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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6401 |
6401
Nine Masts Capital
Central,
Hong Kong
| $151M | -$420M | -74% | 1.1% | 88.1% | 176 | 64.77% | 0.4 |
|
| 6402 |
6402
Laurel Wealth Planning
Edina,
Minnesota
| $150M | -$4.55M | -3% | 1.29% | 59.5% | 58 | 10.34% | 3 |
|
| 6403 |
6403
Lakehouse Capital
Sydney NSW,
Australia
| $150M | +$2.09M | +1% | 0.06% | 87.4% | 14 | 14.29% | 3.5 |
|
| 6404 |
6404
Gallo Partners
Bloomfield,
New Jersey
| $150M | +$14.1M | +10% | 0% | – | 106 | 82.08% | 0.1 |
|
| 6405 |
6405
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
| $150M | – | – | 1.72% | – | 129 | – | 0 |
|
| 6406 |
6406
H&H Retirement Design & Management
Las Vegas,
Nevada
| $150M | -$14.4M | -9% | 0.38% | 38.4% | 77 | 2.6% | 1.9 |
|
| 6407 |
CI
6407
Carroll Investors
Mt Pleasant,
South Carolina
| $150M | -$27.2M | -15% | 11.9% | 241% | 33 | 24.24% | 1.7 |
|
| 6408 |
CNFG
6408
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| $150M | +$1.3M | +0.9% | 0.3% | 52.6% | 77 | 5.19% | 6.8 |
|
| 6409 |
6409
Tilia Fiduciary Partners
Wilmington,
North Carolina
| $150M | +$3.44M | +2% | 1.29% | 101% | 122 | 20.49% | 2.4 |
|
| 6410 |
6410
Horizon Family Wealth
Chicago,
Illinois
| $150M | -$518K | -0.3% | 1.86% | 68.6% | 87 | 22.99% | 1.9 |
|
| 6411 |
6411
Lynx Investment Advisory
Washington, Dc,
District of Columbia
| $150M | +$3.38M | +2% | 1.33% | – | 157 | 15.29% | 0.7 |
|
| 6412 |
ACA
6412
Acorn Capital Advisors
New York
| $150M | -$35.9M | -19% | 14.6% | – | 22 | 4.55% | 0.2 |
|
| 6413 |
6413
Whalen Wealth Management
Las Vegas,
Nevada
| $150M | +$5.57M | +4% | 0.86% | 90.2% | 184 | 61.41% | 0.4 |
|
| 6414 |
6414
XY Planning Network
Bozeman,
Montana
| $150M | +$16.8M | +13% | 0.7% | – | 118 | 35.59% | 0.2 |
|
| 6415 |
6415
Covestor
London,
United Kingdom
| $150M | -$9.8M | -6% | 3.03% | 134% | 2,871 | 5.22% | 2.6 |
|
| 6416 |
6416
Argosy-Lionbridge Management
New York
| $150M | +$20.1M | +15% | 4.84% | – | 14 | 28.57% | 0.2 |
|
| 6417 |
LIC
6417
Laurus Investment Counsel
Toronto,
Canada
| $150M | -$44.4M | -23% | 11.9% | 14.1% | 48 | 12.5% | 3 |
|
| 6418 |
6418
Seven Mile Advisory
Ewing,
New Jersey
| $150M | -$6.96M | -4% | 3.63% | 146% | 182 | 12.09% | 1.3 |
|
| 6419 |
6419
Better Money Decisions
Santa Fe,
New Mexico
| $150M | +$5.5M | +4% | 0.94% | 32.7% | 71 | 9.86% | 2.7 |
|
| 6420 |
CMS
6420
Capital Market Strategies
Palm Beach Gardens,
Florida
| $150M | -$24M | -14% | 4.17% | 120% | 163 | 16.56% | 1.8 |
|
| 6421 |
6421
OEP Capital Advisors
New York
| $150M | +$18.2M | +14% | 13.9% | 23.2% | 1 | 0% | 4.3 |
|
| 6422 |
6422
Alcosta Capital Management
San Ramon,
California
| $150M | -$21.7M | -13% | 9.45% | 175% | 26 | 0% | 2.5 |
|
| 6423 |
GWMI
6423
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| $150M | +$3M | +2% | 1.04% | 98.1% | 239 | 6.28% | 2.6 |
|
| 6424 |
6424
Westfuller Advisors
New York
| $150M | -$7.62M | -5% | 0.95% | – | 105 | 20% | 0.7 |
|
| 6425 |
6425
Corrado Advisors
Ramsey,
New Jersey
| $150M | -$3.75M | -2% | 0.11% | 73.1% | 117 | 20.51% | 2.6 |
|