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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8751 |
8751
Park Square Financial Group
Roswell,
Georgia
| $11.1M | -$2.09M | -16% | 7.56% | – | 269 | 30.86% | 0.9 |
|
| 8752 |
8752
Wells Financial Advisors
Framingham,
Massachusetts
| $10.8M | -$11.2M | -51% | 9.84% | 58.9% | 55 | 25.45% | 3.6 |
|
| 8753 |
8753
SkyBridge Capital II
New York
| $10.4M | -$2.72M | -21% | 27% | – | 5 | 40% | 0.8 |
|
| 8754 |
8754
Wilshire Advisors
Santa Monica,
California
| $10.3M | +$371K | +4% | 8.13% | 118% | 8 | 37.5% | 4.5 |
|
| 8755 |
8755
Huntington Bancshares
Columbus,
Ohio
| $10.2M | +$2.44M | +31% | 31.2% | – | 2 | 0% | 0.3 |
|
| 8756 |
8756
TradeLink Capital
Chicago,
Illinois
| $10.2M | -$3.06M | -23% | 14.4% | 73.7% | 39 | 82.05% | 0.1 |
|
| 8757 |
8757
Vinland Capital Management Gestora de Recursos
Sao Paulo,
Brazil
| $10.1M | -$39.5M | -80% | 13.6% | – | 16 | 93.75% | 0.1 |
|
| 8758 |
8758
Acute Investment Advisory
Mesa,
Arizona
| $9.46M | +$548K | +6% | 12.2% | 15% | 19 | 10.53% | 1.1 |
|
| 8759 |
8759
FTX Recovery Trust
League City,
Texas
| $9.43M | -$2.37M | -20% | 20.5% | – | 1 | 0% | 0.5 |
|
| 8760 |
8760
Great Mountain Partners
New Haven,
Connecticut
| $9.28M | -$5.8M | -38% | 38.4% | 95.3% | 1 | 0% | 6 |
|
| 8761 |
8761
Raine Group
New York
| $8.86M | -$1.67M | -16% | 10.5% | 59.7% | 3 | 0% | 3.3 |
|
| 8762 |
8762
Vitol Holding
Rotterdam,
Netherlands
| $8.83M | -$3.07M | -26% | 25.2% | 82.6% | 1 | 0% | 5.8 |
|
| 8763 |
AWGLSCP
8763
ABG-WTT Global Life Science Capital Partners
Central, Hong Kong,
Hong Kong
| $8.55M | -$3.74M | -30% | 5.07% | 125% | 2 | 0% | 2.9 |
|
| 8764 |
8764
Brandywine Financial Group
Thompsons Station,
Tennessee
| $8.39M | -$109M | -93% | 1.14% | – | 38 | 52.63% | 0.4 |
|
| 8765 |
CCP
8765
Caden Capital Partners
Santa Monica,
California
| $8.3M | +$183K | +2% | 10.1% | 19.1% | 36 | 0% | 1 |
|
| 8766 |
8766
Groupe des Assurances du Credit Mutuel
Strasbourg,
France
| $8.04M | -$194M | -96% | 0.77% | – | 5 | 80% | 0.5 |
|
| 8767 |
8767
SVB Capital Management
Menlo Park,
California
| $7.41M | +$5.33M | +257% | 23.1% | – | 6 | 16.67% | 1.2 |
|
| 8768 |
8768
Spurstone Advisory Services
Higganum,
Connecticut
| $7.32M | +$1.48M | +25% | 21.2% | – | 105 | 33.33% | 0.9 |
|
| 8769 |
8769
National Mutual Funds Management
Sydney,
Australia
| $7.29M | +$6.95M | +2,065% | 13.4% | – | 1 | 0% | 0.5 |
|
| 8770 |
8770
Amplify Investments
Lisle,
Illinois
| $7.23M | +$1.66M | +30% | 17.9% | – | 26 | 0% | 1 |
|
| 8771 |
RCP
8771
RPM Capital Partners
New York
| $6.9M | +$3.55M | +106% | 106% | 8.37% | 1 | 0% | 0.5 |
|
| 8772 |
8772
Hoya Capital Real Estate
Rowayton,
Connecticut
| $6.8M | +$1.26M | +23% | 42.4% | 89.8% | 9 | 0% | 3.3 |
|
| 8773 |
8773
Motley Fool Wealth Management
Alexandria,
Virginia
| $6.59M | -$878M | -99% | 20.4% | 70.7% | 124 | 84.68% | 6.4 |
|
| 8774 |
RJA
8774
Ross\Johnson & Associates
Plymouth,
Minnesota
| $6.39M | +$842K | +15% | 8.83% | – | 374 | 43.05% | 0.8 |
|
| 8775 |
8775
ACME LLC
San Francisco,
California
| $6.23M | -$1.29M | -17% | 2.47% | 199% | 3 | 0% | 4.6 |
|