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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8551 |
8551
26North Partners
New York
| $70.9M | +$1.77M | +3% | 2.34% | 77.8% | 1 | 0% | 3 |
|
| 8552 |
MA
8552
McGrath & Associates
Asheville,
North Carolina
| $70.4M | +$3.16M | +5% | 2.34% | – | 43 | 2.33% | 0.9 |
|
| 8553 |
8553
Texas County & District Retirement System
Austin,
Texas
| $70.3M | -$1.05M | -1% | 1.47% | 27.9% | 1 | 0% | 3 |
|
| 8554 |
8554
Wise Wealth Partners
Phoenix,
Arizona
| $69.7M | +$4.15M | +6% | 3.78% | – | 56 | 19.64% | 0.8 |
|
| 8555 |
SM
8555
Sabby Management
Miami Beach,
Florida
| $69.5M | -$16.9M | -20% | 46.9% | 95.5% | 53 | 64.15% | 0.6 |
|
| 8556 |
IC
8556
Immersion Capital
London,
United Kingdom
| $69.1M | -$28.1M | -29% | 3.46% | 63.4% | 11 | 9.09% | 1.7 |
|
| 8557 |
8557
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
| $69M | +$10.7M | +18% | 4.55% | 96.9% | 506 | 30.43% | 1 |
|
| 8558 |
8558
Fidelis Wealth Advisors
Castle Rock,
Colorado
| $69M | – | – | 2.05% | – | 11 | – | 0 |
|
| 8559 |
8559
Deuterium Capital Management
Clearwater,
Florida
| $68.9M | -$146K | -0.2% | 1.4% | 225% | 20 | 10% | 2.1 |
|
| 8560 |
8560
Yost Capital Management
Houston,
Texas
| $68.9M | -$13.4M | -16% | 2.77% | 125% | 16 | 37.5% | 1.3 |
|
| 8561 |
8561
Angel Oak Capital Advisors
Atlanta,
Georgia
| $68.8M | -$58.5M | -46% | 5.18% | – | 36 | 11.11% | 0.8 |
|
| 8562 |
8562
Blue Barn Wealth
Orem,
Utah
| $68.7M | -$159M | -70% | 1.97% | 46.4% | 173 | 74.57% | 3 |
|
| 8563 |
8563
Charles Schwab Trust Bank
Henderson,
Nevada
| $68.5M | +$13.4M | +24% | 0.48% | – | 1 | 0% | 1.8 |
|
| 8564 |
CMANY
8564
Capital Management Associates (New York)
New York
| $68.2M | +$1.16M | +2% | 6.33% | 215% | 47 | 27.66% | 3.1 |
|
| 8565 |
8565
Charis Legacy Partners
Bryan,
Texas
| $67.8M | +$728K | +1% | 2.32% | – | 31 | 22.58% | 0.8 |
|
| 8566 |
8566
Stronghold Wealth Management
Tampa,
Florida
| $67.7M | – | – | 1.82% | – | 119 | – | 0 |
|
| 8567 |
8567
QSV Equity Investors
Naperville,
Illinois
| $67.6M | -$30.3M | -31% | 1.36% | – | 97 | 13.4% | 1.5 |
|
| 8568 |
8568
Fountainhead AM
Warren,
New Jersey
| $67.5M | -$695M | -91% | 2.53% | 65.6% | 251 | 44.22% | 2.1 |
|
| 8569 |
8569
China-UAE Investment Cooperation
George Town,
| $67.4M | – | – | 12.3% | – | 1 | – | 0 |
|
| 8570 |
8570
Navigation Wealth Management
Fort Collins,
Colorado
| $67.3M | -$742K | -1% | 1.95% | 46.5% | 34 | 5.88% | 0.6 |
|
| 8571 |
8571
Van Diest Capital
Poly City,
Iowa
| $67M | – | – | 3.77% | – | 138 | – | 0 |
|
| 8572 |
8572
Ampfield Management
New York
| $66.7M | -$23M | -26% | 2.61% | 56.9% | 5 | 40% | 2 |
|
| 8573 |
8573
Sullivan Wood Capital Management
Washington,
District of Columbia
| $66.3M | -$1.58M | -2% | 15.1% | – | 24 | 25% | 0.4 |
|
| 8574 |
8574
Solutions 4 Wealth
Southlake,
Texas
| $66.2M | +$1.74M | +3% | 1.01% | 54.9% | 59 | 8.47% | 1.5 |
|
| 8575 |
8575
Redmont Wealth Advisors
Chicago,
Illinois
| $66M | -$5.75M | -8% | 1.45% | 46.1% | 315 | 5.4% | 1 |
|