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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
3576
Ararat Capital Management
Westport,
Connecticut
| $314M | +$13.5M | +4% | 9.61% | 99.2% | 24 | 33.33% | 1.1 |
|
| 3577 |
3577
Advisors Management Group
La Crosse,
Wisconsin
| $314M | +$48.8M | +18% | 3.32% | 132% | 157 | 14.65% | 3.6 |
|
| 3578 |
3578
Clearstead Trust
Portland,
Maine
| $313M | +$13.5M | +4% | 11.1% | 124% | 405 | 12.35% | 1.8 |
|
| 3579 |
3579
Westwind Capital
Las Cruces,
New Mexico
| $313M | +$19.1M | +6% | 12.2% | 87.6% | 43 | 23.26% | 3 |
|
| 3580 |
3580
Pacifica Capital Investments
Leander,
Texas
| $313M | +$2.94M | +0.9% | 8.68% | 69.8% | 20 | 15% | 6.2 |
|
| 3581 |
3581
Cliffwater
Marina Del Rey,
California
| $313M | -$42.4M | -12% | 1.95% | 29.4% | 26 | 0% | 4.4 |
|
| 3582 |
3582
Austin Asset Management
Austin,
Texas
| $312M | +$34.6M | +12% | 3.94% | 93.4% | 63 | 26.98% | 1 |
|
| 3583 |
3583
State of Wyoming
Cheyenne,
Wyoming
| $312M | +$11.2M | +4% | 7.82% | 135% | 1,842 | 30.94% | 0.9 |
|
| 3584 |
3584
Rainey & Randall Wealth Advisors
Celebration,
Florida
| $312M | +$27.6M | +10% | 5.2% | 52.3% | 46 | 17.39% | 2.5 |
|
| 3585 |
3585
InceptionR
Lafayette,
California
| $312M | +$122M | +64% | 3.42% | 62.9% | 630 | 77.14% | 0.1 |
|
| 3586 |
3586
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $312M | +$9.6M | +3% | 5.44% | 82.6% | 203 | 8.87% | 4.7 |
|
| 3587 |
3587
Bulldog Investors
Saddle Brook,
New Jersey
| $311M | -$21.4M | -6% | 2.63% | 22.5% | 336 | 38.99% | 0.9 |
|
| 3588 |
3588
Retireful LLC
Haslett,
Michigan
| $311M | +$102M | +48% | 2.64% | 437% | 70 | 95.71% | 0 |
|
| 3589 |
3589
Pacific Sage Partners
Edmonds,
Washington
| $311M | +$9.7M | +3% | 8.04% | 58.9% | 93 | 11.83% | 0.2 |
|
| 3590 |
3590
Formula Growth
Montreal,
Quebec, Canada
| $310M | -$42.6M | -12% | 13.2% | 118% | 156 | 34.62% | 2.8 |
|
| 3591 |
3591
O'Dell Group
Cincinnati,
Ohio
| $310M | +$27.5M | +10% | 5.66% | 72.2% | 79 | 15.19% | 2.5 |
|
| 3592 |
3592
tru Independence
Portland,
Oregon
| $310M | +$1.85M | +0.6% | 4.6% | 67.4% | 125 | 12% | 1.7 |
|
| 3593 |
3593
Opes Wealth Management
Menlo Park,
California
| $310M | +$34.9M | +13% | 8.61% | 54.1% | 116 | 18.1% | 2.2 |
|
| 3594 |
MHR
3594
Matthew Hamilton Rosenberg
| $310M | +$14.8M | +5% | 4.45% | 52% | 950 | 3.16% | 1.9 |
|
| 3595 |
3595
Chan Zuckerberg Initiative
Redwood City,
California
| $310M | -$53.2M | -15% | 4.07% | 59% | 5 | 20% | 0.2 |
|
| 3596 |
3596
Progressive Investment Management
Lake Oswego,
Oregon
| $310M | +$51.9M | +20% | 15.2% | 139% | 63 | 12.7% | 3.5 |
|
| 3597 |
3597
Adams Wealth Management
Logan,
Utah
| $310M | +$26.6M | +9% | 8.53% | 105% | 115 | 25.22% | 1.7 |
|
| 3598 |
3598
Whitegate Investment Counselors
Concord,
New Hampshire
| $310M | +$16.7M | +6% | 3.78% | 51% | 63 | 6.35% | 5.9 |
|
| 3599 |
3599
LMG Wealth Partners
Shreveport,
Louisiana
| $310M | +$7.16M | +2% | 3.12% | 96.1% | 112 | 11.61% | 0.2 |
|
| 3600 |
3600
Astor Investment Management
Chicago,
Illinois
| $310M | -$17.5M | -5% | 2.05% | 23.3% | 28 | 35.71% | 1.8 |
|