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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
4501
Otter Creek Advisors
Palm Beach Gardens,
Florida
| $126M | +$33.9M | +37% | 37.3% | 173% | 56 | 44.64% | 1 |
|
| 4502 |
4502
Old Well Partners
Charlotte,
North Carolina
| $126M | +$27.5M | +28% | 58.6% | 97.8% | 34 | 29.41% | 0.4 |
|
| 4503 |
4503
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $126M | +$26M | +26% | 22.9% | – | 113 | 24.78% | 2.2 |
|
| 4504 |
4504
Selway Asset Management
| $126M | +$22.3M | +22% | 22.9% | 36.5% | 75 | 14.67% | 3.6 |
|
| 4505 |
4505
Fort Baker Capital Management
Larkspur,
California
| $126M | -$24.6M | -16% | 15.4% | 46.3% | 41 | 56.1% | 0.3 |
|
| 4506 |
4506
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| $126M | +$22.5M | +22% | 12.5% | 46.3% | 67 | 91.04% | 0.2 |
|
| 4507 |
4507
One Wealth Advisors
San Francisco,
California
| $126M | +$25M | +25% | 22.8% | 66% | 102 | 32.35% | 1.2 |
|
| 4508 |
4508
Greencape Capital
Melbourne,
Australia
| $126M | -$17.8M | -12% | 10.6% | 98.1% | 4 | 0% | 1.9 |
|
| 4509 |
4509
Landaas & Company
Milwaukee,
Wisconsin
| $126M | +$7.28M | +6% | 17% | 60.3% | 57 | 17.54% | 2.2 |
|
| 4510 |
4510
UBP Investment Advisors
Geneva,
Switzerland
| $126M | +$15.1M | +14% | 12% | 11.2% | 63 | 26.98% | 1.4 |
|
| 4511 |
4511
PRW Wealth Management
Quincy,
Massachusetts
| $126M | +$43.2M | +52% | 30.2% | 42.3% | 85 | 31.76% | 0.6 |
|
| 4512 |
4512
Providence First Trust
Scottsdale,
Arizona
| $126M | +$21.3M | +20% | 12% | 64.1% | 70 | 18.57% | 1.7 |
|
| 4513 |
4513
VELT Partners Investimentos
Sao Paolo,
Brazil
| $126M | -$58K | -0% | 71.8% | 19.4% | 6 | 16.67% | 0.5 |
|
| 4514 |
MHR
4514
Matthew Hamilton Rosenberg
| $126M | +$25M | +25% | 15.9% | 52% | 562 | 44.48% | 0.1 |
|
| 4515 |
FWM
4515
Filbrandt Wealth Management
Middleton,
Wisconsin
| $126M | +$34.7M | +38% | 21.6% | – | 510 | 65.29% | 0.2 |
|
| 4516 |
4516
Adalta Capital Management
New York
| $126M | +$15.4M | +14% | 22.8% | 80.4% | 74 | 24.32% | 2.1 |
|
| 4517 |
4517
GS Investments
Minneapolis,
Minnesota
| $126M | +$23.7M | +23% | 27.8% | 94.1% | 116 | 3.45% | 2.3 |
|
| 4518 |
4518
Tamar Securities
Woodland Hills,
California
| $125M | – | – | 25.1% | 84.8% | 43 | – | 0 |
|
| 4519 |
TF
4519
TRH Financial
North Liberty,
Iowa
| $125M | – | – | 20% | – | 64 | – | 0.5 |
|
| 4520 |
4520
Relyea Zuckerberg Hanson
Stamford,
Connecticut
| $125M | +$34.1M | +37% | 31% | 95.9% | 116 | 12.93% | 0.4 |
|
| 4521 |
HH
4521
HWG Holdings
Houston,
Texas
| $125M | – | – | 29.3% | – | 115 | – | 0.9 |
|
| 4522 |
4522
Baugh & Associates
Atlanta,
Georgia
| $125M | +$21.9M | +21% | 19% | 98.8% | 40 | 12.5% | 2.3 |
|
| 4523 |
4523
Fure Financial Corporation
Bloomington,
Minnesota
| $125M | +$32.5M | +35% | 16.3% | 59.5% | 36 | 61.11% | 0.3 |
|
| 4524 |
4524
Clearshares
New York
| $125M | +$54.2M | +76% | 12.7% | – | 37 | 37.84% | 1 |
|
| 4525 |
4525
Broadview Financial Management
Wauwatosa,
Wisconsin
| $125M | +$13.1M | +12% | 17.6% | 52.4% | 45 | 11.11% | 2 |
|