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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
OH
3526
Oikos Holdings
New York
| $300M | -$21.1M | -7% | 15.1% | 5.54% | 8 | 12.5% | 0.9 |
|
| 3527 |
FCA
3527
FLC Capital Advisors
Palm Desert,
California
| $300M | -$56.3M | -16% | 10.5% | 59.3% | 166 | 11.45% | 2.4 |
|
| 3528 |
3528
Cobalt Capital Management
Short Hills,
New Jersey
| $300M | -$31.1M | -9% | 14.3% | 235% | 51 | 56.86% | 0.6 |
|
| 3529 |
3529
Repertoire Partners
New York
| $300M | -$1.24B | -80% | 8.86% | 37.5% | 93 | 48.39% | 0.2 |
|
| 3530 |
3530
AIP LLC
New York
| $300M | -$69.7M | -19% | 18.9% | 54.9% | 1 | 0% | 4.5 |
|
| 3531 |
3531
Mission Creek Capital Partners
San Francisco,
California
| $299M | -$75.6M | -20% | 15% | 138% | 235 | 14.04% | 2.1 |
|
| 3532 |
3532
Hudock Inc
Williamsport,
Pennsylvania
| $299M | -$61M | -17% | 13.2% | 69.7% | 836 | 5.98% | 4.5 |
|
| 3533 |
3533
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| $299M | -$23.2M | -7% | 11.1% | 58.2% | 70 | 22.86% | 2 |
|
| 3534 |
TCPWM
3534
Traverso Chambers Private Wealth Management
Santa Rosa,
California
| $299M | -$36.3M | -11% | 8.9% | 16.4% | 109 | 4.59% | 3 |
|
| 3535 |
3535
MKP Capital Management
New York
| $299M | +$154M | +107% | 16% | 69.8% | 8 | 100% | 0 |
|
| 3536 |
FC
3536
Franchise Capital
Grand Cayman,
Cayman Islands
| $299M | -$64.8M | -18% | 21.3% | 537% | 27 | 44.44% | 0.6 |
|
| 3537 |
3537
Mount Lucas Management
Newtown,
Pennsylvania
| $299M | -$44.7M | -13% | 8.86% | 109% | 138 | 54.35% | 0.5 |
|
| 3538 |
3538
Quattro Financial Advisors
The Woodlands,
Texas
| $298M | +$1.07M | +0.4% | 12.9% | 77.6% | 97 | 26.8% | 1 |
|
| 3539 |
3539
Tobias Financial Advisors
Plantation,
Florida
| $298M | +$7.88M | +3% | 12% | 44.5% | 91 | 21.98% | 0.4 |
|
| 3540 |
3540
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $298M | -$55.2M | -16% | 15.9% | 62.5% | 938 | 11.83% | 1.3 |
|
| 3541 |
3541
Sentinel Pension Advisors
Wakefield,
Massachusetts
| $298M | +$2.65M | +0.9% | 9.89% | 46.5% | 98 | 19.39% | 1.6 |
|
| 3542 |
TF
3542
TRH Financial
North Liberty,
Iowa
| $297M | -$43.3M | -13% | 12.2% | – | 79 | 12.66% | 2 |
|
| 3543 |
3543
Georgetown University
Washington,
District of Columbia
| $297M | -$94.8M | -24% | 15.1% | 79.9% | 26 | 7.69% | 1 |
|
| 3544 |
3544
Terril Brothers
St. Louis,
Missouri
| $297M | -$193M | -39% | 12.7% | 94.4% | 65 | 23.08% | 4 |
|
| 3545 |
3545
American Financial Group
Cincinnati,
Ohio
| $297M | -$31.7M | -10% | 16.9% | 32.5% | 92 | 4.35% | 3.9 |
|
| 3546 |
WPI
3546
Walter Public Investments
Westmount,
Canada
| $297M | +$640K | +0.2% | 14.5% | 72.7% | 27 | 3.7% | 0.3 |
|
| 3547 |
3547
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $297M | -$21.1M | -7% | 8.52% | 69.7% | 64 | 9.38% | 6.6 |
|
| 3548 |
3548
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $297M | -$39.2M | -12% | 12.2% | 67.5% | 556 | 12.23% | 2.3 |
|
| 3549 |
3549
Concentric Wealth Management
Lafayette,
California
| $296M | -$49.5M | -14% | 12.8% | 33.4% | 127 | 7.87% | 4.2 |
|
| 3550 |
3550
Nextech Invest
Zurich,
Switzerland
| $296M | -$53.8M | -15% | 10.7% | 982% | 14 | 0% | 0.4 |
|