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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%
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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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7751 |
TF
7751
Telligent Fund
Hong Kong
| $136M | +$42.1M | +45% | 88.5% | – | 28 | 32.14% | 2.6 |
|
| 7752 |
VA
7752
Valor Advisors
Miami,
Florida
| $136M | +$16.8M | +14% | 13.4% | – | 37 | 18.92% | 1.9 |
|
| 7753 |
MCI
7753
MRP Capital Investments
Alpharetta,
Georgia
| $136M | +$20.9M | +18% | 37.4% | 222% | 240 | 19.58% | 6.2 |
|
| 7754 |
UIA
7754
Ulland Investment Advisors
Minneapolis,
Minnesota
| $136M | +$19M | +16% | 20.5% | 154% | 234 | 11.97% | 11.5 |
|
| 7755 |
TFS
7755
Targeted Financial Services
Seminole,
Florida
| $136M | +$13.6M | +11% | 4.34% | – | 67 | 25.37% | 1.6 |
|
| 7756 |
TC
7756
Tsai Capital
New York
| $135M | +$912K | +0.7% | 5% | 29.2% | 20 | 20% | 11 |
|
| 7757 |
1GI
7757
180 GPS Investments
St Peter Port,
| $135M | – | – | 30.6% | – | 23 | – | 1.7 |
|
| 7758 |
IFO
7758
Intrepid Family Office
Sarasota,
Florida
| $135M | +$11.6M | +9% | 7.3% | – | 46 | 39.13% | 6.4 |
|
| 7759 |
RLH
7759
RD Lewis Holdings
Maitland,
Florida
| $135M | +$19.7M | +17% | 17.8% | – | 91 | 7.69% | 5.1 |
|
| 7760 |
GIPW
7760
Granite Islands Private Wealth
Guilford,
Connecticut
| $135M | +$26.7M | +25% | 21.2% | – | 82 | 19.51% | 1.7 |
|
| 7761 |
LCG
7761
Lakeshore Capital Group
Rolling Meadows,
Illinois
| $135M | +$12.6M | +10% | 13.3% | – | 79 | 10.13% | 5.3 |
|
| 7762 |
BC
7762
Barnett & Company
Chattanooga,
Tennessee
| $135M | +$6.39M | +5% | 14.2% | 65.9% | 95 | 16.84% | 15.6 |
|
| 7763 |
TIM
7763
Titan Investment Management
Indianapolis,
Indiana
| $135M | +$21.7M | +19% | 30.8% | – | 41 | 17.07% | 1.6 |
|
| 7764 |
BWS
7764
BFI Wealth Solutions
Dallas,
Texas
| $135M | +$30.8M | +30% | 7.68% | – | 83 | 10.84% | 1.8 |
|
| 7765 |
BFA
7765
Benningfield Financial Advisors
San Francisco,
California
| $135M | +$8.28M | +7% | 6.51% | – | 19 | 5.26% | 4.9 |
|
| 7766 |
PCMU
7766
Paragon Capital Management (Utah)
Provo,
Utah
| $135M | +$16.9M | +14% | 27.6% | 69.4% | 90 | 33.33% | 6.2 |
|
| 7767 |
WRCM
7767
Western Reserve Capital Management
Hudson,
Ohio
| $135M | +$13.1M | +11% | 9.61% | – | 56 | 16.07% | 1.7 |
|
| 7768 |
PSC
7768
Piper Sandler & Co
Minneapolis,
Minnesota
| $135M | +$32.9M | +32% | 0.01% | 0.04% | 21 | 14.29% | 1.1 |
|
| 7769 |
SI
7769
Stirlingshire Investments
New York
| $135M | +$20.8M | +18% | 15% | – | 255 | 36.47% | 1.4 |
|
| 7770 |
PAG
7770
Poinciana Advisors Group
Palm Beach Gardens,
Florida
| $135M | +$8.06M | +6% | 16.6% | – | 143 | 30.07% | 4.1 |
|
| 7771 |
AHIA
7771
Andrew Hill Investment Advisors
Naples,
Florida
| $135M | +$22.5M | +20% | 16.3% | – | 68 | 36.76% | 4.8 |
|
| 7772 |
OP
7772
Oath Planning
Tulsa,
Oklahoma
| $135M | +$22.2M | +20% | 9.22% | – | 73 | 8.22% | 1.9 |
|
| 7773 |
RFS
7773
RM Financial Services
Falmouth,
Maine
| $135M | +$18.6M | +16% | 11.3% | – | 81 | 9.88% | 1.8 |
|
| 7774 |
VWM
7774
VanWeelden Wealth Management
West Chester Township,
Ohio
| $135M | +$9.17M | +7% | 6.4% | – | 34 | 52.94% | 5 |
|
| 7775 |
BPW
7775
BLVD Private Wealth
Prospect,
Kentucky
| $135M | +$19.5M | +17% | 23.8% | – | 79 | 29.11% | 2.8 |
|