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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6551 |
FWM
6551
Fingerlakes Wealth Management
Ithaca,
New York
| $80.3M | +$7.52M | +10% | 9.03% | 80.2% | 89 | 5.62% | 1.2 |
|
| 6552 |
LW
6552
Lauer Wealth
Valparaiso,
Indiana
| $80M | – | – | 10.6% | 89.4% | 42 | – | 0 |
|
| 6553 |
NI
6553
NetEase Inc
Hangzhou,
China
| $80M | +$27.4M | +52% | 52.2% | 464% | 2 | 0% | 0.8 |
|
| 6554 |
MVPGP
6554
Magma Venture Partners General Partner
Tel Aviv,
Israel
| $79.8M | -$31.1M | -28% | 9.4% | 4.7% | 3 | 0% | 1.3 |
|
| 6555 |
AWM
6555
Alterna Wealth Management
Houston,
Texas
| $79.8M | -$9.41M | -11% | 7.42% | 48% | 130 | 39.23% | 1.5 |
|
| 6556 |
GPA
6556
Guerra Pan Advisors
Montclair,
New Jersey
| $79.7M | +$6.54M | +9% | 11.2% | 135% | 95 | 6.32% | 1.1 |
|
| 6557 |
WKSWA
6557
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
| $79.6M | +$6.76M | +9% | 14.7% | 111% | 78 | 16.67% | 1 |
|
| 6558 |
HGCK
6558
HPC Germany & Co KG
Potsdam,
Germany
| $79.3M | +$15.3M | +24% | 22.3% | 233% | 14 | 7.14% | 0.9 |
|
| 6559 |
BEVI
6559
Braemar Energy Ventures III
New York
| $79.2M | +$5.64M | +8% | 8.94% | – | 2 | 0% | 0.8 |
|
| 6560 |
KCM
6560
KLK Capital Management
Los Angeles,
California
| $79.2M | +$4.21M | +6% | 6.22% | – | 46 | 8.7% | 1.1 |
|
| 6561 |
LG
6561
Lane Generational
Dover,
Massachusetts
| $79.1M | +$9.9M | +14% | 19.3% | 148% | 36 | 16.67% | 1 |
|
| 6562 |
DWA
6562
Delos Wealth Advisors
Dallas,
Texas
| $79M | +$14.2M | +22% | 1.38% | 58% | 420 | 11.67% | 1 |
|
| 6563 |
WM
6563
Whitford Management
New York
| $78.9M | -$76.7M | -49% | 9.92% | 76.2% | 30 | 63.33% | 0.3 |
|
| 6564 |
MAM
6564
Montchanin Asset Management
Montchanin,
Delaware
| $78.9M | +$5.82M | +8% | 6.98% | – | 50 | 14% | 0.7 |
|
| 6565 |
GAM
6565
Gritstone Asset Management
Bethesda,
Maryland
| $78.9M | +$282K | +0.4% | 11.2% | – | 254 | 50.39% | 0.2 |
|
| 6566 |
LGG
6566
Luts & Greenleigh Group
Bethesda,
Maryland
| $78.9M | -$51.1K | -0.1% | 4.05% | – | 66 | 13.64% | 0.2 |
|
| 6567 |
CFA
6567
Compass Financial Advisors
Fort Wayne,
Indiana
| $78.9M | +$4.67M | +6% | 10.5% | – | 132 | 11.36% | 1 |
|
| 6568 |
OFG
6568
OmniStar Financial Group
Wilmington,
North Carolina
| $78.8M | -$9.21M | -10% | 3.34% | 67.1% | 126 | 48.41% | 1 |
|
| 6569 |
TCM
6569
TORQ Capital Management
Hong Kong
| $78.7M | +$16M | +25% | 11.2% | – | 12 | 83.33% | 0.1 |
|
| 6570 |
CWM
6570
Cordatus Wealth Management
Newtown,
Pennsylvania
| $78.5M | +$10.3M | +15% | 17.8% | 96.3% | 76 | 55.26% | 0.1 |
|
| 6571 |
IFU
6571
iSAM Funds (UK)
London,
United Kingdom
| $78.5M | +$45.1M | +135% | 1.61% | 53.7% | 216 | 91.2% | 0 |
|
| 6572 |
KSCM
6572
Kamunting Street Capital Management
Miami Beach,
Florida
| $78.3M | +$15.3M | +24% | 6.29% | 7.47% | 44 | 65.91% | 0.5 |
|
| 6573 |
DAM
6573
Draper Asset Management
Smithtown,
New York
| $78.3M | +$6.2M | +9% | 31.2% | 187% | 51 | 29.41% | 0.9 |
|
| 6574 |
AM
6574
Account Management
Boxford,
Massachusetts
| $78.2M | +$8.31M | +12% | 10.5% | 87.4% | 24 | 16.67% | 4.7 |
|
| 6575 |
YG
6575
York GP
Grand Cayman,
Cayman Islands
| $77.9M | – | – | 26.1% | – | 3 | – | 0 |
|