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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
Fielder Capital Group
Nashville,
Tennessee
| $470M | +$30.7M | +7% | 5.83% | – | 302 | 19.54% | 1.3 |
|
| 3777 |
3777
Platform Technology Partners
New York
| $470M | +$52.3M | +13% | 2.49% | – | 274 | 11.68% | 3.3 |
|
| 3778 |
3778
Basecamp Wealth Advisors
Bellevue,
Washington
| $469M | – | – | 4.33% | – | 1,752 | – | 0 |
|
| 3779 |
3779
Holistic Planning
Nacogdoches,
Texas
| $469M | +$88.2M | +23% | 1.9% | 61.9% | 289 | 23.88% | 1.1 |
|
| 3780 |
3780
Harvey Capital Management
Palm Beach,
Florida
| $469M | +$297K | +0.1% | 6.29% | 147% | 93 | 24.73% | 4.4 |
|
| 3781 |
3781
Verde Capital Management
Clarkston,
Michigan
| $469M | +$17.6M | +4% | 0.85% | 80.3% | 68 | 1.47% | 2.8 |
|
| 3782 |
3782
Adams Wealth Management
Logan,
Utah
| $469M | +$2.08M | +0.4% | 2.26% | 105% | 191 | 10.47% | 2 |
|
| 3783 |
3783
HS Management Partners
New York
| $469M | -$301M | -39% | 0.77% | 36.2% | 26 | 11.54% | 3.7 |
|
| 3784 |
JC
3784
Joho Capital
New York
| $469M | -$94.5M | -17% | 0.07% | 80.2% | 9 | 0% | 2.9 |
|
| 3785 |
3785
Deeter Investments
Austin,
Texas
| $468M | – | – | 12.2% | – | 111 | – | 0 |
|
| 3786 |
3786
MSH Capital Advisors
Scottsdale,
Arizona
| $468M | +$94.9M | +25% | 2.22% | 77.4% | 279 | 14.7% | 2.4 |
|
| 3787 |
3787
Madrona Financial Services
Everett,
Washington
| $468M | +$14.7M | +3% | 2.77% | 85.1% | 139 | 20.86% | 2.8 |
|
| 3788 |
3788
Coyle Financial Counsel
Glenview,
Illinois
| $468M | +$34.1M | +8% | 3.46% | 67.3% | 117 | 19.66% | 2.7 |
|
| 3789 |
3789
Sanchez Wealth Management Group
Jacksonville,
Florida
| $468M | +$17.3M | +4% | 1.13% | 61.1% | 52 | 9.62% | 3.7 |
|
| 3790 |
3790
Brooklyn FI
New York
| $467M | +$21.2M | +5% | 1.86% | 60.4% | 84 | 10.71% | 2.2 |
|
| 3791 |
3791
Patient Square Capital
Menlo Park,
California
| $467M | +$93.3M | +25% | 47.3% | 329% | 33 | 42.42% | 0.6 |
|
| 3792 |
3792
CMH Wealth Management
Portsmouth,
New Hampshire
| $467M | -$2.39M | -0.5% | 4.33% | 88% | 56 | 7.14% | 4.2 |
|
| 3793 |
MWM
3793
Mascoma Wealth Management
Hanover,
New Hampshire
| $466M | +$12.6M | +3% | 1.44% | 43.7% | 523 | 17.97% | 3.4 |
|
| 3794 |
ISFAN
3794
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
| $466M | +$171M | +58% | 2.41% | – | 277 | 16.25% | 0.7 |
|
| 3795 |
3795
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| $466M | +$6.13M | +1% | 4.89% | 70.4% | 401 | 11.97% | 1.2 |
|
| 3796 |
3796
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| $466M | +$10.6M | +2% | 1.71% | 53.6% | 59 | 1.69% | 5.7 |
|
| 3797 |
3797
Integrated Quantitative Investments
Bellevue,
Washington
| $466M | +$114M | +32% | 4.87% | – | 515 | 57.28% | 0.4 |
|
| 3798 |
3798
Cypress Point Investment Management
Mill Valley,
California
| $465M | – | – | 2.45% | – | 31 | – | 0 |
|
| 3799 |
3799
Alta Fox Capital Management
Fort Worth,
Texas
| $465M | +$16.3M | +4% | 9.3% | 261% | 21 | 47.62% | 0.8 |
|
| 3800 |
3800
Marathon Capital Management
Hunt Valley,
Maryland
| $465M | +$27.7M | +6% | 7.26% | 74% | 176 | 10.23% | 3.2 |
|