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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
Tanglewood Legacy Advisors
Houston,
Texas
| $276M | +$10.1M | +4% | 1.02% | 61.1% | 273 | 3.66% | 2.7 |
|
| 5152 |
5152
Five Oceans Advisors
Santa Monica,
California
| $276M | -$6.57M | -2% | 0.76% | 85.3% | 204 | 11.27% | 2.7 |
|
| 5153 |
5153
Envision Financial Planning
Memphis,
Tennessee
| $276M | +$11.9M | +4% | 0.67% | 32.1% | 52 | 11.54% | 1.7 |
|
| 5154 |
AA
5154
Alta Advisers
London,
United Kingdom
| $276M | +$406K | +0.1% | 2.08% | 129% | 217 | 13.36% | 2.7 |
|
| 5155 |
5155
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
| $276M | +$7.57M | +3% | 1.76% | 55.5% | 69 | 11.59% | 2.1 |
|
| 5156 |
5156
Metavasi Capital
Larchmont,
New York
| $276M | +$30.9M | +13% | 10% | 840% | 31 | 45.16% | 1 |
|
| 5157 |
5157
RiverPark Advisors
New York
| $276M | -$71.7M | -21% | 1.94% | 87.5% | 173 | 26.01% | 2.4 |
|
| 5158 |
5158
Flagstar Advisors
New York
| $276M | -$22.5M | -8% | 0.91% | 81.9% | 189 | 14.29% | 3.3 |
|
| 5159 |
FCT
5159
Family Capital Trust
Peabody,
Massachusetts
| $276M | -$30.1M | -10% | 6.38% | 39.1% | 90 | 4.44% | 4.4 |
|
| 5160 |
5160
Adapt Wealth Advisors
Atlanta,
Georgia
| $276M | -$14.6M | -5% | 1.63% | – | 113 | 11.5% | 1.1 |
|
| 5161 |
LFP
5161
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| $276M | -$4.02M | -1% | 2.19% | 65.4% | 93 | 16.13% | 1.8 |
|
| 5162 |
5162
First Sabrepoint Capital Management
Dallas,
Texas
| $276M | +$16.4M | +6% | 18.2% | 218% | 40 | 55% | 0.9 |
|
| 5163 |
5163
Arohi Asset Management
Singapore
| $275M | -$57.8M | -17% | 29.5% | – | 7 | 14.29% | 1 |
|
| 5164 |
5164
Victrix Investment Advisors
Stuart,
Florida
| $275M | +$17.2M | +7% | 0.4% | – | 114 | 14.91% | 0.8 |
|
| 5165 |
5165
Ted Buchan & Co
San Diego,
California
| $275M | +$2.89M | +1% | 2.32% | 65.2% | 96 | 16.67% | 2 |
|
| 5166 |
5166
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $275M | +$13.5M | +5% | 4.26% | 73.6% | 31 | 12.9% | 5.3 |
|
| 5167 |
5167
Highview Capital Management
Buffalo Grove,
Illinois
| $275M | -$8.39M | -3% | 0.6% | 123% | 117 | 23.93% | 2.5 |
|
| 5168 |
5168
Renesas Electronics America
San Jose,
California
| $275M | -$18.4M | -6% | 6.26% | – | 1 | 0% | 0.3 |
|
| 5169 |
5169
Praetorian PR
Rincon,
Puerto Rico
| $275M | +$68.6M | +33% | 30.7% | 80.3% | 21 | 61.9% | 0.6 |
|
| 5170 |
5170
Allred Capital Management
Dallas,
Texas
| $275M | -$1.96M | -0.7% | 0.28% | 73.5% | 162 | 8.64% | 5.2 |
|
| 5171 |
5171
325 Capital
New York
| $274M | -$10.9M | -4% | 13.4% | 226% | 13 | 7.69% | 2.5 |
|
| 5172 |
5172
Maestria Partners
Atlanta,
Georgia
| $274M | -$67.3M | -20% | 13.9% | – | 18 | 44.44% | 0.9 |
|
| 5173 |
5173
Jessup Wealth Management
Dayton,
Ohio
| $274M | -$28.5M | -9% | 4.06% | 181% | 388 | 80.67% | 1.7 |
|
| 5174 |
OL
5174
Odyssean LLC
Darien,
Connecticut
| $274M | +$135M | +97% | 4.95% | – | 486 | 61.73% | 0.1 |
|
| 5175 |
5175
BKM Wealth Management
Brookfield,
Wisconsin
| $274M | +$350K | +0.1% | 0.84% | 69.6% | 153 | 7.84% | 1.9 |
|