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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
4826
Mezzasalma Advisors
Tinton Falls,
New Jersey
| $178M | -$3.5M | -2% | 6.29% | 203% | 104 | 9.62% | 0.7 |
|
| 4827 |
TA
4827
TrueWealth Advisors
Birmingham,
Alabama
| $178M | +$6.44M | +4% | 0.3% | 60.9% | 147 | 16.33% | 0.6 |
|
| 4828 |
4828
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $178M | +$3.73M | +2% | 1.22% | 60.5% | 8 | 0% | 0.9 |
|
| 4829 |
4829
Bennicas & Associates
Portola Valley,
California
| $178M | -$4.03M | -2% | 2.01% | 40.3% | 102 | 5.88% | 5.1 |
|
| 4830 |
4830
Kelly Financial Services
Braintree,
Massachusetts
| $178M | +$1.38M | +0.8% | 0.55% | 64.3% | 671 | 7.9% | 1.9 |
|
| 4831 |
4831
American Trust Investment Advisors
Lebanon,
New Hampshire
| $178M | -$8.61M | -5% | 0.31% | 91% | 92 | 15.22% | 2.6 |
|
| 4832 |
4832
First City Capital Management
Savannah,
Georgia
| $178M | -$4.3M | -2% | 1.34% | 86.4% | 174 | 4.6% | 4.5 |
|
| 4833 |
4833
John W. Brooker & Co
Oakland,
California
| $178M | +$6.19M | +4% | 0.29% | 43.4% | 207 | 13.04% | 1.3 |
|
| 4834 |
4834
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
| $177M | -$56.4M | -24% | 6.51% | 34.5% | 46 | 17.39% | 1.2 |
|
| 4835 |
4835
JNE Partners
London,
United Kingdom
| $177M | +$41.1M | +30% | 5.05% | 100% | 14 | 28.57% | 0.5 |
|
| 4836 |
4836
Madison Wealth Partners
Madison,
Wisconsin
| $177M | +$2.64M | +2% | 0.09% | 66.9% | 74 | 4.05% | 0.6 |
|
| 4837 |
WFA
4837
Wade Financial Advisory
Campbell,
California
| $177M | -$5.2M | -3% | 1.3% | 15.9% | 74 | 5.41% | 1.5 |
|
| 4838 |
4838
Hickory Lane Capital Management
New York
| $177M | -$27.3M | -13% | 4.24% | – | 50 | 40% | 0.4 |
|
| 4839 |
4839
Lakehouse Capital
Sydney NSW,
Australia
| $177M | +$5.57M | +3% | 0.38% | 87.4% | 12 | 0% | 1.5 |
|
| 4840 |
SFI
4840
Sonic Fund II
Honolulu,
Hawaii
| $177M | -$42.4M | -19% | 2.04% | 119% | 32 | 25% | 1 |
|
| 4841 |
4841
Bouvel Investment Partners
Phoenixville,
Pennsylvania
| $177M | -$264K | -0.1% | 0.41% | 199% | 66 | 6.06% | 0.7 |
|
| 4842 |
4842
Silverarc Capital Management
Boston,
Massachusetts
| $177M | -$47.3M | -21% | 12.1% | 2,765% | 117 | 47.86% | 0.4 |
|
| 4843 |
4843
Kabouter Management
Chicago,
Illinois
| $177M | +$1.23M | +0.7% | 2.9% | 12.9% | 7 | 14.29% | 0.6 |
|
| 4844 |
4844
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| $177M | +$7.12M | +4% | 0.95% | 55.5% | 75 | 21.33% | 0.6 |
|
| 4845 |
4845
Key Financial Inc
West Chester,
Pennsylvania
| $177M | -$2.23M | -1% | 1.39% | 55.5% | 964 | 9.34% | 0.7 |
|
| 4846 |
4846
LDR Capital Management
New York
| $177M | +$17.5M | +11% | 5.39% | 28.4% | 39 | 12.82% | 0.7 |
|
| 4847 |
4847
Tempus Wealth Planning
Irvine,
California
| $177M | +$25.9M | +17% | 1.3% | 95% | 163 | 10.43% | 0.8 |
|
| 4848 |
4848
VeraBank
Henderson,
Texas
| $177M | +$8.5M | +5% | 0.32% | 60.6% | 130 | 10.77% | 2 |
|
| 4849 |
DP
4849
DSAM Partners
London,
United Kingdom
| $176M | -$419M | -70% | 1.6% | 343% | 48 | 68.75% | 0.7 |
|
| 4850 |
4850
Bordeaux Wealth Advisors
Menlo Park,
California
| $176M | +$2.39M | +1% | 2.16% | 141% | 72 | 6.94% | 0.7 |
|