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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
3501
Squadra Investments
Rio De Janeiro,
Brazil
| $535M | +$86.8M | +19% | 7.52% | 1.55% | 7 | 28.57% | 1.3 |
|
| 3502 |
3502
Manchester Financial
Westlake Village,
California
| $535M | +$33.9M | +7% | 1.87% | 73% | 149 | 17.45% | 2.8 |
|
| 3503 |
CTAF
3503
Call To Action Foundation
Salt Lake City,
Utah
| $535M | -$25.5M | -5% | 2.41% | – | 1 | 0% | 2 |
|
| 3504 |
LT
3504
Legacy Trust
Grand Rapids,
Michigan
| $535M | +$27.4M | +5% | 4.06% | 95% | 198 | 8.08% | 2 |
|
| 3505 |
3505
Chemistry Wealth Management
New York
| $535M | +$16.2M | +3% | 4.6% | 77.1% | 207 | 5.8% | 2.6 |
|
| 3506 |
OPL
3506
Orland Properties Ltd
Road Town, Tortola,
British Virgin Islands
| $534M | +$66.8M | +14% | 16.5% | 77.6% | 9 | 0% | 1.2 |
|
| 3507 |
3507
Fourthstone LLC
St Louis,
Missouri
| $534M | -$23.3M | -4% | 8.48% | 104% | 85 | 38.82% | 1.6 |
|
| 3508 |
3508
Correct Capital Wealth Management
Clayton,
Missouri
| $534M | -$73.7M | -12% | 1.67% | 83.6% | 121 | 10.74% | 1.7 |
|
| 3509 |
3509
Three Arch Wealth Management
Irvine,
California
| $534M | – | – | 2.54% | – | 59 | – | 0 |
|
| 3510 |
3510
Iowa State Bank
Urbandale,
Iowa
| $533M | +$7.94M | +2% | 3.48% | 85.7% | 123 | 4.88% | 6 |
|
| 3511 |
EFL
3511
ERn Financial LLC
Middleton,
Wisconsin
| $532M | +$25.4M | +5% | 1.76% | 61.2% | 148 | 6.76% | 4.1 |
|
| 3512 |
3512
Unio Capital
Princeton,
New Jersey
| $532M | +$112M | +27% | 8.09% | 97.8% | 25 | 16% | 4.3 |
|
| 3513 |
3513
Mason & Associates (California)
Los Angeles,
California
| $531M | +$34.8M | +7% | 2.51% | 68.5% | 167 | 26.35% | 1.7 |
|
| 3514 |
3514
ShawSpring Partners
Boston,
Massachusetts
| $531M | -$141M | -21% | 8.63% | 3.53% | 13 | 30.77% | 1.3 |
|
| 3515 |
3515
Steadview Capital Management
London,
United Kingdom
| $531M | -$167M | -24% | 6.47% | 839% | 13 | 23.08% | 1.7 |
|
| 3516 |
3516
Arvin Capital Management
Austin,
Texas
| $531M | -$22.8M | -4% | 5.86% | – | 50 | 48% | 0.5 |
|
| 3517 |
3517
Long Run Wealth Advisors
Lake Placid,
New York
| $531M | +$21.2M | +4% | 1.69% | 50.5% | 110 | 4.55% | 2.6 |
|
| 3518 |
NTCM
3518
Nut Tree Capital Management
New York
| $531M | +$97.2M | +22% | 10.2% | 101% | 10 | 40% | 2.5 |
|
| 3519 |
MAM
3519
Milestone Asset Management
Pittsburgh,
Pennsylvania
| $530M | +$1.54M | +0.3% | 2.19% | 64.4% | 262 | 33.21% | 1.3 |
|
| 3520 |
3520
Harvest Investment Services
Oakbrook Terrace,
Illinois
| $530M | +$33M | +7% | 9.15% | 282% | 391 | 34.78% | 1.4 |
|
| 3521 |
3521
Founders Financial Alliance
Raleigh,
North Carolina
| $530M | -$1.07M | -0.2% | 2.45% | 84.9% | 742 | 22.1% | 3.1 |
|
| 3522 |
3522
Sage Rhino Capital
Menlo Park,
California
| $530M | +$12.1M | +2% | 3% | 93.9% | 339 | 20.35% | 3.3 |
|
| 3523 |
LHC
3523
Lodge Hill Capital
New York
| $529M | -$30.5M | -5% | 0.2% | 17.9% | 27 | 44.44% | 1.1 |
|
| 3524 |
3524
Garrett Wealth Advisory Group
Weatherford,
Texas
| $529M | +$16M | +3% | 1.42% | 74.6% | 124 | 8.06% | 2.7 |
|
| 3525 |
3525
Lafayette Investments
Ashton,
Maryland
| $529M | +$6.9M | +1% | 2.4% | 77.9% | 162 | 7.41% | 5.1 |
|