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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4801 |
4801
Next Capital Management
New York
| $239M | -$8.72M | -4% | 3.23% | 61.3% | 152 | 15.13% | 2.6 |
|
| 4802 |
4802
University of Massachusetts Foundation
Newton,
Massachusetts
| $239M | -$1.4M | -0.6% | 2.72% | 53.6% | 4 | 0% | 4.1 |
|
| 4803 |
4803
Accretive Wealth Partners
Parsippany,
New Jersey
| $239M | +$12.9M | +6% | 1.68% | 57.3% | 139 | 4.32% | 2.4 |
|
| 4804 |
4804
Red Lighthouse Investment Management
New York
| $239M | -$9.8M | -4% | 1.97% | 63.4% | 107 | 7.48% | 1.3 |
|
| 4805 |
4805
Harmony Asset Management
Scottsdale,
Arizona
| $239M | -$3.93M | -2% | 6.72% | 138% | 162 | 18.52% | 0.4 |
|
| 4806 |
4806
Juncture Wealth Strategies
Scottsdale,
Arizona
| $239M | +$6.24M | +3% | 1.13% | 76.5% | 124 | 21.77% | 2.9 |
|
| 4807 |
4807
Hengistbury Investment Partners
London,
United Kingdom
| $239M | +$10.8M | +5% | 1.3% | 108% | 6 | 33.33% | 3.6 |
|
| 4808 |
4808
Waterford Advisors
Orchard Park,
New York
| $239M | +$2.85M | +1% | 1.58% | 50.5% | 57 | 8.77% | 1.2 |
|
| 4809 |
4809
Stelac Advisory Services
New York
| $238M | +$25.5M | +12% | 2.87% | 84.9% | 114 | 14.04% | 4 |
|
| 4810 |
4810
Delta Financial Group
Basking Ridge,
New Jersey
| $238M | -$101M | -30% | 11.1% | – | 246 | 54.07% | 1.1 |
|
| 4811 |
WHAM
4811
Windmill Hill Asset Management
Waddesdon,
United Kingdom
| $238M | -$41M | -15% | 4.25% | 97% | 29 | 13.79% | 1.4 |
|
| 4812 |
4812
Your Advocates Ltd
Houston,
Texas
| $238M | +$1.25M | +0.5% | 0.6% | 50% | 262 | 20.23% | 2.3 |
|
| 4813 |
4813
David Kennon
Sarasota,
Florida
| $238M | +$4.19M | +2% | 1.47% | 52.4% | 34 | 0% | 1.3 |
|
| 4814 |
4814
325 Capital
New York
| $238M | +$21.5M | +10% | 15.7% | 226% | 13 | 7.69% | 1.4 |
|
| 4815 |
4815
Hi-Line Capital Management
Watertown,
South Dakota
| $238M | -$43.7M | -16% | 4.26% | 57.5% | 40 | 20% | 3 |
|
| 4816 |
4816
Unio Capital
Princeton,
New Jersey
| $238M | +$10.8M | +5% | 3.36% | 97.8% | 37 | 16.22% | 4.2 |
|
| 4817 |
4817
Vishria Bird Financial Group
Memphis,
Tennessee
| $238M | +$4.4M | +2% | 3.77% | 74.3% | 64 | 3.13% | 3.3 |
|
| 4818 |
4818
NWK Group
San Francisco,
California
| $238M | +$24.6M | +12% | 11.5% | 268% | 65 | 15.38% | 3.1 |
|
| 4819 |
4819
Milestones Administradora de Recursos
Jaragua Do Sul,
Brazil
| $238M | +$51.7M | +28% | 6.31% | 116% | 30 | 46.67% | 0.9 |
|
| 4820 |
4820
Wafra Inc
New York
| $238M | -$1.67B | -88% | 27.7% | 45.9% | 65 | 96.92% | 2.3 |
|
| 4821 |
4821
Concentrum Wealth Management
San Jose,
California
| $238M | +$21.2M | +10% | 9.7% | 174% | 74 | 10.81% | 2.7 |
|
| 4822 |
4822
Kaye Capital Management
El Segundo,
California
| $238M | +$8.21M | +4% | 2.42% | – | 39 | 17.95% | 1.1 |
|
| 4823 |
4823
Hixon Zuercher
Findlay,
Ohio
| $237M | +$777K | +0.3% | 2.1% | 101% | 64 | 4.69% | 3.1 |
|
| 4824 |
4824
STF Management
Frisco,
Texas
| $237M | +$6.66M | +3% | 9.68% | 208% | 102 | 1.96% | 1.3 |
|
| 4825 |
4825
Carmel Capital Partners
San Diego,
California
| $237M | -$4.74M | -2% | 1.95% | 65.1% | 171 | 12.28% | 1.5 |
|