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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4926 |
4926
Fairfield Financial Advisors
Wellesley,
Massachusetts
| $307M | +$9.9M | +3% | 4.69% | – | 73 | 4.11% | 2.7 |
|
| 4927 |
RA
4927
Resolute Advisors
San Francisco,
California
| $307M | -$82.8M | -21% | 2.17% | 36.7% | 80 | 15% | 2.6 |
|
| 4928 |
4928
TTP Investments
San Jose,
California
| $307M | -$38.4M | -11% | 2.74% | 232% | 49 | 26.53% | 2.2 |
|
| 4929 |
4929
Your Advocates Ltd
Houston,
Texas
| $306M | +$7.97M | +3% | 2.86% | 53.6% | 248 | 14.52% | 2.8 |
|
| 4930 |
FCT
4930
Family Capital Trust
Peabody,
Massachusetts
| $306M | +$7.39M | +2% | 3.79% | 39.1% | 92 | 7.61% | 4.4 |
|
| 4931 |
4931
Jacobsen Capital Management
Salt Lake City,
Utah
| $306M | +$11.1M | +4% | 3.94% | 97.3% | 127 | 9.45% | 2.4 |
|
| 4932 |
FC
4932
Fore Capital
New York
| $306M | -$42.5M | -12% | 5.95% | 25.4% | 77 | 57.14% | 0.6 |
|
| 4933 |
4933
Act Wealth Management
Plano,
Texas
| $306M | +$20.4M | +7% | 2.44% | 70% | 65 | 18.46% | 2.4 |
|
| 4934 |
4934
Realta Investment Advisors
Wilmington,
Delaware
| $306M | +$6.43M | +2% | 3.6% | 151% | 379 | 21.9% | 2.7 |
|
| 4935 |
4935
Sandler Capital Management
New York
| $305M | -$35.2M | -10% | 8.92% | 325% | 201 | 58.21% | 0.6 |
|
| 4936 |
4936
Juniper Capital Advisors
Houston,
Texas
| $305M | +$68.4M | +29% | 38% | – | 2 | 50% | 1 |
|
| 4937 |
4937
X-Square Capital
Guaynabo,
Puerto Rico
| $305M | -$15M | -5% | 1.3% | 158% | 176 | 16.48% | 3.4 |
|
| 4938 |
4938
Firetrail Investments
Sydney, NSW,
Australia
| $305M | -$94.1M | -24% | 2.88% | 139% | 31 | 16.13% | 1.1 |
|
| 4939 |
4939
Strathmore Capital Advisors
Charlotte,
North Carolina
| $305M | +$61.1M | +25% | 2.11% | – | 119 | 14.29% | 0.6 |
|
| 4940 |
LA
4940
LFL Advisers
Evanston,
Illinois
| $305M | +$16M | +6% | 4.7% | 83% | 8 | 0% | 7.8 |
|
| 4941 |
4941
Eaton-Cambridge
Phoenix,
Arizona
| $305M | +$17.3M | +6% | 2.19% | – | 47 | 14.89% | 1.4 |
|
| 4942 |
4942
Greenfield Seitz Capital Management
Dallas,
Texas
| $305M | -$5.44M | -2% | 0.65% | 88.5% | 113 | 8.85% | 1.6 |
|
| 4943 |
4943
Wealth Advisors of Iowa
West Des Moines,
Iowa
| $305M | +$10.8M | +4% | 1.86% | 60.9% | 86 | 5.81% | 2 |
|
| 4944 |
GIL
4944
Go Invest LLC
West Jordan,
Utah
| $304M | – | – | 1.38% | – | 113 | – | 0 |
|
| 4945 |
4945
BHK Investment Advisors
Birmingham,
Alabama
| $304M | +$36.6M | +14% | 0.93% | 54.6% | 76 | 17.11% | 4.4 |
|
| 4946 |
4946
StrongBox Wealth
Lee's Summit,
Missouri
| $304M | +$8.75M | +3% | 1.21% | 63.9% | 96 | 9.38% | 3.4 |
|
| 4947 |
4947
Adirondack Trust Company
Saratoga Springs,
New York
| $304M | +$5.86M | +2% | 2.46% | 96.7% | 562 | 14.06% | 6.1 |
|
| 4948 |
4948
Omega Financial Group
Santa Barbara,
California
| $304M | +$1.78M | +0.6% | 0.77% | 47% | 120 | 13.33% | 3.8 |
|
| 4949 |
4949
GeoSphere Capital Management
Miami Beach,
Florida
| $304M | +$172M | +131% | 20.4% | 446% | 59 | 61.02% | 0.4 |
|
| 4950 |
4950
Highland Peak Capital
Old Greenwich,
Connecticut
| $304M | -$826K | -0.3% | 7.81% | 260% | 20 | 50% | 0.4 |
|