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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3251 |
3251
FIFTHDELTA
London,
United Kingdom
| $459M | -$103M | -18% | 7.6% | 16.6% | 14 | 28.57% | 0.8 |
|
| 3252 |
3252
Providence Capital Advisors
Charlotte,
North Carolina
| $459M | +$339K | +0.1% | 0.25% | 47.4% | 369 | 11.65% | 3 |
|
| 3253 |
3253
Rowlandmiller & Partners
Atlanta,
Georgia
| $459M | -$15.1M | -3% | 1.63% | 84% | 186 | 7.53% | 5.7 |
|
| 3254 |
3254
Advantage Alpha Capital Partners
San Francisco,
California
| $458M | -$73.5M | -14% | 7.88% | 79.2% | 170 | 16.47% | 1.4 |
|
| 3255 |
3255
Tucker Asset Management
Littleton,
Colorado
| $458M | +$23.9M | +6% | 2.7% | 64.2% | 1,995 | 31.43% | 1.1 |
|
| 3256 |
3256
Raub Brock Capital Management
Larkspur,
California
| $458M | -$14.3M | -3% | 0.47% | 54.7% | 42 | 11.9% | 3.4 |
|
| 3257 |
3257
De Lisle Partners
Poole,
United Kingdom
| $458M | +$25.2M | +6% | 1.37% | – | 185 | 16.76% | 0.2 |
|
| 3258 |
IIA
3258
IPG Investment Advisors
San Diego,
California
| $458M | -$792K | -0.2% | 1.05% | 106% | 204 | 30.88% | 2.1 |
|
| 3259 |
3259
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| $458M | +$77.3M | +20% | 1.51% | 68.6% | 533 | 84.24% | 0.3 |
|
| 3260 |
3260
Strategic Planning Group
Bountiful,
Utah
| $458M | +$57.6M | +14% | 6.5% | 162% | 121 | 42.15% | 0.5 |
|
| 3261 |
3261
Oarsman Capital
Milwaukee,
Wisconsin
| $457M | +$38.2M | +9% | 2.67% | 70.6% | 250 | 12.8% | 3.7 |
|
| 3262 |
VARA
3262
Value Aligned Research Advisors
Princeton,
New Jersey
| $457M | -$50.4M | -10% | 11.8% | 1,641% | 36 | 61.11% | 0.5 |
|
| 3263 |
3263
Brickley Wealth Management
San Mateo,
California
| $457M | +$20.4M | +5% | 3.89% | 62.6% | 46 | 2.17% | 3.6 |
|
| 3264 |
3264
Arlington Financial Advisors
Santa Barbara,
California
| $456M | +$747K | +0.2% | 1.77% | 67.6% | 78 | 17.95% | 3.5 |
|
| 3265 |
3265
Lebenthal Global Advisors
Hauppauge,
New York
| $456M | +$6.14M | +1% | 1.05% | 50.8% | 198 | 15.66% | 1.4 |
|
| 3266 |
3266
TMD Wealth Management
Scottsdale,
Arizona
| $456M | +$27.2M | +6% | 2.2% | 2.41% | 61 | 18.03% | 1.7 |
|
| 3267 |
III
3267
Independent Investors Inc
Nesconset,
New York
| $456M | +$37.5M | +9% | 12.5% | 61.6% | 68 | 2.94% | 8.2 |
|
| 3268 |
3268
HughesLittle Investment Management
Vancouver,
| $456M | -$68.7K | -0% | 4.75% | 106% | 18 | 11.11% | 5 |
|
| 3269 |
3269
Marietta Investment Partners
Milwaukee,
Wisconsin
| $455M | -$1.97M | -0.4% | 3.43% | 160% | 168 | 7.14% | 4.8 |
|
| 3270 |
3270
Bender Robert & Associates
Pasadena,
California
| $455M | +$28.6M | +7% | 0% | 146% | 84 | 100% | 0 |
|
| 3271 |
3271
Catalyst Financial Partners
Boston,
Massachusetts
| $455M | +$66.5M | +17% | 3.57% | 98.6% | 252 | 13.1% | 1.1 |
|
| 3272 |
3272
Boston Standard Wealth Management
Winchester,
Massachusetts
| $455M | +$13.3M | +3% | 1% | 47.1% | 48 | 6.25% | 4.9 |
|
| 3273 |
3273
Cornerstone Management
Duluth,
Georgia
| $455M | +$4.28M | +1% | 1.21% | 43.6% | 56 | 7.14% | 4.7 |
|
| 3274 |
3274
Valor Management
Chicago,
Illinois
| $455M | -$24.8M | -5% | 2.94% | 14.5% | 6 | 0% | 1.2 |
|
| 3275 |
3275
Atlas Venture Advisors
Boston,
Massachusetts
| $455M | -$47.9M | -10% | 8.78% | 29.2% | 5 | 0% | 4.5 |
|