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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4226 |
4226
Bouvel Investment Partners
Phoenixville,
Pennsylvania
| $442M | +$97.7M | +28% | 44% | 199% | 95 | 29.47% | 2 |
|
| 4227 |
4227
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $442M | +$22.6M | +5% | 7.51% | 41.6% | 57 | 7.02% | 7.7 |
|
| 4228 |
HH
4228
HWG Holdings
Houston,
Texas
| $442M | +$57.7M | +15% | 23.1% | – | 64 | 45.31% | 2.3 |
|
| 4229 |
4229
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
| $442M | +$61M | +16% | 17.1% | – | 173 | 12.72% | 3.3 |
|
| 4230 |
4230
Sagewood Asset Management
New York
| $442M | +$123M | +38% | 18.6% | – | 460 | 32.83% | 0.3 |
|
| 4231 |
4231
Doliver Advisors
Houston,
Texas
| $442M | +$2.02M | +0.5% | 5.39% | 92.3% | 196 | 10.71% | 3.8 |
|
| 4232 |
4232
Twin Peaks Wealth Advisors
Burlingame,
California
| $442M | +$44.4M | +11% | 17.9% | – | 2,368 | 90.63% | 1.4 |
|
| 4233 |
4233
EdgeRock Capital
Denver,
Colorado
| $441M | +$71.8M | +19% | 15.9% | 71.3% | 142 | 16.9% | 1.4 |
|
| 4234 |
AA
4234
Alta Advisers
London,
United Kingdom
| $441M | +$165M | +60% | 27.9% | 114% | 224 | 10.27% | 2.7 |
|
| 4235 |
PTB
4235
Pioneer Trust Bank
Salem,
Oregon
| $441M | +$29M | +7% | 11.1% | 61.4% | 90 | 11.11% | 7.6 |
|
| 4236 |
4236
Morton Brown Family Wealth
Allentown,
Pennsylvania
| $441M | +$62.7M | +17% | 11% | 54.5% | 424 | 32.78% | 1.8 |
|
| 4237 |
CSWG
4237
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| $441M | +$61.8M | +16% | 15.7% | 67.3% | 74 | 24.32% | 3.8 |
|
| 4238 |
4238
Long Walk Management
Greenwich,
Connecticut
| $441M | +$97.3M | +28% | 24.6% | 302% | 16 | 43.75% | 1.1 |
|
| 4239 |
4239
Droms Strauss Advisors
St. Louis,
Missouri
| $441M | +$57.9M | +15% | 16.3% | 68.7% | 87 | 18.39% | 3.6 |
|
| 4240 |
4240
Roberts Wealth Advisors
Palo Alto,
California
| $440M | +$46.3M | +12% | 14% | 81.1% | 116 | 9.48% | 2.6 |
|
| 4241 |
EC
4241
Euclidean Capital
New York
| $440M | +$47.5M | +12% | 9.15% | 79.7% | 11 | 9.09% | 3.6 |
|
| 4242 |
4242
Turiya Advisors Asia
Hong Kong
| $440M | -$56.7M | -11% | 62.6% | 247% | 5 | 40% | 0.5 |
|
| 4243 |
4243
New Capital Management
Houston,
Texas
| $439M | +$33.4M | +8% | 8.19% | 55.4% | 61 | 4.92% | 3.7 |
|
| 4244 |
4244
OnyxPoint Global Management
New York
| $439M | +$14.5M | +3% | 6.63% | 162% | 40 | 47.5% | 0.6 |
|
| 4245 |
4245
HighVista Strategies
Boston,
Massachusetts
| $439M | +$76.4M | +21% | 35.3% | 622% | 185 | 36.22% | 1.1 |
|
| 4246 |
4246
Bridge City Capital
Lake Oswego,
Oregon
| $438M | +$77.3M | +21% | 33.7% | 120% | 120 | 15% | 4.1 |
|
| 4247 |
4247
Astoria Strategic Wealth
Conroe,
Texas
| $438M | +$43.9M | +11% | 10.1% | 42.1% | 38 | 7.89% | 4.5 |
|
| 4248 |
4248
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $438M | +$36.7M | +9% | 14.8% | 73.3% | 128 | 15.63% | 5.8 |
|
| 4249 |
4249
Prudent Man Advisors
Naperville,
Illinois
| $438M | +$104M | +31% | 22.1% | 82.8% | 149 | 15.44% | 3.7 |
|
| 4250 |
4250
Fairway Wealth
Independence,
Ohio
| $437M | +$58.4M | +15% | 12.8% | – | 258 | 33.72% | 1.2 |
|