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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8501 |
MA
8501
McGrath & Associates
Asheville,
North Carolina
| $76.8M | +$8.8M | +13% | 7.41% | – | 45 | 37.78% | 1.2 |
|
| 8502 |
8502
MSD Partners
New York
| $76.8M | -$5.57M | -7% | 22.2% | 3.5% | 10 | 30% | 2 |
|
| 8503 |
8503
QVIDTVM Management
The Woodlands,
Texas
| $76.6M | -$4.77M | -6% | 35.5% | 19.5% | 15 | 13.33% | 1.4 |
|
| 8504 |
8504
Stapp Wealth Management
Olympia,
Washington
| $76.5M | -$1.8M | -2% | 0.08% | 54.4% | 34 | 17.65% | 1.5 |
|
| 8505 |
8505
Square Peg Capital
Surry Hills, NSW,
Australia
| $76.2M | +$977K | +1% | 44.2% | – | 10 | 20% | 1.2 |
|
| 8506 |
8506
Summit Rock Advisors
New York
| $76.1M | +$60.2M | +377% | 13.1% | – | 3 | 66.67% | 0.1 |
|
| 8507 |
WPA
8507
Winning Points Advisors
Boca Raton,
Florida
| $75.9M | -$24M | -24% | 10.2% | – | 46 | 17.39% | 5 |
|
| 8508 |
8508
Hestia Capital Management
Cranberry Township,
Pennsylvania
| $75.5M | -$37.4M | -33% | 54.3% | – | 18 | 55.56% | 0.9 |
|
| 8509 |
8509
Regents Gate Capital
London,
United Kingdom
| $75.1M | -$394M | -84% | 11.6% | – | 53 | 62.26% | 0.3 |
|
| 8510 |
8510
Viola Growth Management Fund 2
Tel Aviv,
| $74.9M | – | – | 2.85% | – | 3 | – | 0 |
|
| 8511 |
8511
Stronghold Wealth Management
Tampa,
Florida
| $74.7M | +$8.54M | +13% | 13.6% | – | 141 | 22.7% | 0.4 |
|
| 8512 |
8512
ION Crossover Partners
Herzliya Pituach,
Israel
| $74.7M | +$37.8M | +102% | 51.7% | – | 4 | 25% | 3.5 |
|
| 8513 |
8513
Mosaic Advisors
Houston,
Texas
| $74.5M | +$7.69M | +12% | 12.3% | 50.9% | 51 | 49.02% | 0.6 |
|
| 8514 |
8514
Axon Capital
New York
| $73.7M | +$4.35M | +6% | 20.4% | – | 16 | 37.5% | 0.7 |
|
| 8515 |
8515
TCG Capital Management
Playa Vista,
California
| $73.6M | +$34.2M | +87% | 86.7% | 29.3% | 1 | 0% | 3.5 |
|
| 8516 |
8516
IDG China Capital Fund GP III Associates
Central Hong Kong,
China
| $73.5M | -$39.7M | -35% | 34.3% | – | 2 | 0% | 0.5 |
|
| 8517 |
8517
Kepos Capital
New York
| $73.4M | +$12.1M | +20% | 1.36% | 21.1% | 215 | 45.12% | 0.5 |
|
| 8518 |
8518
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
| $73.4M | +$7.93M | +12% | 17.6% | 96.9% | 387 | 15.5% | 1.6 |
|
| 8519 |
8519
Sullivan Wood Capital Management
Washington,
District of Columbia
| $73M | +$15.9M | +28% | 34.2% | – | 23 | 8.7% | 0.8 |
|
| 8520 |
8520
Empower Harvest Management Services
Grand Cayman,
Cayman Islands
| $72.8M | -$1.61M | -2% | 2.17% | – | 1 | 0% | 1.5 |
|
| 8521 |
8521
IFS Group
York,
Pennsylvania
| $72.8M | -$39.5M | -35% | 15.2% | – | 148 | 43.92% | 0.7 |
|
| 8522 |
FCI
8522
Financial Counselors Inc
Overland Park,
Kansas
| $72.7M | +$1.8M | +3% | 15.1% | 84.8% | 15 | 33.33% | 8.9 |
|
| 8523 |
JAWA
8523
John A. Wolfe & Associates
Portage,
Michigan
| $72.6M | +$7.48M | +11% | 7.66% | – | 42 | 0% | 0.4 |
|
| 8524 |
8524
Navigation Wealth Management
Fort Collins,
Colorado
| $72.6M | +$44.8M | +162% | 11.6% | 9.65% | 33 | 3.03% | 1 |
|
| 8525 |
8525
Norwood Investment Partners
Mill Valley,
California
| $72.4M | +$7.45M | +11% | 14.2% | 25.2% | 17 | 29.41% | 1.6 |
|