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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
3726
WrapManager Inc
Mill Valley,
California
| $341M | +$28.2M | +9% | 10.2% | 64.6% | 301 | 16.28% | 3.4 |
|
| 3727 |
3727
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
| $340M | +$86M | +34% | 9.59% | 53.8% | 137 | 41.61% | 0.8 |
|
| 3728 |
3728
Mason & Associates (California)
Los Angeles,
California
| $340M | +$27.7M | +9% | 6.94% | 68.5% | 88 | 13.64% | 1.5 |
|
| 3729 |
3729
RJA Asset Management
Stamford,
Connecticut
| $340M | +$11M | +3% | 12.4% | 80.2% | 4 | 0% | 1.4 |
|
| 3730 |
3730
Concord Asset Management (Virginia)
Abingdon,
Virginia
| $340M | +$41.8M | +14% | 7.25% | 69% | 149 | 24.16% | 0.9 |
|
| 3731 |
3731
Warwick Investment Management
Bryan,
Texas
| $340M | +$73.1M | +27% | 11% | 69.9% | 87 | 24.14% | 1 |
|
| 3732 |
3732
Monaco Asset Management
Monaco
| $340M | +$2.58M | +0.8% | 13.7% | 120% | 97 | 46.39% | 0.8 |
|
| 3733 |
MAM
3733
Morse Asset Management
Darien,
Connecticut
| $340M | +$23.6M | +7% | 13.9% | 222% | 141 | 18.44% | 3.5 |
|
| 3734 |
PBF
3734
Petix & Botte Financial
La Mesa,
California
| $340M | +$22.6M | +7% | 7.98% | 47.5% | 124 | 7.26% | 2.2 |
|
| 3735 |
3735
Turtle Creek Wealth Advisors
Dallas,
Texas
| $340M | – | – | 11.6% | 112% | 850 | – | 0 |
|
| 3736 |
3736
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| $340M | +$36.5M | +12% | 11.3% | 53.6% | 54 | 9.26% | 4.6 |
|
| 3737 |
3737
FCPM III Services
Naarden,
Netherlands
| $339M | – | – | 0.76% | – | 6 | – | 0 |
|
| 3738 |
3738
Waterfront Wealth
Overland Park,
Kansas
| $339M | +$33.7M | +11% | 10.6% | 77.2% | 254 | 5.51% | 2.2 |
|
| 3739 |
3739
SignalPoint Asset Management
Springfield,
Missouri
| $339M | +$25.4M | +8% | 9.31% | 36% | 229 | 8.3% | 5.4 |
|
| 3740 |
DL
3740
DOHJ LLC
Seattle,
Washington
| $338M | +$114M | +51% | 10.3% | 51.5% | 140 | 41.43% | 1.8 |
|
| 3741 |
GPC
3741
Guardian Point Capital
Charlottesville,
Virginia
| $338M | +$174M | +105% | 7.61% | 142% | 8 | 12.5% | 2.2 |
|
| 3742 |
3742
Adams Wealth Management
Logan,
Utah
| $338M | +$43.4M | +15% | 12.7% | 105% | 106 | 24.53% | 2.2 |
|
| 3743 |
3743
Univest Financial
Souderton,
Pennsylvania
| $338M | +$38.6M | +13% | 12.6% | 82.6% | 122 | 15.57% | 4.4 |
|
| 3744 |
RS
3744
Retirement Solution
Redmond,
Washington
| $338M | +$35M | +12% | 12.1% | 77.3% | 48 | 25% | 1.4 |
|
| 3745 |
3745
Financial & Tax Architects
St Louis,
Missouri
| $338M | +$16M | +5% | 7.41% | 50.2% | 98 | 22.45% | 1.3 |
|
| 3746 |
3746
Integris Wealth Management
Monterey,
California
| $338M | +$32.8M | +11% | 8.93% | 60.3% | 94 | 12.77% | 0.8 |
|
| 3747 |
3747
Dymon Asia Capital (Singapore)
Singapore
| $338M | +$69.5M | +26% | 7.04% | 291% | 148 | 73.65% | 0.2 |
|
| 3748 |
3748
Juniper Capital Advisors
Houston,
Texas
| $338M | – | – | 24.7% | – | 1 | – | 0 |
|
| 3749 |
3749
Vertex Planning Partners
Downers Grove,
Illinois
| $338M | +$47M | +16% | 8.4% | 55.4% | 159 | 17.61% | 0.7 |
|
| 3750 |
3750
True Wind Capital Management
San Francisco,
California
| $337M | +$89.3M | +36% | 42% | 59.6% | 3 | 0% | 2 |
|