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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
3776
Paragon Wealth Strategies
Jacksonville,
Florida
| $201M | +$14.3M | +8% | 5.51% | 59.8% | 50 | 22% | 1.4 |
|
| 3777 |
LA
3777
Lau Associates
Greenville,
Delaware
| $201M | +$11.8M | +6% | 9.37% | 44.5% | 99 | 8.08% | 3.4 |
|
| 3778 |
3778
Nixon Peabody Trust
Boston,
Massachusetts
| $201M | +$13M | +7% | 8.26% | 101% | 78 | 5.13% | 2.8 |
|
| 3779 |
CWM
3779
Cordatus Wealth Management
Newtown,
Pennsylvania
| $201M | +$9.31M | +5% | 8.12% | 108% | 131 | 17.56% | 0.7 |
|
| 3780 |
MKC
3780
M. Kraus & Co
Shelburne,
Vermont
| $201M | +$16.3M | +9% | 5.75% | 65.9% | 49 | 6.12% | 4.3 |
|
| 3781 |
3781
Squar Milner Financial Services
Irvine,
California
| $200M | +$4.48M | +2% | 7.62% | – | 895 | 77.09% | 0.4 |
|
| 3782 |
3782
Roanoke Asset Management
Jersey City,
New Jersey
| $200M | -$13.7M | -6% | 9.39% | 50.3% | 108 | 10.19% | 4.2 |
|
| 3783 |
3783
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $200M | +$16.6M | +9% | 7.74% | 73.3% | 108 | 5.56% | 3.9 |
|
| 3784 |
3784
Reliant Wealth Planning
Louisville,
Kentucky
| $200M | – | – | 6.67% | 39.4% | 8 | – | 0 |
|
| 3785 |
3785
Context Capital Management
Lajolla,
California
| $200M | +$23.1M | +13% | 1.2% | 3.38% | 111 | 26.13% | 0.6 |
|
| 3786 |
3786
Selkirk Management
Chatham,
New Jersey
| $200M | +$22.3M | +13% | 20.5% | 245% | 22 | 27.27% | 3.5 |
|
| 3787 |
3787
Waller Financial Planning Group
Columbus,
Ohio
| $200M | +$10.7M | +6% | 7.27% | 47.5% | 47 | 14.89% | 0.9 |
|
| 3788 |
3788
O'Dell Group
Cincinnati,
Ohio
| $199M | +$20.8M | +12% | 8.11% | 72.2% | 65 | 16.92% | 1.6 |
|
| 3789 |
3789
Institutional Venture Management XIV
Menlo Park,
California
| $199M | +$476K | +0.2% | 20.1% | 18.1% | 5 | 20% | 1.3 |
|
| 3790 |
3790
Blue Whale Capital
London,
United Kingdom
| $199M | – | – | 12.2% | 409% | 16 | – | 0 |
|
| 3791 |
3791
SimplyRich
Carlsbad,
California
| $199M | +$15.9M | +9% | 8.01% | 98.3% | 159 | 8.18% | 1.1 |
|
| 3792 |
3792
Graticule Asia Macro Advisors
New York
| $199M | -$1.09B | -85% | 6.63% | – | 95 | 88.42% | 0.5 |
|
| 3793 |
3793
Rainwater Charitable Foundation
Fort Worth,
Texas
| $199M | +$8.6M | +5% | 8.29% | 44% | 5 | 40% | 0.8 |
|
| 3794 |
NAH
3794
Neumann Advisory (HK)
Central,
Hong Kong
| $198M | +$27.2M | +16% | 18.8% | 77.3% | 12 | 16.67% | 1.6 |
|
| 3795 |
3795
Versant Capital Management
Phoenix,
Arizona
| $198M | -$14.8M | -7% | 7.67% | 97.3% | 1,752 | 11.82% | 3.1 |
|
| 3796 |
3796
Robertson Stephens Wealth Management
San Francisco,
California
| $198M | +$749K | +0.4% | 9.93% | 109% | 123 | 17.07% | 0.6 |
|
| 3797 |
3797
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
| $198M | +$19.3M | +11% | 10% | 172% | 5 | 40% | 0.5 |
|
| 3798 |
3798
Stokes Capital Advisors
Greenwood,
South Carolina
| $198M | +$13.1M | +7% | 4.84% | 61.3% | 77 | 11.69% | 1.7 |
|
| 3799 |
3799
Canal Capital Management
Richmond,
Virginia
| $198M | +$31.5M | +19% | 9% | 67.8% | 130 | 23.85% | 2.4 |
|
| 3800 |
3800
Algebris (UK)
London,
United Kingdom
| $198M | +$16.3M | +9% | 7.33% | 24.5% | 40 | 67.5% | 0.4 |
|