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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4951 |
4951
Royal Harbor Partners
Houston,
Texas
| $146M | -$75K | -0.1% | 4.08% | 49.5% | 83 | 36.14% | 1.4 |
|
| 4952 |
4952
Fourpath Capital Management
Oklahoma City,
Oklahoma
| $146M | -$14.5M | -9% | 4.76% | 82.1% | 132 | 15.15% | 0.7 |
|
| 4953 |
4953
Accuvest Global Advisors
Provo,
Utah
| $146M | -$9.11M | -6% | 4.59% | 130% | 117 | 29.91% | 1.1 |
|
| 4954 |
SCM
4954
Soros Capital Management
New York
| $146M | -$78.7M | -35% | 10.9% | 732% | 44 | 34.09% | 1.2 |
|
| 4955 |
4955
Seascape Capital Management
Portsmouth,
New Hampshire
| $146M | -$18.8M | -11% | 5.56% | 111% | 88 | 9.09% | 1.9 |
|
| 4956 |
4956
Safeguard Investment Advisory Group
Corona,
California
| $146M | -$16.5M | -10% | 5.37% | 84.3% | 107 | 22.43% | 1.3 |
|
| 4957 |
4957
Wealth Advisors of Tampa Bay
Tampa,
Florida
| $146M | -$178M | -55% | 7.09% | 86.2% | 96 | 20.83% | 3.2 |
|
| 4958 |
BM
4958
Bislett Management
Palo Alto,
California
| $146M | -$5.81M | -4% | 2.83% | 19.8% | 15 | 6.67% | 5.8 |
|
| 4959 |
4959
Rainsberger Wealth Advisors
Colorado Springs,
Colorado
| $146M | +$8.91M | +7% | 5.61% | – | 77 | 25.97% | 0.6 |
|
| 4960 |
4960
First Dallas Securities
Dallas,
Texas
| $146M | -$2.84M | -2% | 0.61% | 163% | 119 | 10.08% | 3.5 |
|
| 4961 |
4961
Applied Capital
Little Rock,
Arkansas
| $145M | -$716K | -0.5% | 6.07% | 52.6% | 60 | 15% | 1 |
|
| 4962 |
4962
Whelan Financial
Fresno,
California
| $145M | -$2.43M | -2% | 5.22% | 57.9% | 28 | 21.43% | 0.6 |
|
| 4963 |
QGA
4963
Q Global Advisors
Fort Worth,
Texas
| $145M | +$16.4M | +13% | 0.04% | 79% | 281 | 8.9% | 0.7 |
|
| 4964 |
4964
L2 Asset Management
Wayland,
Massachusetts
| $145M | +$7.63M | +6% | 3.67% | 128% | 140 | 29.29% | 0.9 |
|
| 4965 |
SA
4965
Sunesis Advisors
Overland Park,
Kansas
| $145M | -$8.59M | -6% | 5.43% | – | 42 | 11.9% | 2.5 |
|
| 4966 |
4966
Westshore Wealth
Newport Beach,
California
| $145M | -$8.13M | -5% | 6.53% | 58.8% | 105 | 22.86% | 1.5 |
|
| 4967 |
4967
HC Advisors
Sandy Springs,
Georgia
| $145M | +$4.81M | +3% | 3.27% | 63.5% | 87 | 10.34% | 1.7 |
|
| 4968 |
4968
Abacus FCF Advisors
Orlando,
Florida
| $145M | -$18.1M | -11% | 2.45% | 197% | 158 | 25.95% | 1.4 |
|
| 4969 |
4969
Eudaimonia Advisors
Winchester,
Tennessee
| $145M | -$395K | -0.3% | 4.65% | – | 156 | 5.77% | 0.7 |
|
| 4970 |
4970
One Advisory Partners
Overland Park,
Kansas
| $145M | -$5.94M | -4% | 6.23% | 58.3% | 55 | 32.73% | 1 |
|
| 4971 |
4971
Red Cedar Capital
Omaha,
Nebraska
| $145M | -$2.85M | -2% | 1.66% | 43% | 201 | 13.93% | 3.2 |
|
| 4972 |
4972
Seaside Wealth Management
Carlsbad,
California
| $145M | +$12.7M | +10% | 6.45% | 53.4% | 55 | 25.45% | 0.2 |
|
| 4973 |
4973
IMS Capital Management
Portland,
Oregon
| $145M | -$9.8M | -6% | 6.79% | 119% | 147 | 17.01% | 4 |
|
| 4974 |
4974
Marshall & Sullivan
Seattle,
Washington
| $145M | -$19.6M | -12% | 4.2% | 82% | 97 | 62.89% | 6.2 |
|
| 4975 |
4975
Symetra Investment Management
Farmington,
Connecticut
| $145M | +$35.6M | +33% | 4.85% | 37.3% | 3 | 0% | 1 |
|