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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
4301
VisionPoint Advisory Group
Dallas,
Texas
| $227M | -$15M | -6% | 5.31% | 79.3% | 150 | 17.33% | 1.1 |
|
| 4302 |
4302
Granger Management
New York
| $227M | -$2.69M | -1% | 9.88% | 69.9% | 25 | 12% | 1.9 |
|
| 4303 |
4303
Socorro Asset Management
Dallas,
Texas
| $227M | -$4.02M | -2% | 1.12% | 43.8% | 35 | 22.86% | 1.6 |
|
| 4304 |
4304
Ribbit Capital GP III
Palo Alto,
California
| $226M | +$33.6M | +17% | 17.4% | – | 2 | 0% | 1.3 |
|
| 4305 |
4305
Norman Fields Gottscho Capital Management
New York
| $226M | +$9.18M | +4% | 7.98% | 96.9% | 71 | 8.45% | 5.1 |
|
| 4306 |
4306
Financial Sense Advisors
San Diego,
California
| $226M | -$18.1M | -7% | 4.42% | 152% | 107 | 18.69% | 1.1 |
|
| 4307 |
4307
LaSalle St. Investment Advisors
Elmhurst,
Illinois
| $226M | +$14.5M | +7% | 3.39% | 61.9% | 133 | 33.83% | 0.2 |
|
| 4308 |
4308
FC Advisory
West Chester,
Pennsylvania
| $226M | +$14.8M | +7% | 6.12% | 46.6% | 87 | 2.3% | 4 |
|
| 4309 |
4309
Nikulski Financial
Bettendorf,
Iowa
| $226M | +$16.6M | +8% | 6.92% | 107% | 129 | 7.75% | 3.2 |
|
| 4310 |
AP
4310
Agilis Partners
Waltham,
Massachusetts
| $226M | +$10.7M | +5% | 5.12% | 8.47% | 22 | 0% | 3.8 |
|
| 4311 |
4311
G&S Capital
Denver,
Colorado
| $226M | +$333K | +0.1% | 3.1% | 85.6% | 127 | 32.28% | 1.9 |
|
| 4312 |
4312
KPCB XIII Associates
Menlo Park,
California
| $226M | +$16.1M | +8% | 1.77% | – | 3 | 33.33% | 1.5 |
|
| 4313 |
4313
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| $226M | -$2.76M | -1% | 4.15% | 106% | 50 | 18% | 2.7 |
|
| 4314 |
4314
Triune Financial Partners
Overland Park,
Kansas
| $226M | +$13.9M | +7% | 4.54% | 66.6% | 31 | 19.35% | 1.2 |
|
| 4315 |
4315
Insight Folios
Charlotte,
North Carolina
| $226M | +$4.24M | +2% | 0.76% | 32.9% | 108 | 3.7% | 2 |
|
| 4316 |
4316
Rappaport Reiches Capital Management
Skokie`,
Illinois
| $225M | +$23M | +11% | 6.26% | 17.6% | 86 | 11.63% | 1.2 |
|
| 4317 |
4317
Crabel Capital Management
Los Angeles,
California
| $225M | -$50.6M | -18% | 16.3% | 13.9% | 111 | 41.44% | 0.3 |
|
| 4318 |
4318
Stone Summit Wealth
Miami,
Florida
| $225M | +$21M | +10% | 6.61% | 67% | 135 | 5.19% | 1.1 |
|
| 4319 |
4319
Paulson Wealth Management
Wheaton,
Illinois
| $225M | +$20M | +10% | 6.36% | 62.6% | 94 | 9.57% | 2.6 |
|
| 4320 |
4320
Outlook Wealth Advisors
Shenandoah,
Texas
| $225M | +$14.3M | +7% | 4.08% | 76% | 209 | 32.54% | 1.6 |
|
| 4321 |
BE
4321
Bonness Enterprises
Washington,
District of Columbia
| $225M | +$12.1M | +6% | 8.34% | 98.6% | 41 | 4.88% | 8.9 |
|
| 4322 |
4322
Patient Capital Management
Baltimore,
Maryland
| $224M | +$18.5M | +9% | 13.9% | 131% | 44 | 9.09% | 1.1 |
|
| 4323 |
WHGC
4323
Wealth High Governance Capital
Sao Paulo,
Brazil
| $224M | +$85.2M | +61% | 16.8% | 622% | 27 | 88.89% | 0 |
|
| 4324 |
4324
Cutler Capital Management
Worcester,
Massachusetts
| $224M | -$18.8M | -8% | 6.88% | 39.7% | 107 | 4.67% | 2.7 |
|
| 4325 |
4325
US Financial Advisors
Braintree,
Massachusetts
| $224M | +$24.9M | +13% | 5.54% | 12.6% | 73 | 9.59% | 2.3 |
|