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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4676 |
4676
Kercheville Advisors
San Antonio,
Texas
| $211M | -$18M | -8% | 2.96% | 261% | 129 | 24.81% | 1 |
|
| 4677 |
4677
Stadium Capital Management
New Canaan,
Connecticut
| $211M | -$54.9M | -21% | 13% | 10.9% | 11 | 18.18% | 1.2 |
|
| 4678 |
4678
Seven Springs Wealth Group
Brentwood,
Tennessee
| $211M | -$8.04M | -4% | 2.29% | 59.2% | 70 | 15.71% | 1.7 |
|
| 4679 |
4679
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
| $211M | +$33.6M | +19% | 20.3% | 34.5% | 46 | 6.52% | 1.6 |
|
| 4680 |
4680
Nan Fung Group Holdings
Kai Tak,
Hong Kong
| $211M | -$127M | -38% | 7.49% | 281% | 64 | 43.75% | 0.4 |
|
| 4681 |
4681
Blue Water Life Science Advisors
Larkspur,
California
| $211M | -$116M | -36% | 38.9% | 503% | 16 | 56.25% | 0.5 |
|
| 4682 |
4682
Infusive Asset Management
New York
| $211M | -$77.9M | -27% | 8.48% | 33.8% | 48 | 18.75% | 1.1 |
|
| 4683 |
4683
Clarity Wealth Advisors
San Jose,
California
| $211M | -$4.65M | -2% | 4.86% | 94.1% | 72 | 9.72% | 1.8 |
|
| 4684 |
SLA
4684
Silver Lake Advisory
Cottonwood Heights,
Utah
| $211M | -$5.51M | -3% | 0.08% | 76.7% | 109 | 5.5% | 4.5 |
|
| 4685 |
4685
Juncture Wealth Strategies
Scottsdale,
Arizona
| $210M | +$337K | +0.2% | 0.14% | 76.5% | 138 | 26.09% | 2.7 |
|
| 4686 |
4686
Access Financial Services
Minneapolis,
Minnesota
| $210M | -$12.1M | -5% | 3.36% | 44.8% | 125 | 21.6% | 2.3 |
|
| 4687 |
4687
SC&H Financial Advisors
Sparks,
Maryland
| $210M | +$29.1M | +16% | 4.28% | 66.2% | 161 | 13.66% | 0.2 |
|
| 4688 |
4688
Muzinich & Co
New York
| $210M | +$36.8M | +21% | 4.41% | 13.5% | 57 | 36.84% | 4.1 |
|
| 4689 |
4689
Addison Capital
Conshohocken,
Pennsylvania
| $210M | -$12.7M | -6% | 8.17% | 59.7% | 145 | 13.1% | 3.3 |
|
| 4690 |
4690
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| $210M | -$22.4M | -10% | 2.52% | 58.6% | 193 | 27.98% | 2 |
|
| 4691 |
4691
Apeiron RIA
Dallas,
Texas
| $210M | -$33.8M | -14% | 0.82% | 68.5% | 184 | 23.91% | 0.2 |
|
| 4692 |
LHC
4692
Lodge Hill Capital
New York
| $210M | -$236M | -53% | 11.1% | 17.9% | 34 | 55.88% | 0.7 |
|
| 4693 |
4693
Pensionfund DSM Netherlands
Sittard,
Netherlands
| $210M | -$658M | -76% | 2.51% | 36.9% | 453 | 82.12% | 5.6 |
|
| 4694 |
4694
Camarda Financial Advisors
Fleming Island,
Florida
| $210M | +$32.9M | +19% | 2.53% | 196% | 151 | 79.47% | 0.7 |
|
| 4695 |
BPIH
4695
Broad Peak Investment Holdings
Singapore
| $209M | -$300M | -59% | 9.91% | 52.2% | 18 | 50% | 0.3 |
|
| 4696 |
4696
Beacon Financial Advisory
Cleveland,
Ohio
| $209M | -$7.31M | -3% | 2.88% | 76.8% | 250 | 7.6% | 1.5 |
|
| 4697 |
4697
West Branch Capital
Amherst,
Massachusetts
| $209M | -$25.7M | -11% | 3.85% | 156% | 478 | 9.83% | 1.1 |
|
| 4698 |
4698
272 Capital
Dallas,
Texas
| $209M | +$1.32M | +0.6% | 13.1% | 222% | 88 | 48.86% | 0.2 |
|
| 4699 |
4699
WestBridge Capital Management
Trianon,
Mauritius
| $209M | -$134M | -39% | 4.72% | 33.3% | 2 | 0% | 1.3 |
|
| 4700 |
4700
Providence First Trust
Scottsdale,
Arizona
| $209M | -$12.6M | -6% | 5.98% | 64.1% | 93 | 7.53% | 2.1 |
|