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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5126 |
5126
WD Rutherford
Portland,
Oregon
| $175M | -$22.5M | -11% | 8.44% | 189% | 138 | 13.04% | 1 |
|
| 5127 |
5127
Sandbox Financial Partners
Bethesda,
Maryland
| $175M | +$15.6M | +10% | 4.8% | 69.6% | 114 | 23.68% | 0.8 |
|
| 5128 |
5128
OLIO Financial Planning
Mclean,
Virginia
| $175M | +$6.58M | +4% | 4.48% | 52.9% | 49 | 20.41% | 0.2 |
|
| 5129 |
5129
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $175M | -$7.92M | -4% | 2.42% | 36.2% | 103 | 15.53% | 1.7 |
|
| 5130 |
5130
Libra Wealth
Los Gatos,
California
| $175M | +$19.8M | +13% | 5.45% | 58.2% | 38 | 36.84% | 0.2 |
|
| 5131 |
APSI
5131
Asset Planning Services Inc
Covington,
Louisiana
| $175M | -$11.1M | -6% | 0.61% | 138% | 47 | 27.66% | 3.1 |
|
| 5132 |
5132
Braemar Energy Ventures III
New York
| $174M | -$811K | -0.5% | 4.36% | – | 1 | 0% | 0.3 |
|
| 5133 |
5133
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| $174M | -$41M | -19% | 17.8% | 261% | 89 | 49.44% | 1.2 |
|
| 5134 |
5134
Briaud Financial Planning
College Station,
Texas
| $174M | -$9.9M | -5% | 2.05% | 113% | 30 | 20% | 1.2 |
|
| 5135 |
5135
Tru Independence Asset Management 2
Portland,
Oregon
| $174M | -$14.6M | -8% | 1.32% | – | 144 | 40.97% | 0.7 |
|
| 5136 |
5136
L2 Asset Management
Wayland,
Massachusetts
| $174M | +$30.7M | +21% | 0.02% | 128% | 154 | 37.01% | 0.6 |
|
| 5137 |
5137
Eudaimonia Advisors
Winchester,
Tennessee
| $174M | +$3.85M | +2% | 0.74% | – | 180 | 18.33% | 0.2 |
|
| 5138 |
5138
Phraction Management
Colchester,
Connecticut
| $174M | +$8.68M | +5% | 4.74% | 106% | 79 | 30.38% | 0.2 |
|
| 5139 |
5139
ICW Investment Advisors
Scottsdale,
Arizona
| $174M | -$5.36M | -3% | 2.81% | 58.6% | 135 | 2.96% | 2 |
|
| 5140 |
5140
Keystone Financial Services (Colorado)
Loveland,
Colorado
| $174M | -$21.3M | -11% | 2.75% | 66% | 90 | 23.33% | 0.2 |
|
| 5141 |
5141
AH Equity Partners Bio II
Menlo Park,
California
| $174M | -$18.5M | -10% | 31.1% | – | 4 | 0% | 0.3 |
|
| 5142 |
5142
Hancock Whitney Investment Services
New Orleans,
Louisiana
| $173M | -$402M | -70% | 4.44% | – | 297 | 80.13% | 0.2 |
|
| 5143 |
5143
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $173M | +$14.8M | +9% | 6.21% | 60.2% | 59 | 15.25% | 2.2 |
|
| 5144 |
5144
Quantamental Technologies
White Plains,
New York
| $173M | -$24.1M | -12% | 5.65% | 24.2% | 602 | 79.4% | 0.2 |
|
| 5145 |
5145
Kennicott Capital Management
Corte Madera,
California
| $173M | +$7.61M | +5% | 6.54% | 98% | 47 | 8.51% | 0.9 |
|
| 5146 |
5146
AREX Capital Management
New York
| $173M | -$49.4M | -22% | 13.3% | 36.2% | 24 | 54.17% | 0.8 |
|
| 5147 |
5147
1776 Wealth
Atlanta,
Georgia
| $173M | -$12.8M | -7% | 6.74% | 90.4% | 135 | 13.33% | 1.7 |
|
| 5148 |
5148
Colonial River Investments
Midlothian,
Virginia
| $173M | -$12.6M | -7% | 2.34% | 156% | 238 | 23.53% | 0.3 |
|
| 5149 |
5149
Blue Door Asset Management
Stamford,
Connecticut
| $173M | +$64.2M | +59% | 9.66% | 127% | 32 | 40.63% | 0.2 |
|
| 5150 |
5150
Everhart Financial Group
Dublin,
Ohio
| $173M | +$7.36M | +4% | 4.48% | 123% | 137 | 25.55% | 0.8 |
|