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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4376 |
LA
4376
LFL Advisers
Evanston,
Illinois
| $189M | -$4.57M | -2% | 2.7% | 83% | 11 | 0% | 4.3 |
|
| 4377 |
4377
Abacus Wealth Partners
Santa Monica,
California
| $189M | -$3.89M | -2% | 4.58% | 46% | 86 | 22.09% | 1.4 |
|
| 4378 |
4378
TrueFG
Cedar Park,
Texas
| $189M | -$6.98M | -4% | 6.1% | 54.2% | 36 | 2.78% | 2.4 |
|
| 4379 |
4379
Pecaut & Co
Sioux City,
Iowa
| $189M | +$11.2M | +6% | 0.29% | 67.6% | 107 | 13.08% | 2.5 |
|
| 4380 |
4380
Westbourne Investment Advisors
Annapolis,
Maryland
| $189M | +$27.5M | +17% | 1.63% | 107% | 90 | 13.33% | 2.4 |
|
| 4381 |
4381
Vesey Street Capital Partners
New York
| $189M | +$14.7M | +8% | 8.43% | 47.8% | 1 | 0% | 0.8 |
|
| 4382 |
4382
Northern Right Capital Management
Darien,
Connecticut
| $189M | +$19.3M | +11% | 2.81% | 187% | 26 | 26.92% | 1.6 |
|
| 4383 |
4383
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| $189M | -$10.4M | -5% | 5.53% | 70.4% | 55 | 10.91% | 0.9 |
|
| 4384 |
SCM
4384
Stamina Capital Management
New York
| $188M | +$23.5M | +14% | 7.91% | 292% | 60 | 75% | 0.6 |
|
| 4385 |
4385
G&S Capital
Denver,
Colorado
| $188M | +$18.9M | +11% | 3.18% | 85.6% | 100 | 20% | 2 |
|
| 4386 |
4386
Harbert Fund Advisors
Birmingham,
Alabama
| $188M | -$17.2M | -8% | 0.04% | 70.8% | 63 | 42.86% | 0.9 |
|
| 4387 |
4387
Delta Financial Advisors
New Orleans,
Louisiana
| $188M | -$12.2M | -6% | 5.07% | 96% | 115 | 4.35% | 2.9 |
|
| 4388 |
CSWG
4388
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| $188M | -$7.96M | -4% | 5.79% | 67.3% | 97 | 15.46% | 1.8 |
|
| 4389 |
4389
Centerpoint Advisors
Needham,
Massachusetts
| $188M | -$7.93M | -4% | 5.1% | 74.2% | 430 | 9.77% | 2.5 |
|
| 4390 |
4390
Axiom Financial Strategies
New Albany,
Indiana
| $188M | -$2.03M | -1% | 4.03% | 54.5% | 78 | 7.69% | 2 |
|
| 4391 |
BE
4391
Bonness Enterprises
Washington,
District of Columbia
| $188M | -$11.7M | -6% | 5.68% | 98.6% | 41 | 2.44% | 8.3 |
|
| 4392 |
4392
KFA Private Wealth Group
Tysons,
Virginia
| $188M | +$7.06M | +4% | 4.29% | 62.8% | 68 | 5.88% | 2.2 |
|
| 4393 |
4393
Little House Capital
Braintree,
Massachusetts
| $188M | +$1.98M | +1% | 4.83% | 108% | 113 | 6.19% | 1.5 |
|
| 4394 |
4394
Forefront Analytics
West Conshohocken,
Pennsylvania
| $188M | -$18.7M | -9% | 7.86% | 50.9% | 70 | 11.43% | 2.9 |
|
| 4395 |
MP
4395
Mediatel Partners
Fort Worth,
Texas
| $188M | -$63.4M | -25% | 25.2% | 11.6% | 3 | 0% | 6.3 |
|
| 4396 |
4396
S.R. Schill & Associates
Mercer Island,
Washington
| $188M | -$12.4M | -6% | 7.25% | 42.7% | 78 | 12.82% | 3.1 |
|
| 4397 |
4397
Accel Wealth Management
Waverly,
Iowa
| $187M | +$13.1M | +7% | 4.44% | 82.4% | 1,116 | 4.48% | 1.3 |
|
| 4398 |
4398
Oak Family Advisors
Chicago,
Illinois
| $187M | -$11.7M | -6% | 5.55% | 81.9% | 138 | 21.01% | 1.2 |
|
| 4399 |
4399
Wind River Trust Company
Jackson,
Wyoming
| $187M | -$19.1M | -9% | 6.65% | 62.1% | 9 | 0% | 7.1 |
|
| 4400 |
4400
Lumature Wealth Partners
Alpharetta,
Georgia
| $187M | -$37.8M | -17% | 8.3% | – | 433 | 9.7% | 1.4 |
|