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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
Geometric Wealth Advisors
Washington,
District of Columbia
| $321M | -$480K | -0.1% | 3.44% | 62.1% | 40 | 12.5% | 1.3 |
|
| 3577 |
LCM
3577
Lionstone Capital Management
New York
| $321M | -$17.6M | -5% | 4.09% | 74.1% | 12 | 0% | 3.7 |
|
| 3578 |
MWM
3578
Mascoma Wealth Management
Hanover,
New Hampshire
| $320M | -$6.38M | -2% | 3.26% | 43.7% | 518 | 9.85% | 2.2 |
|
| 3579 |
3579
Key Bridge Compliance
| $319M | – | – | 2.59% | – | 114 | – | 0 |
|
| 3580 |
PT
3580
Plimoth Trust
Plymouth,
Massachusetts
| $319M | -$15M | -4% | 3.07% | 110% | 158 | 0.63% | 4.9 |
|
| 3581 |
3581
West Paces Advisors
Atlanta,
Georgia
| $319M | -$20.1M | -6% | 3.74% | 57.7% | 560 | 9.64% | 4.5 |
|
| 3582 |
3582
Accurate Wealth Management
Wesley Chapel,
Florida
| $319M | -$1.83M | -0.6% | 1.5% | 101% | 305 | 22.3% | 1.1 |
|
| 3583 |
CWM
3583
Compass Wealth Management
Guilford,
Connecticut
| $318M | -$12.6M | -4% | 2.53% | 103% | 427 | 12.88% | 0.7 |
|
| 3584 |
AA
3584
Ashford Advisors
Pittsford,
New York
| $318M | -$14.6M | -4% | 3.52% | 66.5% | 15 | 0% | 2.3 |
|
| 3585 |
3585
Chanos & Company
New York
| $318M | -$208M | -39% | 0.81% | – | 66 | 56.06% | 0.6 |
|
| 3586 |
3586
AGUR Provident & Training Funds Management
Tel Aviv,
Israel
| $318M | +$22.4M | +8% | 3.92% | – | 27 | 18.52% | 1 |
|
| 3587 |
VARA
3587
Value Aligned Research Advisors
Princeton,
New Jersey
| $317M | -$2.39M | -0.7% | 0.2% | 1,641% | 19 | 15.79% | 0.6 |
|
| 3588 |
3588
Barometer Capital Management
Toronto,
Ontario, Canada
| $317M | -$57.2M | -15% | 3.69% | 339% | 151 | 48.34% | 0.5 |
|
| 3589 |
3589
Divisadero Street Capital Management
Miami,
Florida
| $317M | -$28.8M | -8% | 1.82% | 718% | 68 | 64.71% | 0.3 |
|
| 3590 |
3590
Knightsbridge Asset Management
Newport Beach,
California
| $317M | +$6.52M | +2% | 0.24% | 150% | 113 | 14.16% | 2.2 |
|
| 3591 |
3591
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| $317M | -$19.5M | -6% | 5.96% | 17.8% | 1 | 0% | 10.3 |
|
| 3592 |
PBF
3592
Petix & Botte Financial
La Mesa,
California
| $317M | -$5.04M | -2% | 2.64% | 47.5% | 124 | 11.29% | 2 |
|
| 3593 |
3593
Financial Strategies Group
Okemos,
Michigan
| $317M | +$4.46M | +1% | 3.37% | 44.9% | 79 | 12.66% | 2.5 |
|
| 3594 |
3594
Boone Capital Management
Atlanta,
Georgia
| $317M | +$38.4M | +14% | 3.42% | 278% | 16 | 37.5% | 0.5 |
|
| 3595 |
3595
Continental General Insurance Company
Austin,
Texas
| $317M | +$39.4M | +14% | 30.3% | 188% | 14 | 21.43% | 0.6 |
|
| 3596 |
3596
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
| $317M | -$27.7M | -8% | 1.83% | 1,119% | 27 | 7.41% | 1.1 |
|
| 3597 |
3597
Greenspring Advisors
Towson,
Maryland
| $317M | -$9.09M | -3% | 3.46% | – | 78 | 7.69% | 1.4 |
|
| 3598 |
MAM
3598
Morse Asset Management
Darien,
Connecticut
| $316M | -$12.7M | -4% | 0.45% | 222% | 148 | 19.59% | 3.2 |
|
| 3599 |
3599
Intellectus Partners
San Francisco,
California
| $316M | -$17.1M | -5% | 2.89% | 157% | 278 | 10.79% | 3.2 |
|
| 3600 |
3600
Kerrisdale Advisers
Miami,
Florida
| $316M | -$55.3M | -15% | 0.71% | 78.8% | 95 | 22.11% | 0.9 |
|