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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
3876
Janiczek Wealth Management
Denver,
Colorado
| $283M | +$7.54M | +3% | 0.88% | 16.4% | 1,056 | 15.53% | 1.1 |
|
| 3877 |
3877
Scholtz & Company
Stamford,
Connecticut
| $283M | -$9.7M | -3% | 0.74% | 89.2% | 80 | 22.5% | 1.7 |
|
| 3878 |
3878
Perennial Investment Advisors
Los Angeles,
California
| $283M | +$8.45M | +3% | 0.69% | 84.3% | 232 | 13.36% | 1.1 |
|
| 3879 |
3879
Opes Wealth Management
Menlo Park,
California
| $283M | +$12.4M | +5% | 0.53% | 54.1% | 96 | 10.42% | 1.4 |
|
| 3880 |
3880
KPCB DGF II Associates
Menlo Park,
California
| $283M | +$6.2M | +2% | 31.7% | 2.08% | 4 | 75% | 0.4 |
|
| 3881 |
SVG
3881
Sun Valley Gold
Sun Valley,
Idaho
| $282M | -$1.56B | -85% | 15.4% | 160% | 16 | 12.5% | 2.3 |
|
| 3882 |
3882
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| $282M | +$3.48M | +1% | 0.78% | 143% | 79 | 27.85% | 1 |
|
| 3883 |
3883
Capital Advisors Wealth Management
Yakima,
Washington
| $282M | +$12.2M | +5% | 0.93% | 70.5% | 106 | 16.98% | 0.4 |
|
| 3884 |
3884
Dark Forest Capital Management
San Juan,
Puerto Rico
| $282M | +$51.1M | +22% | 0.49% | 63% | 1,655 | 74.44% | 0.1 |
|
| 3885 |
3885
Roanoke Asset Management
Jersey City,
New Jersey
| $282M | -$6.32M | -2% | 1.64% | 50.3% | 116 | 6.9% | 4.7 |
|
| 3886 |
3886
Harbert Fund Advisors
Birmingham,
Alabama
| $282M | +$102M | +57% | 1.4% | 70.8% | 47 | 55.32% | 0.6 |
|
| 3887 |
3887
Foresite Capital Management II
Larkspur,
California
| $281M | -$90.3M | -24% | 22.9% | 66.2% | 4 | 0% | 3.4 |
|
| 3888 |
HWMA
3888
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
| $281M | +$17.3M | +7% | 1.4% | – | 940 | 9.15% | 0.4 |
|
| 3889 |
3889
IAG Wealth Partners
Waukesha,
Wisconsin
| $281M | +$2.45M | +0.9% | 0.97% | 47.3% | 402 | 11.44% | 1.3 |
|
| 3890 |
3890
Evergreen Advisors
Chattanooga,
Tennessee
| $281M | +$50.4M | +22% | 0.67% | – | 15 | 13.33% | 1.6 |
|
| 3891 |
MKC
3891
M. Kraus & Co
Shelburne,
Vermont
| $281M | +$2.85M | +1% | 1.57% | 65.9% | 78 | 8.97% | 4 |
|
| 3892 |
3892
Peddock Capital Advisors
Braintree,
Massachusetts
| $281M | -$5.34M | -2% | 0.36% | 113% | 145 | 4.83% | 4.3 |
|
| 3893 |
3893
Ursa Fund Management
Danville,
California
| $281M | +$202M | +259% | 4.43% | 93.5% | 33 | 96.97% | 0 |
|
| 3894 |
3894
Eldridge Investment Advisors
Manchester,
New Hampshire
| $281M | +$4.46M | +2% | 0.69% | 50.9% | 123 | 8.94% | 2.3 |
|
| 3895 |
3895
Prism Advisors
Studio City,
California
| $281M | -$7.03M | -2% | 1.54% | 54.6% | 56 | 8.93% | 2.2 |
|
| 3896 |
3896
Taylor Wealth Management Partners
Boston,
Massachusetts
| $280M | -$3.27M | -1% | 3.09% | 62% | 74 | 12.16% | 2 |
|
| 3897 |
3897
Liberty Wealth Management
Oakland,
California
| $280M | +$23.1M | +9% | 0.12% | 64.2% | 1,261 | 14.35% | 1.6 |
|
| 3898 |
3898
Hi-Line Capital Management
Watertown,
South Dakota
| $280M | +$17M | +6% | 0.99% | 57.5% | 28 | 10.71% | 1.8 |
|
| 3899 |
3899
Sourcerock Group
Denver,
Colorado
| $280M | +$27.3M | +11% | 0.65% | 59.1% | 19 | 36.84% | 0.4 |
|
| 3900 |
3900
Chesapeake Wealth Management
Williamsburg,
Virginia
| $280M | -$28.7M | -9% | 0.47% | 65.9% | 223 | 10.76% | 2.6 |
|