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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
3601
AH Equity Partners I
Menlo Park,
California
| $221M | – | – | 5.27% | – | 1 | – | 0 |
|
| 3602 |
3602
C.V. Starr & Co Trust
New York
| $221M | -$9.46M | -4% | 0.96% | 51.7% | 28 | 3.57% | 4.9 |
|
| 3603 |
3603
Buckley Wealth Management
Las Vegas,
Nevada
| $220M | +$16.1M | +8% | 11.1% | 88% | 139 | 8.63% | 1.7 |
|
| 3604 |
3604
Intelligence Driven Advisers
Carlsbad,
California
| $220M | +$8.98M | +4% | 5.39% | 65.6% | 96 | 17.71% | 0.8 |
|
| 3605 |
3605
Sovereign Investment Advisors
Phoenix,
Arizona
| $220M | – | – | 3.2% | 43.7% | 21 | – | 0 |
|
| 3606 |
3606
Corbyn Investment Management
Lutherville,
Maryland
| $220M | -$28.9M | -12% | 5.84% | 71.9% | 48 | 12.5% | 3.7 |
|
| 3607 |
AC
3607
Asturias Capital
New York
| $220M | +$60.6M | +38% | 10.2% | 94.2% | 35 | 68.57% | 0.3 |
|
| 3608 |
3608
Tenzing Global Management
San Francisco,
California
| $220M | +$25.6M | +13% | 23.3% | 273% | 29 | 34.48% | 1.1 |
|
| 3609 |
3609
TenCore Partners
New York
| $220M | – | – | 13.1% | 50.4% | 13 | – | 0 |
|
| 3610 |
3610
Rothschild Capital Partners
New York
| $220M | +$21M | +11% | 9.76% | 90.8% | 38 | 10.53% | 3.2 |
|
| 3611 |
NTCM
3611
Nut Tree Capital Management
New York
| $220M | -$107M | -33% | 17.1% | 101% | 15 | 33.33% | 0.8 |
|
| 3612 |
3612
Alera Investment Advisors
Deerfield,
Illinois
| $220M | +$17.7M | +9% | 7.93% | 28.9% | 81 | 28.4% | 0.9 |
|
| 3613 |
3613
Harrell Investment Partners
Austin,
Texas
| $219M | – | – | 7.54% | 121% | 79 | – | 0 |
|
| 3614 |
3614
Minot Wealth Management
Westwood,
Massachusetts
| $219M | – | – | 6.69% | – | 134 | – | 0 |
|
| 3615 |
3615
Argus Investors Counsel
New York
| $219M | +$12.8M | +6% | 8.11% | 132% | 72 | 5.56% | 4.3 |
|
| 3616 |
3616
Regent Peak Wealth Advisors
Atlanta,
Georgia
| $219M | – | – | 6.19% | – | 125 | – | 0 |
|
| 3617 |
3617
Willow Creek Wealth Management
Sebastopol,
California
| $219M | +$3.31M | +2% | 0.68% | – | 91 | 16.48% | 1.9 |
|
| 3618 |
SM
3618
Salzhauer Michael
| $219M | +$27.1M | +14% | 10.6% | 98% | 143 | 11.19% | 3.5 |
|
| 3619 |
3619
Cowen Prime Advisors
New York
| $219M | +$25.5M | +13% | 13.2% | 116% | 183 | 12.57% | 3.9 |
|
| 3620 |
3620
Oarsman Capital
Milwaukee,
Wisconsin
| $219M | +$8.64M | +4% | 8.45% | 70.6% | 189 | 5.29% | 4.4 |
|
| 3621 |
3621
Clifford Capital Partners
Alpine,
Utah
| $219M | +$11.3M | +5% | 6.51% | 77.3% | 34 | 5.88% | 1.5 |
|
| 3622 |
3622
Mission Creek Capital Partners
San Francisco,
California
| $219M | – | – | 5.56% | 138% | 188 | – | 0 |
|
| 3623 |
3623
Financial Advisors Network
Tustin,
California
| $218M | +$23.1M | +12% | 5.55% | – | 114 | 8.77% | 1.8 |
|
| 3624 |
3624
JT Stratford LLC
Gainesville,
Georgia
| $218M | +$40.5M | +23% | 7.61% | 103% | 174 | 25.86% | 1.5 |
|
| 3625 |
3625
Ironwood Financial
Tucson,
Arizona
| $218M | +$9.8M | +5% | 4.39% | 54.1% | 407 | 4.18% | 3.2 |
|