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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
4751
Patriot Financial Partners
Radnor,
Pennsylvania
| $186M | -$90.4M | -33% | 22.1% | 16.6% | 11 | 9.09% | 3.4 |
|
| 4752 |
4752
RAM Investment Partners
Bellevue,
Washington
| $186M | +$23.2M | +14% | 7.3% | 61.9% | 52 | 15.38% | 0.2 |
|
| 4753 |
SC
4753
Sawyer & Company
Boston,
Massachusetts
| $186M | -$17.4M | -9% | 3.84% | 111% | 189 | 7.94% | 3.7 |
|
| 4754 |
4754
Mendel Money Management
Northbrook,
Illinois
| $186M | +$9.9M | +6% | 6.03% | 88.8% | 125 | 6.4% | 2.9 |
|
| 4755 |
CCM
4755
Consolidated Capital Management
Burbank,
California
| $186M | +$18M | +11% | 19% | 166% | 61 | 26.23% | 2.6 |
|
| 4756 |
4756
Wills Financial Group
Richmond,
Virginia
| $186M | +$6.08M | +3% | 4.55% | 57.5% | 68 | 20.59% | 4.2 |
|
| 4757 |
KFO
4757
Kopp Family Office
Bloomington,
Minnesota
| $186M | +$19.4M | +12% | 15.3% | 47.9% | 23 | 4.35% | 1.6 |
|
| 4758 |
4758
Fullen Financial Group
Columbus,
Ohio
| $185M | +$9.37M | +5% | 4.11% | 28.4% | 59 | 0% | 2.5 |
|
| 4759 |
4759
Evexia Wealth
Stevens Point,
Wisconsin
| $185M | – | – | 4.48% | 95% | 38 | – | 0 |
|
| 4760 |
4760
Atlantic Investment Management
New York
| $185M | +$587K | +0.3% | 6.28% | 28.8% | 13 | 61.54% | 1.3 |
|
| 4761 |
4761
Verger Capital Management
Winston-Salem,
North Carolina
| $185M | +$7.08M | +4% | 4.55% | 58.3% | 35 | 11.43% | 2.8 |
|
| 4762 |
4762
NIA Impact Advisors
Berkeley,
California
| $185M | +$13M | +8% | 11.1% | – | 64 | 15.63% | 1.6 |
|
| 4763 |
4763
Core Wealth Management
Jupiter,
Florida
| $185M | +$8.13M | +5% | 4.5% | 44.5% | 20 | 15% | 0.2 |
|
| 4764 |
4764
FACT Capital
New York
| $185M | +$13.3M | +8% | 18.8% | 227% | 15 | 40% | 0.2 |
|
| 4765 |
4765
Quantamental Technologies
White Plains,
New York
| $185M | -$33.8M | -15% | 7.2% | 24.2% | 667 | 73.91% | 0.2 |
|
| 4766 |
4766
Adaptive Financial Consulting
Beachwood,
Ohio
| $185M | +$10.6M | +6% | 4.08% | 33.4% | 16 | 0% | 3.2 |
|
| 4767 |
4767
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $185M | +$9.05M | +5% | 10.3% | 207% | 57 | 22.81% | 4 |
|
| 4768 |
KA
4768
Kooman & Associates
Altoona,
Pennsylvania
| $185M | +$83.4M | +82% | 5.23% | 66% | 43 | 11.63% | 0.2 |
|
| 4769 |
4769
Cota Capital Management
San Francisco,
California
| $185M | -$577K | -0.3% | 11.7% | 46% | 12 | 8.33% | 2.5 |
|
| 4770 |
4770
Sonata Capital Group
Seattle,
Washington
| $185M | +$4.99M | +3% | 5.86% | 66.5% | 111 | 11.71% | 5.7 |
|
| 4771 |
4771
Golden State Equity Partners
South Coast Metro,
California
| $185M | – | – | 4.77% | – | 214 | – | 1.1 |
|
| 4772 |
4772
Waterford Advisors
Orchard Park,
New York
| $185M | +$13.1M | +8% | 5.51% | 50.5% | 54 | 12.96% | 0.2 |
|
| 4773 |
OGF
4773
Orin Green Financial
San Diego,
California
| $185M | +$14.4M | +8% | 7.47% | 59.1% | 74 | 10.81% | 1.7 |
|
| 4774 |
4774
Quantum Private Wealth
Tampa,
Florida
| $185M | +$26.9M | +17% | 19.8% | 240% | 192 | 6.25% | 1.1 |
|
| 4775 |
ITIM
4775
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $185M | +$7.38M | +4% | 4.82% | 114% | 128 | 12.5% | 6.3 |
|