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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4626 |
WA
4626
Wealth Advisors
Rancho Santa Fe,
California
| $188M | -$8.15M | -4% | 1.65% | 40% | 71 | 23.94% | 1.9 |
|
| 4627 |
4627
Northwest Capital Management
Lake Oswego,
Oregon
| $188M | +$15.6M | +9% | 5.35% | 57% | 101 | 17.82% | 2.5 |
|
| 4628 |
4628
KEB Asset Management
Springfield,
Illinois
| $188M | +$31.3M | +20% | 12.1% | 68.9% | 63 | 23.81% | 0.7 |
|
| 4629 |
MWM
4629
MTC Wealth Management
Tampa,
Florida
| $188M | +$11.3M | +6% | 6.76% | 30.5% | 12 | 0% | 1.6 |
|
| 4630 |
4630
Rather & Kittrell
Knoxville,
Tennessee
| $188M | +$92.9M | +98% | 8.21% | 41.1% | 63 | 14.29% | 0.8 |
|
| 4631 |
4631
Invus Financial Advisors
New York
| $188M | +$5.75M | +3% | 19.7% | 29.5% | 9 | 11.11% | 1.8 |
|
| 4632 |
PA
4632
PSI Advisors
Tampa,
Florida
| $188M | -$2.42M | -1% | 7.08% | 58.2% | 880 | 16.36% | 1.2 |
|
| 4633 |
4633
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $188M | +$21.2M | +13% | 8.01% | 57.8% | 137 | 16.79% | 1.7 |
|
| 4634 |
4634
NewView Capital Partners I
Burlingame,
California
| $188M | -$53M | -22% | 15.4% | 20.8% | 4 | 0% | 0.8 |
|
| 4635 |
4635
Forefront Analytics
West Conshohocken,
Pennsylvania
| $188M | -$119K | -0.1% | 6.93% | 50.9% | 81 | 25.93% | 2.7 |
|
| 4636 |
OPL
4636
Orland Properties Ltd
Road Town, Tortola,
British Virgin Islands
| $188M | – | – | 3.11% | 77.6% | 15 | – | 0.3 |
|
| 4637 |
4637
Lapides Asset Management
Greenwich,
Connecticut
| $188M | +$12.1M | +7% | 9.34% | 63% | 58 | 20.69% | 3.3 |
|
| 4638 |
4638
Jacobsen Capital Management
Salt Lake City,
Utah
| $188M | +$12.9M | +7% | 7.39% | 97.3% | 55 | 14.55% | 2.5 |
|
| 4639 |
4639
Unique Wealth
Clearwater,
Florida
| $187M | – | – | 6.91% | 68.5% | 61 | – | 0 |
|
| 4640 |
4640
Hilltop Partners
Mishawaka,
Indiana
| $187M | – | – | 8.51% | 64.9% | 56 | – | 0 |
|
| 4641 |
4641
Blue Zone Wealth Advisors
Los Angeles,
California
| $187M | -$5.78M | -3% | 4.72% | 91.1% | 88 | 9.09% | 1.9 |
|
| 4642 |
4642
Operose Advisors
Milwaukee,
Wisconsin
| $187M | +$35M | +23% | 10.4% | 68.8% | 392 | 20.92% | 0.8 |
|
| 4643 |
4643
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
| $187M | +$56.7M | +43% | 7.6% | 41.2% | 82 | 30.49% | 0.7 |
|
| 4644 |
SCM
4644
Snowhook Capital Management
New York
| $187M | -$59.9M | -24% | 2.08% | – | 18 | 50% | 0.6 |
|
| 4645 |
4645
Autumn Glory Partners
Dallas,
Texas
| $187M | +$38.7M | +26% | 12.7% | 76% | 171 | 17.54% | 0.7 |
|
| 4646 |
4646
Rede Wealth
Charlottesville,
Virginia
| $187M | +$18.8M | +11% | 11% | 84.4% | 98 | 19.39% | 1.5 |
|
| 4647 |
4647
Symetra Investment Management
Farmington,
Connecticut
| $187M | +$42.5M | +29% | 6.53% | 37.3% | 3 | 0% | 1.3 |
|
| 4648 |
4648
Ameliora Wealth Management
Zurich,
Switzerland
| $187M | +$2.35M | +1% | 6.25% | 73.9% | 246 | 15.45% | 0.3 |
|
| 4649 |
4649
Oak Family Advisors
Chicago,
Illinois
| $187M | -$185K | -0.1% | 10.3% | 81.9% | 129 | 19.38% | 1.3 |
|
| 4650 |
4650
Triumph Capital Management
Denver,
Colorado
| $187M | +$3.12M | +2% | 2.94% | 55.5% | 250 | 41.6% | 0.7 |
|