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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4651 |
4651
Pantechnicon Advisors
London,
United Kingdom
| $187M | – | – | 23.3% | – | 15 | – | 0 |
|
| 4652 |
4652
Three Bridge Wealth Advisors
Los Altos,
California
| $187M | -$9.9M | -5% | 1.31% | 169% | 87 | 10.34% | 0.7 |
|
| 4653 |
4653
Riverview Capital Advisers
Boston,
Massachusetts
| $186M | +$26.8M | +17% | 10.5% | 84.8% | 77 | 10.39% | 0.9 |
|
| 4654 |
4654
Brown, Lisle/Cummings
Providence,
Rhode Island
| $186M | +$15M | +9% | 9.83% | 82.3% | 532 | 5.83% | 0.9 |
|
| 4655 |
4655
Cartica Management
Washington,
District of Columbia
| $186M | -$3.84M | -2% | 7.05% | 92.9% | 14 | 7.14% | 1.5 |
|
| 4656 |
4656
Keystone Financial Services (Colorado)
Loveland,
Colorado
| $186M | +$13.9M | +8% | 8.06% | 66% | 87 | 17.24% | 0.8 |
|
| 4657 |
4657
LPWM LLC
Minneapolis,
Minnesota
| $186M | +$18.1M | +11% | 7.39% | 59.4% | 63 | 14.29% | 2.3 |
|
| 4658 |
4658
Aquamarine Zurich
Zurich,
Switzerland
| $186M | +$21.5M | +13% | 13.6% | 74.8% | 12 | 0% | 0.3 |
|
| 4659 |
4659
Oxler Private Wealth
Rye Brook,
New York
| $186M | +$6.86M | +4% | 6.01% | 119% | 347 | 75.5% | 1.7 |
|
| 4660 |
NTCM
4660
Nut Tree Capital Management
New York
| $186M | -$139M | -43% | 1.83% | 101% | 9 | 33.33% | 2.1 |
|
| 4661 |
EFM
4661
Eley Financial Management
South Burlington,
Vermont
| $186M | – | – | 5.8% | 69.7% | 69 | – | 0 |
|
| 4662 |
4662
Next Capital Management
New York
| $185M | +$53.1M | +40% | 5.88% | 61.3% | 131 | 19.85% | 2.1 |
|
| 4663 |
4663
Cota Capital Management
San Francisco,
California
| $185M | -$8.88M | -5% | 9.55% | 46% | 12 | 0% | 2.1 |
|
| 4664 |
4664
Monterey Private Wealth
Monterey,
California
| $185M | +$18.4M | +11% | 9.4% | 29.8% | 104 | 11.54% | 2.1 |
|
| 4665 |
4665
Iron Horse Wealth Management
Johston,
Iowa
| $185M | +$116M | +167% | 6.59% | 29.1% | 287 | 45.99% | 0.9 |
|
| 4666 |
PAM
4666
Pegasus Asset Management
Montebello,
New York
| $185M | +$8.37M | +5% | 10.2% | 89% | 75 | 8% | 3.9 |
|
| 4667 |
4667
22NW LP
Seattle,
Washington
| $185M | +$8.38M | +5% | 26.9% | 138% | 20 | 5% | 2.4 |
|
| 4668 |
4668
AH Equity Partners LSV III
Menlo Park,
California
| $185M | +$8.5M | +5% | 5.24% | – | 3 | 0% | 0.8 |
|
| 4669 |
FNWM
4669
Financial Network Wealth Management
Draper,
Utah
| $185M | +$24.6M | +15% | 6.55% | – | 113 | 29.2% | 1.4 |
|
| 4670 |
4670
Bullseye Asset Management
Denver,
Colorado
| $185M | +$12.7M | +7% | 8.78% | 81% | 85 | 5.88% | 2.2 |
|
| 4671 |
4671
Atlantic Investment Management
New York
| $185M | -$36.6M | -17% | 21.8% | 28.8% | 10 | 10% | 3.2 |
|
| 4672 |
4672
Graybill Wealth Management
Elmhurst,
Illinois
| $185M | +$16.3M | +10% | 9.04% | – | 50 | 2% | 5 |
|
| 4673 |
OIA
4673
Optimum Investment Advisors
Chicago,
Illinois
| $185M | -$1.34M | -0.7% | 9.34% | 125% | 860 | 13.95% | 4.4 |
|
| 4674 |
4674
Schroders
London,
United Kingdom
| $185M | +$6.65M | +4% | 2.55% | 5.82% | 4 | 25% | 1.2 |
|
| 4675 |
4675
Stableford Capital II
Scottsdale,
Arizona
| $184M | -$22.3M | -11% | 6.12% | 66.9% | 128 | 21.88% | 2 |
|