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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6676 |
EWA
6676
Elevate Wealth Advisory
Athens,
Georgia
| $109M | – | – | 7.82% | – | 110 | – | 0 |
|
| 6677 |
TC
6677
Tsai Capital
New York
| $109M | +$4.38M | +4% | 8.57% | 29.2% | 24 | 8.33% | 1.5 |
|
| 6678 |
PIS
6678
POM Investment Strategies
Raleigh,
North Carolina
| $109M | – | – | 12% | – | 231 | – | 0 |
|
| 6679 |
NF
6679
NavPoint Financial
Prior Lake,
Minnesota
| $109M | – | – | 9.01% | – | 43 | – | 0 |
|
| 6680 |
6680
American Securities
New York
| $109M | -$30.7M | -22% | 26.3% | – | 1 | 0% | 7 |
|
| 6681 |
ACL
6681
Applied Capital LLC
Hollywood,
Florida
| $109M | +$8.26M | +8% | 13.7% | 78.3% | 79 | 5.06% | 0.9 |
|
| 6682 |
RC
6682
Rareview Capital
Las Vegas,
Nevada
| $109M | – | – | 8.97% | – | 38 | – | 0 |
|
| 6683 |
1CP
6683
17 Capital Partners
Pheonix,
Arizona
| $109M | – | – | 15.5% | – | 93 | – | 1.8 |
|
| 6684 |
DWA
6684
Dougherty Wealth Advisers
Wayzata,
Minnesota
| $109M | +$22.5M | +26% | 11.9% | 67.5% | 130 | 4.62% | 4.2 |
|
| 6685 |
DM
6685
Delphi Management
Brookline,
Massachusetts
| $109M | +$11.2M | +11% | 11.8% | 111% | 90 | 21.11% | 2.6 |
|
| 6686 |
LAM
6686
Lewis Asset Management
Lafayette,
California
| $109M | – | – | 12.9% | 142% | 109 | – | 0 |
|
| 6687 |
WWWM
6687
White Wing Wealth Management
The Wodlands,
Texas
| $109M | – | – | 8.34% | – | 24 | – | 0 |
|
| 6688 |
BWG
6688
Berry Wealth Group
Granbury,
Texas
| $109M | – | – | 10.1% | – | 56 | – | 0 |
|
| 6689 |
DWS
6689
Dynamic Wealth Strategies
Granite Bay,
California
| $109M | – | – | 7.94% | 52.2% | 245 | – | 0 |
|
| 6690 |
DI
6690
DAGCO Inc
Westlake,
Ohio
| $109M | -$85.4M | -44% | 7.94% | 66.5% | 283 | 85.87% | 0.7 |
|
| 6691 |
TIM
6691
Tevis Investment Management
Plano,
Texas
| $109M | +$10M | +10% | 7.06% | 58.7% | 96 | 22.92% | 1.4 |
|
| 6692 |
RA
6692
RiverPark Advisors
New York
| $109M | -$2.41M | -2% | 18.1% | 87.5% | 114 | 14.04% | 2.1 |
|
| 6693 |
LC
6693
LTG Capital
Newton,
Massachusetts
| $109M | +$13.7M | +14% | 15.5% | 56% | 26 | 0% | 1.9 |
|
| 6694 |
EL
6694
EMFO LLC
Weston,
Florida
| $108M | +$2.29M | +2% | 10.2% | 25.8% | 316 | 16.77% | 2.1 |
|
| 6695 |
LWA
6695
Ledgewood Wealth Advisors
Exeter,
New Hampshire
| $108M | – | – | 8.08% | 42.8% | 58 | – | 0 |
|
| 6696 |
BIG
6696
Bush Investment Group
Valdosta,
Georgia
| $108M | – | – | 10.1% | – | 27 | – | 0 |
|
| 6697 |
VWA
6697
Valued Wealth Advisors
Holladay,
Utah
| $108M | – | – | 9.47% | – | 536 | – | 0 |
|
| 6698 |
SFS
6698
Starfox Financial Services
The Woodlands,
Texas
| $108M | +$15.7M | +17% | 8.57% | – | 32 | 15.63% | 1.2 |
|
| 6699 |
HM
6699
Harvest Management
New York
| $108M | -$84.2M | -44% | 50.1% | 610% | 76 | 73.68% | 0.3 |
|
| 6700 |
BG
6700
BRX Global
New York
| $108M | +$22.1M | +26% | 20.5% | 65.8% | 5 | 0% | 2.1 |
|