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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7526 |
7526
RF&L Wealth Management
Acton,
Massachusetts
| $148M | +$14.2M | +11% | 12% | 73.8% | 54 | 11.11% | 3.1 |
|
| 7527 |
LC
7527
Lawood & Co
Williamsport,
Pennsylvania
| $148M | +$39.9M | +37% | 19% | – | 99 | 13.13% | 0.5 |
|
| 7528 |
BM
7528
Bislett Management
Palo Alto,
California
| $148M | +$18M | +14% | 18.6% | 19.8% | 18 | 0% | 6.2 |
|
| 7529 |
7529
Vanguard Capital Wealth Advisors
Denver,
Colorado
| $148M | +$39.5M | +37% | 48.7% | 234% | 152 | 34.21% | 3.2 |
|
| 7530 |
7530
LiftPoint Family Wealth Advisors
Far Hills,
New Jersey
| $148M | +$26.8M | +22% | 15.6% | – | 71 | 23.94% | 0.4 |
|
| 7531 |
7531
Tepp RIA
Westfield,
New Jersey
| $147M | +$19.8M | +16% | 14.9% | – | 54 | 33.33% | 0.7 |
|
| 7532 |
7532
Dorato Capital Management
Denver,
Colorado
| $147M | +$12M | +9% | 16.1% | – | 259 | 3.86% | 0.5 |
|
| 7533 |
7533
Summit Financial Consulting
Sterling Heights,
Michigan
| $147M | +$7.71M | +6% | 10.7% | – | 51 | 23.53% | 0.8 |
|
| 7534 |
7534
Red Tree Management
Redwood City,
California
| $147M | +$35.5M | +32% | 35% | – | 3 | 0% | 1.5 |
|
| 7535 |
7535
IDG China Venture Capital Fund IV Associates
Hong Kong
| $147M | -$72M | -33% | 23.5% | 59.2% | 4 | 0% | 4.3 |
|
| 7536 |
7536
Coquina Private Wealth LLC
Port Charlotte,
Florida
| $147M | +$22.9M | +18% | 19.4% | – | 104 | 10.58% | 0.4 |
|
| 7537 |
7537
Castlefield Investment Partners
Manchester,
| $147M | +$16.5M | +13% | 22.7% | – | 36 | 5.56% | 0.5 |
|
| 7538 |
7538
Sincerus Advisory
New York
| $147M | +$15.3M | +12% | 12% | – | 82 | 8.54% | 1.2 |
|
| 7539 |
7539
Cygnus Capital Advisors
Atlanta,
Georgia
| $147M | +$915K | +0.6% | 14.2% | – | 126 | 53.17% | 0.3 |
|
| 7540 |
7540
Madson Wealth Advisors
Santa Rosa,
California
| $147M | +$26.9M | +22% | 15.6% | – | 100 | 19% | 0.2 |
|
| 7541 |
7541
Diamant Asset Management
Ridgefield,
Connecticut
| $147M | +$9.9M | +7% | 10% | 66.9% | 85 | 15.29% | 5.4 |
|
| 7542 |
7542
Winnow Wealth
Waco,
Texas
| $147M | +$17.4M | +13% | 14.8% | – | 138 | 11.59% | 0.7 |
|
| 7543 |
7543
Koa Wealth Management
Encinitas,
California
| $147M | +$8.74M | +6% | 6.82% | 74.8% | 60 | 16.67% | 1.8 |
|
| 7544 |
7544
Saber Capital Management
Fuquay Varina,
North Carolina
| $147M | +$12.4M | +9% | 17% | – | 40 | 20% | 1.1 |
|
| 7545 |
CCP
7545
Crocodile Capital Partners
Ursensollen,
Germany
| $147M | +$7.26M | +5% | 9.49% | 126% | 12 | 0% | 1.2 |
|
| 7546 |
RIP
7546
Reliant Investment Partners
Pinehurst,
North Carolina
| $147M | +$26.3M | +22% | 27% | – | 131 | 17.56% | 1.1 |
|
| 7547 |
7547
Mueller Wealth
Mishicot,
Wisconsin
| $147M | +$21.5M | +17% | 8.9% | – | 18 | 5.56% | 0.4 |
|
| 7548 |
MVF
7548
Markin Volterra Fund
Rye,
New York
| $147M | +$81.9M | +126% | 99% | – | 71 | 54.93% | 0.2 |
|
| 7549 |
7549
Nitorum Capital
New York
| $147M | +$32.9M | +29% | 27.2% | 87.1% | 23 | 13.04% | 3.9 |
|
| 7550 |
7550
Wiregrass Investment Management
Thomasville,
Georgia
| $147M | +$26.1M | +22% | 18.4% | – | 117 | 21.37% | 0.4 |
|