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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5251 |
5251
True Wind Capital Management
San Francisco,
California
| $202M | +$6.52M | +3% | 3.95% | 119% | 2 | 0% | 2.5 |
|
| 5252 |
5252
Caldwell Sutter Capital
Sausalito,
California
| $202M | -$5.72M | -3% | 0.34% | 79.5% | 954 | 6.5% | 1.1 |
|
| 5253 |
PIP
5253
Palisades Investment Partners
Santa Monica,
California
| $202M | – | – | 24% | – | 40 | – | 0 |
|
| 5254 |
HPFG
5254
Hart & Patterson Financial Group
Amherst,
Massachusetts
| $202M | -$49.6K | -0% | 0.58% | – | 68 | 1.47% | 0.5 |
|
| 5255 |
5255
Invenio Wealth Partners
Coral Gables,
Florida
| $202M | +$16.2M | +9% | 1.6% | 55.5% | 99 | 8.08% | 0.8 |
|
| 5256 |
5256
Brightline Capital Management
Miami,
Florida
| $201M | +$35.2M | +21% | 6.9% | 810% | 23 | 52.17% | 0.3 |
|
| 5257 |
5257
Rainwater Charitable Foundation
Fort Worth,
Texas
| $201M | -$475K | -0.2% | 0.45% | 44% | 5 | 40% | 2.3 |
|
| 5258 |
AP
5258
Arlington Partners
Birmingham,
Alabama
| $201M | +$5.02M | +3% | 0.17% | 46.4% | 61 | 6.56% | 2.2 |
|
| 5259 |
5259
Darwin Wealth Management
Tampa,
Florida
| $201M | -$157M | -44% | 1.6% | 56.8% | 146 | 52.74% | 3 |
|
| 5260 |
5260
Warren Street Wealth Advisors
Newport Beach,
California
| $201M | -$728K | -0.4% | 3.59% | 75.7% | 105 | 15.24% | 1.6 |
|
| 5261 |
5261
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| $201M | +$12.8M | +7% | 3% | 107% | 204 | 16.67% | 1.6 |
|
| 5262 |
5262
Pinion Investment Advisors
Wichita,
Kansas
| $201M | +$8.44M | +4% | 3.76% | 75.4% | 161 | 20.5% | 3 |
|
| 5263 |
5263
MKT Advisors
Escondido,
California
| $201M | +$18.7M | +10% | 2.63% | 55.5% | 155 | 5.81% | 1.9 |
|
| 5264 |
5264
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| $201M | +$13.4M | +7% | 1.37% | 44.1% | 38 | 5.26% | 3.5 |
|
| 5265 |
WCM
5265
Westerly Capital Management
San Francisco,
California
| $201M | -$62.9M | -24% | 7.98% | 116% | 56 | 42.86% | 1.5 |
|
| 5266 |
5266
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
| $201M | -$41.1M | -17% | 1.54% | 172% | 12 | 41.67% | 0.7 |
|
| 5267 |
5267
WJ Interests
Sugar Land,
Texas
| $201M | +$11.3M | +6% | 1.19% | 55.2% | 15 | 20% | 1.3 |
|
| 5268 |
5268
Trinity Wealth Management
Berwyn,
Pennsylvania
| $200M | +$6.74M | +3% | 1.7% | 56.7% | 49 | 10.2% | 2.4 |
|
| 5269 |
5269
Alta Wealth Advisors
Woburn,
Massachusetts
| $200M | +$3.63M | +2% | 4.49% | 120% | 134 | 14.93% | 2.5 |
|
| 5270 |
5270
Twin Peaks Wealth Advisors
Burlingame,
California
| $200M | +$20.3M | +11% | 4.47% | – | 137 | 14.6% | 0.4 |
|
| 5271 |
5271
Searcy Financial Services
Overland Park,
Kansas
| $200M | +$3.96M | +2% | 1.98% | 60.2% | 27 | 11.11% | 2.5 |
|
| 5272 |
5272
Weitzel Financial Services
Dubuque,
Iowa
| $200M | +$2.46M | +1% | 0.04% | 46.3% | 44 | 11.36% | 2.2 |
|
| 5273 |
5273
United Bank (Georgia)
Zebulon,
Georgia
| $200M | +$3.65M | +2% | 3.91% | 81.2% | 97 | 5.15% | 4.9 |
|
| 5274 |
CCC
5274
Chelsea Counsel Company
Los Angeles,
California
| $200M | +$24M | +14% | 6.18% | 106% | 206 | 16.99% | 2.9 |
|
| 5275 |
5275
IMZ Advisory
Boca Raton,
Florida
| $200M | +$6.43M | +3% | 2.56% | – | 31 | 3.23% | 0.5 |
|