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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
5051
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $278M | +$17.6M | +7% | 8.18% | 82% | 98 | 17.35% | 3.2 |
|
| 5052 |
5052
ICW Investment Advisors
Scottsdale,
Arizona
| $278M | +$24.8M | +10% | 5.25% | 58.6% | 146 | 5.48% | 4.7 |
|
| 5053 |
5053
Saiph Capital
Wyckoff,
New Jersey
| $278M | +$21M | +8% | 6.73% | 52.4% | 72 | 11.11% | 1.8 |
|
| 5054 |
5054
David Kennon
Sarasota,
Florida
| $278M | +$10.2M | +4% | 6.14% | 52.4% | 36 | 0% | 2.4 |
|
| 5055 |
5055
Elevation Wealth Partners
Santa Rosa,
California
| $278M | +$24.5M | +10% | 8.4% | 69.9% | 887 | 48.03% | 1.1 |
|
| 5056 |
EFM
5056
Eley Financial Management
South Burlington,
Vermont
| $278M | +$17.1M | +7% | 7.2% | 74.9% | 68 | 2.94% | 2.4 |
|
| 5057 |
5057
Seven Post Investment Office
San Francisco,
California
| $278M | +$12.2M | +5% | 4.17% | 44.4% | 34 | 2.94% | 4.3 |
|
| 5058 |
5058
Socorro Asset Management
Dallas,
Texas
| $278M | -$22M | -7% | 3.99% | 43.8% | 35 | 11.43% | 2.9 |
|
| 5059 |
5059
Range Financial Group
Tigard,
Oregon
| $277M | +$22.7M | +9% | 13.9% | 195% | 219 | 21% | 1.5 |
|
| 5060 |
5060
Night Squared
New York
| $277M | +$52.7M | +24% | 9.53% | – | 84 | 71.43% | 0.2 |
|
| 5061 |
5061
Sunpointe
St. Louis,
Missouri
| $277M | +$24.9M | +10% | 10.2% | 122% | 269 | 17.1% | 1 |
|
| 5062 |
5062
Index Venture Growth Associates III
St. Helier, Channel Islands,
Jersey
| $277M | +$78.5M | +40% | 51.5% | 740% | 3 | 33.33% | 2.5 |
|
| 5063 |
5063
Morris Financial Concepts
Mount Pleasant,
South Carolina
| $277M | +$24.9M | +10% | 6.8% | 56.5% | 201 | 3.48% | 2.6 |
|
| 5064 |
5064
Stableford Capital II
Scottsdale,
Arizona
| $277M | +$11.3M | +4% | 4.07% | 66.9% | 142 | 11.27% | 1.6 |
|
| 5065 |
5065
Long Path Partners
Stamford,
Connecticut
| $277M | -$18M | -6% | 4.78% | 9.18% | 7 | 14.29% | 2.2 |
|
| 5066 |
5066
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $277M | +$17M | +7% | 6.18% | 63.1% | 597 | 7.2% | 2.1 |
|
| 5067 |
5067
Sims Investment Management
Cincinnati,
Ohio
| $276M | +$27.7M | +11% | 7.17% | – | 44 | 6.82% | 0.7 |
|
| 5068 |
5068
Weinberger Asset Management
Los Angeles,
California
| $276M | +$17.2M | +7% | 6.63% | 89.6% | 88 | 7.95% | 2.8 |
|
| 5069 |
5069
Quartz Partners
Saratoga Springs,
New York
| $276M | +$57.6M | +26% | 10.4% | – | 196 | 20.92% | 0.7 |
|
| 5070 |
5070
Access Financial Services
Minneapolis,
Minnesota
| $276M | +$11.5M | +4% | 4.74% | 44.8% | 109 | 17.43% | 3.7 |
|
| 5071 |
5071
TOBAM
Paris,
France
| $276M | +$19.8M | +8% | 4.62% | 76.5% | 282 | 22.7% | 3 |
|
| 5072 |
5072
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $276M | +$20.1M | +8% | 8.49% | 66.8% | 113 | 7.96% | 6.5 |
|
| 5073 |
5073
Excalibur Management
Waltham,
Massachusetts
| $276M | +$9.06M | +3% | 5.83% | 93% | 168 | 2.98% | 6.1 |
|
| 5074 |
5074
Malaga Cove Capital
Pv Estates,
California
| $276M | +$21M | +8% | 5.15% | 97.3% | 189 | 22.22% | 2.7 |
|
| 5075 |
5075
Orion Resource Partners
New York
| $275M | -$264M | -49% | 31% | – | 35 | 54.29% | 0.5 |
|