 |
TBBL
6255
True Blue (BVI) Ltd
Road Town, Tortola,
| $172M | +$35.3M | +26% | 27% | – | 4 | 0% | 0.5 |
|
| 6256 |
6256
MSD Partners
New York
| $172M | +$37.6M | +28% | 59.4% | 3.5% | 9 | 22.22% | 1.8 |
|
| 6257 |
6257
Foresight Capital Management Advisors
Saline,
Michigan
| $172M | +$10.9M | +7% | 10.2% | 100% | 99 | 25.25% | 1.3 |
|
| 6258 |
6258
Apricus Wealth
Beaufort,
South Carolina
| $172M | +$3.83M | +2% | 2.63% | 80.6% | 122 | 9.02% | 2.1 |
|
| 6259 |
6259
Level Wealth Management
Greensboro,
North Carolina
| $172M | +$19.2M | +13% | 7.95% | – | 62 | 17.74% | 0.4 |
|
| 6260 |
6260
Sycamore Partners Management
New York
| $172M | -$233M | -58% | 46.2% | 31.8% | 1 | 0% | 3.5 |
|
| 6261 |
LFWA
6261
LBJ Family Wealth Advisors
Austin,
Texas
| $172M | +$15.3M | +10% | 10.1% | 64.9% | 29 | 10.34% | 7.3 |
|
| 6262 |
6262
Honeycomb Asset Management
New York
| $172M | -$37.6M | -18% | 20.4% | 49% | 38 | 78.95% | 0.2 |
|
| 6263 |
6263
MN Wealth Advisors
Overland Park,
Kansas
| $172M | +$1.63M | +1% | 9.72% | 68.3% | 119 | 16.81% | 1.1 |
|
| 6264 |
6264
Quarry Hill Advisors
St Paul,
Minnesota
| $172M | +$17.9M | +12% | 8.51% | 62.5% | 49 | 10.2% | 2.2 |
|
| 6265 |
6265
Canaan Partners XI
Menlo Park,
California
| $172M | +$105M | +159% | 349% | 798% | 4 | 0% | 2.7 |
|
| 6266 |
6266
William Allan Corp
Fort Collins,
Colorado
| $172M | +$12.1M | +8% | 6.1% | 94.2% | 51 | 7.84% | 2.7 |
|
| 6267 |
6267
Treasure Coast Financial Planning
Vero Beach,
Florida
| $172M | +$10.3M | +6% | 5.13% | 32.6% | 42 | 4.76% | 2.1 |
|
| 6268 |
6268
Black Diamond Capital Management
Stamford,
Connecticut
| $172M | +$3.1M | +2% | 3.65% | 28.3% | 13 | 0% | 3.1 |
|
| 6269 |
SMP
6269
Santa Monica Partners
Palm Beach Gardens,
Florida
| $172M | -$11M | -6% | 5.01% | 102% | 13 | 0% | 5.3 |
|
| 6270 |
6270
Clarity Capital Advisors
Lakewood Ranch,
Florida
| $171M | +$19.1M | +13% | 7.5% | 57.9% | 87 | 5.75% | 1.3 |
|
| 6271 |
6271
Vernal Point Advisors
San Francisco,
California
| $171M | +$20.5M | +14% | 5.61% | – | 20 | 10% | 1.4 |
|
| 6272 |
6272
Salvus Wealth Management
Red Bank,
New Jersey
| $171M | +$11.8M | +7% | 11.1% | 108% | 131 | 11.45% | 2.8 |
|
| 6273 |
ALAM
6273
Asahi Life Asset Management
Tokyo,
Japan
| $171M | +$16.7M | +11% | 13.6% | 122% | 210 | 51.9% | 1.9 |
|
| 6274 |
WPEP
6274
Walnut Private Equity Partners
Omaha,
Nebraska
| $171M | -$11.3M | -6% | 1.8% | 48% | 14 | 14.29% | 4.4 |
|
| 6275 |
SM
6275
Salzhauer Michael
| $171M | +$7.22M | +4% | 8.31% | 107% | 89 | 23.6% | 4.4 |
|