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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 |
SCM
4951
Soros Capital Management
New York
| $183M | -$6.81M | -4% | 12.3% | 732% | 36 | 25% | 1.4 |
|
| 4952 |
4952
Bouvel Investment Partners
Phoenixville,
Pennsylvania
| $183M | +$11.4M | +7% | 12.1% | 199% | 76 | 14.47% | 1.9 |
|
| 4953 |
4953
Prevail Innovative Wealth Advisors
Leawood,
Kansas
| $182M | – | – | 0.5% | 31.3% | 107 | – | 0 |
|
| 4954 |
4954
Wealth Advisors of Tampa Bay
Tampa,
Florida
| $182M | +$7.68M | +4% | 5.12% | 86.2% | 82 | 13.41% | 3.6 |
|
| 4955 |
4955
Deane Retirement Strategies
New Orleans,
Louisiana
| $182M | +$976K | +0.5% | 1.73% | 73.4% | 74 | 20.27% | 2.7 |
|
| 4956 |
4956
Alaethes Wealth
Glenbrook,
Nevada
| $182M | +$11.6M | +7% | 8.17% | 96.4% | 113 | 8.85% | 1.6 |
|
| 4957 |
4957
Bracebridge Capital LLC
Boston,
Massachusetts
| $182M | -$193M | -51% | 12.4% | 156% | 96 | 57.29% | 0.6 |
|
| 4958 |
4958
Sittner & Nelson
Eugene,
Oregon
| $182M | +$7.8M | +4% | 9.62% | 88.1% | 525 | 13.71% | 2 |
|
| 4959 |
4959
Sapphire Ventures
Austin,
Texas
| $182M | -$57.1M | -24% | 25.2% | 27.9% | 9 | 11.11% | 1.9 |
|
| 4960 |
4960
ShankerValleau Wealth Advisors
Skokie,
Illinois
| $182M | +$9.7M | +6% | 5.17% | 60.3% | 25 | 16% | 1 |
|
| 4961 |
4961
Burrus Financial Services
Salt Lake City,
Utah
| $182M | +$6.76M | +4% | 3.26% | 31.3% | 9 | 22.22% | 1.1 |
|
| 4962 |
4962
Providence First Trust
Scottsdale,
Arizona
| $182M | +$8.04M | +5% | 3.64% | 64.1% | 100 | 22% | 2.9 |
|
| 4963 |
4963
Consilio Wealth Advisors
Bellevue,
Washington
| $182M | +$4.94M | +3% | 6.92% | 66.4% | 53 | 20.75% | 0.9 |
|
| 4964 |
4964
Accel Wealth Management
Waverly,
Iowa
| $182M | -$62.9M | -26% | 3.44% | 82.4% | 970 | 83.4% | 2.2 |
|
| 4965 |
4965
Weinberger Asset Management
Los Angeles,
California
| $182M | +$9.7M | +6% | 6.15% | 80% | 78 | 3.85% | 1.1 |
|
| 4966 |
4966
Leisure Capital Management
Costa Mesa,
California
| $182M | +$7.03M | +4% | 7.45% | 98% | 135 | 2.96% | 4.5 |
|
| 4967 |
4967
NewGen Asset Management
Toronto,
Ontario, Canada
| $182M | -$77.5M | -30% | 2.45% | 402% | 38 | 68.42% | 0.4 |
|
| 4968 |
4968
Mountaineer Partners Management
New York
| $181M | +$43.7M | +32% | 13.3% | 158% | 15 | 20% | 0.7 |
|
| 4969 |
LAM
4969
Lountzis Asset Management
Wyomissing,
Pennsylvania
| $181M | +$12.4M | +7% | 10% | 144% | 53 | 24.53% | 1.9 |
|
| 4970 |
4970
Kestrel Investment Management
San Mateo,
California
| $181M | +$3.23M | +2% | 10.2% | 89.2% | 41 | 14.63% | 1.6 |
|
| 4971 |
4971
Harbor Group
Bedford,
New Hampshire
| $181M | +$12.9M | +8% | 6.76% | 43% | 70 | 15.71% | 1.7 |
|
| 4972 |
4972
25 LLC
St. Louis,
Missouri
| $181M | +$18.8M | +12% | 3.26% | 48.7% | 716 | 42.46% | 0.2 |
|
| 4973 |
4973
Cabot-Wellington
Boston,
Massachusetts
| $181M | +$9.7M | +6% | 5.64% | 65% | 4 | 0% | 4.8 |
|
| 4974 |
ACM
4974
Aquilo Capital Management
San Francisco,
California
| $180M | -$60.8M | -25% | 20.5% | 6.84% | 15 | 33.33% | 1.9 |
|
| 4975 |
4975
Sea Otter Advisors
Miami,
Florida
| $180M | -$15.5M | -8% | 0.72% | – | 351 | 48.43% | 0.2 |
|