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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
Fluent Financial
Dallas,
Texas
| $186M | +$31.9M | +21% | 4.02% | 46.9% | 87 | 17.24% | 1.4 |
|
| 4827 |
4827
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $186M | -$13.4M | -7% | 3.73% | 103% | 58 | 8.62% | 3.3 |
|
| 4828 |
4828
Centennial Wealth Advisory
Traverse City,
Michigan
| $186M | -$5.65M | -3% | 2.58% | 63% | 143 | 13.99% | 1.3 |
|
| 4829 |
4829
Fi3 Financial Advisors
Indianapolis,
Indiana
| $186M | -$5.15M | -3% | 4.27% | 83.1% | 79 | 20.25% | 1.5 |
|
| 4830 |
4830
Brooklyn FI
New York
| $186M | +$2.44M | +1% | 3.86% | 54.7% | 50 | 20% | 1.2 |
|
| 4831 |
UID
4831
Union Investments & Development
Tel Aviv,
Israel
| $186M | -$16.6M | -8% | 2.07% | 17% | 50 | 8% | 1.3 |
|
| 4832 |
4832
Divergent Planning
Bethesda,
Maryland
| $186M | -$5.23M | -3% | 3.45% | 43.3% | 27 | 14.81% | 1.6 |
|
| 4833 |
4833
KPCB XIII Associates
Menlo Park,
California
| $186M | -$38M | -17% | 14.9% | – | 3 | 0% | 2 |
|
| 4834 |
4834
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $186M | -$9.45M | -5% | 3.28% | 82% | 81 | 18.52% | 2.6 |
|
| 4835 |
SST
4835
S Squared Technology
New York
| $185M | -$16.7M | -8% | 11% | 223% | 40 | 25% | 2.7 |
|
| 4836 |
4836
Arctis Global
San Juan,
Puerto Rico
| $185M | -$79.4M | -30% | 11.1% | 69.5% | 18 | 61.11% | 0.5 |
|
| 4837 |
BC
4837
Belmont Capital
Los Angeles,
California
| $185M | +$7.04M | +4% | 2.69% | 182% | 198 | 25.76% | 1.4 |
|
| 4838 |
ETH
4838
Exos TFP Holdings
New York
| $185M | -$17.6M | -9% | 2.21% | – | 282 | 33.33% | 0.6 |
|
| 4839 |
4839
Bouvel Investment Partners
Phoenixville,
Pennsylvania
| $185M | +$2.36M | +1% | 4.13% | 199% | 82 | 18.29% | 1.9 |
|
| 4840 |
4840
Wills Financial Group
Richmond,
Virginia
| $185M | -$12.3M | -6% | 5.26% | 57.5% | 68 | 10.29% | 4.6 |
|
| 4841 |
4841
Forge First Asset Management
Toronto, Ontario,
Canada
| $185M | -$14.1M | -7% | 0.71% | 112% | 45 | 37.78% | 0.4 |
|
| 4842 |
4842
Unio Capital
Princeton,
New Jersey
| $185M | -$11.4M | -6% | 1.88% | 97.8% | 44 | 15.91% | 3.5 |
|
| 4843 |
4843
Greencape Capital
Melbourne,
Australia
| $185M | -$24.6M | -12% | 3.06% | 98.1% | 3 | 0% | 2.6 |
|
| 4844 |
4844
Davis Rea
Toronto,
Ontario, Canada
| $184M | +$6.3M | +4% | 3.63% | 66.9% | 43 | 16.28% | 5.7 |
|
| 4845 |
4845
IronBridge Private Wealth
Austin,
Texas
| $184M | +$6.5M | +4% | 0.02% | 122% | 43 | 32.56% | 1 |
|
| 4846 |
4846
Ategra Capital Management
Vienna,
Virginia
| $184M | -$1.77M | -1% | 2.44% | 114% | 100 | 17% | 2.7 |
|
| 4847 |
4847
Jacobsen Capital Management
Salt Lake City,
Utah
| $184M | -$9.6M | -5% | 3.74% | 97.3% | 78 | 15.38% | 2 |
|
| 4848 |
4848
Chan Zuckerberg Initiative
Redwood City,
California
| $184M | +$74M | +67% | 5.75% | 59% | 3 | 33.33% | 0.4 |
|
| 4849 |
ZCM
4849
Zenyatta Capital Management
Dover,
Delaware
| $184M | +$26.9M | +17% | 2.23% | – | 41 | 56.1% | 0.5 |
|
| 4850 |
4850
KFG Wealth Management
Granger,
Indiana
| $184M | +$13.1M | +8% | 2.71% | 55.9% | 133 | 15.79% | 0.5 |
|