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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
Louisbourg Investments
Dieppe,
New Brunswick, Canada
| $458M | +$33.9M | +8% | 11.3% | 93.1% | 215 | 10.23% | 1.3 |
|
| 3727 |
3727
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| $458M | +$31.6M | +7% | 6.97% | 68.6% | 95 | 12.63% | 2.4 |
|
| 3728 |
3728
Boston Research & Management
Manchester,
Massachusetts
| $458M | +$34.2M | +8% | 8.02% | 53.2% | 122 | 5.74% | 8.4 |
|
| 3729 |
3729
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $458M | +$18.3M | +4% | 5.15% | 57.2% | 57 | 10.53% | 5.6 |
|
| 3730 |
3730
Blankinship & Foster
Solana Beach,
California
| $457M | +$30.2M | +7% | 7.04% | 67.1% | 78 | 5.13% | 4.4 |
|
| 3731 |
3731
Icon Advisers
Greenwood Village,
Colorado
| $457M | +$19.1M | +4% | 14.1% | 114% | 201 | 17.91% | 2.4 |
|
| 3732 |
CA
3732
Crumly & Associates
Springfield,
Illinois
| $457M | +$46.4M | +11% | 6.37% | 58.1% | 199 | 23.12% | 2.1 |
|
| 3733 |
3733
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $457M | +$80.6M | +21% | 11.8% | 117% | 123 | 24.39% | 1.8 |
|
| 3734 |
3734
Aisling Capital Management
New York
| $456M | +$96.8M | +27% | 26% | 793% | 15 | 20% | 3.8 |
|
| 3735 |
3735
Sands Capital Ventures
Arlington,
Virginia
| $456M | -$51.4M | -10% | 7.76% | 167% | 20 | 5% | 2.7 |
|
| 3736 |
3736
Quarry LP
New York
| $456M | -$13.9M | -3% | 12.5% | 83.2% | 2,596 | 52.27% | 0.5 |
|
| 3737 |
SVCM
3737
Saturn V Capital Management
Austin,
Texas
| $456M | +$209M | +85% | 212% | 1,083% | 26 | 42.31% | 0.9 |
|
| 3738 |
3738
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| $456M | +$25.3M | +6% | 4.46% | 38.9% | 613 | 4.89% | 2 |
|
| 3739 |
3739
Arosa Capital Management
Miami Beach,
Florida
| $455M | -$75.7M | -14% | 31.9% | 536% | 94 | 61.7% | 0.3 |
|
| 3740 |
3740
Symetra Investment Management
Farmington,
Connecticut
| $455M | +$73.3M | +19% | 6.64% | 37.3% | 6 | 16.67% | 2.6 |
|
| 3741 |
3741
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| $455M | +$29.9M | +7% | 6.16% | 53.6% | 59 | 10.17% | 5.5 |
|
| 3742 |
3742
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $455M | +$36.7M | +9% | 14.6% | 149% | 140 | 8.57% | 5.6 |
|
| 3743 |
3743
Aspire Private Capital
Cornelius,
North Carolina
| $455M | +$24.7M | +6% | 5.89% | 49.6% | 189 | 13.23% | 3.9 |
|
| 3744 |
3744
Kickstand Ventures
Pittsford,
New York
| $454M | +$26.6M | +6% | 6.15% | 51.4% | 127 | 11.81% | 1.2 |
|
| 3745 |
3745
Kiley Juergens Wealth Management
Olympia,
Washington
| $454M | +$21M | +5% | 9.97% | 106% | 81 | 8.64% | 4.6 |
|
| 3746 |
3746
Precedent Wealth Partners
Houston,
Texas
| $454M | +$45.9M | +11% | 6.18% | 61.1% | 179 | 10.61% | 1.3 |
|
| 3747 |
3747
Clarity Wealth Advisors
San Jose,
California
| $454M | +$48.5M | +12% | 10.1% | 94.1% | 102 | 6.86% | 3.5 |
|
| 3748 |
MWM
3748
Mascoma Wealth Management
Hanover,
New Hampshire
| $454M | +$23M | +5% | 4.84% | 43.7% | 488 | 11.07% | 3.6 |
|
| 3749 |
3749
Noble Family Wealth
Clearwater,
Florida
| $453M | +$44.2M | +11% | 6.05% | 60% | 86 | 22.09% | 1.7 |
|
| 3750 |
3750
Madrona Financial Services
Everett,
Washington
| $453M | +$36.2M | +9% | 8.49% | 85.1% | 125 | 12% | 2.9 |
|