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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6376 |
6376
Promethium Advisors
Bethesda,
Maryland
| $165M | +$8.47M | +5% | 4.26% | – | 128 | 15.63% | 0.7 |
|
| 6377 |
6377
Signature Resources Capital Management
Newport Beach,
California
| $165M | +$48.3M | +42% | 8.75% | 67.8% | 546 | 32.97% | 0.9 |
|
| 6378 |
6378
Virginia Wealth Management Group
Virginia Beach,
Virginia
| $165M | +$2.68M | +2% | 1.61% | 49.4% | 51 | 9.8% | 2.6 |
|
| 6379 |
6379
Twin Lakes Capital Management
Redwood Shores,
California
| $164M | +$16.1M | +11% | 9.91% | 131% | 222 | 0.9% | 3.1 |
|
| 6380 |
6380
Bullseye Investment Management
Cincinnati,
Ohio
| $164M | $0 | 0% | 5.17% | 36.2% | 91 | 0% | 0.9 |
|
| 6381 |
6381
Teton Advisors
Rye,
New York
| $164M | +$4.33M | +3% | 13.5% | 139% | 191 | 6.28% | 8.2 |
|
| 6382 |
6382
Ring Mountain Capital
Tiburon,
California
| $164M | +$31.1M | +23% | 19.9% | – | 99 | 11.11% | 0.4 |
|
| 6383 |
6383
Vitruvian Partners
London,
United Kingdom
| $164M | +$59.4M | +57% | 27.4% | 96.9% | 7 | 14.29% | 2.1 |
|
| 6384 |
6384
Absoluto Partners Gestao de Recursos
Leblon, Rio De Janeiro, Rj,
Brazil
| $164M | +$31.2M | +23% | 28.8% | 78.7% | 35 | 25.71% | 1.8 |
|
| 6385 |
6385
Avory & Company
Miami,
Florida
| $164M | +$12.7M | +8% | 10.6% | 74.9% | 34 | 17.65% | 2.1 |
|
| 6386 |
6386
HFG Wealth Management
The Woodlands,
Texas
| $164M | -$1.14M | -0.7% | 6.65% | 45.9% | 53 | 9.43% | 1.3 |
|
| 6387 |
6387
Everstar Asset Management
Mooresville,
North Carolina
| $164M | +$13M | +9% | 4.61% | – | 205 | 17.07% | 0.6 |
|
| 6388 |
6388
Trevian Wealth Management
Weston,
Massachusetts
| $164M | +$23.5M | +17% | 10.2% | 94.1% | 33 | 18.18% | 1.2 |
|
| 6389 |
6389
Horizon Family Wealth
Chicago,
Illinois
| $164M | +$13.9M | +9% | 10.7% | 68.6% | 79 | 11.39% | 2 |
|
| 6390 |
6390
Lakehouse Capital
Sydney NSW,
Australia
| $164M | +$13.5M | +9% | 19% | 87.4% | 13 | 0% | 3.8 |
|
| 6391 |
6391
Virtus ETF Advisers
New York
| $164M | +$9.8M | +6% | 13.4% | 177% | 501 | 26.15% | 0.4 |
|
| 6392 |
6392
Tilia Fiduciary Partners
Wilmington,
North Carolina
| $164M | +$13.8M | +9% | 9.57% | 101% | 119 | 8.4% | 2.6 |
|
| 6393 |
6393
Schwallier Wealth Management
Grand Rapids,
Michigan
| $164M | +$28.2M | +21% | 5.5% | – | 64 | 39.06% | 0.8 |
|
| 6394 |
SFC
6394
Sprinkle Financial Consultants
Littleton,
Colorado
| $164M | +$6.05M | +4% | 6.61% | 64.1% | 82 | 7.32% | 1.2 |
|
| 6395 |
6395
Trademark Financial Management
Bloomington,
Minnesota
| $164M | +$32.5M | +25% | 8.09% | 67.5% | 99 | 23.23% | 1 |
|
| 6396 |
6396
Corrado Advisors
Ramsey,
New Jersey
| $164M | +$13.8M | +9% | 9.28% | 64% | 115 | 12.17% | 2.6 |
|
| 6397 |
6397
Motiv8 Investments
Port St. Lucie,
Florida
| $163M | +$12.7M | +8% | 6.81% | – | 99 | 6.06% | 1.2 |
|
| 6398 |
6398
Optimize Financial
Laguna Hills,
California
| $163M | -$102M | -39% | 20.7% | – | 235 | 8.09% | 0.4 |
|
| 6399 |
6399
MWA Asset Management
Lexington,
Massachusetts
| $163M | +$19.2M | +13% | 16.8% | 174% | 124 | 9.68% | 1.5 |
|
| 6400 |
6400
Bradley & Co Private Wealth Management
Miami,
Florida
| $163M | +$16.9M | +12% | 13.3% | – | 198 | 7.07% | 3.1 |
|