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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8026 |
8026
North Forty Two & Co
Lake Oswego,
Oregon
| $108M | +$2.2M | +2% | 1.98% | – | 98 | 2.04% | 1.1 |
|
| 8027 |
8027
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| $108M | +$456K | +0.4% | 0.59% | 161% | 225 | 16.89% | 3.8 |
|
| 8028 |
8028
Vanguard Capital Wealth Advisors
Denver,
Colorado
| $108M | -$16.9M | -14% | 2.08% | 234% | 145 | 28.97% | 3.4 |
|
| 8029 |
8029
Green Court Capital Management
Hong Kong
| $108M | -$152M | -58% | 18% | 33.4% | 5 | 20% | 1.1 |
|
| 8030 |
8030
Essential Investment Partners
Englewood,
Colorado
| $108M | +$1.71M | +2% | 1.85% | – | 311 | 11.9% | 0.2 |
|
| 8031 |
PCC
8031
Park Circle Company
Baltimore,
Maryland
| $108M | -$7.64M | -7% | 1.35% | 70.5% | 53 | 7.55% | 5.3 |
|
| 8032 |
8032
Legacy Solutions LLC
Kennett Square,
Pennsylvania
| $108M | -$5.9M | -5% | 2.08% | – | 84 | 11.9% | 1.1 |
|
| 8033 |
8033
Investors Portfolio Services
Puyallup,
Washington
| $108M | -$3.13M | -3% | 0.36% | – | 762 | 55.38% | 0.1 |
|
| 8034 |
8034
Heights Point Management
New York
| $108M | -$9.39M | -8% | 10.1% | – | 31 | 64.52% | 0.1 |
|
| 8035 |
8035
Sawyer Falduto Asset Management
Elmhurst,
Illinois
| $108M | -$1.56M | -1% | 2.36% | – | 271 | 4.8% | 0.2 |
|
| 8036 |
8036
Heffernan Advisory
Flagstaff,
Arizona
| $108M | +$3.34M | +3% | 0.33% | – | 28 | 17.86% | 0.2 |
|
| 8037 |
LC
8037
Lawood & Co
Williamsport,
Pennsylvania
| $108M | +$2.2M | +2% | 4.5% | – | 95 | 7.37% | 0.2 |
|
| 8038 |
8038
Haven Capital Group
Westlake Village,
California
| $108M | +$1.14M | +1% | 4.46% | – | 38 | 13.16% | 1 |
|
| 8039 |
8039
Verus Wealth Management
De Pere,
Wisconsin
| $108M | +$402K | +0.4% | 0.96% | – | 50 | 2% | 1.2 |
|
| 8040 |
8040
21 West Wealth Management
Tustin,
California
| $108M | -$1.76M | -2% | 1.33% | – | 65 | 7.69% | 0.7 |
|
| 8041 |
8041
Bannerstone Capital Management
Wayzata,
Minnesota
| $108M | +$3.27M | +3% | 2.69% | – | 113 | 25.66% | 0.2 |
|
| 8042 |
8042
Central Asset Investments & Management Holdings
Hong Kong
| $108M | -$46.2M | -30% | 66.3% | 3,210% | 50 | 74% | 1 |
|
| 8043 |
8043
Ursa Fund Management
Danville,
California
| $108M | -$2.33B | -96% | 4.06% | 93.5% | 59 | 91.53% | 0.1 |
|
| 8044 |
8044
Bedminster
Bluffton,
South Carolina
| $107M | -$1.37M | -1% | 1.38% | – | 57 | 14.04% | 0.2 |
|
| 8045 |
8045
WestBridge Capital Management
Trianon,
Mauritius
| $107M | -$56.5M | -34% | 34.4% | 33.3% | 1 | 0% | 3.8 |
|
| 8046 |
8046
Intentional Wealth Strategies
Colorado Springs,
Colorado
| $107M | – | – | 0.43% | – | 942 | – | 0 |
|
| 8047 |
8047
Accuvest Global Advisors
Provo,
Utah
| $107M | -$28.5M | -21% | 8.9% | 130% | 80 | 35% | 1.1 |
|
| 8048 |
WG
8048
Wealth Group
Raleigh,
North Carolina
| $107M | +$4.6M | +4% | 1.44% | – | 93 | 15.05% | 1.6 |
|
| 8049 |
8049
LRT Capital Management
Austin,
Texas
| $107M | -$9.6M | -8% | 2.72% | 76.2% | 125 | 59.2% | 1 |
|
| 8050 |
8050
SkyKnight Capital
San Francisco,
California
| $107M | +$17M | +19% | 18.9% | 11% | 3 | 0% | 4.3 |
|