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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4351 |
4351
Atticus Wealth Management
Palm Beach Gardens,
Florida
| $420M | +$51.2M | +14% | 14.4% | 73.9% | 190 | 11.58% | 3.8 |
|
| 4352 |
4352
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
| $420M | +$61.4M | +17% | 15% | – | 145 | 6.21% | 1.4 |
|
| 4353 |
4353
University of Chicago
Chicago,
Illinois
| $420M | +$96.3M | +30% | 37.8% | 62.3% | 15 | 20% | 1.6 |
|
| 4354 |
4354
Ballast Advisors
Woodbury,
Minnesota
| $420M | +$76.1M | +22% | 11.8% | 66.7% | 407 | 54.3% | 4.3 |
|
| 4355 |
4355
Prairie Wealth Advisors
Omaha,
Nebraska
| $420M | +$189M | +82% | 13.8% | – | 256 | 0.39% | 0.1 |
|
| 4356 |
4356
325 Capital
New York
| $419M | +$145M | +53% | 43.5% | 226% | 12 | 0% | 2.8 |
|
| 4357 |
4357
Roman Butler Fullerton & Co
St Louis,
Missouri
| $419M | +$55.5M | +15% | 17.1% | 134% | 301 | 18.27% | 3.4 |
|
| 4358 |
4358
Xcel Wealth Management
Holly Hill,
Florida
| $419M | +$57.5M | +16% | 22.1% | 98.8% | 147 | 14.29% | 3.7 |
|
| 4359 |
NTCM
4359
Nut Tree Capital Management
New York
| $419M | +$174M | +71% | 31.5% | 101% | 8 | 50% | 1.5 |
|
| 4360 |
4360
Daybright Advisory Services
Miami,
Florida
| $419M | +$57.6M | +16% | 20.5% | – | 152 | 17.11% | 0.4 |
|
| 4361 |
KFS
4361
Kurt F. Somerville
| $419M | +$39.7M | +10% | 27.3% | 92.9% | 98 | 8.16% | 6.9 |
|
| 4362 |
TM
4362
Thiel Macro
Los Angeles,
California
| $419M | – | – | 1.85% | – | 8 | – | 0 |
|
| 4363 |
4363
Sunflower Bank
Dallas,
Texas
| $418M | +$26M | +7% | 15.6% | 42.7% | 168 | 13.1% | 3.4 |
|
| 4364 |
4364
New England Capital Financial Advisors
Meriden,
Connecticut
| $418M | +$53M | +15% | 8.36% | 55.6% | 447 | 8.5% | 2.6 |
|
| 4365 |
4365
Centurion Wealth Management
Mclean,
Virginia
| $418M | -$25.6M | -6% | 13.6% | – | 330 | 18.48% | 2 |
|
| 4366 |
4366
TSP Capital Management Group
Summit,
New Jersey
| $418M | +$8.17M | +2% | 8.13% | 186% | 43 | 100% | 0.3 |
|
| 4367 |
4367
Fi3 Financial Advisors
Indianapolis,
Indiana
| $418M | +$71.5M | +21% | 18.6% | 83.1% | 282 | 40.43% | 1.4 |
|
| 4368 |
4368
Landmark Wealth Management (New York)
Melville,
New York
| $418M | +$44.4M | +12% | 11.3% | 37.9% | 152 | 3.29% | 1.6 |
|
| 4369 |
4369
Concentrum Wealth Management
San Jose,
California
| $418M | +$79.2M | +23% | 35.9% | 174% | 130 | 16.92% | 2.3 |
|
| 4370 |
4370
Vestwell Advisors
New York
| $418M | +$52.7M | +14% | 14.1% | – | 26 | 0% | 0.7 |
|
| 4371 |
RA
4371
Resolute Advisors
San Francisco,
California
| $417M | +$176M | +73% | 27.9% | 36.7% | 107 | 39.25% | 2.4 |
|
| 4372 |
4372
Almitas Capital
Santa Monica,
California
| $417M | -$25.2M | -6% | 1.7% | 86.1% | 150 | 37.33% | 0.7 |
|
| 4373 |
4373
Consilio Wealth Advisors
Bellevue,
Washington
| $417M | +$75M | +22% | 16.1% | 66.4% | 118 | 21.19% | 1.9 |
|
| 4374 |
4374
Seascape Capital Management
Portsmouth,
New Hampshire
| $417M | +$70M | +20% | 25.8% | 111% | 100 | 13% | 3.5 |
|
| 4375 |
4375
EPG Wealth Management
Atlanta,
Georgia
| $417M | +$48.6M | +13% | 20.6% | 96% | 344 | 14.53% | 1.5 |
|