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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
5076
Breakwater Investment Management
Seattle,
Washington
| $234M | -$1.09M | -0.5% | 0.88% | – | 318 | 4.09% | 0.9 |
|
| 5077 |
5077
One Advisory Partners
Overland Park,
Kansas
| $234M | +$8.84M | +4% | 1.46% | 58.3% | 51 | 17.65% | 2.1 |
|
| 5078 |
CL
5078
COWA LLC
Tulsa,
Oklahoma
| $234M | +$17.1M | +8% | 2.21% | 67.7% | 131 | 13.74% | 2.6 |
|
| 5079 |
5079
American Financial Group
Cincinnati,
Ohio
| $234M | +$14.4M | +7% | 4.38% | 32.5% | 62 | 1.61% | 6.3 |
|
| 5080 |
5080
TOBAM
Paris,
France
| $234M | -$93.7M | -29% | 0.57% | 76.5% | 338 | 31.36% | 3.1 |
|
| 5081 |
5081
1248 Management
Kansas City,
Missouri
| $234M | +$1.82M | +0.8% | 6.48% | – | 172 | 59.3% | 0.1 |
|
| 5082 |
5082
Planning Directions
Glen Mills,
Pennsylvania
| $234M | +$61.6M | +36% | 0.36% | 46.3% | 119 | 36.97% | 2.3 |
|
| 5083 |
5083
Agate Pass Investment Management
Bainbridge Island,
Washington
| $234M | +$12.6M | +6% | 0.65% | 76% | 111 | 7.21% | 2.4 |
|
| 5084 |
5084
Adaptive Financial Consulting
Beachwood,
Ohio
| $234M | -$7.58M | -3% | 0.34% | 33.4% | 21 | 4.76% | 4.4 |
|
| 5085 |
5085
Sensible Money
Scottsdale,
Arizona
| $233M | +$5.31M | +2% | 1.87% | 69.1% | 84 | 3.57% | 1.9 |
|
| 5086 |
AFP
5086
Advus Financial Partners
Winter Park,
Florida
| $233M | -$79.6K | -0% | 0.08% | 56.5% | 64 | 10.94% | 2.3 |
|
| 5087 |
WMA
5087
Wealth Management Associates
Cherry Hill,
New Jersey
| $233M | -$683K | -0.3% | 0.51% | 111% | 225 | 12.44% | 3.5 |
|
| 5088 |
5088
Zullo Investment Group
Scranton,
Pennsylvania
| $233M | -$14.4M | -6% | 4.09% | 143% | 151 | 5.3% | 2.8 |
|
| 5089 |
5089
Kirkoswald Asset Management
New York
| $233M | +$147M | +170% | 0% | – | 7 | 100% | 0 |
|
| 5090 |
5090
Weinberger Asset Management
Los Angeles,
California
| $233M | -$6.26M | -3% | 0.21% | 89.6% | 82 | 3.66% | 2.6 |
|
| 5091 |
5091
Wind River Trust Company
Jackson,
Wyoming
| $233M | -$21.2M | -8% | 1.69% | 62.1% | 9 | 0% | 9.6 |
|
| 5092 |
5092
Bourne Lent Asset Management
Pawling,
New York
| $233M | -$29.3M | -11% | 6.62% | 95.1% | 62 | 3.23% | 7.1 |
|
| 5093 |
BAM
5093
Bosun Asset Management
Chicago,
Illinois
| $233M | +$3.29M | +1% | 0.55% | 278% | 235 | 37.02% | 1.1 |
|
| 5094 |
5094
Tribune Investment Group
New York
| $233M | +$54.3M | +30% | 1.56% | – | 48 | 79.17% | 0.1 |
|
| 5095 |
5095
Eaton-Cambridge
Phoenix,
Arizona
| $233M | +$8.7M | +4% | 0.25% | – | 40 | 27.5% | 1 |
|
| 5096 |
NAH
5096
Neumann Advisory (HK)
Central,
Hong Kong
| $233M | -$108M | -32% | 30% | 77.3% | 10 | 0% | 4.3 |
|
| 5097 |
5097
Wealth Advisors of Iowa
West Des Moines,
Iowa
| $233M | +$34.3M | +17% | 0.29% | 60.9% | 77 | 20.78% | 1.8 |
|
| 5098 |
MCF
5098
MKA Charitable Fund
San Francisco,
California
| $233M | -$32M | -12% | 9.09% | 17.1% | 1 | 0% | 1.3 |
|
| 5099 |
5099
X-Square Capital
Guaynabo,
Puerto Rico
| $233M | -$10.6M | -4% | 2.24% | 158% | 168 | 11.31% | 3.2 |
|
| 5100 |
5100
Susquehanna Portfolio Strategies
Bala Cynwyd,
Pennsylvania
| $233M | +$203M | +684% | 0.32% | – | 173 | 98.27% | 0 |
|