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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
Standpoint Asset Management
Scottsdale,
Arizona
| $437M | +$53.5M | +14% | 2.36% | 71.9% | 8 | 0% | 1.5 |
|
| 3352 |
3352
Great Point Wealth Advisors
Boston,
Massachusetts
| $437M | +$8.47M | +2% | 0.51% | – | 57 | 8.77% | 3.2 |
|
| 3353 |
3353
Westside Investment Management
Santa Monica,
California
| $437M | +$19.7M | +5% | 4.11% | 114% | 1,011 | 13.65% | 3.9 |
|
| 3354 |
3354
Regent Peak Wealth Advisors
Atlanta,
Georgia
| $437M | +$43.2M | +11% | 2.84% | – | 180 | 15% | 3 |
|
| 3355 |
3355
IDG China Venture Capital Fund IV Associates
Hong Kong
| $437M | -$6.15M | -1% | 14.4% | 59.2% | 4 | 0% | 3.3 |
|
| 3356 |
3356
Independent Solutions Wealth Management
Williamsville,
New York
| $436M | +$15.2M | +4% | 4.31% | 112% | 176 | 7.39% | 3.3 |
|
| 3357 |
3357
Fourth Sail Capital
Camana Bay Grand Cayman,
Cayman Islands
| $436M | +$101M | +30% | 5.93% | – | 28 | 39.29% | 0.3 |
|
| 3358 |
3358
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| $436M | +$40.3M | +10% | 5.35% | 87.9% | 266 | 16.54% | 3.1 |
|
| 3359 |
CAM
3359
Centre Asset Management
New York
| $436M | +$16.5M | +4% | 3.53% | 45.3% | 66 | 16.67% | 2.8 |
|
| 3360 |
3360
Fermata Advisors
Sonoma,
California
| $435M | -$8.48M | -2% | 1.88% | 58.3% | 249 | 23.29% | 1 |
|
| 3361 |
3361
Steginsky Capital
Port Washington,
New York
| $435M | +$20M | +5% | 6.99% | 99.4% | 7 | 0% | 7.4 |
|
| 3362 |
3362
Light Street Capital Management
Palo Alto,
California
| $435M | +$21.8M | +5% | 13% | 377% | 34 | 58.82% | 0.8 |
|
| 3363 |
3363
Adams Wealth Management
Logan,
Utah
| $434M | +$24.2M | +6% | 3.31% | 105% | 107 | 7.48% | 2.3 |
|
| 3364 |
3364
CacheTech Inc
Logan,
Utah
| $434M | – | – | 3.31% | – | 105 | – | 0 |
|
| 3365 |
3365
Burton Enright Welch
Walnut Creek,
California
| $434M | +$18.2M | +4% | 0.83% | 62.8% | 98 | 15.31% | 1.6 |
|
| 3366 |
3366
Vantage Wealth
Pasadena,
California
| $434M | +$4.93M | +1% | 3.07% | 56.1% | 37 | 16.22% | 4.3 |
|
| 3367 |
3367
Gould Asset Management
Claremont,
California
| $434M | +$20.1M | +5% | 1.83% | 42.8% | 169 | 6.51% | 5.3 |
|
| 3368 |
3368
Black Swift Group
Boulder,
Colorado
| $433M | +$42.9M | +11% | 7.89% | 139% | 138 | 49.28% | 0.8 |
|
| 3369 |
3369
Kathryn A. Hall
| $433M | -$1.07M | -0.2% | 1.93% | 95.2% | 53 | 7.55% | 4 |
|
| 3370 |
3370
Pasadena Private Wealth
Pasadena,
California
| $433M | -$2.14M | -0.5% | 0.99% | 53% | 170 | 23.53% | 1.9 |
|
| 3371 |
3371
Herold Advisors
New York
| $432M | +$18.9M | +5% | 2.87% | 90.2% | 276 | 8.7% | 1.9 |
|
| 3372 |
3372
Turtle Creek Wealth Advisors
Dallas,
Texas
| $432M | +$24.2M | +6% | 2.38% | 112% | 221 | 25.79% | 0.4 |
|
| 3373 |
3373
Makena Capital Management
Menlo Park,
California
| $432M | +$2.01M | +0.5% | 1.62% | 78.7% | 52 | 51.92% | 1 |
|
| 3374 |
3374
Hohimer Wealth Management
Seattle,
Washington
| $431M | +$4.16M | +1% | 2.25% | 99.7% | 264 | 34.47% | 2 |
|
| 3375 |
3375
M. Kulyk & Associates
Decatur,
Georgia
| $430M | -$815K | -0.2% | 1.78% | 63.3% | 115 | 12.17% | 2.2 |
|