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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
4151
Squadra Investments
Rio De Janeiro,
Brazil
| $245M | -$175M | -42% | 2.84% | 1.55% | 8 | 50% | 0.5 |
|
| 4152 |
4152
Golden State Equity Partners
South Coast Metro,
California
| $245M | -$13.8M | -5% | 0.93% | – | 288 | 31.25% | 0.4 |
|
| 4153 |
4153
First United Bank & Trust
Oakland,
Maryland
| $245M | +$6.29M | +3% | 0.21% | 78% | 168 | 6.55% | 3.9 |
|
| 4154 |
4154
Capital Planning
Bellevue,
Washington
| $245M | +$9.7M | +4% | 0.7% | 81.2% | 70 | 4.29% | 0.6 |
|
| 4155 |
4155
Somerset Trust
Somerset,
Pennsylvania
| $245M | -$101K | -0% | 0.3% | 80.5% | 138 | 7.25% | 4.2 |
|
| 4156 |
4156
Harvest Investment Services
Oakbrook Terrace,
Illinois
| $245M | +$6.87M | +3% | 1.38% | 282% | 341 | 35.48% | 1 |
|
| 4157 |
4157
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| $245M | -$2.41M | -1% | 0.66% | 83% | 116 | 7.76% | 4.8 |
|
| 4158 |
4158
Canvas Wealth Advisors
Shawnee,
Kansas
| $245M | +$21.8M | +10% | 0.19% | 115% | 123 | 7.32% | 0.5 |
|
| 4159 |
4159
Lumature Wealth Partners
Alpharetta,
Georgia
| $245M | +$2.9M | +1% | 1.45% | – | 420 | 12.38% | 0.5 |
|
| 4160 |
4160
United Capital Management of KS
Salina,
Kansas
| $244M | -$670K | -0.3% | 1.03% | 272% | 99 | 12.12% | 1.9 |
|
| 4161 |
4161
Peloton Wealth Strategists
Indianapolis,
Indiana
| $244M | +$1.94M | +0.8% | 0.52% | 51.3% | 93 | 15.05% | 2.5 |
|
| 4162 |
4162
Private Capital Management (Colorado)
Denver,
Colorado
| $244M | +$26M | +12% | 0.2% | 20% | 141 | 14.18% | 1.5 |
|
| 4163 |
4163
Thomas Story & Son
Culver,
Indiana
| $244M | -$24M | -9% | 0.04% | 101% | 65 | 0% | 4.7 |
|
| 4164 |
4164
Concord Wealth Partners
Abingdon,
Virginia
| $244M | -$105M | -30% | 1.84% | 71.1% | 1,083 | 19.11% | 0.6 |
|
| 4165 |
4165
Searle & Co
Greenwich,
Connecticut
| $244M | -$354K | -0.1% | 0.26% | 93.8% | 153 | 7.19% | 3.5 |
|
| 4166 |
4166
AMJ Financial Wealth Management
Leesburg,
Virginia
| $244M | +$14.2M | +6% | 2.41% | 167% | 107 | 32.71% | 0.8 |
|
| 4167 |
4167
Stone House Capital Management
Bay Harbor Islands,
Florida
| $244M | +$7.3M | +3% | 5.7% | 151% | 3 | 66.67% | 0.5 |
|
| 4168 |
4168
Vivid Financial Management
Orcutt,
California
| $244M | +$472K | +0.2% | 0.43% | – | 163 | 23.93% | 1 |
|
| 4169 |
WA
4169
WP Advisors
San Francisco,
California
| $244M | +$4M | +2% | 1.16% | 113% | 107 | 6.54% | 1.9 |
|
| 4170 |
4170
Wisconsin Capital Management
Madison,
Wisconsin
| $244M | -$11.6M | -5% | 0.84% | 153% | 60 | 10% | 3.2 |
|
| 4171 |
SM
4171
Salzhauer Michael
| $244M | +$15.9M | +7% | 1.41% | 98% | 143 | 16.78% | 2.8 |
|
| 4172 |
4172
Voss Capital
Houston,
Texas
| $244M | +$3.22M | +1% | 2.49% | 78.4% | 48 | 47.92% | 0.7 |
|
| 4173 |
4173
Independent Family Office
Albany,
New York
| $243M | -$12.9M | -5% | 2.13% | 68.4% | 60 | 18.33% | 1.5 |
|
| 4174 |
4174
New Harbor Financial Group
Worcester,
Massachusetts
| $243M | -$53.4M | -18% | 7.2% | 94.6% | 27 | 25.93% | 2.4 |
|
| 4175 |
4175
BHK Investment Advisors
Birmingham,
Alabama
| $243M | -$2.06M | -0.8% | 1.17% | 54.6% | 66 | 3.03% | 2.7 |
|