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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4276 |
4276
Eldred Rock Partners
San Antonio,
Texas
| $385M | -$15.5M | -4% | 7.36% | 109% | 33 | 12.12% | 1.6 |
|
| 4277 |
4277
Core Wealth Advisors (Florida)
Lakeland,
Florida
| $385M | +$1.9M | +0.5% | 2.52% | 59.7% | 98 | 10.2% | 2.3 |
|
| 4278 |
4278
O'Keefe Stevens Advisory
Rochester,
New York
| $385M | +$16M | +4% | 6.85% | 208% | 69 | 7.25% | 3.9 |
|
| 4279 |
4279
Plan Group Financial
Oklahoma City,
Oklahoma
| $385M | +$12.8M | +3% | 2.65% | 63.4% | 219 | 23.29% | 1.2 |
|
| 4280 |
4280
Seafarer Capital Partners
Larkspur,
California
| $385M | +$34.3M | +10% | 3.4% | 61.3% | 9 | 22.22% | 3.1 |
|
| 4281 |
4281
Hartford Financial Management
Hartford,
Connecticut
| $385M | +$7.26M | +2% | 2.44% | 87.9% | 345 | 3.48% | 7 |
|
| 4282 |
4282
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| $385M | +$10.9M | +3% | 3.27% | 74% | 79 | 5.06% | 7.3 |
|
| 4283 |
4283
Dayah Capital
Stamford,
Connecticut
| $385M | – | – | 12.8% | – | 36 | – | 0 |
|
| 4284 |
AWA
4284
Aquire Wealth Advisors
South Jordan,
Utah
| $385M | -$21.7M | -5% | 2.35% | 60.2% | 52 | 9.62% | 2.8 |
|
| 4285 |
4285
Delta Financial Advisors
New Orleans,
Louisiana
| $385M | +$30.5M | +9% | 3.96% | 107% | 153 | 7.84% | 4 |
|
| 4286 |
4286
Boltwood Capital Management
Walnut Creek,
California
| $385M | +$8.88M | +2% | 2.07% | 63% | 186 | 6.45% | 6.4 |
|
| 4287 |
4287
Alpine Investment Management
Hong Kong
| $384M | +$89M | +30% | 12.3% | 33.7% | 11 | 63.64% | 0.3 |
|
| 4288 |
4288
Truffle Hound Capital
Bethesda,
Maryland
| $384M | +$26.4M | +7% | 8.32% | – | 57 | 21.05% | 0.6 |
|
| 4289 |
4289
WBI Investments
Red Bank,
New Jersey
| $384M | -$7.57M | -2% | 2.72% | 105% | 401 | 49.38% | 0.8 |
|
| 4290 |
4290
Premier Financial Group
Eureka,
California
| $384M | +$9.31M | +2% | 3.6% | – | 84 | 59.52% | 0.3 |
|
| 4291 |
4291
Opal Wealth Advisors
Jericho,
New York
| $384M | +$24.2M | +7% | 2.42% | 62.3% | 222 | 19.37% | 2.2 |
|
| 4292 |
4292
Accel Leaders 4 Associates
Palo Alto,
California
| $383M | -$131M | -25% | 25.4% | – | 1 | 0% | 1 |
|
| 4293 |
4293
Bluescape Energy Partners
Dallas,
Texas
| $383M | -$47.4M | -11% | 4.28% | 57.9% | 6 | 16.67% | 4.2 |
|
| 4294 |
4294
Roberts Wealth Advisors
Palo Alto,
California
| $383M | +$7.14M | +2% | 4.48% | 81.1% | 104 | 10.58% | 2.4 |
|
| 4295 |
4295
Sherborne Investors Management
New York
| $383M | -$4.42M | -1% | 1.14% | 54.2% | 1 | 0% | 3 |
|
| 4296 |
4296
EnCap Partners
Houston,
Texas
| $383M | -$139M | -27% | 4.48% | – | 2 | 0% | 0.9 |
|
| 4297 |
4297
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| $383M | +$12.6M | +3% | 1.6% | 52.9% | 1,353 | 7.46% | 1 |
|
| 4298 |
NI
4298
Naria Inc
Nassau,
Bahamas
| $383M | -$32.9M | -8% | 7.92% | – | 1 | 0% | 1 |
|
| 4299 |
SFC
4299
SEG Family Corp
Toronto,
| $383M | -$127M | -25% | 15.1% | – | 1 | 0% | 0.5 |
|
| 4300 |
CSWG
4300
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| $383M | +$10.9M | +3% | 2.92% | 76% | 62 | 11.29% | 3.9 |
|