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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5151 |
5151
Essential Partners
Rancho Santa Fe,
California
| $250M | – | – | 13.2% | – | 2,273 | – | 0 |
|
| 5152 |
5152
Sonata Capital Group
Seattle,
Washington
| $250M | +$20.5M | +9% | 8.55% | 66.5% | 123 | 10.57% | 5.4 |
|
| 5153 |
LA
5153
LFL Advisers
Evanston,
Illinois
| $250M | +$21.6M | +9% | 7.73% | 83% | 8 | 0% | 7.3 |
|
| 5154 |
5154
Stone Run Capital
New York
| $250M | +$12.8M | +5% | 8.22% | 77.8% | 72 | 13.89% | 7.1 |
|
| 5155 |
5155
Cura Wealth Advisors
Chicago,
Illinois
| $250M | +$2.96M | +1% | 1.3% | – | 133 | 33.83% | 0.4 |
|
| 5156 |
CCAM
5156
Codex Capital Asset Management
Dallas,
Texas
| $250M | +$37.8M | +18% | 21.1% | – | 34 | 5.88% | 0.9 |
|
| 5157 |
5157
IMZ Advisory
Boca Raton,
Florida
| $250M | +$29.4M | +13% | 10.4% | – | 42 | 7.14% | 1.3 |
|
| 5158 |
5158
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
| $250M | +$28.1M | +13% | 9.77% | 72.1% | 77 | 7.79% | 2.1 |
|
| 5159 |
5159
Family Wealth Partners
Matthews,
North Carolina
| $250M | +$30.8M | +14% | 8.83% | 58.5% | 62 | 17.74% | 1 |
|
| 5160 |
5160
TPG Financial Advisors
Portland,
Oregon
| $250M | +$23.6M | +10% | 6.72% | – | 72 | 18.06% | 3.3 |
|
| 5161 |
IGYL
5161
I.G.Y. Ltd
London,
United Kingdom
| $250M | +$12.5M | +5% | 6.08% | 80.5% | 3 | 0% | 5.3 |
|
| 5162 |
5162
Elevation Capital Advisory
Bend,
Oregon
| $249M | +$20.2M | +9% | 10.9% | – | 82 | 60.98% | 0.5 |
|
| 5163 |
5163
Wind River Trust Company
Jackson,
Wyoming
| $249M | +$16.3M | +7% | 9.6% | 62.1% | 9 | 0% | 9.9 |
|
| 5164 |
5164
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
| $249M | +$37.4M | +18% | 22% | 215% | 222 | 26.58% | 1.5 |
|
| 5165 |
5165
Peloton Wealth Strategists
Indianapolis,
Indiana
| $249M | +$10.1M | +4% | 6.01% | 51.3% | 96 | 11.46% | 3.7 |
|
| 5166 |
5166
Jessup Wealth Management
Dayton,
Ohio
| $249M | +$11.3M | +5% | 12.3% | 181% | 81 | 16.05% | 1.2 |
|
| 5167 |
5167
Buttonwood Financial Advisors
Baltimore,
Maryland
| $249M | +$21.6M | +9% | 9.93% | 73.4% | 102 | 8.82% | 2.6 |
|
| 5168 |
5168
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $249M | +$2.7M | +1% | 8.83% | 73.6% | 30 | 16.67% | 5.8 |
|
| 5169 |
LFP
5169
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| $249M | +$8.72M | +4% | 6.63% | 65.4% | 79 | 3.8% | 1.4 |
|
| 5170 |
5170
Ruggaard & Associates
Hudson,
Ohio
| $249M | +$20.5M | +9% | 6.3% | 47.6% | 121 | 9.09% | 1.8 |
|
| 5171 |
5171
Sims Investment Management
Cincinnati,
Ohio
| $249M | +$24.9M | +11% | 8.29% | – | 45 | 13.33% | 0.4 |
|
| 5172 |
5172
JNE Partners
London,
United Kingdom
| $249M | +$56.7M | +30% | 16.4% | 100% | 8 | 12.5% | 1.8 |
|
| 5173 |
5173
Aragon Global Management
Miami,
Florida
| $249M | -$11.4M | -4% | 34.4% | – | 25 | 32% | 1 |
|
| 5174 |
5174
Sittner & Nelson
Eugene,
Oregon
| $249M | +$14.2M | +6% | 7.63% | 88.1% | 516 | 5.04% | 3.2 |
|
| 5175 |
5175
Kings Path Partners
Sugar Land,
Texas
| $248M | +$44M | +22% | 7.15% | – | 293 | 15.7% | 0.8 |
|