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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
4101
Whitener Capital Management
Rocky Mount,
North Carolina
| $261M | +$21.5M | +9% | 8.17% | 113% | 146 | 6.85% | 3.8 |
|
| 4102 |
4102
Guidance Point Advisors
Wellesley,
Massachusetts
| $260M | +$12.4M | +5% | 5.84% | 71.8% | 80 | 6.25% | 3.1 |
|
| 4103 |
4103
Diana Davis Spencer Foundation
Bethesda,
Maryland
| $260M | -$4.55M | -2% | 1.72% | 13.4% | 3 | 0% | 8.5 |
|
| 4104 |
HCM
4104
Hudson Capital Management
Ramsey,
New Jersey
| $260M | +$8.2M | +3% | 2.87% | 66.8% | 70 | 14.29% | 3.1 |
|
| 4105 |
4105
Ignite Planners
San Clemente,
California
| $260M | +$16.6M | +7% | 8.41% | 83.8% | 270 | 11.85% | 1 |
|
| 4106 |
4106
Cobalt Capital Management
Short Hills,
New Jersey
| $260M | -$15.1M | -5% | 10.4% | 235% | 41 | 63.41% | 0.6 |
|
| 4107 |
FAP
4107
Financial Advisory Partners
Winter Park,
Florida
| $260M | +$7.25M | +3% | 4.07% | 52.9% | 65 | 6.15% | 1.3 |
|
| 4108 |
4108
Windham Capital Management
Boston,
Massachusetts
| $260M | +$8.38M | +3% | 3.73% | 8.3% | 87 | 3.45% | 3.4 |
|
| 4109 |
MP
4109
Mediatel Partners
Fort Worth,
Texas
| $260M | +$17.5M | +7% | 7.78% | 11.6% | 3 | 0% | 7 |
|
| 4110 |
4110
VeraBank
Henderson,
Texas
| $260M | +$44.9M | +21% | 5.15% | 60.6% | 138 | 2.9% | 3.2 |
|
| 4111 |
4111
Banco BTG Pactual
Rio De Janeiro,
Brazil
| $259M | -$10.7M | -4% | 15.3% | 135% | 178 | 75.28% | 0.3 |
|
| 4112 |
CWM
4112
Cedar Wealth Management
Walnut Creek,
California
| $259M | +$14.4M | +6% | 4.26% | 68.1% | 312 | 8.33% | 2.9 |
|
| 4113 |
4113
ArchPoint Investors
Coral Gables,
Florida
| $259M | +$28.8M | +13% | 10.2% | 111% | 57 | 3.51% | 4.1 |
|
| 4114 |
4114
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| $259M | -$1.67M | -0.6% | 3.77% | 68.3% | 26 | 57.69% | 2.8 |
|
| 4115 |
4115
MilWealth Group
Milwaukee,
Wisconsin
| $259M | +$6.38M | +3% | 3.09% | 36.8% | 64 | 10.94% | 3.5 |
|
| 4116 |
4116
Astoria Portfolio Advisors
New York
| $258M | +$21.6M | +9% | 3.79% | 75.4% | 204 | 15.2% | 0.9 |
|
| 4117 |
4117
WR Wealth Planners
Columbia,
Missouri
| $258M | +$26.8M | +12% | 4.86% | 22.1% | 1,002 | 16.67% | 0.7 |
|
| 4118 |
4118
NinePointTwo Capital
Los Angeles,
California
| $258M | -$6.98M | -3% | 2.77% | 1.62% | 341 | 54.55% | 0.6 |
|
| 4119 |
4119
DeDora Capital
Napa,
California
| $258M | +$23.6M | +10% | 8.06% | 91.2% | 106 | 7.55% | 1.9 |
|
| 4120 |
4120
Aries Wealth Management
Portland,
Maine
| $258M | +$14M | +6% | 6.27% | 87.7% | 207 | 8.7% | 1.1 |
|
| 4121 |
4121
High Net Worth Advisory Group
Naples,
Florida
| $258M | +$12.3M | +5% | 5.32% | 75.7% | 204 | 9.8% | 1.4 |
|
| 4122 |
4122
Bard Associates
Chicago,
Illinois
| $258M | +$15.7M | +6% | 8.97% | 241% | 197 | 9.64% | 4.8 |
|
| 4123 |
4123
Column Group
San Francisco,
California
| $258M | -$18.9M | -7% | 28.3% | 95.1% | 7 | 0% | 2.2 |
|
| 4124 |
4124
Mount Capital
London,
United Kingdom
| $258M | +$4.34M | +2% | 3.77% | 34.4% | 45 | 46.67% | 1.1 |
|
| 4125 |
4125
Sicart Associates
New York
| $257M | +$289K | +0.1% | 2.89% | 99.1% | 73 | 10.96% | 3.4 |
|