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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3626 |
3626
Milestone Investment Advisors
Middleton,
Wisconsin
| $323M | -$975K | -0.3% | 5.52% | 52.8% | 450 | 74.67% | 0.5 |
|
| 3627 |
3627
Searle & Co
Greenwich,
Connecticut
| $323M | +$17.3M | +6% | 5.46% | 93.8% | 155 | 7.1% | 4.5 |
|
| 3628 |
3628
Parkside Advisors
Berkeley,
California
| $323M | +$20.7M | +7% | 4.2% | 36.7% | 79 | 8.86% | 3.8 |
|
| 3629 |
3629
Carderock Capital Management
Chevy Chase,
Maryland
| $323M | +$35.6M | +12% | 7.38% | 97.6% | 126 | 54.76% | 5.9 |
|
| 3630 |
3630
El Puerto de Liverpool
Cuajimalpa, Ciudad De Mexico,
Mexico
| $323M | +$66.2M | +26% | 25.8% | – | 1 | 0% | 0.5 |
|
| 3631 |
3631
Cove Street Capital
El Segundo,
California
| $322M | -$13.1M | -4% | 14% | 84.2% | 90 | 18.89% | 3.3 |
|
| 3632 |
PBF
3632
Petix & Botte Financial
La Mesa,
California
| $322M | +$174M | +117% | 3.45% | 47.5% | 117 | 35.04% | 1.8 |
|
| 3633 |
3633
Tekne Capital Management
New York
| $322M | -$44.3M | -12% | 7.85% | 516% | 12 | 8.33% | 2 |
|
| 3634 |
3634
Johnson & Johnson
New Brunswick,
New Jersey
| $322M | +$14.6M | +5% | 30.7% | 339% | 23 | 4.35% | 1.6 |
|
| 3635 |
3635
GR Financial Group
Tucson,
Arizona
| $322M | +$41.2M | +15% | 7.09% | 75.4% | 14 | 14.29% | 0.4 |
|
| 3636 |
3636
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| $322M | +$3.24M | +1% | 2.69% | 129% | 163 | 50.92% | 1 |
|
| 3637 |
3637
Inscription Capital
Houston,
Texas
| $322M | -$57M | -15% | 5.11% | – | 211 | 13.74% | 2.2 |
|
| 3638 |
3638
Capital City Trust
Tallahassee,
Florida
| $322M | +$7.8M | +2% | 4.54% | 98.5% | 124 | 9.68% | 6.2 |
|
| 3639 |
3639
Geometric Wealth Advisors
Washington,
District of Columbia
| $321M | +$34.9M | +12% | 4.52% | 62.1% | 39 | 7.69% | 1 |
|
| 3640 |
3640
Tradewinds Capital Management
Bellingham,
Washington
| $321M | +$2.71M | +0.9% | 0.91% | 96.9% | 525 | 14.67% | 4.5 |
|
| 3641 |
3641
Progressive Investment Management
Lake Oswego,
Oregon
| $321M | +$10.9M | +4% | 10.9% | 139% | 61 | 8.2% | 4 |
|
| 3642 |
3642
Accurate Wealth Management
Wesley Chapel,
Florida
| $321M | +$30.5M | +11% | 8.29% | 101% | 295 | 24.41% | 0.9 |
|
| 3643 |
3643
Burton Enright Welch
Walnut Creek,
California
| $320M | +$58.2M | +22% | 5.3% | 62.8% | 75 | 16% | 1.1 |
|
| 3644 |
3644
Waypoint Capital Advisors
Minneapolis,
Minnesota
| $320M | +$13.4M | +4% | 5.89% | 50.3% | 136 | 5.15% | 1.1 |
|
| 3645 |
3645
Adams Wealth Management
Logan,
Utah
| $320M | +$10.6M | +3% | 7.32% | 105% | 108 | 7.41% | 1.9 |
|
| 3646 |
3646
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $320M | +$18.1M | +6% | 6.53% | 130% | 105 | 22.86% | 1.7 |
|
| 3647 |
3647
Steginsky Capital
Port Washington,
New York
| $320M | +$39.9M | +14% | 13.9% | 99.4% | 7 | 0% | 6.4 |
|
| 3648 |
3648
Donoghue Forlines
Boston,
Massachusetts
| $320M | +$42.1M | +15% | 4.77% | 199% | 284 | 41.2% | 1 |
|
| 3649 |
VARA
3649
Value Aligned Research Advisors
Princeton,
New Jersey
| $320M | +$37.3M | +13% | 12.9% | 1,641% | 22 | 40.91% | 0.4 |
|
| 3650 |
FC
3650
Franchise Capital
Grand Cayman,
Cayman Islands
| $319M | -$64.1M | -17% | 28% | 537% | 26 | 73.08% | 0.5 |
|