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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
Team Hewins
Redwood City,
California
| $184M | – | – | 13.7% | 60.5% | 25 | – | 0 |
|
| 4677 |
4677
Northpond Ventures
Bethesda,
Maryland
| $184M | +$41.6M | +29% | 37.4% | 67.3% | 5 | 0% | 1 |
|
| 4678 |
4678
OLIO Financial Planning
Mclean,
Virginia
| $184M | +$15.6M | +9% | 7.56% | 52.9% | 43 | 6.98% | 0.9 |
|
| 4679 |
GA
4679
Greytown Advisors
Miami,
Florida
| $184M | +$18.6M | +11% | 9.78% | 14.1% | 102 | 10.78% | 3.3 |
|
| 4680 |
4680
Intrepid Financial Planning Group
Carmel,
Indiana
| $184M | +$8M | +5% | 6.19% | 92.5% | 123 | 20.33% | 0.4 |
|
| 4681 |
4681
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| $184M | +$13.8M | +8% | 8.66% | 81.6% | 75 | 16% | 2.2 |
|
| 4682 |
ECG
4682
EPIQ Capital Group
San Francisco,
California
| $183M | -$19.5M | -10% | 5.57% | 6.25% | 50 | 8% | 2.1 |
|
| 4683 |
4683
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
| $183M | -$55.1K | -0% | 0.04% | 36.7% | 4 | 0% | 4.8 |
|
| 4684 |
4684
Prosight Management
Dallas,
Texas
| $183M | -$3.29M | -2% | 6.3% | 39.5% | 56 | 60.71% | 0.6 |
|
| 4685 |
4685
Andesa Financial Management
Allentown,
Pennsylvania
| $183M | -$103M | -36% | 11.4% | 73.6% | 160 | 18.13% | 2.5 |
|
| 4686 |
4686
Malaga Cove Capital
Pv Estates,
California
| $183M | +$7.91M | +5% | 8.07% | 97.3% | 174 | 13.22% | 2.1 |
|
| 4687 |
4687
Seascape Capital Management
Portsmouth,
New Hampshire
| $183M | +$37.2M | +25% | 8.63% | 111% | 101 | 21.78% | 1.7 |
|
| 4688 |
4688
Arena Capital Advisors
Los Angeles,
California
| $183M | -$146M | -44% | 1.9% | 127% | 262 | 38.93% | 1.2 |
|
| 4689 |
4689
Wilshire Advisors
Santa Monica,
California
| $183M | +$8.45M | +5% | 7.67% | 118% | 11 | 0% | 1.7 |
|
| 4690 |
4690
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| $183M | +$66.3M | +57% | 12.3% | 62.1% | 93 | 27.96% | 1.1 |
|
| 4691 |
4691
Mill Road Capital Management
Greenwich,
Connecticut
| $183M | -$26.4M | -13% | 19.4% | 85.1% | 27 | 14.81% | 2.6 |
|
| 4692 |
4692
3Chopt Investment Partners
Richmond,
Virginia
| $183M | – | – | 11% | 128% | 266 | – | 0 |
|
| 4693 |
4693
Carnegie Mellon University
Pittsburgh,
Pennsylvania
| $183M | +$3.16M | +2% | 1.81% | 61.6% | 6 | 0% | 1 |
|
| 4694 |
4694
LDR Capital Management
New York
| $183M | -$15.3M | -8% | 0.81% | 28.4% | 48 | 22.92% | 1 |
|
| 4695 |
4695
FSB Premier Wealth Management
Waterloo,
Iowa
| $183M | +$11.5M | +7% | 8.64% | 53.9% | 150 | 14% | 1.4 |
|
| 4696 |
4696
Bordeaux Wealth Advisors
Menlo Park,
California
| $182M | +$23.1M | +15% | 1.97% | 141% | 90 | 14.44% | 1.4 |
|
| 4697 |
4697
Allred Capital Management
Dallas,
Texas
| $182M | +$21.9M | +14% | 9.7% | 73.5% | 159 | 10.06% | 3.2 |
|
| 4698 |
RS
4698
Retirement Solution
Redmond,
Washington
| $182M | -$4.28M | -2% | 5.46% | 77.3% | 37 | 35.14% | 1.5 |
|
| 4699 |
4699
Ceeto Capital Group
Coral Gables,
Florida
| $182M | +$7.5M | +4% | 7.48% | 94.4% | 164 | 5.49% | 3.4 |
|
| 4700 |
4700
Bell & Brown Wealth Advisors
Newport Beach,
California
| $182M | +$19.8M | +12% | 13% | 125% | 71 | 11.27% | 3.7 |
|