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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
Carnegie Lake Advisors
Princeton,
New Jersey
| $253M | +$6.19M | +3% | 4.82% | – | 171 | 9.94% | 0.7 |
|
| 5127 |
5127
MKT Advisors
Escondido,
California
| $253M | +$39.4M | +18% | 6.54% | 55.5% | 173 | 20.23% | 2.3 |
|
| 5128 |
5128
Retirement Capital Strategies
San Jose,
California
| $252M | -$3.75M | -1% | 6% | 59% | 86 | 36.05% | 2.7 |
|
| 5129 |
5129
G&S Capital
Denver,
Colorado
| $252M | +$16.9M | +7% | 7.42% | 85.6% | 133 | 14.29% | 2.9 |
|
| 5130 |
5130
Beddow Capital Management
Jackson,
Wyoming
| $252M | -$14.9M | -6% | 1.14% | 50.7% | 57 | 3.51% | 6 |
|
| 5131 |
5131
Elmwood Wealth Management
Berkeley,
California
| $252M | +$8.48M | +3% | 6.55% | 42.1% | 135 | 9.63% | 3.9 |
|
| 5132 |
5132
Sunpointe
St. Louis,
Missouri
| $252M | +$64.4M | +34% | 14.6% | 122% | 245 | 27.76% | 0.8 |
|
| 5133 |
5133
1 North Wealth Services
Annapolis,
Maryland
| $252M | +$35.9M | +17% | 5.43% | – | 283 | 6.71% | 1.1 |
|
| 5134 |
5134
Geneva Partners
Lake Geneva,
Wisconsin
| $252M | +$58M | +30% | 22.4% | 417% | 76 | 26.32% | 2.1 |
|
| 5135 |
5135
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
| $252M | +$17.6M | +8% | 8.44% | 52% | 93 | 15.05% | 1.8 |
|
| 5136 |
5136
Trinity Wealth Management
Berwyn,
Pennsylvania
| $252M | +$32.9M | +15% | 8.1% | 56.7% | 64 | 18.75% | 2.5 |
|
| 5137 |
5137
Kaleidoscope Capital
Boston,
Massachusetts
| $252M | +$83.7M | +50% | 25.8% | – | 9 | 0% | 2.8 |
|
| 5138 |
5138
Morris Financial Concepts
Mount Pleasant,
South Carolina
| $252M | +$13.6M | +6% | 8.53% | 56.5% | 203 | 5.42% | 2.4 |
|
| 5139 |
5139
Rise Advisors
Rochester,
New York
| $252M | +$25.5M | +11% | 7.64% | 62.8% | 1,661 | 16.98% | 1.4 |
|
| 5140 |
5140
GPM Growth Investors
Bloomfield Hills,
Michigan
| $252M | +$23.7M | +10% | 13.8% | – | 44 | 4.55% | 3.3 |
|
| 5141 |
5141
Texas Bank & Trust
Longview,
Texas
| $252M | +$15.2M | +6% | 9.07% | – | 186 | 10.22% | 0.5 |
|
| 5142 |
5142
Ted Buchan & Co
San Diego,
California
| $252M | +$40.1M | +19% | 7.67% | 65.2% | 97 | 16.49% | 1.6 |
|
| 5143 |
5143
Invenio Wealth Partners
Coral Gables,
Florida
| $252M | +$13.3M | +6% | 6.56% | 55.5% | 106 | 25.47% | 1.3 |
|
| 5144 |
5144
REDW Wealth
Albuquerque,
New Mexico
| $251M | -$17.2M | -6% | 7.56% | 54.1% | 109 | 8.26% | 3.9 |
|
| 5145 |
5145
Equita Financial Network
Fort Washington,
Pennsylvania
| $251M | -$34.9M | -12% | 8.33% | 50.5% | 95 | 24.21% | 1.2 |
|
| 5146 |
5146
Paragon Private Wealth Management
Lexington,
Kentucky
| $251M | +$35.7M | +17% | 13.4% | 104% | 201 | 15.42% | 1.8 |
|
| 5147 |
5147
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| $251M | +$48.7M | +24% | 10.6% | 70.9% | 502 | 99.8% | 0 |
|
| 5148 |
5148
Ranmore Fund Management
Cobham,
United Kingdom
| $251M | +$83.5M | +50% | 5.2% | – | 19 | 47.37% | 0.3 |
|
| 5149 |
5149
University of Illinois Foundation
Champaign,
Illinois
| $251M | -$67.5M | -21% | 11% | – | 17 | 76.47% | 0.3 |
|
| 5150 |
PHC
5150
Palidye Holdings (Caymans)
Grand Cayman,
Cayman Islands
| $251M | -$40.6M | -14% | 43% | – | 4 | 100% | 0 |
|