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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6576 |
6576
Great Point Partners
Greenwich,
Connecticut
| $154M | -$35M | -19% | 21.9% | 710% | 37 | 43.24% | 0.8 |
|
| 6577 |
6577
Accuvest Global Advisors
Provo,
Utah
| $154M | +$36.2M | +31% | 19.5% | 130% | 93 | 47.31% | 0.5 |
|
| 6578 |
6578
Martin Capital Advisors
San Antonio,
Texas
| $154M | +$13.5M | +10% | 10.8% | 140% | 71 | 7.04% | 2.8 |
|
| 6579 |
6579
Binnacle Investments
Urbandale,
Iowa
| $154M | +$16.7M | +12% | 7.78% | – | 867 | 20.07% | 0.2 |
|
| 6580 |
6580
McClarren Financial Advisors
State College,
Pennsylvania
| $154M | +$2.4M | +2% | 8.64% | 63% | 323 | 78.02% | 1.1 |
|
| 6581 |
CNFG
6581
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| $154M | +$3.59M | +2% | 7.68% | 52.6% | 77 | 3.9% | 7 |
|
| 6582 |
6582
Financial Alternatives
La Jolla,
California
| $154M | +$13.4M | +10% | 7.29% | 50.2% | 87 | 8.05% | 2.1 |
|
| 6583 |
6583
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| $154M | -$149M | -49% | 12% | 39.2% | 10 | 40% | 1.6 |
|
| 6584 |
6584
Twin Lions Management
Stamford,
Connecticut
| $154M | +$49.7M | +48% | 9.68% | – | 8 | 12.5% | 0.4 |
|
| 6585 |
6585
Alpha Zero
Boca Raton,
Florida
| $154M | +$22.2M | +17% | 9.15% | – | 68 | 17.65% | 0.4 |
|
| 6586 |
AI
6586
Axecap Investments
Mason,
Ohio
| $154M | +$35.5M | +30% | 7.7% | – | 86 | 34.88% | 0.5 |
|
| 6587 |
6587
Decagon Asset Management
London,
United Kingdom
| $153M | +$14.1M | +10% | 7.01% | – | 79 | 73.42% | 0.2 |
|
| 6588 |
6588
Graphene Investments SAS
Paris,
France
| $153M | +$16.5M | +12% | 13.4% | 103% | 47 | 8.51% | 1.7 |
|
| 6589 |
6589
Magnolia Wealth Management
Dothan,
Alabama
| $153M | +$14M | +10% | 7.49% | 48.7% | 13 | 15.38% | 2.3 |
|
| 6590 |
6590
Invera Wealth Advisors
Bend,
Oregon
| $153M | -$1.39M | -0.9% | 10.1% | – | 93 | 12.9% | 0.8 |
|
| 6591 |
6591
Kellett Wealth Advisors
Cincinnati,
Ohio
| $153M | +$8.95M | +6% | 8.12% | 76.3% | 81 | 22.22% | 2 |
|
| 6592 |
6592
Kingstone Capital Partners Texas
Frisco,
Texas
| $153M | +$28.9M | +23% | 20.6% | – | 63 | 30.16% | 0.4 |
|
| 6593 |
6593
Addis & Hill
Wayne,
Pennsylvania
| $153M | +$9.9M | +7% | 9.05% | 65.1% | 28 | 3.57% | 1.3 |
|
| 6594 |
6594
Lynx Investment Advisory
Washington, Dc,
District of Columbia
| $153M | +$3.14M | +2% | 7.13% | – | 154 | 11.04% | 0.9 |
|
| 6595 |
6595
Counterweight Ventures
Wilmington,
North Carolina
| $153M | +$13.6M | +10% | 10.2% | – | 71 | 1.41% | 1.4 |
|
| 6596 |
LIC
6596
Laurus Investment Counsel
Toronto,
Canada
| $153M | +$3.27M | +2% | 7.46% | 14.1% | 47 | 4.26% | 3.2 |
|
| 6597 |
6597
Draper Asset Management
Smithtown,
New York
| $153M | +$24.7M | +19% | 18.3% | 187% | 43 | 39.53% | 1.2 |
|
| 6598 |
6598
Brooktree Capital Management
Gand Rapids,
Michigan
| $153M | +$19.7M | +15% | 9.78% | 82.9% | 43 | 48.84% | 2.3 |
|
| 6599 |
6599
Carter Financial Group
Barrington,
Illinois
| $153M | – | – | 12.4% | – | 115 | – | 1.2 |
|
| 6600 |
ACA
6600
Acorn Capital Advisors
New York
| $153M | +$2.95M | +2% | 3.01% | – | 22 | 4.55% | 0.5 |
|