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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
Lineweaver Wealth Advisors
Valley View,
Ohio
| $683M | +$49.6M | +8% | 6.52% | 68.4% | 174 | 14.94% | 2.6 |
|
| 2952 |
2952
Unique Wealth
Clearwater,
Florida
| $682M | +$62.5M | +10% | 6.34% | 68.5% | 190 | 14.21% | 1.3 |
|
| 2953 |
OCM
2953
Ogborne Capital Management
San Francisco,
California
| $682M | +$279M | +69% | 11.6% | 251% | 16 | 50% | 0.7 |
|
| 2954 |
2954
Eagle Rock Investment Company
Atlanta,
Georgia
| $682M | +$49.6M | +8% | 9.01% | 121% | 170 | 8.24% | 2.5 |
|
| 2955 |
2955
Tarbox Family Office
Newport Beach,
California
| $681M | +$16.3M | +2% | 7.52% | 66.4% | 117 | 3.42% | 7.3 |
|
| 2956 |
2956
Horizon Wealth Management
La Grange,
Illinois
| $681M | +$112M | +20% | 8.68% | 97.2% | 131 | 20.61% | 1.9 |
|
| 2957 |
2957
Polunin Capital Partners
London,
United Kingdom
| $680M | +$68.1M | +11% | 37.1% | 268% | 29 | 24.14% | 1.6 |
|
| 2958 |
2958
Glenorchy Capital
Boorolite,
Australia
| $680M | +$9.38M | +1% | 11.7% | – | 69 | 10.14% | 1.5 |
|
| 2959 |
2959
Arlington Financial Advisors
Santa Barbara,
California
| $680M | +$68.9M | +11% | 6.13% | 67.6% | 115 | 30.43% | 2.9 |
|
| 2960 |
2960
Arkansas Financial Group
Little Rock,
Arkansas
| $679M | +$35.5M | +6% | 4.76% | 41.4% | 94 | 15.96% | 4.2 |
|
| 2961 |
2961
Titan Global Capital Management USA
New York
| $679M | +$45.3M | +7% | 17.8% | 191% | 59 | 0% | 2.5 |
|
| 2962 |
2962
Capital Investment Counsel (Colorado)
Denver,
Colorado
| $679M | +$34.7M | +5% | 5.53% | 68.7% | 140 | 11.43% | 1.3 |
|
| 2963 |
2963
Financial Advisory Corporation
Grand Rapids,
Michigan
| $679M | +$27.3M | +4% | 4.34% | – | 56 | 8.93% | 0.6 |
|
| 2964 |
2964
Yiheng Capital Management
San Francisco,
California
| $678M | -$433M | -39% | 16.9% | 82% | 29 | 20.69% | 3.4 |
|
| 2965 |
2965
Two Sigma Securities
New York
| $678M | -$133M | -16% | 7.88% | 109% | 2,149 | 71.15% | 0.3 |
|
| 2966 |
2966
Ellenbecker Investment Group
Waukesha,
Wisconsin
| $678M | +$58.7M | +9% | 6.45% | 56.3% | 130 | 10% | 4 |
|
| 2967 |
2967
Greenhaven Road Investment Management
Greenwich,
Connecticut
| $678M | +$386M | +132% | 3.36% | 70.2% | 21 | 28.57% | 2.1 |
|
| 2968 |
2968
Advisors Preferred
Rockville,
Maryland
| $677M | +$71.1M | +12% | 8.47% | 102% | 303 | 60.4% | 0.5 |
|
| 2969 |
2969
Breakwater Capital Group
Paramus,
New Jersey
| $677M | +$63.7M | +10% | 6.68% | 67.4% | 361 | 8.31% | 1.8 |
|
| 2970 |
2970
Human Investing
Lake Oswego,
Oregon
| $677M | +$41.9M | +7% | 5.92% | 56.9% | 98 | 9.18% | 3.9 |
|
| 2971 |
2971
Clayton Dubilier & Rice
New York
| $677M | +$319M | +89% | 72.8% | 176% | 2 | 0% | 2.3 |
|
| 2972 |
2972
KPP Advisory Services
Louisville,
Kentucky
| $675M | +$69.2M | +11% | 8.36% | 87.9% | 340 | 12.65% | 1.2 |
|
| 2973 |
2973
Kelman-Lazarov Inc
Memphis,
Tennessee
| $674M | +$57.2M | +9% | 5.98% | 46.6% | 137 | 14.6% | 4.4 |
|
| 2974 |
2974
ShawSpring Partners
Boston,
Massachusetts
| $673M | -$120M | -15% | 9.35% | 3.53% | 11 | 9.09% | 1.3 |
|
| 2975 |
2975
Faithward Advisors
Lancaster,
Pennsylvania
| $673M | +$28.1M | +4% | 10.9% | 119% | 311 | 17.04% | 2.1 |
|