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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6251 |
RA
6251
RiverPark Advisors
New York
| $219M | -$57.3M | -21% | 11.3% | 87.5% | 166 | 26.51% | 9.8 |
|
| 6252 |
SCM
6252
Sunbeam Capital Management
Atlanta,
Georgia
| $219M | +$44.1M | +25% | 16.6% | – | 129 | 17.05% | 4.2 |
|
| 6253 |
HCM
6253
Horrell Capital Management
Little Rock,
Arkansas
| $219M | -$681K | -0.3% | 7.29% | 55.6% | 203 | 7.88% | 28.9 |
|
| 6254 |
7CM
6254
7G Capital Management
New York
| $219M | +$50.4M | +30% | 17.6% | 137% | 12 | 25% | 8.6 |
|
| 6255 |
LWA
6255
LifeGoal Wealth Advisors
Saratoga Springs,
New York
| $218M | +$43.7M | +25% | 15.2% | – | 162 | 35.19% | 2.5 |
|
| 6256 |
PCC
6256
Perry Creek Capital
New York
| $218M | +$58M | +36% | 23.3% | 51.2% | 14 | 35.71% | 9.3 |
|
| 6257 |
MAS
6257
MPWM Advisory Solutions
Alpharetta,
Georgia
| $218M | +$29.6M | +16% | 14.9% | – | 609 | 11.49% | 4.7 |
|
| 6258 |
LWA
6258
Lantern Wealth Advisors
Melville,
New York
| $218M | +$23.4M | +12% | 12.6% | – | 194 | 15.46% | 5.9 |
|
| 6259 |
TPC
6259
Tiger Pacific Capital
New York
| $218M | -$191M | -47% | 5.39% | 84.5% | 12 | 25% | 8.8 |
|
| 6260 |
SCM
6260
Saxony Capital Management
St. Louis,
Missouri
| $218M | +$45.9M | +27% | 13.7% | – | 205 | 30.73% | 4.8 |
|
| 6261 |
OC
6261
OxenFree Capital
Satellite Beach,
Florida
| $218M | +$11.9M | +6% | 13.2% | 56.4% | 60 | 13.33% | 6.8 |
|
| 6262 |
MLRA
6262
Main Line Retirement Advisors
Whitefish,
Montana
| $218M | +$17.8M | +9% | 8.97% | – | 50 | 6% | 8.1 |
|
| 6263 |
FA
6263
FSA Advisors
Troy,
Michigan
| $218M | +$66.4M | +44% | 12.5% | – | 280 | 38.21% | 3.1 |
|
| 6264 |
RFO
6264
RiverGlades Family Offices
Naples,
Florida
| $218M | +$47.9M | +28% | 13.8% | – | 114 | 28.95% | 15.1 |
|
| 6265 |
GIO
6265
Galilei Investment Office
London,
United Kingdom
| $218M | +$24.9M | +13% | 11.5% | – | 28 | 10.71% | 4.9 |
|
| 6266 |
JCA
6266
Juniper Capital Advisors
Houston,
Texas
| $218M | -$114M | -34% | 12.8% | – | 2 | 0% | 6 |
|
| 6267 |
FFL
6267
Financial Freedom LLC
Cincinnati,
Ohio
| $218M | +$17.1M | +9% | 19.4% | 72% | 425 | 74.82% | 12.3 |
|
| 6268 |
CI
6268
Cooper Investors
Melbourne, Victoria,
Australia
| $218M | -$27.5M | -11% | 5.25% | 49.8% | 50 | 38% | 6.1 |
|
| 6269 |
SEP
6269
Signature Equity Partners
Columbus,
Ohio
| $218M | +$31.5M | +17% | 17.8% | – | 1,727 | 19.28% | 1.7 |
|
| 6270 |
DF
6270
Define Financial
San Diego,
California
| $218M | +$33.5M | +18% | 10% | – | 49 | 20.41% | 4.4 |
|
| 6271 |
CA
6271
Carson Advisory
Athens,
Georgia
| $218M | +$24.8M | +13% | 11.6% | 68.6% | 208 | 11.54% | 10.8 |
|
| 6272 |
XWL
6272
XXI Wealth LLC
Chicago,
Illinois
| $218M | +$41.2M | +23% | 34.9% | – | 237 | 16.46% | 1.6 |
|
| 6273 |
LCWM
6273
Legacy Capital Wealth Management
The Woodlands,
Texas
| $218M | +$43.8M | +25% | 23.8% | – | 84 | 27.38% | 3.3 |
|
| 6274 |
TCM
6274
Turas Capital Management
Boston,
Massachusetts
| $218M | -$174M | -44% | 6.1% | – | 86 | 88.37% | 0.3 |
|
| 6275 |
RFM
6275
RPD Fund Management
New York
| $218M | -$88.3M | -29% | 18.5% | – | 6 | 33.33% | 3 |
|