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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
Sage Rhino Capital
Menlo Park,
California
| $389M | +$33.3M | +9% | 10.9% | 93.9% | 248 | 16.94% | 2.9 |
|
| 3427 |
3427
True North Advisors
Dallas,
Texas
| $389M | +$64.8M | +20% | 10.9% | 82.9% | 218 | 25.69% | 1.9 |
|
| 3428 |
3428
Cubic Asset Management
Boston,
Massachusetts
| $389M | +$25.7M | +7% | 11.8% | 40.5% | 210 | 8.1% | 5.6 |
|
| 3429 |
3429
Mission Creek Capital Partners
San Francisco,
California
| $389M | +$91.4M | +31% | 30.2% | 138% | 228 | 6.58% | 3 |
|
| 3430 |
3430
Mattern Wealth Management
Lawrence,
Kansas
| $389M | +$47.9M | +14% | 9% | 54% | 178 | 9.55% | 2.6 |
|
| 3431 |
3431
49 Wealth Management
Austin,
Texas
| $389M | – | – | 6.7% | – | 121 | – | 0 |
|
| 3432 |
3432
Bull Oak Capital
San Diego,
California
| $389M | +$297M | +325% | 10.3% | 62.1% | 86 | 58.14% | 0.2 |
|
| 3433 |
3433
Versant Venture Management
San Francisco,
California
| $389M | +$201M | +107% | 150% | 409% | 8 | 12.5% | 2.9 |
|
| 3434 |
3434
Clifford Capital Partners
Alpine,
Utah
| $388M | +$44.5M | +13% | 11.6% | 77.3% | 53 | 11.32% | 2.9 |
|
| 3435 |
3435
The Family Firm
Bethesda,
Maryland
| $388M | +$31.5M | +9% | 8.99% | 40.2% | 190 | 9.47% | 5.1 |
|
| 3436 |
3436
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $388M | +$39M | +11% | 11.8% | 83.3% | 73 | 1.37% | 5.4 |
|
| 3437 |
3437
Goldstone Financial Group
Oakbrook Terrace,
Illinois
| $387M | +$49.8M | +15% | 8.96% | 54.9% | 171 | 17.54% | 0.6 |
|
| 3438 |
3438
Bluescape Energy Partners
Dallas,
Texas
| $387M | -$131M | -25% | 2.77% | 57.9% | 6 | 16.67% | 2.5 |
|
| 3439 |
3439
Gould Asset Management
Claremont,
California
| $387M | +$32.7M | +9% | 9.09% | 42.8% | 162 | 10.49% | 5.1 |
|
| 3440 |
3440
Fulcrum Capital
Seattle,
Washington
| $387M | +$42.2M | +12% | 13.2% | 102% | 123 | 14.63% | 2.3 |
|
| 3441 |
3441
Quadcap Wealth Management
Frisco,
Texas
| $387M | – | – | 11.8% | 94.2% | 330 | – | 0 |
|
| 3442 |
3442
Marino Stram & Associates
Braintree,
Massachusetts
| $387M | +$45.2M | +13% | 10.2% | 72.2% | 174 | 12.64% | 2.9 |
|
| 3443 |
3443
Northwest Quadrant Wealth Management
Bend,
Oregon
| $387M | +$30.2M | +8% | 9.11% | 45.6% | 63 | 7.94% | 4.6 |
|
| 3444 |
3444
LJI Wealth Management
Indianapolis,
Indiana
| $386M | +$38.6M | +11% | 10.4% | 68.8% | 180 | 15.56% | 0.8 |
|
| 3445 |
3445
Lineweaver Wealth Advisors
Valley View,
Ohio
| $386M | +$42M | +12% | 9.81% | 68.4% | 147 | 20.41% | 2.2 |
|
| 3446 |
3446
Galibier Capital Management
Toronto,
Ontario, Canada
| $386M | -$64.2M | -14% | 7.95% | 66.8% | 41 | 19.51% | 2.7 |
|
| 3447 |
VM
3447
VPR Management
Houston,
Texas
| $385M | +$8.36M | +2% | 9.37% | 54.5% | 53 | 0% | 3.1 |
|
| 3448 |
3448
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| $385M | +$28.9M | +8% | 8.87% | 12.8% | 143 | 13.29% | 4.3 |
|
| 3449 |
3449
Abundance Wealth Counselors
State College,
Pennsylvania
| $385M | +$34.7M | +10% | 9.07% | 107% | 143 | 11.89% | 1.1 |
|
| 3450 |
3450
Great Point Wealth Advisors
Boston,
Massachusetts
| $385M | +$51.2M | +15% | 9.23% | – | 66 | 13.64% | 3 |
|