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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3176 |
LWS
3176
Lucia Wealth Services
San Diego,
California
| $228M | -$79.5M | -26% | 2.23% | 45.6% | 234 | 32.05% | 0.3 |
|
| 3177 |
YWP
3177
YorkBridge Wealth Partners
New York
| $228M | +$10.8M | +5% | 5.21% | 36.5% | 910 | 10% | 1.3 |
|
| 3178 |
3178
Arax Advisory Partners
Denver,
Colorado
| $228M | +$35.2M | +18% | 1.51% | 64.7% | 500 | 7.2% | 1.3 |
|
| 3179 |
SCM
3179
Stanley Capital Management
Houston,
Texas
| $228M | +$6.53M | +3% | 4.92% | 158% | 35 | 5.71% | 2.5 |
|
| 3180 |
SHWM
3180
Smith & Howard Wealth Management
Atlanta,
Georgia
| $228M | -$4.45M | -2% | 0.1% | 40.4% | 51 | 21.57% | 2.7 |
|
| 3181 |
ECM
3181
Engle Capital Management
Greenwich,
Connecticut
| $228M | +$24.7M | +12% | 18% | 398% | 27 | 40.74% | 0.7 |
|
| 3182 |
BL
3182
BFSG LLC
Irvine,
California
| $228M | +$2.2M | +1% | 3.18% | 81.9% | 165 | 35.76% | 0.9 |
|
| 3183 |
MFS
3183
McNamara Financial Services
Marshfield,
Massachusetts
| $227M | +$7.9M | +4% | 1.48% | 42.6% | 42 | 11.9% | 1.8 |
|
| 3184 |
RAM
3184
Riggs Asset Management
Dallas,
Pennsylvania
| $227M | -$15.5M | -6% | 4.28% | 207% | 291 | 15.46% | 2.4 |
|
| 3185 |
AVAI
3185
Atlas Venture Associates IX
Boston,
Massachusetts
| $227M | +$94.9M | +72% | 21.1% | 89.8% | 7 | 28.57% | 0.6 |
|
| 3186 |
ACP
3186
Aveo Capital Partners
Englewood,
Colorado
| $227M | -$12.8M | -5% | 2.15% | 19.1% | 157 | 20.38% | 1.1 |
|
| 3187 |
CC
3187
Cedar Capital
Barrington,
Illinois
| $226M | +$11.8M | +5% | 4.96% | 98% | 171 | 25.15% | 1.1 |
|
| 3188 |
CAM
3188
Crestone Asset Management
Boulder,
Colorado
| $226M | +$6.79M | +3% | 2.49% | 6.65% | 49 | 22.45% | 1.5 |
|
| 3189 |
PCP
3189
Polunin Capital Partners
London,
United Kingdom
| $226M | -$14.7M | -6% | 11.9% | 252% | 12 | 25% | 0.5 |
|
| 3190 |
GCMG
3190
Gyroscope Capital Management Group
Naples,
Florida
| $226M | +$15.4M | +7% | 0.93% | 24.8% | 133 | 27.82% | 1.1 |
|
| 3191 |
KTC
3191
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $226M | -$17.1M | -7% | 2.36% | 52% | 634 | 17.67% | 3.2 |
|
| 3192 |
CA
3192
Claar Advisors
New York
| $226M | -$54.3M | -19% | 3.86% | 65.5% | 35 | 37.14% | 1 |
|
| 3193 |
3193
TCI Wealth Advisors
Tucson,
Arizona
| $225M | +$9.01M | +4% | 4.41% | 65% | 1,705 | 26.16% | 2.4 |
|
| 3194 |
FCT
3194
Family Capital Trust
Peabody,
Massachusetts
| $225M | +$5.68M | +3% | 6.06% | 32.3% | 59 | 5.08% | 3.5 |
|
| 3195 |
TWMP
3195
Taylor Wealth Management Partners
Boston,
Massachusetts
| $225M | +$17M | +8% | 7.72% | 62% | 145 | 5.52% | 2.2 |
|
| 3196 |
HIM
3196
HughesLittle Investment Management
Vancouver,
| $224M | +$17.6M | +9% | 3.57% | 106% | 20 | 5% | 3.1 |
|
| 3197 |
SCM
3197
Shah Capital Management
Raleigh,
North Carolina
| $224M | +$9.23M | +4% | 14% | 287% | 12 | 0% | 2.9 |
|
| 3198 |
ARC
3198
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
| $224M | +$3.63M | +2% | 4.47% | 81.3% | 2 | 0% | 0.5 |
|
| 3199 |
AP
3199
Advisors Preferred
Rockville,
Maryland
| $224M | +$8.42M | +4% | 5.62% | 102% | 327 | 67.28% | 0.6 |
|
| 3200 |
CVSCT
3200
C.V. Starr & Co Trust
New York
| $224M | +$13.8M | +7% | 7.63% | 51.7% | 30 | 0% | 3.9 |
|