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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6701 |
6701
Kure Advisory
Plymouth,
Minnesota
| $117M | -$75.8M | -39% | 4.4% | – | 110 | 66.36% | 0.5 |
|
| 6702 |
6702
Kize Capital
New York
| $117M | -$52.3M | -31% | 2.38% | 34.7% | 8 | 25% | 2.3 |
|
| 6703 |
6703
STAR Financial Bank
Fort Wayne,
Indiana
| $117M | +$7.14M | +7% | 9.01% | 53.4% | 90 | 2.22% | 1.1 |
|
| 6704 |
6704
Dynamic Wealth Strategies
Granite Bay,
California
| $117M | +$8.42M | +8% | 5.43% | 52.2% | 250 | 4% | 0.2 |
|
| 6705 |
6705
Vernal Point Advisors
San Francisco,
California
| $117M | +$20.7M | +22% | 3.47% | – | 30 | 33.33% | 0.2 |
|
| 6706 |
6706
Mayar Capital
London,
United Kingdom
| $117M | -$6.13M | -5% | 5.09% | 14.7% | 12 | 0% | 2.5 |
|
| 6707 |
6707
Schulz Wealth
Mansfield,
Texas
| $117M | +$12.4M | +12% | 6.49% | – | 59 | 11.86% | 0.2 |
|
| 6708 |
6708
Exome Asset Management
New York
| $117M | +$15.6M | +15% | 56.3% | – | 80 | 68.75% | 0.1 |
|
| 6709 |
6709
LTG Capital
Newton,
Massachusetts
| $117M | +$8.16M | +8% | 7.98% | 59% | 26 | 0% | 2.1 |
|
| 6710 |
6710
IA Venture Strategies Fund II
New York
| $117M | -$51.9M | -31% | 2.86% | 375% | 3 | 0% | 1.7 |
|
| 6711 |
6711
Silvia McColl Wealth Management
San Diego,
California
| $117M | +$5.55M | +5% | 6.79% | 82.7% | 114 | 13.16% | 1.1 |
|
| 6712 |
6712
Brewster Financial Planning
Brooklyn,
New York
| $116M | +$5.7M | +5% | 4.81% | 44.3% | 16 | 0% | 1.9 |
|
| 6713 |
6713
Forbes Financial Planning
East Greenwich,
Rhode Island
| $116M | +$8.82M | +8% | 4.73% | 52.3% | 31 | 12.9% | 1.6 |
|
| 6714 |
6714
Forest Hill Capital
Little Rock,
Arkansas
| $116M | -$75.3M | -39% | 3.08% | 132% | 47 | 23.4% | 3.9 |
|
| 6715 |
6715
22NW LP
Seattle,
Washington
| $116M | -$37.4M | -24% | 9.97% | 138% | 14 | 7.14% | 2.9 |
|
| 6716 |
6716
Wolff Wiese Magana
Carslbad,
California
| $116M | +$10.8M | +10% | 11.4% | 149% | 756 | 9.52% | 2.3 |
|
| 6717 |
6717
Emergent Wealth Advisors
Williamsville,
New York
| $116M | +$8.72M | +8% | 7.37% | 74.2% | 141 | 51.06% | 0.2 |
|
| 6718 |
6718
Powszechne Towarzystwo Emerytalne Allianz Polska
Warszawa,
Poland
| $116M | – | – | 8.79% | – | 12 | – | 0 |
|
| 6719 |
6719
Florin Court Capital
London,
United Kingdom
| $116M | +$21.4M | +23% | 7.51% | 129% | 31 | 19.35% | 0.5 |
|
| 6720 |
KHCM
6720
Kirtland Hills Capital Management
Bratenahl,
Ohio
| $116M | – | – | 8.92% | – | 118 | – | 0 |
|
| 6721 |
6721
4J Wealth Management
Alexandria,
Virginia
| $116M | +$6.37M | +6% | 8.97% | 74.7% | 91 | 12.09% | 2 |
|
| 6722 |
6722
Fifth Lane Capital
Austin,
Texas
| $116M | +$30.5M | +36% | 10.6% | 80.4% | 218 | 77.52% | 0.4 |
|
| 6723 |
6723
Accent Capital Management
Centerville,
Ohio
| $116M | -$10.9M | -9% | 17.7% | – | 215 | 22.33% | 0.2 |
|
| 6724 |
6724
Capstone Capital
Henderson,
Nevada
| $116M | +$14.1M | +14% | 6.74% | 62.8% | 22 | 18.18% | 0.2 |
|
| 6725 |
6725
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
| $116M | -$7.43M | -6% | 10.9% | 79.7% | 102 | 13.73% | 1.7 |
|