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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
Three Bridge Wealth Advisors
Los Altos,
California
| $379M | -$8.7M | -2% | 0.17% | 162% | 93 | 9.68% | 2.7 |
|
| 4327 |
4327
Modus Advisors
Excelsior,
Minnesota
| $379M | +$11.5M | +3% | 1.35% | 89.5% | 354 | 67.23% | 1.2 |
|
| 4328 |
4328
Nixon Capital
Austin,
Texas
| $379M | +$50.3M | +15% | 0.73% | 118% | 31 | 25.81% | 1.4 |
|
| 4329 |
4329
Granger Management
New York
| $378M | +$35.7M | +10% | 2.28% | 69.9% | 6 | 0% | 4.3 |
|
| 4330 |
4330
Towle & Co
Denver,
Colorado
| $378M | -$18M | -5% | 6.54% | 172% | 57 | 40.35% | 1.6 |
|
| 4331 |
4331
Level Financial Advisors
East Amherst,
New York
| $378M | +$23.5M | +7% | 1.41% | 44% | 96 | 3.13% | 2.6 |
|
| 4332 |
4332
Selkirk Management
Chatham,
New Jersey
| $378M | +$13.3M | +4% | 4.1% | 245% | 12 | 0% | 6.4 |
|
| 4333 |
4333
Centennial Wealth Advisory
Traverse City,
Michigan
| $378M | +$18.7M | +5% | 2.42% | 63% | 173 | 11.56% | 2 |
|
| 4334 |
4334
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| $378M | +$7.03M | +2% | 4.34% | 84.3% | 784 | 18.62% | 0.9 |
|
| 4335 |
4335
Fischer Financial Services
Harrisburg,
Pennsylvania
| $378M | +$6.53M | +2% | 3.17% | – | 65 | 4.62% | 0.9 |
|
| 4336 |
NAH
4336
Neumann Advisory (HK)
Central,
Hong Kong
| $378M | -$15.6M | -4% | 3.92% | 77.3% | 8 | 12.5% | 5.3 |
|
| 4337 |
RGC
4337
Rubicon Global Capital
London,
United Kingdom
| $377M | -$74.9M | -17% | 13.6% | – | 11 | 9.09% | 0.9 |
|
| 4338 |
4338
Symmetry Peak Management
Radnor,
Pennsylvania
| $377M | -$87.8M | -19% | 18.5% | 320% | 167 | 87.43% | 0.2 |
|
| 4339 |
4339
Lifelong Wealth Advisors
Arden Hills,
Minnesota
| $377M | +$41M | +12% | 1.45% | – | 95 | 16.84% | 0.8 |
|
| 4340 |
4340
Buckley Wealth Management
Las Vegas,
Nevada
| $377M | +$11.9M | +3% | 4.94% | 88% | 108 | 10.19% | 4.9 |
|
| 4341 |
4341
Sicart Associates
New York
| $377M | +$7.8M | +2% | 10.5% | 113% | 76 | 3.95% | 4.1 |
|
| 4342 |
SCMS
4342
Serenity Capital Management (Singapore)
Singapore
| $377M | -$17.3M | -4% | 5% | 21% | 11 | 45.45% | 1 |
|
| 4343 |
4343
Rovin Capital
Mesa,
Arizona
| $377M | +$15.5M | +4% | 1.46% | 63.8% | 209 | 14.35% | 2.2 |
|
| 4344 |
4344
Carr Financial Group
Worcester,
Massachusetts
| $376M | +$12M | +3% | 3.41% | 66.1% | 209 | 20.57% | 2 |
|
| 4345 |
4345
Platform Wealth Management
Holladay,
Utah
| $376M | – | – | 6.25% | – | 60 | – | 0 |
|
| 4346 |
SIM
4346
SW Investment Management
Telluride,
Colorado
| $376M | -$90.9M | -19% | 0.92% | 143% | 8 | 12.5% | 2.7 |
|
| 4347 |
4347
Keewaydin Investments
Southampton,
New York
| $376M | – | – | 2.4% | – | 16 | – | 0 |
|
| 4348 |
4348
EdgeRock Capital
Denver,
Colorado
| $376M | +$16.6M | +5% | 2.12% | 79.7% | 134 | 13.43% | 1.1 |
|
| 4349 |
4349
Packer & Co
Cottesloe,
Australia
| $376M | +$13.7M | +4% | 6.9% | – | 10 | 30% | 1 |
|
| 4350 |
4350
Roberts, Glore & Co
Deerfield,
Illinois
| $375M | +$9.6M | +3% | 4.03% | 72.3% | 231 | 9.52% | 6.4 |
|