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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
5026
Parus Finance (UK)
London,
United Kingdom
| $167M | +$20M | +14% | 21.3% | 199% | 30 | 23.33% | 3.8 |
|
| 5027 |
BC
5027
Bullfrog Capital
Palo Alto,
California
| $167M | +$26.3M | +19% | 18.7% | – | 3 | 0% | 1.3 |
|
| 5028 |
5028
Littlejohn & Co
Greenwich,
Connecticut
| $167M | +$11.8K | +0% | 13% | 66.1% | 76 | 31.58% | 1.1 |
|
| 5029 |
5029
Soundmark Wealth Management
Kirkland,
Washington
| $167M | +$12.2M | +8% | 5.21% | 17.2% | 61 | 9.84% | 1.8 |
|
| 5030 |
5030
Clark Asset Management
Stratham,
New Hampshire
| $167M | +$28M | +20% | 7.67% | 51.8% | 64 | 10.94% | 0.2 |
|
| 5031 |
SCA
5031
Sander Capital Advisors
Seattle,
Washington
| $167M | +$15.7M | +10% | 12.5% | 113% | 18 | 27.78% | 2.1 |
|
| 5032 |
5032
Gallacher Capital Management
Lone Tree,
Colorado
| $167M | +$1.45M | +0.9% | 3.97% | 82.8% | 280 | 34.64% | 0.2 |
|
| 5033 |
5033
Silicon Hills Wealth Management
Austin,
Texas
| $167M | +$32.1M | +24% | 5.41% | 30.9% | 100 | 23% | 2 |
|
| 5034 |
5034
Theory Financial
Fort Collins,
Colorado
| $167M | +$15.7M | +10% | 3.8% | 54.5% | 62 | 12.9% | 0.9 |
|
| 5035 |
5035
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
| $167M | +$29.1M | +21% | 3.93% | 52% | 95 | 7.37% | 0.2 |
|
| 5036 |
5036
Visa Foundation
San Francisco,
California
| $167M | +$3.9M | +2% | 8.88% | 58.1% | 1 | 0% | 1.3 |
|
| 5037 |
5037
Sharper & Granite
El Segundo,
California
| $167M | +$16.3M | +11% | 4.12% | 50.8% | 100 | 3% | 0.2 |
|
| 5038 |
5038
Level Financial Advisors
East Amherst,
New York
| $167M | +$13.9M | +9% | 4.24% | 44% | 300 | 22.33% | 1.1 |
|
| 5039 |
WAM
5039
Westport Asset Management
Southport,
Connecticut
| $167M | +$10M | +6% | 8.39% | 64.2% | 70 | 0% | 5.8 |
|
| 5040 |
5040
1776 Wealth
Atlanta,
Georgia
| $167M | +$27.2M | +20% | 12% | 90.4% | 131 | 12.21% | 2.4 |
|
| 5041 |
5041
Newton One Investments
Newark,
Delaware
| $166M | +$11.5M | +7% | 4.88% | 42% | 119 | 1.68% | 1.9 |
|
| 5042 |
5042
Atlas Private Wealth Management
Albany,
New York
| $166M | -$50.4M | -23% | 4.72% | 19.8% | 120 | 14.17% | 2.5 |
|
| 5043 |
5043
Grand Wealth Management
Grand Rapids,
Michigan
| $166M | +$5.57M | +3% | 4.92% | 54.1% | 61 | 11.48% | 1 |
|
| 5044 |
5044
Weitzel Financial Services
Dubuque,
Iowa
| $166M | +$9.7M | +6% | 3.85% | 46.3% | 39 | 23.08% | 1.5 |
|
| 5045 |
CAGAS
5045
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| $166M | +$19.1M | +13% | 5.66% | 54.8% | 149 | 13.42% | 2.9 |
|
| 5046 |
5046
American Trust Investment Advisors
Lebanon,
New Hampshire
| $166M | +$8.56M | +5% | 6.07% | 91% | 85 | 11.76% | 3.3 |
|
| 5047 |
5047
Horiko Capital Management
New York
| $166M | +$36.6M | +28% | 15.3% | 275% | 28 | 7.14% | 2.5 |
|
| 5048 |
5048
Pacifica Partners
Surrey,
Canada
| $166M | +$18.8M | +13% | 5.15% | 127% | 513 | 13.84% | 2.2 |
|
| 5049 |
SC
5049
Stephens Consulting
Flint,
Michigan
| $166M | +$15.3M | +10% | 4.18% | 50.1% | 539 | 9.83% | 1.1 |
|
| 5050 |
5050
UNC Management Company
Chapel Hill,
North Carolina
| $166M | -$161K | -0.1% | 0.4% | 92% | 3 | 66.67% | 1.3 |
|