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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
Omega Financial Group
Santa Barbara,
California
| $281M | +$20.6M | +8% | 7.32% | 45.2% | 101 | 20.79% | 3.7 |
|
| 4802 |
AA
4802
Alta Advisers
London,
United Kingdom
| $281M | +$46.1M | +20% | 14.4% | 114% | 253 | 12.25% | 1.8 |
|
| 4803 |
4803
Bennett Selby Investments
Falmouth,
Maine
| $281M | +$28M | +11% | 9.88% | 82.1% | 78 | 6.41% | 3 |
|
| 4804 |
4804
One Degree Advisors
San Diego,
California
| $281M | +$38M | +16% | 7.18% | – | 74 | 17.57% | 1 |
|
| 4805 |
4805
My Legacy Advisors
Bend,
Oregon
| $281M | +$21.7M | +8% | 7.62% | 49.1% | 226 | 18.14% | 2.2 |
|
| 4806 |
4806
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $281M | -$25.9M | -8% | 32% | 34.1% | 10 | 50% | 4 |
|
| 4807 |
4807
Silphium Asset Management
London,
United Kingdom
| $281M | +$157M | +126% | 11.1% | 118% | 37 | 27.03% | 1.4 |
|
| 4808 |
FC
4808
Fore Capital
New York
| $281M | +$111M | +66% | 3.69% | 25.4% | 66 | 68.18% | 0.7 |
|
| 4809 |
4809
First Sabrepoint Capital Management
Dallas,
Texas
| $281M | +$11.2M | +4% | 14.7% | 218% | 48 | 50% | 1 |
|
| 4810 |
4810
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $280M | -$13.6M | -5% | 1.75% | 17.7% | 144 | 36.11% | 4.3 |
|
| 4811 |
4811
Consilio Wealth Advisors
Bellevue,
Washington
| $280M | +$40.9M | +17% | 12.9% | 66.4% | 89 | 23.6% | 1.7 |
|
| 4812 |
NAH
4812
Neumann Advisory (HK)
Central,
Hong Kong
| $280M | +$47.6M | +20% | 22.6% | 77.3% | 10 | 10% | 4.6 |
|
| 4813 |
4813
FSB Premier Wealth Management
Waterloo,
Iowa
| $280M | +$23.9M | +9% | 7.43% | 53.9% | 216 | 6.02% | 2.7 |
|
| 4814 |
4814
Tranquility Partners
Brentwood,
Tennessee
| $280M | +$21.1M | +8% | 8.43% | 77.3% | 221 | 8.14% | 3.7 |
|
| 4815 |
4815
Clarity Capital Partners
Newport Beach,
California
| $280M | +$32M | +13% | 26.1% | – | 136 | 27.21% | 1.1 |
|
| 4816 |
4816
Baker Tilly Wealth Management
Madison,
Wisconsin
| $280M | +$24.9M | +10% | 11.8% | 96.9% | 251 | 12.35% | 3.3 |
|
| 4817 |
4817
Idaho Trust Bank
Boise,
Idaho
| $280M | +$34.5M | +14% | 7.04% | 47.5% | 112 | 16.96% | 0.8 |
|
| 4818 |
4818
Creative Capital Management Investments
San Diego,
California
| $280M | +$20.7M | +8% | 6.94% | 53.6% | 316 | 26.27% | 1.3 |
|
| 4819 |
4819
Solus Alternative Asset Management
Summit,
New Jersey
| $280M | -$10.3M | -4% | 0.69% | 79.3% | 9 | 0% | 3.3 |
|
| 4820 |
4820
Bell & Brown Wealth Advisors
Newport Beach,
California
| $280M | +$23.2M | +9% | 13.5% | 125% | 72 | 6.94% | 5.5 |
|
| 4821 |
4821
Ameliora Wealth Management
Zurich,
Switzerland
| $280M | +$13.8M | +5% | 8.17% | 73.9% | 244 | 14.75% | 1.7 |
|
| 4822 |
4822
Yukon Wealth Management
Overland Park,
Kansas
| $280M | +$38.7M | +16% | 11.4% | – | 122 | 20.49% | 0.2 |
|
| 4823 |
4823
Dorval Corp
Maple Grove,
Minnesota
| $280M | +$31M | +12% | 4.19% | – | 41 | 14.63% | 1.1 |
|
| 4824 |
4824
Davis Investment Partners
Charlotte,
North Carolina
| $279M | +$53.4M | +24% | 11.2% | 88.9% | 167 | 18.56% | 1.4 |
|
| 4825 |
4825
Sara-Bay Financial
Sarasota,
Florida
| $279M | +$52.7M | +23% | 52.9% | 233% | 88 | 27.27% | 3 |
|