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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7026 |
7026
Mountain Lake Investment Management
Boca Raton,
Florida
| $95.1M | -$318K | -0.3% | 1.69% | 64% | 27 | 11.11% | 1.9 |
|
| 7027 |
7027
Vanguard Capital Wealth Advisors
Denver,
Colorado
| $95.1M | -$52.8M | -36% | 4.99% | 234% | 161 | 39.13% | 2.9 |
|
| 7028 |
7028
Talisman Wealth Advisors
Mountainside,
New Jersey
| $95M | +$8.43M | +10% | 6.57% | 70.8% | 109 | 12.84% | 1.3 |
|
| 7029 |
7029
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| $94.9M | -$198K | -0.2% | 4.32% | 82.6% | 40 | 7.5% | 7.5 |
|
| 7030 |
7030
Wall Street Financial Group
Carlinville,
Illinois
| $94.8M | +$36M | +61% | 4.76% | – | 41 | 43.9% | 0.2 |
|
| 7031 |
7031
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
| $94.6M | +$9.07M | +11% | 7.37% | 110% | 48 | 29.17% | 0.4 |
|
| 7032 |
7032
Totem Point Management
New York
| $94.6M | +$26.3M | +38% | 9.17% | 577% | 21 | 52.38% | 1.1 |
|
| 7033 |
7033
Barington Capital Group
New York
| $94.5M | +$7.16M | +8% | 10.7% | 71.1% | 13 | 30.77% | 2.8 |
|
| 7034 |
7034
Lexington Partners
New York
| $94.3M | +$5.29M | +6% | 7% | 1.27% | 3 | 0% | 4.3 |
|
| 7035 |
7035
Red Mountain Financial
Fort Collins,
Colorado
| $94M | +$11.1M | +13% | 5.99% | – | 68 | 8.82% | 0.6 |
|
| 7036 |
7036
Cable Car Capital
San Francisco,
California
| $93.6M | -$1.35M | -1% | 4.82% | – | 81 | 43.21% | 0.5 |
|
| 7037 |
7037
Villanova Investment Management
Wayne,
Pennsylvania
| $93.5M | -$641K | -0.7% | 8.64% | – | 58 | 12.07% | 0.2 |
|
| 7038 |
IP
7038
Isomer Partners
New York
| $93M | -$42.9M | -32% | 19.9% | 57.2% | 19 | 42.11% | 0.7 |
|
| 7039 |
7039
Brandywine Managers
Hockessin,
Delaware
| $93M | -$1.52M | -2% | 1.32% | 96.3% | 38 | 13.16% | 3.6 |
|
| 7040 |
NVIM
7040
New Vernon Investment Management
Highland Park,
Illinois
| $92.9M | +$15.9M | +21% | 9.87% | 83.1% | 42 | 14.29% | 3.8 |
|
| 7041 |
AGC
7041
Alden Global Capital
Brandon,
Florida
| $92.7M | -$28M | -23% | 11.5% | 99.8% | 29 | 51.72% | 0.5 |
|
| 7042 |
7042
Navigation Wealth Management
Fort Collins,
Colorado
| $92.6M | -$11M | -11% | 5.29% | 9.65% | 5 | 0% | 0.6 |
|
| 7043 |
7043
American Asset Management
Boca Raton,
Florida
| $92.6M | +$8.29M | +10% | 5.2% | 42.5% | 18 | 22.22% | 2.4 |
|
| 7044 |
7044
Texas County & District Retirement System
Austin,
Texas
| $92.5M | -$1.4M | -1% | 1.49% | 27.9% | 1 | 0% | 1.8 |
|
| 7045 |
7045
PrairieView Wealth Partners
Orland Park,
Illinois
| $92.5M | -$24.8M | -21% | 6.22% | – | 19 | 10.53% | 0.6 |
|
| 7046 |
7046
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| $92.5M | -$1.4M | -1% | 7.73% | 161% | 177 | 14.12% | 4.3 |
|
| 7047 |
7047
Navis Wealth Advisors
Rye Brook,
New York
| $92.5M | +$5.27M | +6% | 5% | 107% | 109 | 12.84% | 2.2 |
|
| 7048 |
7048
Pitti Group Wealth Management
Victor,
New York
| $91.9M | $0 | 0% | 4.28% | 65.3% | 60 | 0% | 2.3 |
|
| 7049 |
7049
Arena Capital Advisors
Los Angeles,
California
| $91.8M | +$4.37M | +5% | 11.7% | 124% | 37 | 16.22% | 2 |
|
| 7050 |
7050
MVM Partners
Boston,
Massachusetts
| $91.7M | -$8.17M | -8% | 6.92% | 77.3% | 3 | 0% | 1.8 |
|