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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
Humankind Investments
New York
| $175M | -$47.9M | -21% | 4.71% | 62.5% | 28 | 64.29% | 1.3 |
|
| 6602 |
6602
Momentous Wealth Management
Vancouver,
Washington
| $175M | -$1.37M | -0.8% | 0.43% | – | 48 | 18.75% | 1.1 |
|
| 6603 |
6603
Bain Capital Venture Investors
Boston,
Massachusetts
| $175M | -$79.8M | -31% | 32.1% | 34.2% | 4 | 25% | 0.6 |
|
| 6604 |
6604
Braeburn Wealth Management
Muskegon,
Michigan
| $175M | -$20.8M | -11% | 2.88% | – | 100 | 31% | 0.2 |
|
| 6605 |
6605
William Mack & Associates
Troy,
Michigan
| $175M | -$37.5M | -18% | 0.7% | – | 94 | 24.47% | 1.1 |
|
| 6606 |
6606
Lowery Thomas LLC
Pebble Beach,
California
| $175M | -$2.09M | -1% | 3.23% | 74.7% | 57 | 7.02% | 3.1 |
|
| 6607 |
6607
CenturyLink Investment Management
Denver,
Colorado
| $175M | +$78M | +81% | 2.32% | – | 3 | 66.67% | 1.4 |
|
| 6608 |
6608
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
| $175M | -$2.05M | -1% | 0.84% | – | 124 | 7.26% | 1.1 |
|
| 6609 |
6609
Basepoint Wealth
Cedar Rapids,
Iowa
| $175M | +$10.2M | +6% | 2.76% | 113% | 665 | 13.38% | 0.7 |
|
| 6610 |
6610
LifeGoal Wealth Advisors
Saratoga Springs,
New York
| $175M | +$24.7M | +16% | 1.19% | – | 117 | 41.03% | 0.6 |
|
| 6611 |
6611
Delos Wealth Advisors
Dallas,
Texas
| $175M | +$23.1M | +15% | 1.26% | 58% | 325 | 37.85% | 1.1 |
|
| 6612 |
SCM
6612
Sunbeam Capital Management
Atlanta,
Georgia
| $175M | +$5.95M | +4% | 1.21% | – | 114 | 12.28% | 1 |
|
| 6613 |
TDB
6613
Thompson David Blair
| $175M | -$613K | -0.3% | 3.69% | – | 217 | 43.32% | 0.6 |
|
| 6614 |
6614
Scratch Capital
Boise,
Idaho
| $175M | +$21.8M | +14% | 0.21% | – | 51 | 19.61% | 1 |
|
| 6615 |
6615
GS Investments
Minneapolis,
Minnesota
| $175M | -$9.5M | -5% | 1.23% | 108% | 136 | 15.44% | 4.1 |
|
| 6616 |
6616
Riverbend Wealth Management
Myrtle Beach,
South Carolina
| $175M | +$13.5M | +8% | 1.04% | – | 159 | 9.43% | 1 |
|
| 6617 |
6617
Arbiter Partners Capital Management
New York
| $175M | -$30.7M | -15% | 10.5% | 378% | 52 | 19.23% | 2.7 |
|
| 6618 |
GCM
6618
Granby Capital Management
Miami Beach,
Florida
| $174M | -$13M | -7% | 0.44% | 50% | 18 | 22.22% | 2.7 |
|
| 6619 |
6619
Kaufman Rossin Wealth
Miami,
Florida
| $174M | -$17.6M | -9% | 3.06% | – | 163 | 43.56% | 0.8 |
|
| 6620 |
6620
Mudrick Capital Management
New York
| $174M | -$196M | -53% | 50.9% | 212% | 3 | 33.33% | 0.8 |
|
| 6621 |
6621
Bridge Generations Wealth Management
South Miami,
Florida
| $174M | +$12.9M | +8% | 0.38% | – | 129 | 75.19% | 1.2 |
|
| 6622 |
6622
American Airlines Group
Fort Worth,
Texas
| $174M | -$4.78M | -3% | 2.67% | – | 1 | 0% | 0.3 |
|
| 6623 |
6623
CNO Financial Group
Carmel,
Indiana
| $174M | -$2.07M | -1% | 2.21% | – | 10 | 20% | 1.3 |
|
| 6624 |
6624
Advanced Micro Devices
Santa Clara,
California
| $174M | -$18.3M | -9% | 12.7% | – | 4 | 50% | 0.1 |
|
| 6625 |
6625
Councilmark Asset Management
Knoxville,
Tennessee
| $174M | -$4.48M | -3% | 1.24% | – | 87 | 6.9% | 1.8 |
|