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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6601 |
6601
Draper Asset Management
Smithtown,
New York
| $198M | +$21.8M | +12% | 13.9% | 187% | 26 | 34.62% | 2.5 |
|
| 6602 |
6602
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
| $198M | +$24.1M | +14% | 11.5% | – | 71 | 11.27% | 1.7 |
|
| 6603 |
6603
Instrumental Wealth
Tampa,
Florida
| $198M | +$34.8M | +21% | 16.1% | 38.2% | 94 | 27.66% | 1.4 |
|
| 6604 |
6604
Prospect Financial Services
Melville,
New York
| $197M | +$33.6M | +21% | 17.3% | – | 119 | 15.97% | 1.6 |
|
| 6605 |
6605
Point Nemo Capital
Dripping Springs,
Texas
| $197M | +$45.6M | +30% | 17.6% | – | 210 | 67.62% | 0.1 |
|
| 6606 |
6606
LRZ Capital
Miami,
Florida
| $197M | -$2.42M | -1% | 8.37% | – | 18 | 11.11% | 0.4 |
|
| 6607 |
6607
Jackson Hill Advisors
Houston,
Texas
| $197M | +$3.95M | +2% | 3.04% | 61.2% | 14 | 14.29% | 2.7 |
|
| 6608 |
6608
Affinity Investment Advisors
Newport Beach,
California
| $197M | +$37.3M | +23% | 40.4% | 189% | 162 | 29.01% | 3.5 |
|
| 6609 |
6609
Optivise Advisory Services
Franklin,
Tennessee
| $197M | +$31.8M | +19% | 15.5% | – | 243 | 30.86% | 1.1 |
|
| 6610 |
6610
United Financial Planning Group
Hauppauge,
New York
| $197M | +$27.8M | +16% | 12.2% | – | 546 | 30.22% | 0.4 |
|
| 6611 |
6611
HG Vora Capital Management
New York
| $197M | +$6.02M | +3% | 27.8% | 42.6% | 7 | 28.57% | 2.3 |
|
| 6612 |
6612
Bullseye Asset Management
Denver,
Colorado
| $197M | +$24M | +14% | 24% | 81% | 61 | 11.48% | 3.4 |
|
| 6613 |
6613
Torren Management
San Diego,
California
| $197M | -$4.15M | -2% | 13.7% | – | 987 | 4.36% | 0.5 |
|
| 6614 |
6614
Radcliff Management
New York
| $197M | -$23.2M | -11% | 10.6% | 47.6% | 1 | 0% | 4.5 |
|
| 6615 |
6615
Arbiter Partners Capital Management
New York
| $197M | +$22M | +13% | 14.8% | 378% | 50 | 22% | 2.7 |
|
| 6616 |
6616
Rings Capital Management
Chicago,
Illinois
| $197M | +$10.4M | +6% | 6.97% | 40.9% | 7 | 0% | 3.8 |
|
| 6617 |
6617
Rubicon Founders
Nashville,
Tennessee
| $196M | +$58.8M | +43% | 114% | – | 3 | 0% | 1.7 |
|
| 6618 |
GWM
6618
Global Wealth Management
Kingston,
New Jersey
| $196M | +$12.9M | +7% | 8.59% | – | 49 | 14.29% | 1.1 |
|
| 6619 |
VCM
6619
Viewpoint Capital Management
Seattle,
Washington
| $196M | -$17.7M | -8% | 18.2% | 127% | 140 | 17.86% | 3.8 |
|
| 6620 |
6620
Bridge Generations Wealth Management
South Miami,
Florida
| $196M | +$21.8M | +12% | 7.31% | – | 35 | 11.43% | 1.3 |
|
| 6621 |
6621
Crystal Rock Capital Management
Bannockburn,
Illinois
| $196M | +$27.7M | +16% | 26.3% | 164% | 34 | 5.88% | 5 |
|
| 6622 |
LFWA
6622
LBJ Family Wealth Advisors
Austin,
Texas
| $196M | +$25.5M | +15% | 13.6% | 64.9% | 28 | 0% | 8 |
|
| 6623 |
CF
6623
Carlson Financial
Canby,
Oregon
| $196M | +$26.4M | +16% | 19.1% | – | 205 | 16.59% | 0.4 |
|
| 6624 |
6624
Lunate Capital
Al Maryah Island, Abu Dhabi,
United Arab Emirates
| $196M | +$75.6M | +63% | 13.8% | – | 12 | 66.67% | 0.4 |
|
| 6625 |
6625
Echo Wealth Management
Plymouth,
Minnesota
| $196M | +$22.3M | +13% | 7.36% | 42.9% | 49 | 8.16% | 3.1 |
|