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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
OTL
3676
Oak Thistle LLC
New York
| $348M | +$9.6M | +3% | 12% | 58.3% | 683 | 72.62% | 0.2 |
|
| 3677 |
AP
3677
Arlington Partners
Birmingham,
Alabama
| $348M | +$104M | +43% | 8.21% | 46.4% | 405 | 57.04% | 1.8 |
|
| 3678 |
3678
Peak XV Partners Operations
Trianon,
Mauritius
| $348M | – | – | 18% | – | 2 | – | 0 |
|
| 3679 |
3679
Mount Lucas Management
Newtown,
Pennsylvania
| $348M | +$64.5M | +23% | 10.5% | 109% | 181 | 50.28% | 0.5 |
|
| 3680 |
3680
Kickstand Ventures
Pittsford,
New York
| $348M | +$24.6M | +8% | 7.75% | 51.4% | 112 | 28.57% | 0.2 |
|
| 3681 |
3681
First National Advisers
Omaha,
Nebraska
| $347M | +$123M | +55% | 10.9% | 87.9% | 165 | 15.15% | 1 |
|
| 3682 |
3682
Hel Ved Capital Management
Central,
Hong Kong
| $347M | +$44.1M | +15% | 40.6% | 1,351% | 73 | 65.75% | 0.3 |
|
| 3683 |
3683
SC&H Financial Advisors
Sparks,
Maryland
| $347M | +$46M | +15% | 10.4% | 66.2% | 145 | 15.17% | 1.6 |
|
| 3684 |
PT
3684
Plimoth Trust
Plymouth,
Massachusetts
| $347M | +$27.2M | +9% | 11.2% | 110% | 161 | 3.73% | 5.1 |
|
| 3685 |
3685
Intellectus Partners
San Francisco,
California
| $347M | +$30.4M | +10% | 13.8% | 157% | 274 | 16.06% | 3.5 |
|
| 3686 |
3686
ESL Trust Services
Rochester,
New York
| $347M | +$32.8M | +10% | 10.2% | 53.9% | 24 | 16.67% | 3 |
|
| 3687 |
3687
Pathway Financial Advisors
South Burlington,
Vermont
| $346M | +$53.7M | +18% | 8.42% | 52.7% | 162 | 16.67% | 3.3 |
|
| 3688 |
3688
Long Run Wealth Advisors
Lake Placid,
New York
| $346M | +$38M | +12% | 9.47% | 50.5% | 95 | 15.79% | 1.5 |
|
| 3689 |
3689
DoubleLine ETF Adviser
Tampa,
Florida
| $346M | +$67.2M | +24% | 13.8% | 51.6% | 241 | 50.21% | 0.5 |
|
| 3690 |
3690
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $346M | +$44.2M | +15% | 13% | 130% | 112 | 25.89% | 1.7 |
|
| 3691 |
3691
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
| $346M | +$33.3M | +11% | 12.5% | 66.3% | 56 | 7.14% | 2.4 |
|
| 3692 |
PWM
3692
Praetorian Wealth Management
Carmel,
California
| $346M | +$31.2M | +10% | 9.77% | 60.4% | 62 | 45.16% | 1.7 |
|
| 3693 |
3693
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| $346M | -$14.5M | -4% | 11.8% | 47.9% | 123 | 18.7% | 1.4 |
|
| 3694 |
3694
RV Capital
Schindellegi,
Switzerland
| $346M | +$18M | +5% | 23.5% | 250% | 8 | 0% | 2.7 |
|
| 3695 |
3695
Ararat Capital Management
Westport,
Connecticut
| $345M | +$51.1M | +17% | 19.8% | 99.2% | 23 | 39.13% | 1.1 |
|
| 3696 |
3696
Altiora Financial Group
Lebanon,
Ohio
| $345M | +$130M | +60% | 7.42% | 38.3% | 75 | 25.33% | 0.7 |
|
| 3697 |
3697
HGC Investment Management
Toronto,
Ontario, Canada
| $345M | +$38.9M | +13% | 2.47% | 33.2% | 176 | 64.77% | 0.7 |
|
| 3698 |
3698
Concentric Wealth Management
Lafayette,
California
| $344M | +$40.9M | +13% | 11.1% | 33.4% | 132 | 15.91% | 4.8 |
|
| 3699 |
3699
Abacus FCF Advisors
Orlando,
Florida
| $344M | +$156M | +83% | 14.4% | 197% | 198 | 55.05% | 1.2 |
|
| 3700 |
3700
Milestone Investment Advisors
Middleton,
Wisconsin
| $344M | -$7.26M | -2% | 9.77% | 52.8% | 450 | 73.78% | 0.9 |
|