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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6451 |
6451
Attessa Capital
Tucson,
Arizona
| $184M | +$905K | +0.5% | 2.28% | – | 36 | 13.89% | 1 |
|
| 6452 |
6452
Monashee Investment Management
Boston,
Massachusetts
| $184M | +$6.36M | +4% | 9.45% | 460% | 70 | 80% | 0.3 |
|
| 6453 |
6453
Investments & Financial Planning LLC
Lexington,
Kentucky
| $184M | -$2.65M | -1% | 2.45% | 63.6% | 40 | 17.5% | 3.5 |
|
| 6454 |
6454
Kure Advisory
Plymouth,
Minnesota
| $184M | +$4.83M | +3% | 0.55% | – | 61 | 16.39% | 1.5 |
|
| 6455 |
6455
General Catalyst Group Management
Cambridge,
Massachusetts
| $184M | -$38.2M | -17% | 14.5% | 161% | 12 | 41.67% | 1.3 |
|
| 6456 |
GWM
6456
Global Wealth Management
Kingston,
New Jersey
| $183M | -$2.4M | -1% | 0.85% | – | 48 | 22.92% | 1 |
|
| 6457 |
6457
GLR Partners
Columbia,
Maryland
| $183M | – | – | 1.79% | – | 101 | – | 0 |
|
| 6458 |
GWMI
6458
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| $183M | +$13M | +8% | 5.9% | 98.1% | 68 | 11.76% | 3.2 |
|
| 6459 |
6459
Finivi Inc
Westborough,
Massachusetts
| $183M | +$10.2M | +6% | 0.65% | 144% | 115 | 20.87% | 2.4 |
|
| 6460 |
6460
Kennicott Capital Management
Corte Madera,
California
| $183M | -$23.1M | -11% | 5.39% | 98% | 49 | 10.2% | 3.4 |
|
| 6461 |
6461
Oxford Wealth Group
Orlando,
Florida
| $183M | -$22.6M | -11% | 0.55% | – | 95 | 15.79% | 1.1 |
|
| 6462 |
KSCM
6462
Kamunting Street Capital Management
Miami Beach,
Florida
| $183M | +$36.4M | +25% | 1.15% | 7.47% | 28 | 35.71% | 0.9 |
|
| 6463 |
6463
Bush Investment Group
Valdosta,
Georgia
| $183M | +$4.3M | +2% | 1.4% | – | 42 | 19.05% | 1.5 |
|
| 6464 |
MF
6464
Meridian Financial
Holliston,
Massachusetts
| $183M | -$672K | -0.4% | 0.09% | 58.5% | 147 | 8.16% | 2.8 |
|
| 6465 |
6465
Babb Wealth Advisors
Flagstaff,
Arizona
| $183M | +$5.79M | +3% | 0.61% | – | 20 | 15% | 1 |
|
| 6466 |
6466
McDonough Capital Management
Orlando,
Florida
| $183M | -$21.2M | -10% | 6.29% | 98.1% | 53 | 9.43% | 3.1 |
|
| 6467 |
6467
Northland Capital Management
Virginia,
Minnesota
| $183M | +$4.34M | +2% | 1.54% | 37.5% | 32 | 9.38% | 2.9 |
|
| 6468 |
6468
Ring Mountain Capital
Tiburon,
California
| $183M | -$12.2M | -6% | 3.3% | – | 102 | 10.78% | 1.1 |
|
| 6469 |
SPI
6469
Sutton Place Investors
Katonah,
New York
| $183M | +$692K | +0.4% | 1.34% | 84% | 141 | 11.35% | 2.1 |
|
| 6470 |
6470
Quantedge Capital
Singapore
| $183M | -$27M | -13% | 8.85% | 110% | 85 | 56.47% | 1.2 |
|
| 6471 |
6471
Claris Financial
Glen Allen,
Virginia
| $183M | -$5.18M | -3% | 1.04% | – | 197 | 19.8% | 0.8 |
|
| 6472 |
6472
Ampersand Capital Group
Burlingame,
California
| $183M | -$41.6M | -19% | 22% | – | 7 | 0% | 1.3 |
|
| 6473 |
6473
Insight Inv LLC
El Segundo,
California
| $183M | +$4.37M | +2% | 4.58% | 139% | 112 | 7.14% | 3.3 |
|
| 6474 |
6474
WESPAC Advisors
Orinda,
California
| $183M | -$1.82M | -1% | 4.73% | 126% | 211 | 31.28% | 1.4 |
|
| 6475 |
6475
Stegner Investment Associates
Louisville,
Kentucky
| $183M | -$5.59M | -3% | 4.28% | 84.8% | 32 | 18.75% | 3.6 |
|