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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
3551
AlpInvest Partners
Amsterdam,
Netherlands
| $296M | -$16.2M | -5% | 21.7% | 138% | 26 | 11.54% | 0.6 |
|
| 3552 |
3552
Granger Management
New York
| $296M | -$83.8M | -22% | 11.2% | 69.9% | 32 | 15.63% | 1.2 |
|
| 3553 |
3553
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $296M | -$40.2M | -12% | 11.3% | 41.6% | 52 | 9.62% | 6.2 |
|
| 3554 |
3554
Kelman-Lazarov Inc
Memphis,
Tennessee
| $296M | -$4.62M | -2% | 13.8% | 46.6% | 90 | 17.78% | 4.1 |
|
| 3555 |
3555
Bank Pictet & Cie (Asia)
Singapore
| $296M | -$73.2M | -20% | 13.5% | 30.4% | 99 | 13.13% | 3.4 |
|
| 3556 |
EGA
3556
E&G Advisors
Houston,
Texas
| $296M | -$70.6M | -19% | 13.4% | 97.7% | 222 | 13.06% | 0.7 |
|
| 3557 |
3557
Peninsula Wealth
San Francisco,
California
| $296M | -$55.6M | -16% | 16.1% | 30% | 72 | 15.28% | 1.3 |
|
| 3558 |
3558
Brandywine Trust
Hockessin,
Delaware
| $295M | -$9.5M | -3% | 1.94% | 32.7% | 29 | 17.24% | 7.6 |
|
| 3559 |
3559
Equius Partners
Novato,
California
| $295M | +$63.4M | +27% | 11.9% | – | 19 | 31.58% | 0.4 |
|
| 3560 |
3560
Siena Capital Partners
Chicago,
Illinois
| $295M | -$26.7M | -8% | 5.11% | 44.2% | 109 | 6.42% | 2.7 |
|
| 3561 |
3561
WNY Asset Management
Williamsville,
New York
| $295M | -$28.8M | -9% | 7.39% | – | 179 | 14.53% | 1.1 |
|
| 3562 |
3562
Moller Wealth Partners
| $295M | -$26.7M | -8% | 12.3% | 44.1% | 54 | 11.11% | 5.5 |
|
| 3563 |
3563
Insight Advisors
Newtown,
Pennsylvania
| $295M | -$38.8M | -12% | 15.8% | 74% | 338 | 17.75% | 1.2 |
|
| 3564 |
3564
Howard Financial Services
Dallas,
Texas
| $294M | -$43.1M | -13% | 13.5% | 55.9% | 145 | 20% | 2 |
|
| 3565 |
3565
Falcon Wealth Planning
Ontario,
California
| $294M | -$25.4M | -8% | 14.6% | 52.7% | 84 | 14.29% | 1.1 |
|
| 3566 |
3566
West Paces Advisors
Atlanta,
Georgia
| $294M | -$26.8M | -8% | 11.4% | 57.7% | 609 | 10.34% | 3.3 |
|
| 3567 |
3567
Affinity Capital Advisors
Berkeley,
California
| $294M | -$26.1M | -8% | 15.5% | 72.7% | 119 | 13.45% | 2 |
|
| 3568 |
GWM
3568
GSB Wealth Management
Guilford,
Connecticut
| $293M | -$49.4M | -14% | 9.87% | 61.8% | 220 | 10.45% | 1.5 |
|
| 3569 |
3569
Scarborough Advisors
Annapolis,
Maryland
| $293M | -$19.8M | -6% | 12.5% | 63.3% | 67 | 31.34% | 0.4 |
|
| 3570 |
3570
Nepsis Inc
Minneapolis,
Minnesota
| $293M | -$41.9M | -12% | 8.3% | 131% | 35 | 25.71% | 2.7 |
|
| 3571 |
3571
Tekne Capital Management
New York
| $293M | -$180M | -38% | 28.9% | 516% | 14 | 0% | 1.9 |
|
| 3572 |
3572
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $293M | -$228M | -44% | 12% | 82.6% | 218 | 26.61% | 4.6 |
|
| 3573 |
3573
BCWM LLC
Overland Park,
Kansas
| $293M | -$42.1M | -13% | 10.8% | – | 62 | 14.52% | 3.7 |
|
| 3574 |
ACM
3574
Aquilo Capital Management
San Francisco,
California
| $293M | -$387M | -57% | 21.8% | 6.84% | 15 | 20% | 2 |
|
| 3575 |
3575
SkyOak Wealth
Southfield,
Michigan
| $293M | -$67.1M | -19% | 13.6% | 73.4% | 259 | 21.24% | 1.8 |
|