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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7976 |
7976
nVerses Capital
Wellington,
Florida
| $110M | +$65.4M | +146% | 0.85% | – | 496 | 89.72% | 0.1 |
|
| 7977 |
7977
Forefront Analytics
West Conshohocken,
Pennsylvania
| $110M | -$3.31M | -3% | 1% | 50.9% | 47 | 25.53% | 3.7 |
|
| 7978 |
TWM
7978
Todd Wealth Management
Venice,
Florida
| $110M | -$593K | -0.5% | 2.21% | – | 109 | 11.01% | 0.2 |
|
| 7979 |
7979
Peak XV Partners Operations
Trianon,
Mauritius
| $110M | -$57.7M | -34% | 34.4% | – | 1 | 0% | 2.3 |
|
| 7980 |
7980
OakTrust Wealth Advisors
Wilton,
Connecticut
| $110M | +$1.47M | +1% | 0.55% | – | 72 | 11.11% | 0.2 |
|
| 7981 |
BCG
7981
BRIA Capital Group
Wesley Chapel,
Florida
| $110M | +$780K | +0.7% | 7.49% | – | 70 | 34.29% | 0.2 |
|
| 7982 |
7982
Masterton Capital Management
New York
| $110M | -$33.6M | -23% | 0.17% | 1.94% | 28 | 53.57% | 1 |
|
| 7983 |
7983
NWM Advisors
San Luis Obispo,
California
| $110M | -$5.15M | -4% | 4.66% | – | 25 | 8% | 0.3 |
|
| 7984 |
7984
New Mountain Capital
New York
| $110M | -$50.7M | -32% | 31.6% | 64.8% | 1 | 0% | 3.5 |
|
| 7985 |
7985
Bond Capital Management
San Francisco,
California
| $110M | -$7.62M | -6% | 4.19% | 47.5% | 4 | 0% | 3.1 |
|
| 7986 |
7986
Beryl Capital Management
Redondo Beach,
California
| $110M | -$877M | -89% | 44.7% | 3,932% | 23 | 95.65% | 0 |
|
| 7987 |
7987
Belleair Asset Management
Belleair Bluffs,
Florida
| $110M | +$4.66M | +4% | 1.44% | – | 83 | 12.05% | 0.2 |
|
| 7988 |
7988
S Harris Financial Group
San Antonio,
Texas
| $110M | +$5.22M | +5% | 1.53% | – | 114 | 21.93% | 0.2 |
|
| 7989 |
7989
Heronetta Management
New York
| $110M | -$63.4M | -37% | 16.9% | 59.7% | 25 | 36% | 8 |
|
| 7990 |
DAM
7990
Directional Asset Management
Arlington Heights,
Illinois
| $109M | -$4.62M | -4% | 0.96% | – | 97 | 11.34% | 0.2 |
|
| 7991 |
7991
Searchlight Capital Partners
New York
| $109M | +$1.1M | +1% | 18.3% | 38.5% | 3 | 33.33% | 7.4 |
|
| 7992 |
7992
Twin Cities Retirement Group
Plymouth,
Minnesota
| $109M | +$5.74M | +6% | 0.7% | – | 24 | 0% | 0.3 |
|
| 7993 |
7993
Bretton Capital Management
San Francisco,
California
| $109M | -$10.2M | -9% | 8.63% | – | 18 | 0% | 1.5 |
|
| 7994 |
7994
KDK Private Wealth Management
Houston,
Texas
| $109M | -$5.25M | -5% | 3.13% | – | 73 | 19.18% | 1.1 |
|
| 7995 |
OIA
7995
Oakmont Investment Advisors
Pittsburgh,
Pennsylvania
| $109M | -$27.2M | -20% | 7.14% | – | 138 | 43.48% | 0.2 |
|
| 7996 |
PCMN
7996
Paradigm Capital Management (Nevada)
Reno,
Nevada
| $109M | +$1.55M | +1% | 3.92% | – | 66 | 15.15% | 2.9 |
|
| 7997 |
7997
Value Investment Professionals
New York
| $109M | +$13.7M | +14% | 2.06% | – | 103 | 66.02% | 0.1 |
|
| 7998 |
7998
Miller Global Investments
Dallas,
Texas
| $109M | -$1.41M | -1% | 5.59% | – | 309 | 30.1% | 0.2 |
|
| 7999 |
7999
Torrey-Payne Wealth Management
Pasadena,
California
| $109M | -$2.57M | -2% | 0.93% | – | 41 | 7.32% | 0.2 |
|
| 8000 |
8000
Elevation Wealth Management
Eden Prairie,
Minnesota
| $109M | +$4.78M | +5% | 4.27% | – | 149 | 18.79% | 0.2 |
|