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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
3351
Rice Partnership
Honolulu,
Hawaii
| $312M | +$26.6M | +9% | 4.72% | 123% | 127 | 10.24% | 2.7 |
|
| 3352 |
3352
Fourthstone LLC
St Louis,
Missouri
| $311M | +$60.5M | +24% | 3.82% | 104% | 63 | 39.68% | 0.9 |
|
| 3353 |
3353
Hohimer Wealth Management
Seattle,
Washington
| $311M | -$27.3M | -8% | 5.12% | 99.7% | 202 | 9.9% | 1.9 |
|
| 3354 |
KAS
3354
Kemnay Advisory Services
New York
| $311M | -$100M | -24% | 4.12% | 167% | 38 | 18.42% | 3.1 |
|
| 3355 |
HWMA
3355
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
| $311M | +$10.8M | +4% | 2.77% | – | 1,131 | 19.01% | 1.1 |
|
| 3356 |
3356
Cedar Brook Financial Partners
Cleveland,
Ohio
| $311M | -$8.17M | -3% | 5.48% | 47% | 371 | 12.94% | 2.4 |
|
| 3357 |
3357
Foresite Capital Management IV
Larkspur,
California
| $311M | -$60.4M | -16% | 2.51% | 151% | 9 | 22.22% | 1.6 |
|
| 3358 |
3358
Accel Growth Fund IV Associates
Palo Alto,
California
| $310M | -$41.3M | -12% | 2.93% | 61.4% | 3 | 0% | 0.8 |
|
| 3359 |
3359
Walkner Condon Financial Advisors
Madison,
Wisconsin
| $310M | -$9.2M | -3% | 5.95% | 56.8% | 230 | 13.04% | 1 |
|
| 3360 |
3360
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| $310M | -$49.5M | -14% | 12.7% | 82.3% | 23 | 13.04% | 1.7 |
|
| 3361 |
WCMN
3361
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $310M | -$17.6M | -5% | 4.71% | 121% | 53 | 5.66% | 5.5 |
|
| 3362 |
3362
Solus Alternative Asset Management
Summit,
New Jersey
| $310M | -$54.6M | -15% | 0.58% | 79.3% | 13 | 7.69% | 1.4 |
|
| 3363 |
3363
Nextech Invest
Zurich,
Switzerland
| $310M | +$13.2M | +4% | 5.45% | 982% | 14 | 0% | 0.7 |
|
| 3364 |
3364
Activest Wealth Management
Aventure,
Florida
| $309M | +$168M | +119% | 5.35% | 117% | 636 | 67.45% | 0.5 |
|
| 3365 |
3365
Summit Asset Management
Memphis,
Tennessee
| $309M | -$13.7M | -4% | 5.3% | 48.9% | 158 | 8.23% | 5.1 |
|
| 3366 |
3366
Shelter Mutual Insurance
Columbia,
Missouri
| $309M | -$21.3M | -6% | 5.43% | 51.2% | 54 | 1.85% | 5.4 |
|
| 3367 |
3367
Howard Financial Services
Dallas,
Texas
| $308M | +$14M | +5% | 5.6% | 55.9% | 135 | 12.59% | 2.1 |
|
| 3368 |
3368
Susquehanna International Group (Ireland)
Dublin,
Ireland
| $308M | -$111M | -26% | 11.2% | 5.26% | 107 | 68.22% | 0.4 |
|
| 3369 |
3369
Lineweaver Wealth Advisors
Valley View,
Ohio
| $308M | +$5.56M | +2% | 5.11% | 68.4% | 136 | 14.71% | 1.6 |
|
| 3370 |
3370
RiverPark Advisors
New York
| $308M | -$7.5M | -2% | 0.47% | 87.5% | 171 | 40.35% | 1.6 |
|
| 3371 |
3371
Northside Capital Management
Hood River,
Oregon
| $308M | -$8.64M | -3% | 4.51% | 99.6% | 93 | 11.83% | 4.4 |
|
| 3372 |
3372
SMI Advisory Services
Columbus,
Indiana
| $308M | +$27.3M | +10% | 2.9% | 80.7% | 44 | 29.55% | 0.8 |
|
| 3373 |
3373
Fermata Advisors
Sonoma,
California
| $307M | +$20.5M | +7% | 4.6% | 58.3% | 165 | 24.85% | 1 |
|
| 3374 |
3374
Ratio Wealth Group
Denver,
Colorado
| $307M | -$170K | -0.1% | 6.84% | – | 63 | 14.29% | 1.3 |
|
| 3375 |
ECM
3375
Endurant Capital Management
San Mateo,
California
| $307M | +$22M | +8% | 4.03% | 18.4% | 71 | 60.56% | 0.6 |
|