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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6301 |
6301
Bridger Management
New York
| $170M | -$31.6M | -16% | 13.4% | 103% | 34 | 41.18% | 2.1 |
|
| 6302 |
6302
Wynnefield Capital
New York
| $170M | +$11.5M | +7% | 16.8% | 52.1% | 16 | 0% | 5.2 |
|
| 6303 |
6303
Covestor
London,
United Kingdom
| $170M | +$19.6M | +13% | 11.7% | 136% | 2,879 | 6.6% | 2.8 |
|
| 6304 |
6304
KMT Wealth Management
El Segundo,
California
| $169M | +$23.5M | +16% | 10.6% | – | 17 | 11.76% | 0.4 |
|
| 6305 |
6305
Barnes Wealth Management Group
Bakersfield,
California
| $169M | +$13.5M | +9% | 7% | – | 176 | 14.2% | 0.4 |
|
| 6306 |
6306
Rainwater Charitable Foundation
Fort Worth,
Texas
| $169M | +$16.2M | +11% | 6.35% | 44% | 4 | 0% | 3.3 |
|
| 6307 |
6307
Tower Wealth Partners
Lewisburg,
Pennsylvania
| $169M | -$17.9M | -10% | 7.2% | 53.7% | 92 | 23.91% | 2 |
|
| 6308 |
6308
ViaWealth
Leawood,
Kansas
| $169M | +$7.16M | +4% | 9.75% | 77.2% | 155 | 7.74% | 2.1 |
|
| 6309 |
6309
Concorde Financial
Dallas,
Texas
| $169M | -$12.3M | -7% | 0.45% | 81.3% | 56 | 41.07% | 1.6 |
|
| 6310 |
6310
Watchtower Advisors
Old Greenwich,
Connecticut
| $169M | +$31.2M | +23% | 19.1% | 384% | 22 | 50% | 0.8 |
|
| 6311 |
6311
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
| $169M | +$13.1M | +8% | 8.14% | 57.3% | 75 | 4% | 3.5 |
|
| 6312 |
6312
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| $169M | +$21.7M | +15% | 6.79% | 44.8% | 263 | 34.22% | 1.8 |
|
| 6313 |
6313
Warburton Capital Management
Tulsa,
Oklahoma
| $169M | +$30.6M | +22% | 11% | – | 61 | 21.31% | 0.3 |
|
| 6314 |
6314
Peterson Wealth Management
Sparks,
Nevada
| $169M | +$20.1M | +14% | 16.5% | 78% | 59 | 47.46% | 2.2 |
|
| 6315 |
6315
LRT Capital Management
Austin,
Texas
| $169M | +$22.7M | +16% | 7.58% | 76.2% | 84 | 13.1% | 1.2 |
|
| 6316 |
6316
Plustick Management
Charlottesville,
Virginia
| $169M | +$31.4M | +23% | 42.7% | 1,667% | 21 | 19.05% | 1.3 |
|
| 6317 |
6317
Little Harbor Advisors
Marblehead,
Massachusetts
| $169M | +$6.38M | +4% | 9.36% | 59% | 9 | 44.44% | 1.8 |
|
| 6318 |
6318
Ballew Advisors
Jackson,
Mississippi
| $168M | +$19.3M | +13% | 8.13% | 68% | 118 | 13.56% | 3.7 |
|
| 6319 |
6319
Menard Financial Group
Houston,
Texas
| $168M | +$16.1M | +11% | 19.3% | 141% | 107 | 22.43% | 2.1 |
|
| 6320 |
6320
Wildcat Capital Management
New York
| $168M | -$19.1M | -10% | 5.28% | 126% | 8 | 25% | 3.4 |
|
| 6321 |
6321
Prentiss Smith & Co
Brattleboro,
Vermont
| $168M | +$13.8M | +9% | 8.27% | 67.4% | 70 | 7.14% | 6.2 |
|
| 6322 |
6322
Nutshell Asset Management
Sevenoaks,
United Kingdom
| $168M | -$23.8M | -12% | 8.72% | – | 33 | 51.52% | 0.3 |
|
| 6323 |
WFG
6323
Wormser Freres Gestion
Paris,
France
| $168M | +$4.64M | +3% | 11.5% | 67.4% | 53 | 16.98% | 1.2 |
|
| 6324 |
6324
Lantern Wealth Advisors
Melville,
New York
| $168M | – | – | 8.08% | – | 148 | – | 1.1 |
|
| 6325 |
6325
KilterHowling LLC
Boulder,
Colorado
| $168M | +$13.2M | +9% | 7.87% | 51.3% | 46 | 4.35% | 2.7 |
|