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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8476 |
8476
Luminist Capital
Grand Rapids,
Michigan
| $75.3M | -$5.88M | -7% | 1.01% | – | 306 | 68.3% | 0.7 |
|
| 8477 |
8477
Square Peg Capital
Surry Hills, NSW,
Australia
| $75.2M | -$24.8M | -25% | 26.2% | – | 10 | 20% | 0.9 |
|
| 8478 |
8478
Holland Advisory Services
Ormond Beach,
Florida
| $74.6M | +$536K | +0.7% | 0.16% | 63% | 49 | 12.24% | 2.9 |
|
| 8479 |
8479
GuideStone Capital Management
Dallas,
Texas
| $74.5M | -$5.3M | -7% | 6.65% | 49.2% | 1 | 0% | 6.3 |
|
| 8480 |
8480
Empower Harvest Management Services
Grand Cayman,
Cayman Islands
| $74.5M | -$21.8M | -23% | 22.6% | – | 1 | 0% | 1.3 |
|
| 8481 |
8481
LDR Capital Management
New York
| $74.4M | +$2.23M | +3% | 4.77% | 28.4% | 50 | 30% | 1.1 |
|
| 8482 |
8482
January Capital Advisors
San Francisco,
California
| $74.2M | – | – | 2.68% | – | 52 | – | 1.2 |
|
| 8483 |
HCVG
8483
H Capital V GP
Grand Cayman,
Cayman Islands
| $74.1M | -$3.91M | -5% | 5.01% | – | 1 | 0% | 4.3 |
|
| 8484 |
8484
Wise Wealth Partners
Phoenix,
Arizona
| $73.9M | +$4.19M | +6% | 0.86% | – | 54 | 9.26% | 1 |
|
| 8485 |
PAPAIJV
8485
Paragon Associates & Paragon Associates II Joint Venture
Dallas,
Texas
| $73.6M | +$25.2M | +52% | 8.23% | 168% | 17 | 47.06% | 3 |
|
| 8486 |
8486
Tripletail Wealth Management
Orlando,
Florida
| $73.4M | -$5.59M | -7% | 2.93% | – | 278 | 13.67% | 0.5 |
|
| 8487 |
8487
Benson Wealth Management
Ooltewah, Tn,
Tennessee
| $73.1M | -$16.7M | -19% | 3.28% | – | 397 | 22.17% | 0.2 |
|
| 8488 |
8488
Baypointe Partners
Stamford,
Connecticut
| $72.9M | +$25.3M | +53% | 8.77% | – | 23 | 52.17% | 0.4 |
|
| 8489 |
8489
Wallace Hart
Lexington,
Kentucky
| $72.6M | -$63.1M | -47% | 1.81% | – | 59 | 44.07% | 0.9 |
|
| 8490 |
8490
Pursuit Wealth Strategies
Raleigh,
North Carolina
| $72M | +$683K | +1% | 0.22% | – | 112 | 13.39% | 0.2 |
|
| 8491 |
8491
Divco West Real Estate Services
San Francisco,
California
| $71.9M | -$21.4M | -23% | 22.5% | 2.32% | 4 | 0% | 3.3 |
|
| 8492 |
8492
Capital Advisor Network
Lafayette,
Indiana
| $71.4M | – | – | 0.01% | – | 148 | – | 0 |
|
| 8493 |
HB
8493
Hauser Brothers
Freiburg Im Breisgau,
Germany
| $71.4M | -$69.3M | -49% | 2.55% | – | 4 | 0% | 2.1 |
|
| 8494 |
8494
Retireful LLC
Haslett,
Michigan
| $71M | -$8.74M | -11% | 19.2% | 437% | 129 | 62.79% | 0.3 |
|
| 8495 |
FCI
8495
Financial Counselors Inc
Overland Park,
Kansas
| $70.9M | -$1.25M | -2% | 3.19% | 84.8% | 13 | 7.69% | 11.5 |
|
| 8496 |
8496
Courage Capital Management
Nashville,
Tennessee
| $70.6M | -$1.73M | -2% | 4.03% | 86.5% | 14 | 7.14% | 3 |
|
| 8497 |
8497
Yorktown Energy Partners X
New York
| $69.5M | -$7.93M | -10% | 7.89% | 95.9% | 4 | 0% | 4.1 |
|
| 8498 |
8498
Axon Capital
New York
| $69.3M | -$47.5M | -41% | 8.16% | – | 21 | 61.9% | 0.4 |
|
| 8499 |
8499
WMS Group
Folsom,
Louisiana
| $68.8M | -$9.9M | -13% | 1.43% | – | 59 | 23.73% | 0.2 |
|
| 8500 |
8500
Fidelis Wealth Advisors
Castle Rock,
Colorado
| $68.7M | -$323K | -0.5% | 1.47% | – | 11 | 0% | 0.3 |
|