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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4901 |
4901
Equinox Partners Investment Management
Stamford,
Connecticut
| $181M | +$58.6M | +48% | 5.09% | 241% | 15 | 13.33% | 1.7 |
|
| 4902 |
GA
4902
Greytown Advisors
Miami,
Florida
| $181M | -$3.1M | -2% | 3.71% | 14.1% | 93 | 15.05% | 4 |
|
| 4903 |
4903
Leeward Financial Partners
Bellevue,
Washington
| $181M | +$6.74M | +4% | 3.3% | 97.9% | 87 | 18.39% | 1.2 |
|
| 4904 |
4904
Libra Wealth
Los Gatos,
California
| $181M | -$2.51M | -1% | 3.58% | 58.2% | 52 | 3.85% | 1.2 |
|
| 4905 |
4905
7G Capital Management
New York
| $181M | -$13.4M | -7% | 6.46% | 137% | 9 | 0% | 1.5 |
|
| 4906 |
4906
Essential Planning
Portsmouth,
New Hampshire
| $181M | +$5.18M | +3% | 2.77% | 40.9% | 64 | 15.63% | 0.7 |
|
| 4907 |
4907
Cassady Schiller Wealth Management
Cincinnati,
Ohio
| $180M | -$3.66M | -2% | 3.54% | 21.8% | 489 | 12.07% | 0.9 |
|
| 4908 |
4908
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
| $180M | +$5.09M | +3% | 3.63% | 65.3% | 149 | 16.78% | 1.4 |
|
| 4909 |
4909
Savoir Faire Capital Management
Norwalk,
Connecticut
| $180M | – | – | 9.22% | 1.22% | 48 | – | 0 |
|
| 4910 |
4910
Nucleo Capital
Sao Paulo, Sp,
Brazil
| $180M | -$28.6M | -14% | 14.8% | 116% | 3 | 0% | 1.4 |
|
| 4911 |
4911
NKCFO LLC
Geneva,
Illinois
| $180M | -$36.9M | -17% | 0.5% | 211% | 98 | 31.63% | 1.5 |
|
| 4912 |
4912
Nixon Capital
Austin,
Texas
| $180M | -$12.4M | -6% | 2.23% | 118% | 28 | 46.43% | 1.5 |
|
| 4913 |
OGF
4913
Orin Green Financial
San Diego,
California
| $180M | -$11.2M | -6% | 4.28% | 59.1% | 80 | 13.75% | 2 |
|
| 4914 |
4914
Foresite Capital Management IV
Larkspur,
California
| $180M | -$23.4M | -11% | 6.79% | 151% | 7 | 0% | 2.6 |
|
| 4915 |
4915
Wilshire Advisors
Santa Monica,
California
| $180M | -$8.65M | -5% | 3.87% | 118% | 10 | 10% | 2.5 |
|
| 4916 |
4916
Westshore Wealth
Newport Beach,
California
| $180M | -$16M | -8% | 5.28% | 58.8% | 111 | 18.02% | 2 |
|
| 4917 |
4917
Soundmark Wealth Management
Kirkland,
Washington
| $180M | +$655K | +0.4% | 3.5% | 17.2% | 65 | 12.31% | 2.1 |
|
| 4918 |
4918
Taylor Frigon Capital Management
Scottsdale,
Arizona
| $180M | -$24.9M | -12% | 8.03% | 152% | 92 | 9.78% | 4 |
|
| 4919 |
4919
3G Capital Partners
New York
| $180M | +$80.9M | +82% | 9.73% | 351% | 16 | 43.75% | 0.6 |
|
| 4920 |
ODFS
4920
O'Donnell Financial Services
San Rafael,
California
| $180M | +$14.3M | +9% | 1.1% | 61% | 31 | 29.03% | 0.9 |
|
| 4921 |
4921
Guinness Atkinson Asset Management
Pasadena,
California
| $180M | -$9.05M | -5% | 1.87% | 132% | 109 | 7.34% | 5.1 |
|
| 4922 |
4922
FSB Premier Wealth Management
Waterloo,
Iowa
| $180M | -$4.49M | -2% | 3.2% | 53.9% | 162 | 6.79% | 1.9 |
|
| 4923 |
4923
Foresight Global Investors
Purchase,
New York
| $180M | -$5.62M | -3% | 3.34% | 69.9% | 47 | 27.66% | 0.4 |
|
| 4924 |
4924
Maytus Capital Management
New York
| $180M | -$23.5M | -12% | 0.21% | 442% | 60 | 60% | 0.5 |
|
| 4925 |
4925
Retirement Planning Company of New England
Warwick,
Rhode Island
| $180M | +$6.11M | +4% | 3.25% | 125% | 239 | 20.5% | 1.5 |
|