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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4576 |
FC
4576
Franchise Capital
Grand Cayman,
Cayman Islands
| $277M | -$136M | -33% | 2.25% | 537% | 11 | 27.27% | 1.2 |
|
| 4577 |
BWM
4577
Brown Wealth Management
Naperville,
Illinois
| $277M | +$29M | +12% | 5.42% | 51.2% | 99 | 21.21% | 0.9 |
|
| 4578 |
4578
Humankind Investments
New York
| $277M | -$100M | -26% | 6.53% | 62.5% | 151 | 13.91% | 2 |
|
| 4579 |
4579
World Equity Group
Schaumburg,
Illinois
| $277M | -$58.2M | -17% | 6.63% | 117% | 324 | 38.27% | 1.4 |
|
| 4580 |
4580
Blue Pool Management
Causeway Bay,
Hong Kong
| $277M | +$86.2M | +45% | 38.5% | 72.8% | 3 | 33.33% | 1.3 |
|
| 4581 |
4581
Reston Wealth Management
Reston,
Virginia
| $276M | +$26.2M | +10% | 5.74% | 66.4% | 454 | 86.78% | 0.4 |
|
| 4582 |
4582
Montgomery Investment Management
Rockville,
Maryland
| $276M | +$23.5M | +9% | 11.1% | 105% | 93 | 4.3% | 7 |
|
| 4583 |
4583
Arcus Capital Partners
Atlanta,
Georgia
| $276M | +$16.6M | +6% | 16% | 69.2% | 123 | 17.89% | 3.1 |
|
| 4584 |
4584
Sara-Bay Financial
Sarasota,
Florida
| $276M | +$29.7M | +12% | 5.78% | 233% | 95 | 22.11% | 2.7 |
|
| 4585 |
4585
Custos Family Office
Austin,
Texas
| $276M | +$25.6M | +10% | 6.9% | 57.4% | 57 | 7.02% | 1.4 |
|
| 4586 |
MWM
4586
MGB Wealth Management
Addison,
Texas
| $276M | +$8.48M | +3% | 13.2% | – | 294 | 11.22% | 0.7 |
|
| 4587 |
4587
Tranquility Partners
Brentwood,
Tennessee
| $276M | +$15.9M | +6% | 7.6% | 77.3% | 223 | 7.17% | 3.1 |
|
| 4588 |
4588
Ashburton (Jersey)
St Helier,
Jersey
| $276M | +$38.9M | +16% | 2.19% | – | 48 | 16.67% | 3.6 |
|
| 4589 |
SC
4589
Schiavi & Co
Wilmington,
Delaware
| $276M | +$20.6M | +8% | 5.86% | 41.4% | 34 | 2.94% | 1.8 |
|
| 4590 |
4590
Delta Financial Advisors
New Orleans,
Louisiana
| $275M | +$17.2M | +7% | 7.48% | 107% | 116 | 4.31% | 4.3 |
|
| 4591 |
4591
Foguth Wealth Management
Brighton,
Michigan
| $275M | +$48.4M | +21% | 6.18% | – | 152 | 25% | 0.4 |
|
| 4592 |
4592
Columbus Macro
New Castle,
Pennsylvania
| $275M | +$16.5M | +6% | 7.26% | 48.7% | 190 | 14.21% | 2.9 |
|
| 4593 |
4593
Seven Springs Wealth Group
Brentwood,
Tennessee
| $275M | +$19.5M | +8% | 6.63% | 59.2% | 71 | 12.68% | 2.9 |
|
| 4594 |
4594
Bridgewealth Advisory Group
Fresno,
California
| $275M | +$49.3M | +22% | 4.63% | 39.1% | 95 | 27.37% | 0.9 |
|
| 4595 |
4595
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
| $275M | +$7.19M | +3% | 2.91% | – | 585 | 4.1% | 2.5 |
|
| 4596 |
BCM
4596
Birmingham Capital Management
Birmingham,
Alabama
| $275M | +$18.8M | +7% | 10.2% | 103% | 110 | 6.36% | 8.3 |
|
| 4597 |
4597
Joule Financial
Lexington,
Kentucky
| $275M | +$28.8M | +12% | 7.11% | 55.5% | 113 | 15.04% | 1.5 |
|
| 4598 |
4598
Green Court Capital Management
Hong Kong
| $275M | +$120M | +78% | 21.1% | 33.4% | 2 | 0% | 1.8 |
|
| 4599 |
SHFA
4599
SS&H Financial Advisors
Troy,
Michigan
| $275M | +$18.4M | +7% | 6.5% | – | 126 | 5.56% | 2.1 |
|
| 4600 |
4600
City State Bank
Norwalk,
Iowa
| $274M | +$29.5M | +12% | 6.77% | 79.1% | 759 | 6.32% | 2.2 |
|