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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
4326
New Harbor Financial Group
Worcester,
Massachusetts
| $203M | -$79.7M | -28% | 9.54% | 94.6% | 35 | 34.29% | 2.2 |
|
| 4327 |
4327
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| $203M | +$22.4M | +12% | 12.4% | 121% | 1 | 0% | 2.5 |
|
| 4328 |
4328
Independent Family Office
Albany,
New York
| $203M | -$103M | -34% | 11.2% | 68.4% | 74 | 20.27% | 1.6 |
|
| 4329 |
4329
BetterWealth
San Jose,
California
| $203M | +$128M | +171% | 13.4% | 63.3% | 49 | 51.02% | 0.3 |
|
| 4330 |
4330
Legacy Financial Strategies
Overland Park,
Kansas
| $203M | -$32M | -14% | 13.9% | 76.7% | 70 | 15.71% | 2.9 |
|
| 4331 |
4331
WT Wealth Management
Scottsdale,
Arizona
| $203M | -$57.9M | -22% | 12% | 72% | 128 | 27.34% | 1.8 |
|
| 4332 |
4332
SimpliFi Inc
San Diego,
California
| $203M | -$17.5M | -8% | 7.73% | 26.7% | 34 | 8.82% | 2.1 |
|
| 4333 |
4333
Spectrum Asset Management (California)
Newport Beach,
California
| $203M | -$52.3M | -21% | 9.34% | 68.3% | 116 | 25.86% | 2.8 |
|
| 4334 |
4334
Weybosset Research & Management
Province,
Rhode Island
| $202M | – | – | 13.4% | 74.8% | 48 | – | 4 |
|
| 4335 |
MG
4335
Meditor Group
Hamilton,
Bermuda
| $202M | -$37.5M | -16% | 2.22% | 41.1% | 4 | 0% | 6.5 |
|
| 4336 |
FP
4336
Fiduciary Planning
Englewood,
Florida
| $202M | +$20M | +11% | 10.5% | 71.4% | 40 | 7.5% | 1.4 |
|
| 4337 |
4337
Auxano Advisors
Bellevue,
Washington
| $202M | -$32.8M | -14% | 15.3% | 85.4% | 88 | 18.18% | 1.4 |
|
| 4338 |
4338
PCJ Investment Counsel
Toronto,
Ontario, Canada
| $202M | -$71.5M | -26% | 13.9% | 164% | 85 | 36.47% | 2 |
|
| 4339 |
4339
Keeler Thomas Management
Orem,
Utah
| $202M | -$6.34M | -3% | 12.4% | 46.1% | 79 | 32.91% | 2 |
|
| 4340 |
4340
Jackson Grant Investment Advisers
Stamford,
Connecticut
| $202M | -$35.9M | -15% | 12% | 54.3% | 368 | 8.7% | 2.8 |
|
| 4341 |
4341
Ramius Advisors
New York
| $202M | -$17.1M | -8% | 4.69% | 187% | 355 | 95.49% | 0 |
|
| 4342 |
4342
Palouse Capital Management
Spokane,
Washington
| $202M | -$25.5M | -11% | 12.5% | 67.8% | 105 | 27.62% | 2.8 |
|
| 4343 |
SCM
4343
Springhouse Capital Management
Westport,
Connecticut
| $202M | +$44.4M | +28% | 5.2% | 52% | 64 | 40.63% | 0.8 |
|
| 4344 |
4344
Tealwood Asset Management
Minneapolis,
Minnesota
| $202M | -$34.3M | -15% | 10.3% | 128% | 135 | 6.67% | 2.5 |
|
| 4345 |
4345
Nikulski Financial
Bettendorf,
Iowa
| $202M | -$34.9M | -15% | 14.1% | 95.8% | 134 | 14.18% | 2.8 |
|
| 4346 |
4346
Oarsman Capital
Milwaukee,
Wisconsin
| $201M | -$54.7M | -21% | 12.6% | 70.6% | 194 | 16.49% | 4.5 |
|
| 4347 |
4347
Sanchez Wealth Management Group
Jacksonville,
Florida
| $201M | -$36.6M | -15% | 15.6% | 56.9% | 34 | 2.94% | 2.6 |
|
| 4348 |
4348
Pettee Investors
Rowayton,
Connecticut
| $201M | -$26.4M | -12% | 9.68% | 96.1% | 122 | 4.92% | 5.2 |
|
| 4349 |
4349
AH Equity Partners LSV III
Menlo Park,
California
| $201M | -$172M | -46% | 44.9% | – | 3 | 0% | 0.3 |
|
| 4350 |
4350
Bishop & Co Investment Management
Erie,
Pennsylvania
| $201M | -$30.9M | -13% | 14.5% | 47.6% | 25 | 16% | 4.4 |
|