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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4851 |
4851
Your Advocates Ltd
Houston,
Texas
| $298M | +$20.2M | +7% | 6.61% | 53.6% | 229 | 14.85% | 2.9 |
|
| 4852 |
4852
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| $298M | +$24.5M | +9% | 4.81% | 34.2% | 42 | 2.38% | 6.4 |
|
| 4853 |
HPM
4853
H. Partners Management
New York
| $298M | -$32M | -10% | 4.29% | 13.5% | 3 | 33.33% | 2.1 |
|
| 4854 |
4854
Defender Capital
Charlotte,
North Carolina
| $298M | +$3.65M | +1% | 0% | 101% | 40 | 100% | 0 |
|
| 4855 |
ACM
4855
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| $298M | +$140M | +88% | 39.5% | 2,106% | 44 | 79.55% | 0.1 |
|
| 4856 |
4856
Adirondack Trust Company
Saratoga Springs,
New York
| $298M | +$22.7M | +8% | 7.88% | 96.7% | 521 | 10.36% | 6.3 |
|
| 4857 |
4857
Capricorn Fund Managers
London,
United Kingdom
| $298M | +$86.2M | +41% | 17.3% | 173% | 78 | 55.13% | 0.7 |
|
| 4858 |
4858
Doma Perpetual Capital Management
Miami,
Florida
| $298M | +$33.8M | +13% | 9.26% | – | 12 | 16.67% | 1.2 |
|
| 4859 |
4859
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $298M | +$21.9M | +8% | 7.34% | 63.9% | 145 | 6.21% | 6.3 |
|
| 4860 |
4860
OneAscent Wealth Management
Birmingham,
Alabama
| $298M | +$26.2M | +10% | 4.85% | 50.6% | 196 | 20.41% | 1.2 |
|
| 4861 |
4861
Gold Investment Management
Edmonton,
Alberta, Canada
| $298M | +$32M | +12% | 10.3% | 117% | 203 | 0% | 1.7 |
|
| 4862 |
4862
Front Row Advisors
Tiburon,
California
| $298M | +$10.1M | +4% | 11.5% | 142% | 563 | 6.04% | 5.1 |
|
| 4863 |
4863
Sweeney & Michel
Chico,
California
| $298M | +$16M | +6% | 8.88% | – | 139 | 7.91% | 1.8 |
|
| 4864 |
4864
Vert Asset Management
Sausalito,
California
| $297M | +$22.8M | +8% | 3.36% | 43.1% | 45 | 0% | 3.1 |
|
| 4865 |
4865
Private Wealth Advisors (California)
Fresno,
California
| $297M | +$24.9M | +9% | 8.94% | 63.6% | 94 | 13.83% | 3.5 |
|
| 4866 |
4866
HTG Investment Advisors
New Canaan,
Connecticut
| $297M | +$28.3M | +11% | 6.59% | 57.4% | 78 | 14.1% | 2 |
|
| 4867 |
4867
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| $297M | -$214M | -42% | 4.85% | 62.1% | 151 | 67.55% | 1.1 |
|
| 4868 |
4868
Diana Davis Spencer Foundation
Bethesda,
Maryland
| $297M | +$5.27M | +2% | 1.84% | 13.4% | 4 | 0% | 8.4 |
|
| 4869 |
4869
Idaho Trust Bank
Boise,
Idaho
| $297M | +$17.2M | +6% | 6.06% | 47.5% | 112 | 8.93% | 1 |
|
| 4870 |
4870
Pines Wealth Management
Southern Pines,
North Carolina
| $297M | +$14.3M | +5% | 8.51% | – | 239 | 9.21% | 0.6 |
|
| 4871 |
4871
Fairfield Financial Advisors
Wellesley,
Massachusetts
| $297M | +$11.5M | +4% | 5.71% | – | 78 | 16.67% | 2.5 |
|
| 4872 |
4872
Cape Ann Asset Management
London,
United Kingdom
| $297M | +$63.3M | +27% | 20% | 199% | 11 | 18.18% | 2 |
|
| 4873 |
4873
Roth Financial Partners
Kingwood,
Texas
| $297M | +$19.3M | +7% | 6.43% | 61% | 32 | 3.13% | 3.3 |
|
| 4874 |
4874
Exane Asset Management
Paris,
France
| $297M | +$40.6M | +16% | 11.9% | 74.5% | 38 | 42.11% | 0.6 |
|
| 4875 |
4875
Lazari Capital Management
Woodland Hills,
California
| $296M | +$30.7M | +12% | 12.3% | 145% | 171 | 12.28% | 1.6 |
|