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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8401 |
8401
Axa
Paris,
France
| $91.9M | -$165M | -64% | 17.2% | 101% | 84 | 57.14% | 25.4 |
|
| 8402 |
PBCM
8402
Point Break Capital Management
Miami,
Florida
| $91.7M | +$3.71M | +4% | 39.9% | – | 23 | 56.52% | 4.1 |
|
| 8403 |
CCAM
8403
Crystal Cove Asset Management
Newport Beach,
California
| $91.7M | +$8.44M | +10% | 11.4% | – | 26 | 53.85% | 0.6 |
|
| 8404 |
AWP
8404
Atlas Wealth Partners
Wyomissing,
Pennsylvania
| $91.6M | -$5.7M | -6% | 2.77% | 145% | 68 | 10.29% | 7 |
|
| 8405 |
WAG
8405
Wiser Advisor Group
Phoenix,
Arizona
| $91.3M | +$8.61M | +10% | 13.3% | – | 232 | 4.74% | 3.9 |
|
| 8406 |
AGC
8406
August Group Capital
Toronto,
| $91M | +$4.89M | +6% | 21.5% | – | 104 | 19.23% | 1.7 |
|
| 8407 |
TIM
8407
Triad Investment Management
Newport Beach,
California
| $90.7M | +$6M | +7% | 7.36% | – | 38 | 15.79% | 14.1 |
|
| 8408 |
TIAAOA
8408
Teachers Insurance & Annuity Association of America
New York
| $90.6M | +$10.9M | +14% | 12.9% | – | 88 | 18.18% | 6.2 |
|
| 8409 |
HAS
8409
Holland Advisory Services
Ormond Beach,
Florida
| $90.5M | +$15.9M | +21% | 17.2% | 57.1% | 53 | 18.87% | 11.5 |
|
| 8410 |
LC
8410
Lakehouse Capital
Sydney NSW,
Australia
| $90.5M | -$57.8M | -39% | 2.7% | 87.4% | 13 | 7.69% | 15.7 |
|
| 8411 |
AGFVA
8411
Accel Growth Fund V Associates
Palo Alto,
California
| $89.8M | +$8.11M | +10% | 10.3% | 1.17% | 2 | 0% | 20.5 |
|
| 8412 |
KFP
8412
Kerr Financial Planning
Fresno,
California
| $89.6M | -$52.2M | -37% | 32.7% | – | 554 | 7.22% | 2.6 |
|
| 8413 |
AAM
8413
Alken Asset Management
London,
United Kingdom
| $89.6M | +$34.1M | +61% | 0.06% | 0.22% | 41 | 7.32% | 3.7 |
|
| 8414 |
AGAM
8414
Audent Global Asset Management
West Hollywood,
California
| $89.6M | -$10.6M | -11% | 21.6% | 112% | 54 | 20.37% | 12.7 |
|
| 8415 |
MC
8415
Mayar Capital
London,
United Kingdom
| $89.1M | +$5.26M | +6% | 4.83% | 14.7% | 16 | 0% | 13 |
|
| 8416 |
LC
8416
Luminist Capital
Grand Rapids,
Michigan
| $89M | +$13.7M | +18% | 6.46% | – | 424 | 66.51% | 1 |
|
| 8417 |
VPW
8417
Variant Private Wealth
Tysons,
Virginia
| $88.9M | +$6.36M | +8% | 18.5% | – | 44 | 18.18% | 4.7 |
|
| 8418 |
SHCM
8418
Stone House Capital Management
Bay Harbor Islands,
Florida
| $88.5M | -$1.45M | -2% | 2.4% | 151% | 3 | 0% | 8 |
|
| 8419 |
PIS
8419
POM Investment Strategies
Raleigh,
North Carolina
| $88.3M | +$7.76M | +10% | 8.16% | – | 480 | 36.46% | 3.1 |
|
| 8420 |
CG
8420
Column Group
San Francisco,
California
| $88.1M | -$12.6M | -13% | 12.5% | 95.1% | 3 | 0% | 21 |
|
| 8421 |
FWM
8421
FSR Wealth Management
Elmhurst,
Illinois
| $87.8M | +$6.92M | +9% | 7.22% | – | 52 | 55.77% | 2.8 |
|
| 8422 |
WP
8422
Walleye Partners
Madison,
Wisconsin
| $87.7M | +$6.31M | +8% | 9.91% | – | 65 | 26.15% | 1.5 |
|
| 8423 |
YIM
8423
Yoffe Investment Management
Lemoyne,
Pennsylvania
| $87.4M | +$9.3M | +12% | 17.4% | – | 115 | 5.22% | 5.6 |
|
| 8424 |
BI
8424
Bradyco Inc
Cambridge,
Massachusetts
| $87.2M | -$41.9M | -32% | 9.84% | – | 38 | 13.16% | 6 |
|
| 8425 |
TWM
8425
Tripletail Wealth Management
Orlando,
Florida
| $86.9M | +$13.6M | +18% | 23.1% | – | 285 | 12.98% | 2.8 |
|