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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
| $231M | -$205M | -47% | 10.3% | 60.5% | 50 | 84% | 0.3 |
|
| 4677 |
4677
GoodHaven Capital Management
Millburn,
New Jersey
| $231M | +$39.9M | +21% | 15% | 80.7% | 28 | 10.71% | 4.1 |
|
| 4678 |
4678
Vance Wealth
Santa Clarita,
California
| $230M | +$16.7M | +8% | 10.5% | 66.4% | 85 | 8.24% | 1.4 |
|
| 4679 |
4679
Nvidia Corp
Santa Clara,
California
| $230M | – | – | 34.9% | – | 5 | – | 0 |
|
| 4680 |
4680
Performa Ltd (US)
Charleston,
South Carolina
| $230M | +$19.9M | +9% | 10.9% | 59.6% | 77 | 33.77% | 2.3 |
|
| 4681 |
4681
Savoir Faire Capital Management
Norwalk,
Connecticut
| $230M | +$50M | +28% | 7.43% | 0.01% | 51 | 7.84% | 0.2 |
|
| 4682 |
4682
Grey Fox Wealth Advisors
Rockland,
Delaware
| $230M | +$30.7M | +15% | 8.58% | 45.3% | 112 | 14.29% | 0.8 |
|
| 4683 |
4683
Allred Capital Management
Dallas,
Texas
| $230M | +$29.3M | +15% | 8.25% | 73.5% | 169 | 11.83% | 3.6 |
|
| 4684 |
4684
WJ Wealth Management
Glendale,
Arizona
| $230M | +$24.2M | +12% | 9.39% | 95.6% | 72 | 12.5% | 1.5 |
|
| 4685 |
LA
4685
LFL Advisers
Evanston,
Illinois
| $230M | +$25.4M | +12% | 13.4% | 83% | 11 | 0% | 5.5 |
|
| 4686 |
4686
Highland Financial Advisors
Wayne,
New Jersey
| $230M | +$36.9M | +19% | 10.4% | 70% | 57 | 28.07% | 1 |
|
| 4687 |
4687
Retireful LLC
Haslett,
Michigan
| $230M | +$20.2M | +10% | 13.2% | 437% | 129 | 75.97% | 0.1 |
|
| 4688 |
4688
Adamsbrown Wealth Consultants
Wichita,
Kansas
| $230M | +$26.7M | +13% | 8.41% | 60.6% | 86 | 8.14% | 1.5 |
|
| 4689 |
CI
4689
CPMG Inc
Dallas,
Texas
| $230M | +$46.7M | +26% | 26.4% | 878% | 3 | 0% | 1.9 |
|
| 4690 |
4690
Smart Money Group
Eastland,
Texas
| $230M | +$19.1M | +9% | 7.92% | 58.9% | 85 | 17.65% | 2 |
|
| 4691 |
4691
Psagot Value Holdings
Tel Aviv,
Israel
| $229M | +$33M | +17% | 14% | 45.9% | 631 | 24.88% | 1.8 |
|
| 4692 |
LFGO
4692
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
| $229M | +$26.6M | +13% | 9.64% | 64.2% | 74 | 13.51% | 0.8 |
|
| 4693 |
4693
Colton Groome Financial Advisors
Asheville,
North Carolina
| $229M | +$29.5M | +15% | 9.83% | 65.8% | 136 | 30.88% | 1.6 |
|
| 4694 |
4694
RBA Wealth Management
Newport Beach,
California
| $229M | +$21.3M | +10% | 10.6% | 91% | 91 | 6.59% | 1.9 |
|
| 4695 |
RL
4695
Rogco LP
Claremore,
Oklahoma
| $229M | +$26.2M | +13% | 8.67% | 53.3% | 275 | 12.36% | 0.2 |
|
| 4696 |
4696
Aquamarine Zurich
Zurich,
Switzerland
| $229M | +$25.9M | +13% | 13.8% | 74.8% | 12 | 0% | 1.3 |
|
| 4697 |
4697
Iron Horse Wealth Management
Johston,
Iowa
| $229M | +$25M | +12% | 8.45% | 29.1% | 526 | 10.46% | 1.1 |
|
| 4698 |
4698
Fiduciary Family Office
Boca Raton,
Florida
| $229M | – | – | 12.2% | 97.3% | 215 | – | 0 |
|
| 4699 |
4699
Morton Brown Family Wealth
Allentown,
Pennsylvania
| $228M | +$32.6M | +17% | 9.34% | 54.5% | 292 | 40.41% | 1 |
|
| 4700 |
4700
Argent Advisors
Monroe,
Louisiana
| $228M | +$9.45M | +4% | 9.28% | 63.1% | 140 | 9.29% | 2.8 |
|