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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
WrapManager Inc
Mill Valley,
California
| $387M | +$24.7M | +7% | 5.64% | 64.6% | 270 | 17.78% | 3.8 |
|
| 3752 |
3752
Manhattan West Asset Management
Los Angeles,
California
| $387M | +$16.4M | +4% | 4.71% | 65.6% | 149 | 10.74% | 1.8 |
|
| 3753 |
3753
Bienville Capital Management
New York
| $386M | -$30.6M | -7% | 3.95% | 36.3% | 89 | 26.97% | 3.4 |
|
| 3754 |
3754
Auxano Advisors
Bellevue,
Washington
| $386M | +$24.7M | +7% | 5.4% | 85.4% | 161 | 7.45% | 2 |
|
| 3755 |
3755
Ellsworth Advisors
Hudson,
Ohio
| $386M | +$27.5M | +8% | 9.66% | 131% | 202 | 25.74% | 1.6 |
|
| 3756 |
3756
Arjuna Capital
Durham,
North Carolina
| $386M | +$14.4M | +4% | 6.57% | 105% | 119 | 28.57% | 2.5 |
|
| 3757 |
3757
Cederberg Capital
London,
United Kingdom
| $386M | +$81.8M | +27% | 9.9% | 273% | 9 | 44.44% | 1.3 |
|
| 3758 |
3758
Boone Capital Management
Atlanta,
Georgia
| $386M | +$2.38M | +0.6% | 13% | 278% | 21 | 28.57% | 0.9 |
|
| 3759 |
PFA
3759
Professional Financial Advisors
North Platte,
Nebraska
| $386M | +$23.6M | +7% | 5.28% | 59.2% | 108 | 8.33% | 2.3 |
|
| 3760 |
3760
Fruth Investment Management
Houston,
Texas
| $385M | +$17.7M | +5% | 7.88% | 79.4% | 222 | 4.5% | 7.9 |
|
| 3761 |
3761
Kiley Juergens Wealth Management
Olympia,
Washington
| $385M | +$25.2M | +7% | 4.96% | 106% | 74 | 9.46% | 4 |
|
| 3762 |
VARA
3762
Value Aligned Research Advisors
Princeton,
New Jersey
| $385M | -$71.7M | -16% | 4.05% | 1,641% | 35 | 51.43% | 0.8 |
|
| 3763 |
3763
RAM Investment Partners
Bellevue,
Washington
| $384M | +$39.6M | +11% | 5.03% | 61.9% | 92 | 10.87% | 1.1 |
|
| 3764 |
3764
Drive Wealth Management
Lehi,
Utah
| $384M | +$13.4M | +4% | 6.06% | 94.4% | 364 | 23.9% | 1.4 |
|
| 3765 |
3765
Watchman Group
Plano,
Texas
| $384M | +$70.4M | +22% | 7.01% | 54% | 86 | 13.95% | 2.5 |
|
| 3766 |
3766
Sage Capital Advisors
Sioux Falls,
South Dakota
| $383M | +$34.9M | +10% | 6.85% | 105% | 153 | 22.22% | 3.3 |
|
| 3767 |
3767
New World Advisors
Hingham,
Massachusetts
| $383M | +$23.7M | +7% | 6.6% | 84.1% | 81 | 13.58% | 1.9 |
|
| 3768 |
3768
Morton Community Bank
East Peoria,
Illinois
| $383M | +$28.8M | +8% | 9.7% | – | 112 | 6.25% | 0.7 |
|
| 3769 |
MJP
3769
Michael J. Puzo
| $383M | +$22.3M | +6% | 6.41% | 90.3% | 78 | 8.97% | 6.8 |
|
| 3770 |
3770
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $383M | +$36.3M | +10% | 7.21% | 55.5% | 94 | 7.45% | 3.8 |
|
| 3771 |
3771
True North Advisors
Dallas,
Texas
| $382M | +$7.91M | +2% | 8.99% | 82.9% | 214 | 21.03% | 2.2 |
|
| 3772 |
MHR
3772
Matthew Hamilton Rosenberg
| $382M | +$43.6M | +13% | 4.98% | 52% | 855 | 8.07% | 3.1 |
|
| 3773 |
3773
Wright Investors Service
Shelton,
Connecticut
| $382M | +$2.41M | +0.6% | 8.67% | 146% | 158 | 25.32% | 4.2 |
|
| 3774 |
AW
3774
Avion Wealth
The Woodlands,
Texas
| $382M | +$19.6M | +5% | 6.15% | 45.4% | 1,405 | 19.5% | 1.7 |
|
| 3775 |
3775
Anchorage Capital Group
New York
| $382M | +$58M | +18% | 21.3% | 24.9% | 8 | 12.5% | 2.9 |
|