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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6726 |
6726
DMC Group
Birmingham,
Alabama
| $116M | +$10M | +9% | 7.03% | 116% | 130 | 10.77% | 1.7 |
|
| 6727 |
APW
6727
Aurora Private Wealth
Rockaway,
New Jersey
| $116M | +$9.6M | +9% | 10.7% | – | 172 | 19.77% | 2.2 |
|
| 6728 |
6728
StoneCrest Wealth Management
Chandler,
Arizona
| $116M | +$11.3M | +11% | 14.1% | 168% | 54 | 7.41% | 0.2 |
|
| 6729 |
6729
Copperleaf Capital
Raleigh,
North Carolina
| $116M | +$17.3M | +18% | 9.98% | 102% | 96 | 22.92% | 1.5 |
|
| 6730 |
6730
Yarra Square Partners
New York
| $116M | +$12.7M | +12% | 12.9% | 55.9% | 24 | 20.83% | 1.4 |
|
| 6731 |
6731
GGV Capital
Menlo Park,
California
| $115M | +$14.6M | +14% | 6.52% | 49.3% | 9 | 0% | 2 |
|
| 6732 |
6732
Data Collective IV
Palo Alto,
California
| $115M | -$5.55M | -5% | 2.96% | 317% | 5 | 0% | 2.1 |
|
| 6733 |
6733
IDG China Venture Capital Fund V Associates
Hong Kong
| $115M | -$4.81M | -4% | 4% | 7.34% | 1 | 0% | 2.3 |
|
| 6734 |
6734
Oppenheimer & Close
New York
| $115M | +$5.6M | +5% | 10% | 149% | 59 | 15.25% | 4.5 |
|
| 6735 |
GA
6735
Gagnon Advisors
New York
| $115M | +$784K | +0.7% | 3.33% | 214% | 29 | 17.24% | 4.8 |
|
| 6736 |
6736
Insight Inv LLC
El Segundo,
California
| $115M | +$13.2M | +13% | 13% | 139% | 90 | 4.44% | 2.1 |
|
| 6737 |
6737
Lauer Wealth
Valparaiso,
Indiana
| $115M | +$7.15M | +7% | 1.98% | 89.4% | 48 | 18.75% | 0.8 |
|
| 6738 |
6738
NewView Capital Partners I
Burlingame,
California
| $115M | +$3.47M | +3% | 25.6% | 20.8% | 3 | 0% | 2.1 |
|
| 6739 |
6739
NavPoint Financial
Prior Lake,
Minnesota
| $115M | +$6.05M | +6% | 6.14% | 58.5% | 45 | 4.44% | 0.2 |
|
| 6740 |
6740
Crabel Capital Management
Los Angeles,
California
| $115M | -$97.4M | -46% | 0.79% | 13.9% | 132 | 59.09% | 1 |
|
| 6741 |
6741
Swisher Financial Concepts
Westerville,
Ohio
| $115M | +$11M | +11% | 7.38% | – | 88 | 11.36% | 0.2 |
|
| 6742 |
6742
Draper Asset Management
Smithtown,
New York
| $115M | +$8.73M | +8% | 17% | 187% | 41 | 41.46% | 1.4 |
|
| 6743 |
6743
Elevate Wealth Advisory
Athens,
Georgia
| $115M | +$5.72M | +5% | 4.68% | 49.5% | 113 | 8.85% | 0.2 |
|
| 6744 |
6744
Redwood Financial Network
Solon,
Ohio
| $115M | +$11.8M | +11% | 7.98% | 82.2% | 155 | 12.9% | 1.5 |
|
| 6745 |
6745
BayBridge Capital Group
Pleasanton,
California
| $115M | +$7M | +6% | 7.96% | 78.5% | 100 | 36% | 0.2 |
|
| 6746 |
6746
Madison Park Capital Advisors
Seattle,
Washington
| $115M | +$11M | +11% | 7.54% | 62.4% | 73 | 12.33% | 0.2 |
|
| 6747 |
6747
Vector Capital Management
San Francisco,
California
| $115M | -$75.9M | -40% | 31.2% | 42.7% | 5 | 20% | 2.3 |
|
| 6748 |
6748
Able Wealth Management
Toms River,
New Jersey
| $115M | +$4.52M | +4% | 6.96% | 58.1% | 621 | 87.6% | 0.2 |
|
| 6749 |
6749
American Capital Advisory
Ketchum,
Idaho
| $115M | -$25.4M | -18% | 5.09% | 69% | 523 | 27.92% | 0.2 |
|
| 6750 |
6750
IFS Advisors
Overland Park,
Kansas
| $115M | +$30.4M | +36% | 7.45% | 54.2% | 153 | 3.92% | 1.8 |
|