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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
4051
Washington University
St Louis,
Missouri
| $277M | -$79.6M | -22% | 25.8% | 44% | 7 | 14.29% | 0.7 |
|
| 4052 |
4052
Carrhae Capital
London,
United Kingdom
| $277M | -$14.5M | -5% | 1.85% | 182% | 24 | 66.67% | 0.3 |
|
| 4053 |
4053
44 Wealth Management
Eugene,
Oregon
| $277M | -$10.9M | -4% | 2.32% | – | 191 | 17.28% | 1 |
|
| 4054 |
4054
Stonebridge Capital Management
Los Angeles,
California
| $277M | -$10.2M | -4% | 1.96% | – | 101 | 2.97% | 6.2 |
|
| 4055 |
4055
P/E Global LLC
Boston,
Massachusetts
| $277M | – | – | 6.12% | 49% | 1 | – | 0 |
|
| 4056 |
4056
Liberty Wealth Management
Oakland,
California
| $277M | -$2.03B | -88% | 2.74% | 64.2% | 185 | 60.54% | 1.4 |
|
| 4057 |
4057
Confluence Wealth Services
Mcmurray,
Pennsylvania
| $277M | -$33.1M | -11% | 0.15% | 64.5% | 1,303 | 81.96% | 0.2 |
|
| 4058 |
4058
Meteora Capital
Boca Raton,
Florida
| $277M | – | – | 0.92% | 56.9% | 181 | – | 0 |
|
| 4059 |
4059
Beaird Harris Wealth Management
Dallas,
Texas
| $277M | +$3.07M | +1% | 0.34% | 41.3% | 777 | 29.99% | 0.2 |
|
| 4060 |
4060
PSquared Asset Management
Zurich,
Switzerland
| $277M | -$658M | -70% | 2.94% | 178% | 11 | 54.55% | 0.4 |
|
| 4061 |
4061
Fairfield Financial Advisors
Wellesley,
Massachusetts
| $277M | – | – | 3.38% | – | 312 | – | 0 |
|
| 4062 |
4062
Cannon Financial Strategists
Athens,
Georgia
| $277M | -$1.79M | -0.6% | 4.92% | 56.7% | 67 | 10.45% | 2.3 |
|
| 4063 |
WA
4063
Wealth Advisors
Rancho Santa Fe,
California
| $277M | -$11.6M | -4% | 4.78% | 40% | 79 | 26.58% | 1.5 |
|
| 4064 |
WA
4064
Winfield Associates
Cleveland,
Ohio
| $276M | -$23.8M | -8% | 4.99% | 77.8% | 160 | 7.5% | 4 |
|
| 4065 |
4065
Uncommon Cents Investing
Janesville,
Wisconsin
| $276M | +$9.7M | +4% | 1.68% | 91.4% | 145 | 8.28% | 2.8 |
|
| 4066 |
4066
Rainey & Randall Wealth Advisors
Celebration,
Florida
| $276M | +$32.8M | +13% | 4.58% | 52.3% | 58 | 17.24% | 1.8 |
|
| 4067 |
4067
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $276M | -$11.3M | -4% | 4.04% | 81% | 1,051 | 17.41% | 2 |
|
| 4068 |
4068
Selective Wealth Management
Forest,
Virginia
| $276M | +$30.9M | +13% | 3.13% | 74.4% | 815 | 24.29% | 1.1 |
|
| 4069 |
4069
Knuff & Co
Foster City,
California
| $276M | -$46.9M | -15% | 6.54% | 85.8% | 160 | 19.38% | 2.4 |
|
| 4070 |
4070
22NW LP
Seattle,
Washington
| $275M | -$48M | -15% | 3.39% | 138% | 26 | 7.69% | 2 |
|
| 4071 |
4071
Ameraudi Asset Management
New York
| $275M | +$13.3M | +5% | 0.96% | 47.1% | 61 | 27.87% | 1.2 |
|
| 4072 |
4072
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
| $275M | -$113M | -29% | 10.4% | 36.7% | 5 | 0% | 3.5 |
|
| 4073 |
4073
Chesapeake Wealth Management
Williamsburg,
Virginia
| $275M | -$21.8M | -7% | 4.85% | 65.9% | 200 | 9.5% | 3.1 |
|
| 4074 |
4074
High Net Worth Advisory Group
Naples,
Florida
| $275M | -$11.3M | -4% | 3.31% | 75.7% | 743 | 13.73% | 0.2 |
|
| 4075 |
4075
HM Capital Management
Clayton,
Missouri
| $275M | +$12.3M | +5% | 3.9% | 29.6% | 62 | 12.9% | 3.8 |
|