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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
3976
Untitled Investments
New York
| $261M | +$27.2M | +12% | 18% | 79.6% | 20 | 45% | 1.3 |
|
| 3977 |
3977
San Luis Wealth Advisors
San Luis Obispo,
California
| $261M | +$153M | +143% | 8.01% | 65% | 173 | 68.21% | 0.5 |
|
| 3978 |
3978
Nightview Capital
Austin,
Texas
| $261M | +$108M | +70% | 63.4% | 170% | 15 | 6.67% | 1.8 |
|
| 3979 |
3979
Platte River Wealth Advisors
Louisville,
Colorado
| $261M | +$24M | +10% | 5.6% | 28.6% | 98 | 17.35% | 2.4 |
|
| 3980 |
3980
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| $261M | +$194M | +289% | 5.41% | – | 1,334 | 68.89% | 0.2 |
|
| 3981 |
3981
JW Asset Management
Miami Beach,
Florida
| $261M | +$17.5M | +7% | 1.77% | 251% | 10 | 40% | 1.8 |
|
| 3982 |
3982
Fernwood Investment Management
Quincy,
Massachusetts
| $261M | +$18.7M | +8% | 11.8% | 83.4% | 189 | 6.35% | 4.7 |
|
| 3983 |
3983
RS Crum Inc
Newport Beach,
California
| $261M | +$47M | +22% | 4.65% | 54.2% | 74 | 8.11% | 1 |
|
| 3984 |
3984
Park Edge Advisors
Cleveland,
Ohio
| $260M | +$32.7M | +14% | 7.88% | 61.1% | 111 | 23.42% | 0.2 |
|
| 3985 |
3985
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| $260M | -$5.39M | -2% | 1.31% | 94.2% | 56 | 73.21% | 3.3 |
|
| 3986 |
3986
Stewardship Advisors
Mount Joy,
Pennsylvania
| $260M | +$11.9M | +5% | 4.2% | 46.1% | 55 | 34.55% | 1.8 |
|
| 3987 |
3987
New World Advisors
Hingham,
Massachusetts
| $260M | -$33.7M | -11% | 0.68% | 84.1% | 72 | 22.22% | 1.4 |
|
| 3988 |
GJCM
3988
Grand Jean Capital Management
San Francisco,
California
| $260M | +$38.1M | +17% | 11.5% | 61.4% | 45 | 4.44% | 4.5 |
|
| 3989 |
3989
Financial Strategies Group
Okemos,
Michigan
| $260M | +$19M | +8% | 4.99% | 44.9% | 83 | 12.05% | 2.1 |
|
| 3990 |
3990
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| $260M | +$16.8M | +7% | 5.31% | 84.3% | 184 | 16.85% | 1.9 |
|
| 3991 |
3991
Arlington Financial Advisors
Santa Barbara,
California
| $260M | +$22.5M | +9% | 6.73% | 67.6% | 71 | 25.35% | 3.3 |
|
| 3992 |
3992
Baker Boyer National Bank
Walla Walla,
Washington
| $260M | +$21.3M | +9% | 5.74% | 49.3% | 81 | 3.7% | 4.7 |
|
| 3993 |
SL
3993
SWF LLC
Omaha,
Nebraska
| $259M | -$59.4M | -19% | 0.51% | 82.9% | 2 | 0% | 5.3 |
|
| 3994 |
3994
Presilium Private Wealth
Radnor,
Pennsylvania
| $259M | +$20.9M | +9% | 5.21% | 45.9% | 52 | 7.69% | 0.2 |
|
| 3995 |
3995
S.E.E.D. Planning Group
Binghamton,
New York
| $259M | +$28.4M | +12% | 7.66% | 57.3% | 91 | 9.89% | 2 |
|
| 3996 |
3996
Astoria Strategic Wealth
Conroe,
Texas
| $259M | +$20M | +8% | 4.86% | 42.1% | 35 | 17.14% | 2.3 |
|
| 3997 |
3997
Bridge Advisory
Pasadena,
California
| $259M | +$19.5M | +8% | 5.5% | 6.7% | 138 | 18.84% | 1.4 |
|
| 3998 |
3998
NewGen Asset Management
Toronto,
Ontario, Canada
| $259M | +$60.4M | +30% | 7.27% | 402% | 35 | 62.86% | 0.4 |
|
| 3999 |
3999
Wealth Dimensions Group
Cincinnati,
Ohio
| $258M | +$13.6M | +6% | 4.62% | 63.6% | 136 | 7.35% | 1.8 |
|
| 4000 |
FCT
4000
Family Capital Trust
Peabody,
Massachusetts
| $258M | +$11.9M | +5% | 8.46% | 39.1% | 52 | 3.85% | 7.4 |
|