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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4551 |
4551
Abdiel Capital Advisors
New York
| $331M | -$739M | -69% | 7.95% | 43.7% | 10 | 60% | 2.8 |
|
| 4552 |
4552
Lexington Partners
New York
| $330M | +$320M | +3,190% | 41.8% | 1.27% | 4 | 75% | 1 |
|
| 4553 |
4553
Terril Brothers
St. Louis,
Missouri
| $330M | +$64.6M | +24% | 11.6% | 94.4% | 80 | 22.5% | 3.3 |
|
| 4554 |
4554
Stolper & Co
Tulsa,
Oklahoma
| $330M | +$25.6M | +8% | 8.47% | 77.1% | 97 | 16.49% | 4 |
|
| 4555 |
4555
Sterling Wealth Management
Champaign,
Illinois
| $330M | +$36.4M | +12% | 5.99% | – | 115 | 8.7% | 1.5 |
|
| 4556 |
VWM
4556
VCI Wealth Management
St Louis,
Missouri
| $330M | +$44.1M | +15% | 8.28% | 86.3% | 145 | 49.66% | 0.7 |
|
| 4557 |
BCH
4557
Berkshire Capital Holdings
San Jose,
California
| $329M | +$43.4M | +15% | 27.3% | 2,748% | 124 | 28.23% | 2.7 |
|
| 4558 |
4558
325 Capital
New York
| $329M | +$75.7M | +30% | 22.8% | 226% | 12 | 8.33% | 2.4 |
|
| 4559 |
SHFA
4559
SS&H Financial Advisors
Troy,
Michigan
| $329M | +$29.7M | +10% | 10.3% | – | 130 | 9.23% | 2.9 |
|
| 4560 |
4560
Carmel Capital Management
Carmel,
California
| $329M | +$32.5M | +11% | 12.2% | 247% | 25 | 0% | 3.6 |
|
| 4561 |
ITIM
4561
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $329M | +$26.3M | +9% | 9.74% | 114% | 494 | 9.51% | 3.3 |
|
| 4562 |
4562
Nixon Capital
Austin,
Texas
| $329M | +$21.4M | +7% | 11.6% | 118% | 27 | 18.52% | 1.4 |
|
| 4563 |
4563
Moseley Investment Management
Bradenton,
Florida
| $329M | +$38.4M | +13% | 8.76% | 96.6% | 179 | 10.61% | 3.6 |
|
| 4564 |
4564
Hixon Zuercher
Findlay,
Ohio
| $329M | +$19.1M | +6% | 5.95% | 101% | 87 | 10.34% | 3.2 |
|
| 4565 |
4565
Independence Financial Advisors
Franklin,
New Hampshire
| $328M | +$71.2M | +28% | 5.91% | – | 55 | 10.91% | 0.4 |
|
| 4566 |
4566
Insight Wealth Partners
Plano,
Texas
| $328M | +$70.7M | +27% | 6.22% | 56.2% | 119 | 12.61% | 2.4 |
|
| 4567 |
4567
Cypress Financial Planning
Haddon Heights,
New Jersey
| $328M | +$21.6M | +7% | 4.61% | 41.2% | 89 | 6.74% | 1.8 |
|
| 4568 |
LLWM
4568
Life Line Wealth Management
Beverly Hills,
California
| $328M | +$19.2M | +6% | 7.36% | – | 37 | 5.41% | 1.1 |
|
| 4569 |
4569
Rooted Wealth Advisors
Bourbonnais,
Illinois
| $328M | +$38.6M | +13% | 6.01% | 50.8% | 130 | 19.23% | 1.4 |
|
| 4570 |
4570
LOM Asset Management
Hamilton,
| $328M | +$32.3M | +11% | 8.77% | – | 259 | 7.34% | 0.2 |
|
| 4571 |
4571
Chesapeake Wealth Management
Williamsburg,
Virginia
| $328M | +$27.9M | +9% | 7.4% | 65.9% | 162 | 2.47% | 5.5 |
|
| 4572 |
4572
Accretive Wealth Partners
Parsippany,
New Jersey
| $328M | +$22.8M | +7% | 6.08% | 57.3% | 156 | 6.41% | 2.8 |
|
| 4573 |
4573
Landmark Investment Partners
West Palm Beach,
Florida
| $328M | -$49.1M | -13% | 3% | – | 101 | 62.38% | 0.2 |
|
| 4574 |
4574
Enavate Sciences
Menlo Park,
California
| $328M | +$151M | +86% | 70.3% | – | 7 | 14.29% | 0.6 |
|
| 4575 |
SC
4575
Steph & Co
Marinette,
Wisconsin
| $327M | +$19.2M | +6% | 6.74% | 61.6% | 328 | 13.72% | 3 |
|