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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
Stableford Capital II
Scottsdale,
Arizona
| $277M | +$122K | +0% | 5.72% | 66.9% | 159 | 22.01% | 1.7 |
|
| 5252 |
5252
Daily Journal Corp
Los Angeles,
California
| $277M | +$14.4M | +5% | 6.34% | 109% | 4 | 0% | 10.2 |
|
| 5253 |
5253
Allred Capital Management
Dallas,
Texas
| $277M | -$10.7M | -4% | 2.19% | 73.5% | 175 | 15.43% | 5.1 |
|
| 5254 |
5254
Forza Wealth Management
Sarasota,
Florida
| $277M | +$15.5M | +6% | 3.84% | 69.8% | 193 | 6.22% | 2.4 |
|
| 5255 |
5255
Hartree Partners
New York
| $276M | -$14.3M | -5% | 5.61% | 138% | 105 | 65.71% | 0.4 |
|
| 5256 |
5256
Breakwater Investment Management
Seattle,
Washington
| $276M | +$5.18M | +2% | 1.55% | – | 621 | 34.62% | 1 |
|
| 5257 |
5257
Merck & Co
Rahway,
New Jersey
| $276M | +$48.2M | +21% | 25.9% | – | 13 | 7.69% | 1 |
|
| 5258 |
5258
Alexander Labrunerie & Co
Columbia,
Missouri
| $276M | +$5.65M | +2% | 2.99% | – | 123 | 7.32% | 1.3 |
|
| 5259 |
5259
Centerline Wealth Advisors
Louisville,
Kentucky
| $276M | +$46.5M | +20% | 1.55% | – | 62 | 29.03% | 0.6 |
|
| 5260 |
5260
Walker Financial Services
Bowling Green,
Kentucky
| $276M | +$18.9M | +7% | 0.26% | 20.8% | 43 | 6.98% | 1.9 |
|
| 5261 |
AA
5261
Alta Advisers
London,
United Kingdom
| $276M | -$51M | -16% | 3.71% | 129% | 249 | 20.48% | 2.6 |
|
| 5262 |
5262
Avaii Wealth Management
Appleton,
Wisconsin
| $276M | +$13.1M | +5% | 1.94% | 100% | 157 | 12.1% | 1.9 |
|
| 5263 |
5263
Quantum Financial Planning Services
Spokane,
Washington
| $276M | +$28.6M | +12% | 1.8% | – | 59 | 25.42% | 0.7 |
|
| 5264 |
5264
American Financial Group
Cincinnati,
Ohio
| $276M | +$16.3M | +6% | 1.81% | 32.5% | 66 | 13.64% | 6.1 |
|
| 5265 |
5265
Holistic Financial Partners
Indianapolis,
Indiana
| $276M | +$31.5M | +13% | 12.4% | 95.7% | 147 | 12.24% | 3.5 |
|
| 5266 |
5266
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
| $276M | +$17.4M | +7% | 2.07% | – | 95 | 3.16% | 0.9 |
|
| 5267 |
5267
Robertson Opportunity Capital
Dallas,
Texas
| $276M | -$15.6M | -5% | 0.7% | 93.4% | 29 | 13.79% | 7.1 |
|
| 5268 |
5268
Raleigh Capital Management
Cary,
North Carolina
| $276M | +$12.4M | +5% | 2.47% | 79.9% | 617 | 19.29% | 2 |
|
| 5269 |
5269
Wealthspan Partners
Davenport,
Iowa
| $275M | +$13.3M | +5% | 2.89% | 65% | 130 | 6.15% | 2.4 |
|
| 5270 |
CCAM
5270
Codex Capital Asset Management
Dallas,
Texas
| $275M | +$9.6M | +4% | 6.03% | – | 31 | 9.68% | 1.4 |
|
| 5271 |
5271
ICW Investment Advisors
Scottsdale,
Arizona
| $275M | -$2.95M | -1% | 1.29% | 58.6% | 147 | 3.4% | 4.8 |
|
| 5272 |
5272
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $275M | +$10.4M | +4% | 3.45% | 103% | 51 | 7.84% | 4.5 |
|
| 5273 |
5273
Texas Bank & Trust
Longview,
Texas
| $275M | +$10.5M | +4% | 4.43% | – | 185 | 10.27% | 0.9 |
|
| 5274 |
5274
Arrowroot Family Office
Marina Del Rey,
California
| $275M | +$24.3M | +10% | 1.95% | – | 155 | 18.06% | 1.9 |
|
| 5275 |
5275
Freedom Financial Partners
Oakdale,
Minnesota
| $275M | +$12.4M | +5% | 1.32% | – | 88 | 5.68% | 0.8 |
|