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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
BCWM LLC
Overland Park,
Kansas
| $295M | +$21.4M | +8% | 12.6% | – | 66 | 13.64% | 4.2 |
|
| 4052 |
4052
Werba Rubin Papier Wealth Management
San Jose,
California
| $295M | +$13.6M | +5% | 11.5% | 73.5% | 132 | 14.39% | 0.8 |
|
| 4053 |
4053
ValueWorks
New York
| $294M | +$19.5M | +7% | 9.6% | 190% | 34 | 8.82% | 4.9 |
|
| 4054 |
4054
Astoria Strategic Wealth
Conroe,
Texas
| $294M | +$28.5M | +11% | 8.72% | 42.1% | 32 | 0% | 2.9 |
|
| 4055 |
4055
G2 Capital Management
Columbus,
Ohio
| $294M | +$71.3M | +32% | 9.38% | 55.1% | 65 | 36.92% | 1.2 |
|
| 4056 |
4056
J. Arnold Wealth Management
Youngstown,
Ohio
| $294M | +$46.5M | +19% | 13.3% | 46.2% | 38 | 34.21% | 1.4 |
|
| 4057 |
4057
Goodman Advisory Group
Needham,
Massachusetts
| $294M | +$25.9M | +10% | 11.1% | 101% | 179 | 26.82% | 1.2 |
|
| 4058 |
4058
Timber Creek Capital Management
Boston,
Massachusetts
| $293M | +$16.8M | +6% | 10.7% | 139% | 134 | 11.19% | 5.9 |
|
| 4059 |
4059
Hill Island Financial
Grand Rapids,
Michigan
| $293M | +$41.7M | +17% | 11.3% | 78.3% | 76 | 36.84% | 1.1 |
|
| 4060 |
4060
Benin Management Corp
Wilton,
Connecticut
| $293M | +$23.7M | +9% | 11.1% | 91.7% | 108 | 11.11% | 6.8 |
|
| 4061 |
4061
Vickerman Investment Advisors
Spokane,
Washington
| $293M | +$48.4M | +20% | 7.98% | 47.3% | 68 | 11.76% | 1.9 |
|
| 4062 |
4062
11 Capital Partners
Darien,
Connecticut
| $293M | +$77.6M | +36% | 13.9% | 101% | 18 | 27.78% | 1.2 |
|
| 4063 |
4063
BetterWealth
San Jose,
California
| $292M | +$44.1M | +18% | 10.3% | 63.3% | 62 | 22.58% | 1.1 |
|
| 4064 |
4064
Georgetown University
Washington,
District of Columbia
| $292M | +$15.8M | +6% | 6.6% | 79.9% | 24 | 12.5% | 2.1 |
|
| 4065 |
4065
Value Star Asset Management
Hong Kong
| $292M | +$8.77M | +3% | 23.1% | – | 27 | 37.04% | 0.5 |
|
| 4066 |
4066
Marcho Partners
London,
United Kingdom
| $292M | -$30.3M | -9% | 21.6% | 115% | 9 | 11.11% | 2.2 |
|
| 4067 |
4067
Horiko Capital Management
New York
| $292M | +$101M | +53% | 17.4% | 275% | 27 | 3.7% | 3.2 |
|
| 4068 |
4068
Brady Family Wealth
Saint Louis,
Missouri
| $292M | +$33.2M | +13% | 10.7% | 74.7% | 121 | 9.09% | 0.9 |
|
| 4069 |
4069
Keystone Wealth Services
Palm Desert,
California
| $292M | +$28.4M | +11% | 9.35% | 91.1% | 225 | 13.78% | 1.3 |
|
| 4070 |
4070
Steadview Capital Management
London,
United Kingdom
| $292M | +$43.4M | +17% | 31.1% | 839% | 8 | 12.5% | 2.4 |
|
| 4071 |
4071
Beck Capital Management
Austin,
Texas
| $292M | +$32.2M | +12% | 11.9% | 291% | 126 | 34.13% | 1.4 |
|
| 4072 |
TM
4072
Tikvah Management
Charlotte,
North Carolina
| $291M | +$12.6M | +5% | 5.4% | 169% | 23 | 8.7% | 3.9 |
|
| 4073 |
4073
Meridian Investment Counsel
Lafayette,
California
| $291M | +$24.4M | +9% | 11% | 116% | 210 | 4.76% | 6.3 |
|
| 4074 |
4074
Permit Capital
West Conshohocken,
Pennsylvania
| $291M | +$54.7M | +23% | 25.8% | 121% | 26 | 3.85% | 5.3 |
|
| 4075 |
4075
Untitled Investments
New York
| $291M | +$9.06M | +3% | 14.4% | 79.6% | 20 | 20% | 1.5 |
|