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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%
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250
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4226 |
RC
4226
Riposte Capital
New York
| $244M | -$640M | -72% | 14.1% | 370% | 34 | 47.06% |
|
| 4227 |
TA
4227
TrueWealth Advisors
Birmingham,
Alabama
| $244M | +$5.25M | +2% | 2.66% | 58.5% | 197 | 12.69% |
|
| 4228 |
TFA
4228
Triad Financial Advisors
Greensboro,
North Carolina
| $244M | +$13.9M | +6% | 5.07% | – | 100 | 8% |
|
| 4229 |
LFA
4229
Landmark Financial Advisors
Bowling Green,
Kentucky
| $244M | +$15.9M | +7% | 2.32% | 11.8% | 92 | 7.61% |
|
| 4230 |
NP
4230
Newlight Partners
New York
| $243M | -$1.24B | -84% | 10.9% | 92.8% | 3 | 33.33% |
|
| 4231 |
RC
4231
RDST Capital
Seattle,
Washington
| $243M | +$60.3M | +33% | 12.5% | 43% | 18 | 16.67% |
|
| 4232 |
CPIA
4232
Cornell Pochily Investment Advisors
Ithaca,
New York
| $243M | +$9.61M | +4% | 5.69% | 83.7% | 172 | 6.4% |
|
| 4233 |
SW
4233
Solidarity Wealth
Lehi,
Utah
| $243M | +$23M | +10% | 7.45% | 73.4% | 97 | 13.4% |
|
| 4234 |
SG
4234
Stephens Group
Little Rock,
Arkansas
| $243M | -$8.93M | -4% | 0.04% | 33.8% | 4 | 0% |
|
| 4235 |
LCGC
4235
Legacy Capital Group California
Los Gatos,
California
| $243M | +$38.3M | +19% | 7.37% | 129% | 301 | 33.89% |
|
| 4236 |
GM
4236
Granger Management
New York
| $243M | +$16.4M | +7% | 8.79% | 69.9% | 25 | 12% |
|
| 4237 |
CYG
4237
Clean Yield Group
Norwich,
Vermont
| $243M | +$8.02M | +3% | 0.51% | 65% | 442 | 11.99% |
|
| 4238 |
F1I
4238
Fund 1 Investments
Rincon,
Puerto Rico
| $243M | -$48.5M | -17% | 4.02% | 128% | 90 | 61.11% |
|
| 4239 |
BCH
4239
Berkshire Capital Holdings
San Jose,
California
| $243M | +$19.2M | +9% | 32.5% | 2,748% | 97 | 12.37% |
|
| 4240 |
CCM
4240
Crabel Capital Management
Los Angeles,
California
| $242M | +$16.9M | +8% | 8.09% | 13.9% | 130 | 50.77% |
|
| 4241 |
PP
4241
Prosperity Planning
Kansas City,
Missouri
| $242M | +$12.8M | +6% | 2.61% | 40.5% | 90 | 2.22% |
|
| 4242 |
FSA
4242
Financial Services Advisory
Rockville,
Maryland
| $242M | +$89.3M | +59% | 7.05% | 75.8% | 46 | 32.61% |
|
| 4243 |
MLIC
4243
Mandatum Life Insurance Company
Helsinki,
Finland
| $242M | -$98.2M | -29% | 5.9% | 95.9% | 72 | 6.94% |
|
| 4244 |
NF
4244
Nikulski Financial
Bettendorf,
Iowa
| $242M | +$15.5M | +7% | 7.61% | 95.8% | 134 | 13.43% |
|
| 4245 |
EFG
4245
Everhart Financial Group
Dublin,
Ohio
| $242M | +$18.9M | +8% | 9.39% | 113% | 226 | 14.6% |
|
| 4246 |
EE
4246
EWG Elevate
Roseville,
California
| $242M | +$7.41M | +3% | 4.72% | 76% | 109 | 25.69% |
|
| 4247 |
VST
4247
Van Strum & Towne
San Francisco,
California
| $242M | +$7.67M | +3% | 4.28% | 62.2% | 100 | 5% |
|
| 4248 |
DP
4248
Denver PWM
Denver,
Colorado
| $242M | +$14.3M | +6% | 3.86% | 44.8% | 99 | 6.06% |
|
| 4249 |
NCM
4249
Neumann Capital Management
Foster City,
California
| $242M | +$14M | +6% | 6.8% | 79.4% | 94 | 6.38% |
|
| 4250 |
PFU
4250
Parus Finance (UK)
London,
United Kingdom
| $242M | +$74.4M | +44% | 19.5% | 199% | 28 | 14.29% |
|