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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
4426
Wealth Effects
Boston,
Massachusetts
| $271M | +$5.11M | +2% | 15.5% | 235% | 240 | 15% | 1.6 |
|
| 4427 |
4427
Nicollet Investment Management
Minneapolis,
Minnesota
| $271M | +$25.8M | +11% | 10.2% | 104% | 70 | 10% | 4.1 |
|
| 4428 |
4428
Legacy Capital Group California
Los Gatos,
California
| $271M | +$12.3M | +5% | 8.01% | 129% | 328 | 25.61% | 0.7 |
|
| 4429 |
4429
Auour Investments
Woburn,
Massachusetts
| $271M | +$17.2M | +7% | 4.57% | 39.2% | 81 | 11.11% | 0.7 |
|
| 4430 |
MP
4430
Mediatel Partners
Fort Worth,
Texas
| $271M | -$2.74M | -1% | 0.94% | 11.6% | 3 | 0% | 7.8 |
|
| 4431 |
4431
Alpha DNA Investment Management
Columbia,
Maryland
| $271M | +$14.3M | +6% | 15% | 134% | 263 | 57.41% | 0.5 |
|
| 4432 |
AMG
4432
Ace Management Global
Sao Paulo,
Brazil
| $271M | – | – | 19.8% | – | 5 | – | 0 |
|
| 4433 |
4433
University of Illinois Foundation
Champaign,
Illinois
| $270M | +$45M | +20% | 6.04% | – | 4 | 25% | 0.2 |
|
| 4434 |
4434
Washington University
St Louis,
Missouri
| $270M | +$67.8M | +33% | 33.5% | 44% | 5 | 20% | 1.5 |
|
| 4435 |
4435
Hollow Brook Wealth Management
Katonah,
New York
| $270M | +$19.7M | +8% | 10.9% | 97.8% | 90 | 16.67% | 3.5 |
|
| 4436 |
4436
Weaver Consulting Group
Huntington Beach,
California
| $270M | +$24.2M | +10% | 7.02% | 56.4% | 205 | 7.8% | 3 |
|
| 4437 |
4437
Modus Advisors
Excelsior,
Minnesota
| $270M | +$23.7M | +10% | 8.87% | 89.5% | 107 | 12.15% | 2.7 |
|
| 4438 |
4438
First United Bank & Trust
Oakland,
Maryland
| $270M | +$19.7M | +8% | 8.96% | 78% | 454 | 12.11% | 2.2 |
|
| 4439 |
4439
Quantum Private Wealth
Tampa,
Florida
| $270M | +$31.1M | +13% | 21.5% | 240% | 186 | 7.53% | 1.8 |
|
| 4440 |
4440
West Wealth Group
Irvine,
California
| $270M | +$16.3M | +6% | 7.57% | 79.8% | 101 | 39.6% | 1.2 |
|
| 4441 |
4441
Front Row Advisors
Tiburon,
California
| $270M | +$52.1M | +24% | 17.2% | 142% | 941 | 50.16% | 2.4 |
|
| 4442 |
4442
PYA Waltman Capital
Knoxville,
Tennessee
| $270M | +$29.3M | +12% | 10.3% | 62.4% | 68 | 5.88% | 2.5 |
|
| 4443 |
4443
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| $270M | +$19.5M | +8% | 9.87% | 106% | 44 | 4.55% | 3.6 |
|
| 4444 |
4444
KPS Global Asset Management (UK)
London,
United Kingdom
| $269M | +$78.5M | +41% | 45.4% | 373% | 4 | 0% | 3.9 |
|
| 4445 |
ACM
4445
Aljian Capital Management
Carson City,
Nevada
| $269M | +$21.9M | +9% | 15.7% | 162% | 40 | 15% | 4.3 |
|
| 4446 |
4446
Seascape Capital Management
Portsmouth,
New Hampshire
| $269M | +$32.1M | +14% | 11% | 111% | 105 | 4.76% | 2.4 |
|
| 4447 |
4447
Prevail Innovative Wealth Advisors
Leawood,
Kansas
| $269M | +$59.4M | +28% | 5.22% | 31.3% | 195 | 49.74% | 0.3 |
|
| 4448 |
4448
Cumberland Advisors
Sarasota,
Florida
| $269M | +$35.9M | +15% | 8.36% | 80.7% | 59 | 15.25% | 3.8 |
|
| 4449 |
4449
Chase Investment Counsel
Charlottesville,
Virginia
| $269M | +$42.3M | +19% | 24.3% | 350% | 143 | 25.17% | 1.3 |
|
| 4450 |
4450
Verde Servicos Internacionais
Sao Paulo,
Brazil
| $269M | +$18.4M | +7% | 13.6% | 130% | 41 | 60.98% | 0.5 |
|