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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6326 |
6326
Point Break Capital Management
Miami,
Florida
| $126M | +$21.4M | +21% | 5.4% | – | 15 | 66.67% | 0.9 |
|
| 6327 |
6327
Udine Wealth Management
Boca Raton,
Florida
| $126M | +$22.2M | +22% | 10.9% | 141% | 22 | 40.91% | 0.9 |
|
| 6328 |
6328
Kite Lake Capital Management (UK)
London,
United Kingdom
| $126M | -$944M | -88% | 22.7% | 337% | 25 | 80% | 0.7 |
|
| 6329 |
6329
Renasant Bank
Tupelo,
Mississippi
| $125M | +$6.62M | +6% | 10.8% | 65% | 193 | 20.21% | 1.9 |
|
| 6330 |
6330
Conscious Wealth Investments
Coral Gables,
Florida
| $125M | – | – | 11.8% | – | 51 | – | 0 |
|
| 6331 |
6331
River Street Advisors
Aurora,
Illinois
| $125M | +$19.4M | +18% | 9.65% | 93.5% | 120 | 10.83% | 0.8 |
|
| 6332 |
SC
6332
Settian Capital
New York
| $125M | +$7.51M | +6% | 7.86% | 62.5% | 38 | 13.16% | 1.2 |
|
| 6333 |
SP
6333
SIH Partners
Wilmington,
Delaware
| $125M | – | – | 13.2% | – | 15 | – | 0 |
|
| 6334 |
6334
First Affirmative Financial Network
Colorado Springs,
Colorado
| $125M | +$23M | +23% | 10.6% | – | 255 | 21.18% | 1.2 |
|
| 6335 |
6335
Worth Financial Advisory Group
Charlotte,
North Carolina
| $125M | +$14.3M | +13% | 10.3% | 93.3% | 133 | 9.02% | 0.8 |
|
| 6336 |
6336
Lakehouse Capital
Sydney NSW,
Australia
| $125M | +$14.2M | +13% | 18.1% | 87.4% | 14 | 0% | 2.6 |
|
| 6337 |
6337
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| $125M | +$19.6M | +19% | 7.43% | 65.5% | 57 | 28.07% | 1.4 |
|
| 6338 |
6338
Highlander Partners
Dallas,
Texas
| $125M | +$23.8M | +24% | 16.2% | 241% | 26 | 3.85% | 1.4 |
|
| 6339 |
6339
VitalStone Financial
Shavano Park,
Texas
| $125M | +$6.62M | +6% | 8.17% | – | 619 | 25.53% | 0.6 |
|
| 6340 |
6340
Orrstown Financial Services
Harrisburg,
Pennsylvania
| $125M | – | – | 11.2% | 73.7% | 74 | – | 4.6 |
|
| 6341 |
HWMC
6341
Heritage Wealth Management (California)
San Diego,
California
| $125M | – | – | 9.49% | 78.5% | 112 | – | 0 |
|
| 6342 |
6342
Paragon Capital Management (Utah)
Provo,
Utah
| $125M | +$7.84M | +7% | 9.89% | 72.3% | 76 | 26.32% | 1.2 |
|
| 6343 |
MFFIA
6343
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
| $125M | +$6.46M | +5% | 6.65% | 136% | 69 | 10.14% | 0.9 |
|
| 6344 |
6344
Millington Financial Advisors
Naperville,
Illinois
| $125M | +$13.4M | +12% | 10.8% | 77.5% | 86 | 22.09% | 0.8 |
|
| 6345 |
6345
Epacria Capital Partners
Boulder,
Colorado
| $125M | +$4.08M | +3% | 4.93% | 89.1% | 64 | 21.88% | 0.9 |
|
| 6346 |
PBK
6346
Peoples Bank (Kansas)
Pratt,
Kansas
| $125M | +$7.93M | +7% | 8.83% | 74.5% | 277 | 6.14% | 0.2 |
|
| 6347 |
6347
Atmos Advisory
Pittsburgh,
Pennsylvania
| $125M | +$7.64M | +7% | 8.13% | 31.9% | 21 | 4.76% | 1.9 |
|
| 6348 |
6348
Segra Capital Management
Palm Beach,
Florida
| $125M | -$14.8M | -11% | 12% | 19% | 6 | 33.33% | 1.3 |
|
| 6349 |
HIA
6349
Harvest Investment Advisors
Tallahassee,
Florida
| $125M | +$13M | +12% | 12.3% | 78.3% | 52 | 1.92% | 1 |
|
| 6350 |
6350
Amitell Capital
Singapore
| $125M | -$62.9M | -34% | 8.77% | 188% | 39 | 20.51% | 0.8 |
|