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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
Lafayette Investments
Ashton,
Maryland
| $467M | -$7.78M | -2% | 0.8% | 77.9% | 155 | 9.68% | 4.6 |
|
| 3427 |
3427
World Equity Group
Schaumburg,
Illinois
| $466M | +$190M | +68% | 4.13% | 117% | 399 | 46.12% | 1.1 |
|
| 3428 |
3428
Decheng Capital
Menlo Park,
California
| $466M | +$44M | +10% | 10.1% | – | 30 | 20% | 0.7 |
|
| 3429 |
3429
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| $465M | +$31.2M | +7% | 3.7% | 129% | 191 | 60.73% | 0.8 |
|
| 3430 |
3430
SilverOak Wealth Management
Edina,
Minnesota
| $465M | +$19.1M | +4% | 0.95% | 77.8% | 104 | 14.42% | 0.8 |
|
| 3431 |
3431
BWCP LP
Dallas,
Texas
| $465M | +$13.7M | +3% | 12.9% | 198% | 32 | 40.63% | 1.1 |
|
| 3432 |
3432
Corsair Capital Management
New York
| $465M | +$42.2M | +10% | 15.8% | 435% | 148 | 39.86% | 2 |
|
| 3433 |
3433
Maia Wealth
Denver,
Colorado
| $465M | +$59.8M | +15% | 0.48% | – | 351 | 29.34% | 0.6 |
|
| 3434 |
3434
Huntleigh Advisors
St. Louis,
Missouri
| $464M | – | – | 8.93% | – | 261 | – | 0 |
|
| 3435 |
3435
Legacy Financial Strategies
Overland Park,
Kansas
| $464M | +$11.1M | +2% | 1.08% | 76.7% | 126 | 14.29% | 2.7 |
|
| 3436 |
3436
Overbrook Management Corp
New York
| $464M | +$28.5M | +7% | 6.98% | 157% | 57 | 15.79% | 3.9 |
|
| 3437 |
3437
Vantage Wealth
Pasadena,
California
| $464M | +$1.99M | +0.4% | 1.41% | 56.1% | 33 | 3.03% | 4.8 |
|
| 3438 |
3438
Optas LLC
Austin,
Texas
| $464M | +$29.4M | +7% | 4% | 118% | 293 | 17.75% | 2.2 |
|
| 3439 |
3439
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| $464M | +$18.9M | +4% | 1.73% | 94.5% | 130 | 12.31% | 3 |
|
| 3440 |
3440
Versant Capital Management
Phoenix,
Arizona
| $464M | +$25.3M | +6% | 2.37% | 97.3% | 2,450 | 21.14% | 4.1 |
|
| 3441 |
3441
Euro Pacific Asset Management
Dorado,
Puerto Rico
| $464M | -$78.7M | -15% | 9.43% | 172% | 75 | 5.33% | 3.3 |
|
| 3442 |
3442
one8zero8 LLC
Greensboro,
North Carolina
| $464M | – | – | 2.61% | – | 261 | – | 0 |
|
| 3443 |
3443
Atlas Venture Advisors
Boston,
Massachusetts
| $463M | -$20.9M | -4% | 4.17% | 34.6% | 5 | 20% | 4.8 |
|
| 3444 |
3444
Kesler Norman & Wride
Ogden,
Utah
| $463M | -$46.2M | -9% | 0.23% | 76% | 250 | 25.2% | 2.2 |
|
| 3445 |
3445
Welch Capital Partners
Harrison,
New York
| $463M | +$15.7M | +4% | 3.05% | 79.2% | 25 | 16% | 5.2 |
|
| 3446 |
3446
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
| $463M | +$10.4M | +2% | 1.53% | 41.2% | 108 | 4.63% | 2.1 |
|
| 3447 |
3447
Clearstead Trust
Portland,
Maine
| $463M | +$45M | +11% | 3.78% | 111% | 448 | 11.38% | 2.7 |
|
| 3448 |
3448
AlphaCore Capital
La Jolla,
California
| $463M | +$19.7M | +4% | 3.75% | 85.9% | 283 | 21.55% | 1.4 |
|
| 3449 |
3449
Kirr Marbach & Co
Columbus,
Indiana
| $462M | +$14.4M | +3% | 4.53% | 121% | 58 | 8.62% | 3.9 |
|
| 3450 |
3450
M. Kulyk & Associates
Decatur,
Georgia
| $462M | -$35.2M | -7% | 0.76% | 63.3% | 118 | 14.41% | 2.7 |
|