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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
Truvvo Partners
New York
| $128M | +$19.3M | +18% | 19.7% | 21.1% | 47 | 23.4% | 1.4 |
|
| 4477 |
4477
HC Financial Advisors
Lafayette,
California
| $128M | +$16.1M | +14% | 16.1% | 31.2% | 417 | 12.71% | 0.5 |
|
| 4478 |
MA
4478
Menlo Advisors
Menlo Park,
California
| $128M | +$22M | +21% | 22.1% | 108% | 40 | 35% | 3.5 |
|
| 4479 |
4479
S.E.E.D. Planning Group
Binghamton,
New York
| $128M | +$24.9M | +24% | 15.9% | 57.3% | 58 | 20.69% | 0.4 |
|
| 4480 |
4480
Bell & Brown Wealth Advisors
Newport Beach,
California
| $128M | +$20.2M | +19% | 27.8% | 125% | 75 | 13.33% | 1.9 |
|
| 4481 |
4481
Vishria Bird Financial Group
Memphis,
Tennessee
| $128M | +$32.4M | +34% | 19.8% | 74.3% | 46 | 23.91% | 1.3 |
|
| 4482 |
AA
4482
Alta Advisers
London,
United Kingdom
| $128M | +$11.6M | +10% | 9.21% | 114% | 4 | 0% | 2.8 |
|
| 4483 |
4483
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $128M | -$95.4M | -43% | 19.6% | 82% | 52 | 21.15% | 1.7 |
|
| 4484 |
4484
MONECO Advisors
Fairfield,
Connecticut
| $128M | +$30M | +31% | 19.5% | 70.5% | 146 | 21.92% | 1 |
|
| 4485 |
4485
Pecaut & Co
Sioux City,
Iowa
| $128M | +$17.5M | +16% | 19.1% | 67.6% | 69 | 20.29% | 3.2 |
|
| 4486 |
4486
CTC (Chicago Trading Company)
Chicago,
Illinois
| $128M | +$4.07M | +3% | 27.6% | 192% | 70 | 14.29% | 1.4 |
|
| 4487 |
RP
4487
RBS Partners
Bay Harbor Islands,
Florida
| $128M | +$34.9M | +38% | 38.2% | 210% | 3 | 0% | 5.9 |
|
| 4488 |
4488
Ranch Capital Advisors
Sarasota,
Florida
| $128M | +$26.4M | +26% | 16.4% | 92.6% | 1,074 | 20.02% | 0.5 |
|
| 4489 |
KCM
4489
Kempner Capital Management
Galveston,
Texas
| $127M | +$12.5M | +11% | 18% | 60.9% | 51 | 9.8% | 4.3 |
|
| 4490 |
4490
Trellis Advisors
Ellensburg,
Washington
| $127M | +$23.5M | +23% | 20% | 23.3% | 66 | 21.21% | 1.5 |
|
| 4491 |
SST
4491
S Squared Technology
New York
| $127M | +$24.2M | +24% | 55.2% | 223% | 39 | 20.51% | 2.4 |
|
| 4492 |
4492
Wambolt & Associates
Littleton,
Colorado
| $127M | +$30.5M | +31% | 21.6% | 62.2% | 180 | 13.33% | 1.1 |
|
| 4493 |
4493
Atwater Malick
Lancaster,
Pennsylvania
| $127M | +$22.9M | +22% | 17.5% | 83.4% | 43 | 16.28% | 1.1 |
|
| 4494 |
4494
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| $127M | +$25.7M | +25% | 17% | 130% | 107 | 27.1% | 1.4 |
|
| 4495 |
4495
Titus Wealth Management
Larskpur,
California
| $127M | +$21.1M | +20% | 18.2% | 26.6% | 115 | 17.39% | 1.5 |
|
| 4496 |
4496
Clarity Wealth Advisors
San Jose,
California
| $127M | +$30.7M | +32% | 24.1% | 94.1% | 65 | 20% | 0.4 |
|
| 4497 |
4497
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| $127M | +$14.8M | +13% | 22.1% | – | 221 | 15.84% | 3.2 |
|
| 4498 |
4498
Legg Mason
Baltimore,
Maryland
| $127M | +$126M | +13,105% | 12.4% | 1.6% | 27 | 77.78% | 1.9 |
|
| 4499 |
4499
IFG Advisors
St. Louis,
Missouri
| $127M | +$25.4M | +25% | 20.5% | 78.7% | 86 | 9.3% | 0.6 |
|
| 4500 |
4500
Monte Financial Group
Guilford,
Connecticut
| $126M | +$23.2M | +22% | 14.2% | 57.9% | 72 | 27.78% | 1.9 |
|