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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4476 |
4476
Presidio Capital Management
San Diego,
California
| $400M | +$55.6M | +16% | 12.9% | 56.1% | 96 | 28.13% | 1.8 |
|
| 4477 |
4477
TriaGen Wealth Management
Calabasas,
California
| $400M | +$33.8M | +9% | 19% | 132% | 211 | 31.28% | 2.5 |
|
| 4478 |
4478
Elmwood Wealth Management
Berkeley,
California
| $400M | +$38.2M | +11% | 10.9% | 42.1% | 203 | 13.79% | 3.2 |
|
| 4479 |
4479
Fiduciary Family Office
Boca Raton,
Florida
| $400M | +$48.9M | +14% | 16.8% | – | 198 | 20.2% | 1 |
|
| 4480 |
4480
Sandy Cove Advisors
Hingham,
Massachusetts
| $400M | +$65.7M | +20% | 16.8% | 78% | 166 | 15.66% | 2.5 |
|
| 4481 |
4481
Argent Advisors
Monroe,
Louisiana
| $400M | +$33.5M | +9% | 10.3% | 63.1% | 191 | 12.04% | 3.6 |
|
| 4482 |
SC
4482
Saybrook Capital
Winston Salem,
North Carolina
| $400M | +$28.1M | +8% | 11% | 72.5% | 43 | 4.65% | 9.2 |
|
| 4483 |
4483
Erste Towarzystwo Funduszy Inwestycyjnych
Poznan,
| $399M | +$105M | +36% | 29.6% | – | 38 | 26.32% | 0.2 |
|
| 4484 |
4484
Three Bridge Wealth Advisors
Los Altos,
California
| $399M | +$35.1M | +10% | 12.2% | 169% | 95 | 17.89% | 2.9 |
|
| 4485 |
FSA
4485
Financial Services Advisory
Rockville,
Maryland
| $399M | +$189M | +90% | 16.3% | 82.5% | 83 | 46.99% | 1.2 |
|
| 4486 |
4486
Landmark Investment Partners
West Palm Beach,
Florida
| $399M | +$260M | +187% | 22.7% | – | 67 | 74.63% | 0.3 |
|
| 4487 |
4487
Kerrisdale Advisers
Miami,
Florida
| $399M | +$136M | +52% | 21.6% | 78.8% | 134 | 31.34% | 1.2 |
|
| 4488 |
BCM
4488
Bluefin Capital Management
New York
| $399M | +$243M | +156% | 32.2% | – | 181 | 69.61% | 0.3 |
|
| 4489 |
4489
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $399M | +$35.1M | +10% | 7.74% | 36.2% | 195 | 15.38% | 3 |
|
| 4490 |
VWM
4490
VCI Wealth Management
St Louis,
Missouri
| $399M | +$38.2M | +11% | 11.8% | 86.3% | 140 | 41.43% | 1.2 |
|
| 4491 |
CL
4491
COWA LLC
Tulsa,
Oklahoma
| $399M | +$28M | +8% | 6.97% | 65.5% | 184 | 15.76% | 2.5 |
|
| 4492 |
4492
WorthPointe
La Jolla,
California
| $399M | +$29.3M | +8% | 11.1% | 59.7% | 136 | 22.06% | 1.7 |
|
| 4493 |
4493
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| $399M | +$90.6M | +29% | 4.32% | 22.2% | 6 | 16.67% | 1.4 |
|
| 4494 |
4494
Hudson Value Partners
Palm Beach,
Florida
| $399M | +$63.4M | +19% | 23.9% | 124% | 118 | 18.64% | 2.8 |
|
| 4495 |
4495
Summit Investment Advisory Services
Roseville,
Minnesota
| $398M | +$129M | +48% | 13.9% | 68.3% | 90 | 11.11% | 1.5 |
|
| 4496 |
4496
Shoker Investment Counsel
Oxford,
Ohio
| $398M | +$61.6M | +18% | 20% | 83.8% | 116 | 8.62% | 6.2 |
|
| 4497 |
4497
Stiles Financial Services
Edina,
Minnesota
| $398M | +$70.9M | +22% | 33.4% | 144% | 187 | 7.49% | 3.1 |
|
| 4498 |
4498
Fischer Financial Services
Harrisburg,
Pennsylvania
| $398M | +$101M | +34% | 14.5% | – | 65 | 13.85% | 1.2 |
|
| 4499 |
4499
Elmind Capital
New York
| $398M | +$45.8M | +13% | 20.4% | – | 39 | 23.08% | 0.4 |
|
| 4500 |
4500
Vista Investment Partners
Oklahoma City,
Oklahoma
| $397M | +$19.3M | +5% | 17% | 112% | 189 | 19.58% | 1.7 |
|