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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7151 |
7151
Elevate Capital Advisors
Eagle,
Colorado
| $151M | +$7.75M | +5% | 2.87% | – | 98 | 43.88% | 0.6 |
|
| 7152 |
7152
Authentikos Wealth Advisory
Morgan Hill,
California
| $151M | -$93.9K | -0.1% | 0.96% | 43.5% | 73 | 28.77% | 0.8 |
|
| 7153 |
7153
NDWM LLC
La Jolla,
California
| $151M | +$3.76M | +3% | 1.86% | 50.3% | 36 | 11.11% | 1.4 |
|
| 7154 |
7154
Valley Brook Capital Group
Venetia,
Pennsylvania
| $151M | +$2.37M | +2% | 3.07% | 122% | 127 | 7.87% | 3.6 |
|
| 7155 |
7155
Versant Venture Management
San Francisco,
California
| $151M | -$61.4M | -29% | 42.3% | 409% | 9 | 22.22% | 1.9 |
|
| 7156 |
7156
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| $151M | +$1.79M | +1% | 2.88% | – | 92 | 9.78% | 3.1 |
|
| 7157 |
7157
Gordian Advisors
Tucson,
Arizona
| $151M | +$2.11M | +1% | 1.93% | 55.4% | 53 | 9.43% | 1.3 |
|
| 7158 |
7158
Accredited Investor Services
St. Cloud,
Minnesota
| $151M | +$5.45M | +4% | 2.86% | – | 79 | 8.86% | 0.8 |
|
| 7159 |
SA
7159
Sage Advisors
Boulder,
Colorado
| $151M | +$11.3M | +8% | 5.97% | – | 54 | 38.89% | 1 |
|
| 7160 |
7160
Fairscale Capital
Nashua,
New Hampshire
| $151M | +$5.37M | +4% | 3.03% | – | 470 | 14.68% | 1.2 |
|
| 7161 |
7161
GK Wealth Management
Reno,
Nevada
| $151M | +$14.1M | +10% | 5.03% | – | 215 | 27.44% | 0.6 |
|
| 7162 |
7162
Affinity Investment Advisors
Newport Beach,
California
| $151M | +$2.81M | +2% | 5.61% | 189% | 155 | 20% | 3.5 |
|
| 7163 |
7163
Lansing Management
New York
| $151M | +$12.7M | +9% | 0.53% | 76.9% | 14 | 42.86% | 2.2 |
|
| 7164 |
7164
Silvia McColl Wealth Management
San Diego,
California
| $150M | +$2.72M | +2% | 3.02% | 82.7% | 121 | 7.44% | 2.4 |
|
| 7165 |
ICMP
7165
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| $150M | +$6.97M | +5% | 1.91% | 39.7% | 62 | 8.06% | 2.9 |
|
| 7166 |
7166
Daventry Group
New York
| $150M | +$9.07M | +6% | 3.34% | 26.2% | 9 | 44.44% | 1.4 |
|
| 7167 |
7167
Sky-Mountain Capital Management
Ketchum,
Idaho
| $150M | +$7.14M | +5% | 0.03% | – | 40 | 12.5% | 0.6 |
|
| 7168 |
AAM
7168
Ackerman Asset Management
Rockville,
Maryland
| $150M | +$10.7M | +8% | 2.37% | – | 34 | 20.59% | 0.6 |
|
| 7169 |
7169
Arini Captial Management
London,
United Kingdom
| $150M | – | – | 8.8% | – | 5 | – | 0 |
|
| 7170 |
7170
Brooktree Capital Management
Gand Rapids,
Michigan
| $150M | -$7.04M | -4% | 2.43% | 82.9% | 42 | 2.38% | 2.7 |
|
| 7171 |
7171
MontVue Capital Management
Lynchburg,
Virginia
| $150M | +$1.18M | +0.8% | 2.35% | 76% | 67 | 4.48% | 1.7 |
|
| 7172 |
7172
Brindle & Bay Financial Advisors
Frisco,
Texas
| $150M | – | – | 1.59% | – | 68 | – | 0 |
|
| 7173 |
7173
Black Diamond Capital Management I
St. Thomas,
| $150M | -$180K | -0.1% | 8.55% | – | 14 | 14.29% | 0.3 |
|
| 7174 |
7174
Petros Family Wealth
Bloomington,
Minnesota
| $150M | +$30.7M | +26% | 3.45% | – | 176 | 42.05% | 0.6 |
|
| 7175 |
7175
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
| $150M | +$11.2M | +8% | 6.49% | 74.3% | 59 | 37.29% | 1.4 |
|