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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7501 |
7501
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| $149M | +$8.64M | +6% | 9.11% | 167% | 23 | 52.17% | 1.7 |
|
| 7502 |
7502
Whipplewood Advisors
Littleton,
Colorado
| $149M | -$44.1M | -23% | 7.96% | – | 1,070 | 41.03% | 0.7 |
|
| 7503 |
7503
swisspartners Advisors
Zurich,
Switzerland
| $148M | -$10.7M | -7% | 1.2% | 73.2% | 24 | 4.17% | 3.6 |
|
| 7504 |
7504
Northstar Financial Companies
Conshohocken,
Pennsylvania
| $148M | +$22.7M | +18% | 16.7% | – | 125 | 16.8% | 1.1 |
|
| 7505 |
7505
Morgan Creek Capital Management
Chapel Hill,
North Carolina
| $148M | -$2.97M | -2% | 8.35% | – | 16 | 50% | 0.3 |
|
| 7506 |
7506
Tuttle Capital Management
Riverside,
Connecticut
| $148M | +$87.6M | +144% | 54.2% | 115% | 200 | 80% | 0.4 |
|
| 7507 |
7507
Monetta Financial Services
Wheaton,
Illinois
| $148M | +$19.4M | +15% | 44.2% | 275% | 80 | 53.75% | 2.1 |
|
| 7508 |
IUC
7508
Ivory Union Consulting
Road Town,
| $148M | +$20.8M | +16% | 17.7% | – | 3 | 0% | 0.5 |
|
| 7509 |
PAYA
7509
Phil A. Younker & Associates
Fairbanks,
Alaska
| $148M | -$1.57M | -1% | 6.13% | – | 37 | 24.32% | 1.2 |
|
| 7510 |
7510
Accordant Advisory Group
Annapolis,
Maryland
| $148M | -$13.1M | -8% | 10.6% | – | 252 | 9.52% | 1.1 |
|
| 7511 |
7511
Perissos Private Wealth Management
Bethany,
Oklahoma
| $148M | +$33M | +29% | 11.9% | – | 85 | 22.35% | 1.5 |
|
| 7512 |
7512
Sacks & Associates
Warren,
New Jersey
| $148M | +$13.7M | +10% | 15.5% | – | 84 | 11.9% | 0.5 |
|
| 7513 |
VIS
7513
Vertex Investment Solutions
Chiyoda-Ku,
| $148M | +$61.7M | +71% | 3.73% | – | 29 | 24.14% | 0.4 |
|
| 7514 |
7514
Peapod Lane Capital
Bedford Hills,
New York
| $148M | +$26.3M | +22% | 27.7% | – | 69 | 21.74% | 1 |
|
| 7515 |
NCM
7515
Nitor Capital Management
Englewood Cliffs,
New Jersey
| $148M | +$18.3M | +14% | 3.7% | – | 26 | 15.38% | 0.5 |
|
| 7516 |
7516
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| $148M | +$5.82M | +4% | 16.4% | 96.8% | 431 | 7.89% | 3.8 |
|
| 7517 |
7517
9823 Capital
Dallas,
Texas
| $148M | +$15.6M | +12% | 13.7% | – | 64 | 78.13% | 0.2 |
|
| 7518 |
7518
Moon Capital Management
New York
| $148M | -$17.6M | -11% | 12.2% | 76.3% | 15 | 20% | 3.4 |
|
| 7519 |
7519
Harbour Wealth Management Group
Daniel Island,
South Carolina
| $148M | +$15.1M | +11% | 16.3% | – | 91 | 4.4% | 0.5 |
|
| 7520 |
7520
Partnership Wealth Management
Towson,
Maryland
| $148M | +$16.8M | +13% | 15.6% | 67.6% | 68 | 4.41% | 2.3 |
|
| 7521 |
7521
Ahara Advisors
Jersey City,
New Jersey
| $148M | +$28.3M | +24% | 22.4% | – | 56 | 7.14% | 0.4 |
|
| 7522 |
7522
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
| $148M | +$12.5M | +9% | 20.5% | – | 238 | 25.21% | 1 |
|
| 7523 |
7523
Navi International
Sao Paulo,
Brazil
| $148M | -$74.4M | -33% | 7.42% | – | 18 | 55.56% | 0.3 |
|
| 7524 |
7524
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
| $148M | +$25.1M | +20% | 10.1% | – | 116 | 9.48% | 1.4 |
|
| 7525 |
7525
Alcosta Capital Management
San Ramon,
California
| $148M | +$16.6M | +13% | 22.3% | 175% | 23 | 4.35% | 2.7 |
|