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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 |
3426
JFG Wealth Management
Denver,
Colorado
| $298M | +$24.8M | +9% | 4.17% | 65.2% | 48 | 25% | 1.3 |
|
| 3427 |
3427
Peterson Wealth Advisors
Orem,
Utah
| $298M | -$5.2M | -2% | 5.31% | 50.9% | 61 | 8.2% | 2.8 |
|
| 3428 |
3428
Boston Standard Wealth Management
Winchester,
Massachusetts
| $298M | -$13.1M | -4% | 5.68% | 47.1% | 39 | 5.13% | 4.3 |
|
| 3429 |
3429
Redpoint Management
Woodside,
California
| $297M | -$262M | -47% | 19.4% | 20.6% | 8 | 0% | 0.7 |
|
| 3430 |
3430
Cadinha & Co
Honolulu,
Hawaii
| $297M | -$150M | -34% | 1.4% | 132% | 100 | 12% | 5.6 |
|
| 3431 |
3431
Wilson Asset Management
Sydney,
Australia
| $297M | -$38.5M | -11% | 8.02% | 58% | 33 | 12.12% | 0.4 |
|
| 3432 |
3432
Verde Servicos Internacionais
Sao Paulo,
Brazil
| $297M | -$85.3M | -22% | 3.05% | 130% | 59 | 54.24% | 0.4 |
|
| 3433 |
3433
Fort Sheridan Advisors
Highland Park,
Illinois
| $297M | -$10.9M | -4% | 6.08% | 109% | 194 | 9.79% | 2.2 |
|
| 3434 |
3434
Requisite Capital Management
Dallas,
Texas
| $296M | -$4.75M | -2% | 4.52% | 41% | 74 | 37.84% | 1.7 |
|
| 3435 |
3435
Oak Grove Capital
North Hampton,
New Hampshire
| $296M | -$11.3M | -4% | 5.6% | 470% | 65 | 21.54% | 2.3 |
|
| 3436 |
3436
WrapManager Inc
Mill Valley,
California
| $296M | -$24.2M | -8% | 4.95% | 64.6% | 298 | 17.45% | 3.1 |
|
| 3437 |
3437
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| $296M | -$2.97M | -1% | 5.72% | 63.7% | 65 | 13.85% | 2.1 |
|
| 3438 |
3438
AWM Capital
Phoenix,
Arizona
| $296M | +$92.2M | +45% | 5.94% | 51.1% | 66 | 27.27% | 0.7 |
|
| 3439 |
3439
Hudock Inc
Williamsport,
Pennsylvania
| $296M | -$3.12M | -1% | 5.99% | 69.7% | 852 | 8.1% | 4.7 |
|
| 3440 |
3440
Cliffwater
Marina Del Rey,
California
| $296M | -$13.6M | -4% | 7.39% | 29.4% | 25 | 0% | 4.1 |
|
| 3441 |
3441
SJS Investment Consulting
Sylvania,
Ohio
| $296M | – | – | 4.4% | 69.4% | 1,706 | – | 0.5 |
|
| 3442 |
3442
Washington University
St Louis,
Missouri
| $296M | +$26.1M | +10% | 11% | 44% | 12 | 50% | 1 |
|
| 3443 |
3443
Georgetown University
Washington,
District of Columbia
| $296M | -$1.58M | -0.5% | 1.78% | 79.9% | 24 | 0% | 1.3 |
|
| 3444 |
3444
ML&R Wealth Management
Austin,
Texas
| $296M | +$73.3M | +33% | 5.34% | – | 69 | 26.09% | 0.5 |
|
| 3445 |
3445
Silverarc Capital Management
Boston,
Massachusetts
| $296M | -$29.1M | -9% | 37.2% | 2,765% | 99 | 49.49% | 0.6 |
|
| 3446 |
3446
Cloverfields Capital Group
Minneapolis,
Minnesota
| $295M | -$32.2M | -10% | 2.27% | 101% | 76 | 13.16% | 1 |
|
| 3447 |
3447
Siena Capital Partners
Chicago,
Illinois
| $295M | +$205K | +0.1% | 0.52% | 44.2% | 111 | 9.91% | 2.9 |
|
| 3448 |
3448
GenWealth Group
Maplewood,
New Jersey
| $295M | -$17.3M | -6% | 5.38% | 73.9% | 61 | 11.48% | 3.5 |
|
| 3449 |
3449
Kowal Investment Group
Brookfield,
Wisconsin
| $295M | -$10M | -3% | 6.32% | 21.1% | 156 | 19.23% | 1.1 |
|
| 3450 |
3450
Mizuho Securities
Tokyo,
Japan
| $295M | -$224M | -43% | 11.3% | 109% | 221 | 14.48% | 1.7 |
|