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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
SC
4601
Sawyer & Company
Boston,
Massachusetts
| $232M | +$19.7M | +9% | 10.8% | 111% | 190 | 7.89% | 3 |
|
| 4602 |
SI
4602
Schusterman Interests
Tulsa,
Oklahoma
| $232M | – | – | 4.51% | 344% | 15 | – | 0 |
|
| 4603 |
4603
Oxbow Capital Management (HK)
Hong Kong
| $231M | – | – | 12.1% | 2,244% | 6 | – | 0 |
|
| 4604 |
4604
MV Management XI
Menlo Park,
California
| $231M | – | – | 27.9% | – | 4 | – | 0 |
|
| 4605 |
4605
Aire Advisors
Beverly Hills,
California
| $231M | – | – | 6.76% | 77.4% | 109 | – | 0 |
|
| 4606 |
BOC
4606
Barbara Oil Co
Chicago,
Illinois
| $231M | +$18M | +8% | 10.1% | 76.9% | 89 | 4.49% | 5.6 |
|
| 4607 |
4607
Legacy Financial Strategies
Overland Park,
Kansas
| $231M | +$18.7M | +9% | 9.5% | 76.7% | 67 | 13.43% | 2.7 |
|
| 4608 |
PFA
4608
Professional Financial Advisors
North Platte,
Nebraska
| $231M | +$56.7M | +32% | 5.49% | 59.2% | 494 | 17.61% | 1 |
|
| 4609 |
4609
Industry Ventures
San Francisco,
California
| $231M | – | – | 25.3% | 77.4% | 10 | – | 0 |
|
| 4610 |
4610
Zoom Communications
San Jose,
California
| $231M | – | – | 9.19% | 10.7% | 2 | – | 0 |
|
| 4611 |
4611
Keeler Thomas Management
Orem,
Utah
| $231M | +$21M | +10% | 13.9% | 52.1% | 75 | 6.67% | 2.3 |
|
| 4612 |
4612
Triumph Capital Management
Denver,
Colorado
| $231M | +$17.5M | +8% | 4.17% | 55.5% | 239 | 33.05% | 0.3 |
|
| 4613 |
CCC
4613
Chelsea Counsel Company
Los Angeles,
California
| $231M | +$11.1M | +5% | 9.08% | 106% | 103 | 13.59% | 4 |
|
| 4614 |
DA
4614
Dash Acquisitions
Woodland Hills,
California
| $231M | +$38.8M | +20% | 9.34% | 52% | 40 | 17.5% | 0.8 |
|
| 4615 |
4615
Cardinal Point Wealth Management Partners
Irvine,
California
| $231M | – | – | 4.54% | – | 49 | – | 0 |
|
| 4616 |
APW
4616
Aurora Private Wealth
Rockaway,
New Jersey
| $231M | -$15.8M | -6% | 7.17% | – | 237 | 23.63% | 1.1 |
|
| 4617 |
HH
4617
HWG Holdings
Houston,
Texas
| $231M | – | – | 14.9% | – | 141 | – | 1.4 |
|
| 4618 |
4618
S.E.E.D. Planning Group
Binghamton,
New York
| $230M | +$18.5M | +9% | 6.21% | 57.3% | 100 | 17% | 1.2 |
|
| 4619 |
4619
Community Bank of Raymore
Raymore,
Missouri
| $230M | -$103M | -31% | 10.7% | 91.9% | 73 | 15.07% | 4.1 |
|
| 4620 |
4620
Ategra Capital Management
Vienna,
Virginia
| $230M | +$20.6M | +10% | 10.6% | 114% | 119 | 13.45% | 1.8 |
|
| 4621 |
4621
Fountainhead AM
Warren,
New Jersey
| $230M | +$23.6M | +11% | 6.81% | 80.4% | 82 | 20.73% | 0.7 |
|
| 4622 |
CAGAS
4622
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| $230M | -$45.5M | -17% | 6.42% | 54.8% | 559 | 70.66% | 2.3 |
|
| 4623 |
4623
Eads & Heald Wealth Management
Atlanta,
Georgia
| $230M | +$23M | +11% | 13.2% | 93.3% | 148 | 5.41% | 5.5 |
|
| 4624 |
4624
Wells Trecaso Financial Group
Akron,
Ohio
| $230M | +$20.4M | +10% | 12.6% | 108% | 97 | 6.19% | 2.6 |
|
| 4625 |
4625
Wealth Alliance Advisory Group
Wichita,
Kansas
| $230M | +$24.3M | +12% | 9.06% | 72.7% | 174 | 20.69% | 2.4 |
|