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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4701 |
4701
Robertson Opportunity Capital
Dallas,
Texas
| $162M | -$2.3M | -1% | 0.1% | 93.4% | 26 | 0% | 5.3 |
|
| 4702 |
4702
Heritage Investment Group
Pompano Beach,
Florida
| $162M | -$11.1M | -6% | 4.52% | 51.2% | 82 | 13.41% | 0.7 |
|
| 4703 |
4703
Burrus Financial Services
Salt Lake City,
Utah
| $162M | -$11.9M | -7% | 5.82% | 31.3% | 10 | 20% | 0.4 |
|
| 4704 |
4704
Vista Investment Management
Pittsburgh,
Pennsylvania
| $162M | -$3.11M | -2% | 3.84% | 54.4% | 164 | 6.1% | 3.5 |
|
| 4705 |
4705
NIA Impact Advisors
Berkeley,
California
| $162M | -$4.4M | -3% | 0.24% | – | 67 | 10.45% | 1.3 |
|
| 4706 |
CCC
4706
Chelsea Counsel Company
Los Angeles,
California
| $162M | -$32.5M | -17% | 6.16% | 106% | 101 | 22.77% | 4.8 |
|
| 4707 |
4707
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $162M | -$8.47M | -5% | 1.63% | 282% | 29 | 41.38% | 1.5 |
|
| 4708 |
PFA
4708
Professional Financial Advisors
North Platte,
Nebraska
| $162M | -$17M | -9% | 5.1% | 59.2% | 522 | 9.2% | 1.5 |
|
| 4709 |
4709
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $162M | -$2.07M | -1% | 4.06% | 36.2% | 106 | 12.26% | 1.8 |
|
| 4710 |
4710
Horan Securities
Cincinnati,
United States
| $162M | -$4.09M | -2% | 5.47% | 50.1% | 837 | 33.33% | 1.6 |
|
| 4711 |
4711
Eagle Bay Advisors
New York
| $162M | -$3.34M | -2% | 3.73% | 85% | 1,155 | 19.31% | 0.5 |
|
| 4712 |
4712
Bell & Brown Wealth Advisors
Newport Beach,
California
| $162M | -$25.1M | -13% | 3.71% | 125% | 74 | 13.51% | 3.9 |
|
| 4713 |
1C
4713
1623 Capital
Alexandria,
Virginia
| $162M | +$1.51M | +0.9% | 2.64% | 11.9% | 51 | 23.53% | 1.8 |
|
| 4714 |
4714
Madrona Financial Services
Everett,
Washington
| $162M | -$8.82M | -5% | 3.87% | 85.1% | 78 | 7.69% | 2.9 |
|
| 4715 |
ARIS
4715
Advanced Research Investment Solutions
Los Angeles,
California
| $162M | -$18.1M | -10% | 10.7% | 13.1% | 188 | 42.02% | 0.9 |
|
| 4716 |
4716
Heron Financial Group
New York
| $162M | -$3.01M | -2% | 4.3% | 47.5% | 141 | 8.51% | 2.4 |
|
| 4717 |
4717
Cribstone Capital Management
Augusta,
Maine
| $162M | -$903K | -0.6% | 4.71% | 22.4% | 551 | 21.23% | 3.1 |
|
| 4718 |
4718
Addison Capital
Conshohocken,
Pennsylvania
| $162M | -$9.27M | -5% | 1.29% | 59.7% | 133 | 7.52% | 4.1 |
|
| 4719 |
4719
EPIQ Partners
Minneapolis,
Minnesota
| $162M | -$1.59M | -1% | 1.58% | 49.6% | 85 | 7.06% | 2.1 |
|
| 4720 |
4720
Manhattan West Asset Management
Los Angeles,
California
| $162M | -$3.86M | -2% | 3.98% | 65.6% | 109 | 14.68% | 0.5 |
|
| 4721 |
4721
True Wind Capital Management
San Francisco,
California
| $161M | -$38.4M | -19% | 18.9% | 119% | 3 | 0% | 0.8 |
|
| 4722 |
4722
Addison Advisors
Middlebury,
Vermont
| $161M | -$3.73M | -2% | 5.02% | 50.2% | 791 | 10.11% | 1.1 |
|
| 4723 |
4723
TL Private Wealth
Southlake,
Texas
| $161M | -$10.5M | -6% | 4.41% | 50.6% | 42 | 4.76% | 2.5 |
|
| 4724 |
4724
West Branch Capital
Amherst,
Massachusetts
| $161M | -$12M | -7% | 5.85% | 156% | 486 | 10.29% | 1.5 |
|
| 4725 |
4725
Client 1st Advisory Group
Dunedin,
Florida
| $161M | -$7.26M | -4% | 6.08% | 64.5% | 83 | 15.66% | 1.7 |
|