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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
Harbourvest Partners
Boston,
Massachusetts
| $299M | +$4.02M | +1% | 20.6% | 8.96% | 60 | 15% | 2.2 |
|
| 4027 |
4027
Prosperity Consulting Group
Owings Mills,
Maryland
| $299M | +$80.9M | +37% | 10.6% | 66.8% | 205 | 29.76% | 0.9 |
|
| 4028 |
4028
Endeavour Capital Advisors
Greenwich,
Connecticut
| $298M | +$49.5M | +20% | 17.8% | 105% | 33 | 3.03% | 3.5 |
|
| 4029 |
4029
ETF Portfolio Partners
Leawood,
Kansas
| $298M | +$27.3M | +10% | 10.3% | 50.2% | 50 | 14% | 4.3 |
|
| 4030 |
4030
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| $298M | +$28.5M | +11% | 11% | 74% | 71 | 7.04% | 6.3 |
|
| 4031 |
4031
Northwest Capital Management
Lake Oswego,
Oregon
| $298M | +$39.2M | +15% | 9.77% | 57% | 598 | 13.55% | 1 |
|
| 4032 |
4032
Scott Capital Advisors
Portland,
Oregon
| $298M | +$47M | +19% | 10% | 50.9% | 52 | 13.46% | 1.4 |
|
| 4033 |
4033
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| $298M | +$15.6M | +6% | 10.1% | 73.9% | 246 | 15.85% | 1.6 |
|
| 4034 |
4034
Alliance Wealth Advisors (Utah)
Centerville,
Utah
| $298M | +$27.8M | +10% | 10.7% | 70.7% | 240 | 13.33% | 0.8 |
|
| 4035 |
4035
Auxano Advisors
Bellevue,
Washington
| $298M | +$53M | +22% | 12.1% | 85.4% | 136 | 30.88% | 1.7 |
|
| 4036 |
4036
Peak Financial Management
Wellesley,
Massachusetts
| $298M | +$22.8M | +8% | 8.91% | 58.2% | 89 | 23.6% | 3.5 |
|
| 4037 |
4037
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| $298M | +$37.8M | +15% | 11.3% | 83.4% | 74 | 6.76% | 2.2 |
|
| 4038 |
WWMSC
4038
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $298M | +$25.4M | +9% | 6.65% | 36.4% | 238 | 13.45% | 2.7 |
|
| 4039 |
4039
VeraBank
Henderson,
Texas
| $297M | +$36.6M | +14% | 9.12% | 60.6% | 145 | 8.97% | 3.5 |
|
| 4040 |
4040
Caligan Partners
New York
| $297M | +$78.8M | +36% | 50% | 2,628% | 13 | 15.38% | 0.9 |
|
| 4041 |
4041
Medicxi Ventures Management
St. Helier,
Jersey
| $296M | -$17M | -5% | 15.6% | 369% | 6 | 16.67% | 2.7 |
|
| 4042 |
4042
Mountain Capital Investment Advisors
Westminster,
Colorado
| $296M | +$29.3M | +11% | 9.18% | 63.3% | 66 | 16.67% | 2 |
|
| 4043 |
4043
Bordeaux Wealth Advisors
Menlo Park,
California
| $296M | +$48.8M | +20% | 12.1% | 141% | 114 | 22.81% | 1.7 |
|
| 4044 |
4044
Barry Investment Advisors
New Bedford,
Massachusetts
| $296M | +$17.8M | +6% | 8.23% | 66.7% | 120 | 16.67% | 3.4 |
|
| 4045 |
DI
4045
DDFG Inc
Thousand Oaks,
California
| $296M | +$24.3M | +9% | 9.01% | 56.3% | 75 | 9.33% | 0.9 |
|
| 4046 |
4046
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| $295M | +$5.56M | +2% | 19.1% | 240% | 81 | 48.15% | 3.2 |
|
| 4047 |
4047
Bayview Asset Management
Coral Gables,
Florida
| $295M | -$66.4M | -18% | 8.9% | 55.4% | 24 | 58.33% | 0.4 |
|
| 4048 |
WFI
4048
West Family Investments
Carlsbad,
California
| $295M | +$8.54M | +3% | 8.28% | 116% | 266 | 25.94% | 1.4 |
|
| 4049 |
4049
Forest Avenue Capital Management
Miami,
Florida
| $295M | +$73.4M | +33% | 12.5% | 415% | 32 | 56.25% | 0.5 |
|
| 4050 |
SC
4050
Stephens Consulting
Flint,
Michigan
| $295M | +$49M | +20% | 9.59% | 50.1% | 513 | 7.6% | 1.7 |
|