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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6426 |
6426
Segra Capital Management
Palm Beach,
Florida
| $131M | +$6.18M | +5% | 8.65% | 19% | 5 | 40% | 1.4 |
|
| 6427 |
6427
Ellerson Group
Annapolis,
Maryland
| $131M | +$15.5M | +13% | 17.8% | 178% | 50 | 8% | 1 |
|
| 6428 |
6428
Alta Fox Capital Management
Fort Worth,
Texas
| $131M | -$25.6M | -16% | 14.7% | 261% | 16 | 31.25% | 0.6 |
|
| 6429 |
6429
26North Partners
New York
| $131M | +$6.28M | +5% | 10.1% | 77.8% | 3 | 66.67% | 1.3 |
|
| 6430 |
6430
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| $131M | -$12.7M | -9% | 0.16% | 38.4% | 12 | 8.33% | 2.1 |
|
| 6431 |
SR
6431
Summer Road
West Palm Beach,
Florida
| $131M | +$96.5M | +282% | 104% | 214% | 1 | 0% | 6 |
|
| 6432 |
6432
Lowery Thomas LLC
Pebble Beach,
California
| $131M | +$14.2M | +12% | 9.12% | 74.7% | 48 | 8.33% | 1.7 |
|
| 6433 |
6433
Jacobs Asset Management
New York
| $131M | +$2.56M | +2% | 8.79% | 114% | 32 | 25% | 2 |
|
| 6434 |
6434
Bain Capital Venture Investors
Boston,
Massachusetts
| $131M | -$25.9M | -17% | 4.65% | 34.2% | 3 | 0% | 1.7 |
|
| 6435 |
6435
Strategic Investment Management
Arlington,
Virginia
| $130M | -$10.1M | -7% | 6.97% | 53.4% | 11 | 0% | 5.6 |
|
| 6436 |
AIM
6436
AHL Investment Management
Winter Park,
Florida
| $130M | +$8.23M | +7% | 7.5% | 57.7% | 66 | 6.06% | 1.8 |
|
| 6437 |
6437
Triad Wealth Partners
Lawrence,
Kansas
| $130M | – | – | 5.66% | – | 59 | – | 0 |
|
| 6438 |
6438
VERITY Wealth Advisors
Sausalito,
United States
| $130M | +$14M | +12% | 7.29% | 59.9% | 75 | 6.67% | 3.4 |
|
| 6439 |
6439
Broadwater Capital
Boston,
Massachusetts
| $130M | +$2.67M | +2% | 6.48% | – | 238 | 7.56% | 0.2 |
|
| 6440 |
6440
Leibman Financial Services
Louisville,
Nebraska
| $130M | +$10M | +8% | 8.72% | 59.2% | 54 | 5.56% | 0.2 |
|
| 6441 |
6441
Wheelhouse Advisory Group
St. Louis,
Missouri
| $130M | +$15.7M | +14% | 8.19% | 67.9% | 40 | 12.5% | 0.2 |
|
| 6442 |
6442
Future Financial Wealth Management
Cincinnati,
Ohio
| $130M | +$29.3M | +29% | 7.52% | 65.2% | 508 | 77.76% | 0.5 |
|
| 6443 |
6443
Scalar Gauge Management
Dallas,
Texas
| $130M | +$24.5M | +23% | 9.45% | – | 35 | 48.57% | 0.2 |
|
| 6444 |
6444
RF&L Wealth Management
Acton,
Massachusetts
| $130M | +$9.5M | +8% | 8.67% | 73.8% | 57 | 5.26% | 1.1 |
|
| 6445 |
GWMI
6445
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| $130M | +$11.5M | +10% | 12% | 98.1% | 261 | 8.05% | 1.7 |
|
| 6446 |
6446
Waypoint Wealth Counsel
Atlanta,
Georgia
| $130M | +$12.3M | +11% | 8.55% | 111% | 107 | 17.76% | 1 |
|
| 6447 |
6447
Riverview Trust Company
Vancouver,
Washington
| $130M | +$31.4M | +32% | 9.26% | 87.6% | 650 | 85.69% | 0.7 |
|
| 6448 |
6448
Horizon Family Wealth
Chicago,
Illinois
| $130M | +$10.9M | +9% | 9.04% | 68.6% | 81 | 22.22% | 1.3 |
|
| 6449 |
6449
Brooktree Capital Management
Gand Rapids,
Michigan
| $130M | +$5.93M | +5% | 10.9% | 82.9% | 29 | 17.24% | 3.3 |
|
| 6450 |
6450
Exane Asset Management
Paris,
France
| $130M | +$11.8M | +10% | 13.1% | 74.5% | 14 | 50% | 0.6 |
|