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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
3226
Viridian RIA
Bothell,
Washington
| $227M | +$22.3M | +11% | 4.92% | 63.1% | 55 | 32.73% | 0.4 |
|
| 3227 |
3227
Cahill Financial Advisors
Edina,
Minnesota
| $227M | +$10M | +5% | 5.25% | 55.9% | 163 | 11.66% | 2.7 |
|
| 3228 |
BCA
3228
Bray Capital Advisors
Naples,
Florida
| $227M | +$12M | +6% | 6.13% | 36.6% | 437 | 38.9% | 1.1 |
|
| 3229 |
3229
Marietta Wealth Management
Marietta,
Georgia
| $226M | +$21.4M | +10% | 6.72% | 93% | 124 | 4.84% | 1.5 |
|
| 3230 |
3230
S. Muoio & Co
New York
| $226M | +$63.6M | +39% | 5.51% | 327% | 117 | 38.46% | 1.5 |
|
| 3231 |
3231
Connecticut Wealth Management
Farmington,
Connecticut
| $226M | +$17M | +8% | 5.8% | 70.2% | 71 | 11.27% | 1.5 |
|
| 3232 |
3232
Northwest Bancshares
Warren,
Pennsylvania
| $226M | -$11.1M | -5% | 6.76% | 84.8% | 149 | 7.38% | 0.7 |
|
| 3233 |
3233
CFO4Life Group
Coppell,
Texas
| $226M | -$14.1M | -6% | 7.81% | 56.7% | 138 | 17.39% | 0.9 |
|
| 3234 |
3234
MEAG MUNICH ERGO AssetManagement
Munich,
Germany
| $225M | +$2.66M | +1% | 1.25% | 18.2% | 15 | 0% | 2.6 |
|
| 3235 |
3235
Rothschild Capital Partners
New York
| $225M | -$14.1M | -6% | 7.46% | 90.8% | 48 | 16.67% | 2.5 |
|
| 3236 |
3236
Beddow Capital Management
Jackson,
Wyoming
| $225M | -$15M | -6% | 2.71% | 50.7% | 46 | 8.7% | 3.6 |
|
| 3237 |
3237
Equitec Proprietary Markets
Chicago,
Illinois
| $225M | -$175M | -44% | 2.97% | 526% | 81 | 60.49% | 0.6 |
|
| 3238 |
3238
Chesapeake Wealth Management
Williamsburg,
Virginia
| $225M | +$8.12M | +4% | 5.68% | 65.9% | 205 | 19.02% | 0.4 |
|
| 3239 |
3239
Point View Wealth Management
Summit,
New Jersey
| $225M | +$9.5M | +4% | 3.95% | 27% | 278 | 9.71% | 3.1 |
|
| 3240 |
ECM
3240
Endurant Capital Management
San Mateo,
California
| $225M | -$5.82M | -3% | 12.8% | 18.4% | 92 | 50% | 1.2 |
|
| 3241 |
3241
Private Ocean
San Rafael,
California
| $225M | +$7.98M | +4% | 1.93% | 2.82% | 387 | 13.95% | 2 |
|
| 3242 |
3242
Rock Point Advisors
Burlington,
Vermont
| $225M | +$12.1M | +6% | 5.74% | 82.8% | 75 | 5.33% | 3.2 |
|
| 3243 |
3243
Slow Capital
Greenbrae,
California
| $225M | +$27.4M | +14% | 8.82% | 156% | 148 | 9.46% | 0.7 |
|
| 3244 |
3244
Iowa State Bank
Urbandale,
Iowa
| $224M | +$15.2M | +7% | 8.58% | 85.7% | 104 | 4.81% | 3.4 |
|
| 3245 |
3245
GFI Investment Counsel
Toronto,
Ontario, Canada
| $224M | +$18.8M | +9% | 8.48% | 41.8% | 26 | 7.69% | 1.5 |
|
| 3246 |
VCP
3246
Vernier Capital Partners
New York
| $224M | +$3.01M | +1% | 8.25% | 75.7% | 28 | 46.43% | 0.4 |
|
| 3247 |
3247
TRV GP III
Boston,
Massachusetts
| $224M | -$76.4M | -25% | 15% | 170% | 3 | 0% | 0.6 |
|
| 3248 |
3248
Stordahl Capital Management
Greenwood Village,
Colorado
| $224M | +$1.33M | +0.6% | 3.95% | 54% | 43 | 0% | 0.7 |
|
| 3249 |
3249
Aveo Capital Partners
Englewood,
Colorado
| $224M | -$2.92M | -1% | 2.36% | 19.1% | 161 | 26.09% | 1.2 |
|
| 3250 |
3250
SignalPoint Asset Management
Springfield,
Missouri
| $224M | +$13.7M | +7% | 6.96% | 36% | 218 | 9.17% | 2.5 |
|