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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8426 |
8426
Axa
Paris,
France
| $91.9M | -$165M | -64% | 17.2% | 101% | 84 | 57.14% | 6.3 |
|
| 8427 |
8427
Point Break Capital Management
Miami,
Florida
| $91.7M | +$3.71M | +4% | 39.9% | – | 23 | 56.52% | 1 |
|
| 8428 |
8428
Crystal Cove Asset Management
Newport Beach,
California
| $91.7M | +$8.44M | +10% | 11.4% | – | 26 | 53.85% | 0.2 |
|
| 8429 |
8429
Atlas Wealth Partners
Wyomissing,
Pennsylvania
| $91.6M | -$5.7M | -6% | 2.77% | 145% | 68 | 10.29% | 1.8 |
|
| 8430 |
8430
Wiser Advisor Group
Phoenix,
Arizona
| $91.3M | +$8.61M | +10% | 13.3% | – | 232 | 4.74% | 1 |
|
| 8431 |
8431
August Group Capital
Toronto,
| $91M | +$4.89M | +6% | 21.5% | – | 104 | 19.23% | 0.4 |
|
| 8432 |
8432
Triad Investment Management
Newport Beach,
California
| $90.7M | +$6M | +7% | 7.36% | – | 38 | 15.79% | 3.5 |
|
| 8433 |
8433
Teachers Insurance & Annuity Association of America
New York
| $90.6M | +$10.9M | +14% | 12.9% | – | 88 | 18.18% | 1.6 |
|
| 8434 |
8434
Holland Advisory Services
Ormond Beach,
Florida
| $90.5M | +$15.9M | +21% | 17.2% | 63% | 53 | 18.87% | 2.9 |
|
| 8435 |
8435
Lakehouse Capital
Sydney NSW,
Australia
| $90.5M | -$57.8M | -39% | 2.7% | 87.4% | 13 | 7.69% | 3.9 |
|
| 8436 |
8436
Accel Growth Fund V Associates
Palo Alto,
California
| $89.8M | +$8.11M | +10% | 10.3% | 1.17% | 2 | 0% | 5.1 |
|
| 8437 |
KFP
8437
Kerr Financial Planning
Fresno,
California
| $89.6M | -$52.2M | -37% | 32.7% | – | 554 | 7.22% | 0.7 |
|
| 8438 |
8438
Alken Asset Management
London,
United Kingdom
| $89.6M | +$34.1M | +61% | 0.06% | 2.19% | 41 | 7.32% | 0.9 |
|
| 8439 |
8439
Audent Global Asset Management
West Hollywood,
California
| $89.6M | -$10.6M | -11% | 21.6% | 112% | 54 | 20.37% | 3.2 |
|
| 8440 |
8440
Mayar Capital
London,
United Kingdom
| $89.1M | +$5.26M | +6% | 4.83% | 14.7% | 16 | 0% | 3.3 |
|
| 8441 |
8441
Luminist Capital
Grand Rapids,
Michigan
| $89M | +$13.7M | +18% | 6.46% | – | 424 | 66.51% | 0.2 |
|
| 8442 |
8442
Variant Private Wealth
Tysons,
Virginia
| $88.9M | +$6.36M | +8% | 18.5% | – | 44 | 18.18% | 1.2 |
|
| 8443 |
8443
Stone House Capital Management
Bay Harbor Islands,
Florida
| $88.5M | -$1.45M | -2% | 2.4% | 151% | 3 | 0% | 2 |
|
| 8444 |
PIS
8444
POM Investment Strategies
Raleigh,
North Carolina
| $88.3M | +$7.76M | +10% | 8.16% | 67.9% | 480 | 36.46% | 0.8 |
|
| 8445 |
8445
Column Group
San Francisco,
California
| $88.1M | -$12.6M | -13% | 12.5% | 95.1% | 3 | 0% | 5.3 |
|
| 8446 |
8446
FSR Wealth Management
Elmhurst,
Illinois
| $87.8M | +$6.92M | +9% | 7.22% | – | 52 | 55.77% | 0.7 |
|
| 8447 |
8447
Walleye Partners
Madison,
Wisconsin
| $87.7M | +$6.31M | +8% | 9.91% | – | 65 | 26.15% | 0.4 |
|
| 8448 |
YIM
8448
Yoffe Investment Management
Lemoyne,
Pennsylvania
| $87.4M | +$9.3M | +12% | 17.4% | – | 115 | 5.22% | 1.4 |
|
| 8449 |
8449
Bradyco Inc
Cambridge,
Massachusetts
| $87.2M | -$41.9M | -32% | 9.84% | – | 38 | 13.16% | 1.5 |
|
| 8450 |
8450
Tripletail Wealth Management
Orlando,
Florida
| $86.9M | +$13.6M | +18% | 23.1% | – | 285 | 12.98% | 0.7 |
|