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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6476 |
6476
Shearwater Capital
Denver,
Colorado
| $159M | +$16.7M | +12% | 8.73% | 74.4% | 51 | 13.73% | 2.7 |
|
| 6477 |
6477
CAP Partners LLC
Franklin,
Tennessee
| $159M | +$21.1M | +15% | 13.3% | 97% | 144 | 14.58% | 1.1 |
|
| 6478 |
6478
Monument Group Wealth Advisors
Concord,
Massachusetts
| $159M | +$14.6M | +10% | 9.21% | 68.6% | 52 | 1.92% | 1.3 |
|
| 6479 |
6479
22NW LP
Seattle,
Washington
| $159M | +$9.7M | +7% | 19.7% | 138% | 24 | 29.17% | 1.7 |
|
| 6480 |
6480
Ledgewood Wealth Advisors
Exeter,
New Hampshire
| $159M | +$3.71M | +2% | 3.69% | 42.8% | 71 | 2.82% | 1.3 |
|
| 6481 |
6481
Landing Point Financial Group
Avon,
Ohio
| $159M | +$26.8M | +20% | 7.03% | – | 72 | 8.33% | 0.5 |
|
| 6482 |
PVAMC
6482
PPS&V Asset Management Consultants
Portage,
Michigan
| $159M | +$20.8M | +15% | 10.1% | 80.7% | 41 | 9.76% | 2.1 |
|
| 6483 |
ASM
6483
AI-Squared Management
Hong Kong
| $159M | +$51.3M | +48% | 3.78% | – | 23 | 82.61% | 0.3 |
|
| 6484 |
6484
Echo45 Advisors
Walnut Creek,
California
| $159M | +$9.06M | +6% | 7.3% | 53.6% | 56 | 14.29% | 2.4 |
|
| 6485 |
6485
Robocap Asset Management
London,
United Kingdom
| $159M | +$24.8M | +19% | 30.7% | 259% | 25 | 4% | 1.7 |
|
| 6486 |
6486
FSC Wealth Advisors
Fishkill,
New York
| $159M | +$6.14M | +4% | 7.96% | 66.4% | 268 | 76.12% | 2.4 |
|
| 6487 |
6487
Rareview Capital
Las Vegas,
Nevada
| $158M | +$539K | +0.3% | 5.59% | – | 54 | 22.22% | 1 |
|
| 6488 |
6488
Grafton Street Partners
North Palm Beach,
Florida
| $158M | +$28.3M | +22% | 11.1% | – | 12 | 0% | 1.1 |
|
| 6489 |
6489
West Bancorporation
West Des Moines,
Iowa
| $158M | +$11.1M | +8% | 8.89% | 64.4% | 100 | 10% | 3.3 |
|
| 6490 |
AI
6490
Arrien Investments
Boise,
Idaho
| $158M | +$18.8M | +13% | 6.56% | 42.7% | 42 | 26.19% | 1.6 |
|
| 6491 |
6491
Melfa Wealth Management
Westborough,
Massachusetts
| $158M | +$10.1M | +7% | 6.58% | 42.9% | 206 | 5.34% | 1.9 |
|
| 6492 |
ACM
6492
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| $158M | +$67M | +73% | 24.1% | 1,745% | 24 | 75% | 0.2 |
|
| 6493 |
6493
Helium Advisors
Everett,
Washington
| $158M | +$20.7M | +15% | 8.17% | – | 113 | 15.04% | 0.4 |
|
| 6494 |
6494
Visionary Horizons
Knoxville,
Tennessee
| $158M | +$16.1M | +11% | 8.97% | 69.2% | 101 | 15.84% | 1 |
|
| 6495 |
6495
McGinn Penninger Investment Management
Alexandria,
Virginia
| $158M | +$5.25M | +3% | 8.77% | 51.9% | 46 | 21.74% | 2.6 |
|
| 6496 |
6496
MPWM Advisory Solutions
Alpharetta,
Georgia
| $158M | +$20.2M | +15% | 9% | – | 774 | 37.34% | 0.5 |
|
| 6497 |
6497
Allodium Investment Consultants
Minneapolis,
Minnesota
| $158M | +$22.6M | +17% | 8.25% | – | 51 | 13.73% | 0.4 |
|
| 6498 |
6498
Impala Asset Management
Palm Beach,
Florida
| $158M | +$27.8M | +21% | 8.71% | 62.6% | 32 | 50% | 0.6 |
|
| 6499 |
6499
Kaufman Rossin Wealth
Miami,
Florida
| $158M | +$18.1M | +13% | 11.7% | – | 194 | 51.03% | 0.2 |
|
| 6500 |
6500
Councilmark Asset Management
Knoxville,
Tennessee
| $158M | +$9.8M | +7% | 9.09% | – | 92 | 11.96% | 1.1 |
|