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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7751 |
7751
Vesey Street Capital Partners
New York
| $136M | +$50.6M | +59% | 59% | 47.8% | 1 | 0% | 4.5 |
|
| 7752 |
7752
Sidoxia Capital Management
Newport Beach,
California
| $136M | +$20.6M | +18% | 21.8% | – | 89 | 7.87% | 0.2 |
|
| 7753 |
7753
Fulcrum Equity Management
Plano,
Texas
| $136M | +$32.9M | +32% | 24.6% | 116% | 165 | 35.76% | 1.2 |
|
| 7754 |
7754
Transmarket Holdings
Chicago,
Illinois
| $136M | -$50.9M | -27% | 19% | – | 63 | 85.71% | 0.1 |
|
| 7755 |
7755
KVP Capital Advisors
San Francisco,
California
| $136M | +$2.34M | +2% | 25.3% | – | 38 | 23.68% | 0.4 |
|
| 7756 |
7756
Rahlfs Capital
Lake Kiowa,
Texas
| $136M | +$79.4K | +0.1% | 11.3% | – | 91 | 10.99% | 1.3 |
|
| 7757 |
7757
WJ Financial Advisors
Killingworth,
Connecticut
| $136M | +$12.3M | +10% | 10.3% | – | 142 | 13.38% | 0.6 |
|
| 7758 |
7758
Semitam Bonam
Goshen,
New York
| $136M | +$13.8M | +11% | 8.45% | – | 50 | 12% | 0.9 |
|
| 7759 |
7759
Ishara Investments
Los Angeles,
California
| $136M | +$30.5M | +29% | 20.8% | – | 53 | 52.83% | 0.2 |
|
| 7760 |
7760
Golden Bell Financial Planning
Alpharetta,
Georgia
| $136M | +$10.6M | +8% | 4.92% | – | 41 | 9.76% | 1.3 |
|
| 7761 |
7761
Rhodes Investment Advisors
Fort Worth,
Texas
| $136M | +$19.9M | +17% | 19.2% | – | 137 | 22.63% | 0.4 |
|
| 7762 |
7762
Red Crane Wealth Management
San Francisco,
California
| $136M | +$14.4M | +12% | 10.9% | – | 80 | 11.25% | 1.2 |
|
| 7763 |
7763
Hanseatic Management Services
Albuquerque,
New Mexico
| $136M | +$31.5M | +30% | 53.5% | – | 96 | 30.21% | 0.8 |
|
| 7764 |
7764
Challenger Wealth Management
Aliso Viejo,
California
| $136M | +$10.7M | +9% | 13% | – | 65 | 10.77% | 1.3 |
|
| 7765 |
7765
Phillips Wealth Planners
Starkville,
Mississippi
| $136M | +$2.85M | +2% | 12% | 82% | 228 | 12.72% | 1.9 |
|
| 7766 |
7766
Core Wealth Advisors (Indiana)
Indianapolis,
Indiana
| $136M | +$5.65M | +4% | 11.9% | – | 37 | 16.22% | 0.4 |
|
| 7767 |
7767
Donalies Financial Planning
Washington,
District of Columbia
| $136M | +$18.4M | +16% | 14.9% | – | 80 | 10% | 0.5 |
|
| 7768 |
TF
7768
Telligent Fund
Hong Kong
| $136M | +$42.1M | +45% | 88.5% | – | 28 | 32.14% | 0.7 |
|
| 7769 |
7769
Valor Advisors
Miami,
Florida
| $136M | +$16.8M | +14% | 13.4% | – | 37 | 18.92% | 0.5 |
|
| 7770 |
7770
MRP Capital Investments
Alpharetta,
Georgia
| $136M | +$20.9M | +18% | 37.4% | 222% | 240 | 19.58% | 1.5 |
|
| 7771 |
7771
Ulland Investment Advisors
Minneapolis,
Minnesota
| $136M | +$19M | +16% | 20.5% | 161% | 234 | 11.97% | 2.9 |
|
| 7772 |
BCG
7772
BRIA Capital Group
Wesley Chapel,
Florida
| $136M | +$25.7M | +23% | 21% | – | 92 | 56.52% | 0.3 |
|
| 7773 |
7773
Targeted Financial Services
Seminole,
Florida
| $136M | +$13.6M | +11% | 4.34% | – | 67 | 25.37% | 0.4 |
|
| 7774 |
7774
Tsai Capital
New York
| $135M | +$912K | +0.7% | 5% | 29.2% | 20 | 20% | 2.8 |
|
| 7775 |
1GI
7775
180 GPS Investments
St Peter Port,
| $135M | – | – | 30.6% | – | 23 | – | 0.4 |
|