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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
Anfield Capital Management
Irvine,
California
| $267M | +$60.6M | +29% | 4.26% | 65.3% | 473 | 18.39% | 0.5 |
|
| 4677 |
4677
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| $266M | +$21.4M | +9% | 8.06% | 62.6% | 136 | 11.76% | 1.8 |
|
| 4678 |
4678
UG Investment Advisers
Taipei,
Taiwan
| $266M | -$28.8M | -10% | 9.41% | 172% | 11 | 9.09% | 1 |
|
| 4679 |
4679
Cabot-Wellington
Boston,
Massachusetts
| $266M | +$10.7M | +4% | 6.26% | 65% | 4 | 0% | 5.2 |
|
| 4680 |
4680
Bouvel Investment Partners
Phoenixville,
Pennsylvania
| $266M | +$7.4M | +3% | 5.3% | 199% | 81 | 9.88% | 2.4 |
|
| 4681 |
4681
Peachtree Investment Partners
Indian River Shores,,
Florida
| $266M | +$10.9M | +4% | 4.92% | 92.2% | 115 | 17.39% | 3.1 |
|
| 4682 |
MP
4682
Mediatel Partners
Fort Worth,
Texas
| $266M | +$18.1M | +7% | 7.35% | 11.6% | 3 | 0% | 8.3 |
|
| 4683 |
4683
Verity Asset Management
Durham,
North Carolina
| $266M | +$10.6M | +4% | 7.18% | 87% | 238 | 28.99% | 2.7 |
|
| 4684 |
4684
Vista Investment Management
Pittsburgh,
Pennsylvania
| $265M | +$18.4M | +7% | 6.07% | 54.4% | 177 | 5.08% | 4.4 |
|
| 4685 |
4685
Shaker Financial Services
Arlington,
Virginia
| $265M | +$18M | +7% | 4.98% | 12.9% | 177 | 22.6% | 2 |
|
| 4686 |
4686
Ceera Investments
Bellaire,
Texas
| $265M | +$28.9M | +12% | 8.9% | 47.9% | 104 | 13.46% | 1.8 |
|
| 4687 |
4687
Leeward Financial Partners
Bellevue,
Washington
| $265M | +$18.8M | +8% | 4.6% | 97.9% | 89 | 10.11% | 1.8 |
|
| 4688 |
4688
Bandera Partners
New York
| $265M | -$10.9M | -4% | 1.3% | 55.4% | 20 | 15% | 3.3 |
|
| 4689 |
MAM
4689
Mystic Asset Management
Warwick,
Rhode Island
| $265M | +$17.3M | +7% | 7.36% | 114% | 178 | 6.74% | 2.1 |
|
| 4690 |
4690
Pure Portfolios Holdings
Lake Oswego,
Oregon
| $265M | – | – | 7.36% | – | 105 | – | 0 |
|
| 4691 |
4691
Financial Life Advisors
San Antonio,
Texas
| $265M | +$18.4M | +7% | 4.8% | 47% | 57 | 15.79% | 3.1 |
|
| 4692 |
OFCM
4692
One Fin Capital Management
San Francisco,
California
| $265M | -$14M | -5% | 3.71% | 92% | 27 | 59.26% | 0.6 |
|
| 4693 |
4693
Seaside Wealth Management
Carlsbad,
California
| $265M | +$23.3M | +10% | 6.23% | 53.4% | 61 | 8.2% | 1.7 |
|
| 4694 |
4694
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
| $265M | +$3.01M | +1% | 5.11% | – | 150 | 1.33% | 2.7 |
|
| 4695 |
4695
ARQ Wealth Advisors
Scottsdale,
Arizona
| $264M | +$33.4M | +14% | 5.77% | 59.3% | 96 | 16.67% | 1.8 |
|
| 4696 |
4696
Multicoin Capital Management
Austin,
Texas
| $264M | -$417M | -61% | 13.1% | – | 4 | 50% | 0.4 |
|
| 4697 |
4697
Pineridge Advisors
St. Charles,
Missouri
| $264M | -$28.8M | -10% | 5.71% | – | 684 | 18.71% | 0.6 |
|
| 4698 |
4698
Vance Wealth
Santa Clarita,
California
| $264M | +$20.6M | +8% | 7.19% | 66.4% | 101 | 11.88% | 1.8 |
|
| 4699 |
4699
Silverlake Wealth Management
Williston,
Vermont
| $264M | +$20.2M | +8% | 7.21% | 73.3% | 302 | 14.9% | 1.7 |
|
| 4700 |
4700
Gordian Capital (Singapore)
Singapore
| $264M | +$88.2M | +50% | 2.2% | 321% | 213 | 26.29% | 1.4 |
|