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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
3026
Minot Capital
Broomfield,
Colorado
| $369M | -$127M | -26% | 8.82% | 19.6% | 19 | 0% | 2.1 |
|
| 3027 |
3027
CVA Family Office
Denver,
Colorado
| $368M | +$648K | +0.2% | 6.72% | 71.6% | 961 | 9.68% | 1.3 |
|
| 3028 |
3028
Souders Financial Advisors
Cincinnati,
Ohio
| $368M | +$20.5M | +6% | 5.12% | 54.9% | 159 | 24.53% | 1.5 |
|
| 3029 |
3029
Strategy Asset Managers
Pasadena,
California
| $368M | +$43.4M | +13% | 5.77% | 115% | 284 | 55.99% | 1.8 |
|
| 3030 |
3030
Cornerstone Management
Duluth,
Georgia
| $368M | -$16.6M | -4% | 3.96% | 43.6% | 259 | 7.72% | 1.4 |
|
| 3031 |
3031
Hutchinson Capital Management
San Rafael,
California
| $368M | -$18.3M | -5% | 5.55% | 52.6% | 74 | 10.81% | 4.8 |
|
| 3032 |
3032
Surevest
Los Angeles,
California
| $368M | -$13.7M | -4% | 5.84% | 24.6% | 615 | 17.56% | 1.1 |
|
| 3033 |
3033
Jackson Thornton Wealth Management
Montgomery,
Alabama
| $367M | +$14.6M | +4% | 5.68% | 64.4% | 35 | 37.14% | 0.5 |
|
| 3034 |
3034
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| $367M | -$19.4M | -5% | 6.5% | 52.1% | 153 | 64.71% | 0.7 |
|
| 3035 |
3035
Pacific Capital Wealth Advisors
Corona,
California
| $367M | +$6.07M | +2% | 5.98% | 54.1% | 94 | 24.47% | 1.9 |
|
| 3036 |
3036
Nekton Capital
London,
United Kingdom
| $367M | +$56.8M | +18% | 6.21% | 30.1% | 28 | 78.57% | 0.2 |
|
| 3037 |
3037
Blueprint Investment Partners
Greensboro,
North Carolina
| $367M | -$4.59M | -1% | 2.22% | 90.8% | 194 | 45.36% | 0.8 |
|
| 3038 |
3038
GYL Financial Synergies
West Hartford,
Connecticut
| $367M | +$592K | +0.2% | 5.22% | 36% | 207 | 15.46% | 2.4 |
|
| 3039 |
3039
Cheviot Value Management
Beverly Hills,
California
| $366M | -$34.9M | -9% | 7.1% | 77.8% | 73 | 9.59% | 4.2 |
|
| 3040 |
3040
Hudson Way Capital Management
Dallas,
Texas
| $366M | -$3.09M | -0.8% | 1.05% | 51.3% | 17 | 23.53% | 2.3 |
|
| 3041 |
3041
Icon Advisers
Greenwood Village,
Colorado
| $366M | -$67.1M | -15% | 2.86% | 114% | 180 | 35.56% | 2.1 |
|
| 3042 |
3042
First National Corp
Rockland,
Massachusetts
| $365M | -$17M | -4% | 5.14% | 56.3% | 158 | 6.96% | 2.6 |
|
| 3043 |
3043
Advanced Asset Management Advisors
Dublin,
Ohio
| $365M | -$24.8M | -6% | 5.73% | 93.6% | 92 | 2.17% | 3.2 |
|
| 3044 |
3044
Adams Street Partners
Chicago,
Illinois
| $365M | -$19.1M | -5% | 6.9% | 399% | 18 | 44.44% | 2.7 |
|
| 3045 |
3045
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $365M | +$19M | +5% | 6.04% | 57.2% | 66 | 12.12% | 4.3 |
|
| 3046 |
3046
Evolution Wealth Advisors
Aventura,
Florida
| $365M | -$30.4M | -8% | 2.61% | 84.5% | 126 | 22.22% | 1.8 |
|
| 3047 |
3047
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $365M | -$7.09M | -2% | 6.67% | 51.1% | 923 | 48.86% | 1.5 |
|
| 3048 |
TLP
3048
Tri Locum Partners
New York
| $364M | +$120M | +49% | 18.5% | 357% | 72 | 72.22% | 0.3 |
|
| 3049 |
3049
Inspire Advisors
Meridian,
Idaho
| $364M | +$6.71M | +2% | 3.44% | 60.2% | 177 | 45.2% | 0.5 |
|
| 3050 |
3050
Single Point Partners
Boston,
Massachusetts
| $364M | -$2.42M | -0.7% | 5.08% | 56.4% | 148 | 29.05% | 0.7 |
|