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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
ST
3426
Skorpios Trust
Limassol,
Cyprus
| $376M | -$76.4M | -17% | 15.9% | 174% | 5 | 20% | 0.3 |
|
| 3427 |
3427
Brickley Wealth Management
San Mateo,
California
| $375M | -$94.2M | -20% | 4.34% | 62.6% | 56 | 30.36% | 2.3 |
|
| 3428 |
3428
Mission Creek Capital Partners
San Francisco,
California
| $375M | -$128M | -26% | 9.33% | 138% | 244 | 9.84% | 1.8 |
|
| 3429 |
3429
Benedict Financial Advisors
Atlanta,
Georgia
| $374M | -$9.19M | -2% | 0.39% | 72.4% | 126 | 7.14% | 4.6 |
|
| 3430 |
3430
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $374M | -$30.8M | -8% | 3.39% | 85.4% | 1,994 | 9.93% | 3.5 |
|
| 3431 |
3431
Sensible Financial Planning & Management
Waltham,
Massachusetts
| $374M | +$22.4M | +6% | 5.21% | 24.5% | 46 | 13.04% | 4.6 |
|
| 3432 |
3432
Strategies Wealth Advisors
Grand Rapids,
Michigan
| $374M | +$17.6M | +5% | 5.68% | 64.6% | 88 | 13.64% | 0.2 |
|
| 3433 |
3433
Core Alternative Capital
Peachtree Corners,
Georgia
| $374M | -$123M | -25% | 0.55% | 74.5% | 502 | 28.69% | 0.5 |
|
| 3434 |
3434
Fulcrum Capital
Seattle,
Washington
| $373M | -$87.7M | -19% | 8.67% | 102% | 88 | 23.86% | 2.6 |
|
| 3435 |
3435
Sweet Financial Partners
Fairmont,
Minnesota
| $373M | +$132M | +55% | 3.96% | 22.4% | 189 | 26.46% | 0.2 |
|
| 3436 |
3436
AH Equity Partners LSV III
Menlo Park,
California
| $373M | +$261M | +232% | 23.1% | – | 3 | 66.67% | 0.1 |
|
| 3437 |
3437
WrapManager Inc
Mill Valley,
California
| $373M | -$27.1M | -7% | 5.24% | 64.6% | 327 | 17.13% | 2.7 |
|
| 3438 |
3438
High Falls Advisors
Rochester,
New York
| $373M | -$19.1M | -5% | 3.49% | 56.9% | 136 | 18.38% | 2.1 |
|
| 3439 |
3439
MPM BioImpact
Boston,
Massachusetts
| $373M | -$176M | -32% | 25% | 550% | 38 | 15.79% | 0.9 |
|
| 3440 |
SFO
3440
Standard Family Office
Sioux Falls,
South Dakota
| $372M | +$361M | +3,204% | 5.89% | 67.6% | 266 | 94.74% | 0.1 |
|
| 3441 |
3441
Permit Capital
West Conshohocken,
Pennsylvania
| $372M | +$1.41M | +0.4% | 7.37% | 121% | 29 | 10.34% | 3.9 |
|
| 3442 |
3442
True North Advisors
Dallas,
Texas
| $372M | -$220M | -37% | 0.18% | 82.9% | 243 | 25.93% | 1.5 |
|
| 3443 |
SC
3443
Saybrook Capital
Winston Salem,
North Carolina
| $372M | -$25.7M | -6% | 2.35% | 72.5% | 57 | 7.02% | 6 |
|
| 3444 |
3444
Westwind Capital
Las Cruces,
New Mexico
| $372M | -$32.4M | -8% | 9.61% | 87.6% | 47 | 36.17% | 2.6 |
|
| 3445 |
3445
Abacus Planning Group
Columbia,
South Carolina
| $371M | -$3.01M | -0.8% | 2.29% | 59.1% | 227 | 15.86% | 2.4 |
|
| 3446 |
3446
Kirr Marbach & Co
Columbus,
Indiana
| $371M | -$6.8M | -2% | 2.43% | 121% | 68 | 39.71% | 3.6 |
|
| 3447 |
3447
Campbell & Co Investment Adviser
Baltimore,
Maryland
| $371M | +$79M | +27% | 1.48% | 31% | 972 | 69.24% | 0.2 |
|
| 3448 |
3448
Canal Capital Management
Richmond,
Virginia
| $371M | -$43.7M | -11% | 7.73% | 67.8% | 159 | 19.5% | 3.1 |
|
| 3449 |
SM
3449
Scoggin Management
New York
| $370M | +$19.3M | +6% | 11.8% | 889% | 78 | 55.13% | 0.6 |
|
| 3450 |
3450
Total Wealth Planning
Cincinnati,
Ohio
| $370M | +$208M | +129% | 4.04% | 37.2% | 84 | 60.71% | 1.2 |
|