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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5276 |
5276
Aurora Investment Counsel
Atlanta,
Georgia
| $144M | +$497K | +0.3% | 0.02% | 31.7% | 135 | 20% | 0.8 |
|
| 5277 |
PGM
5277
Parian Global Management
Pound Ridge,
New York
| $143M | -$89.6M | -38% | 13.5% | 65.2% | 62 | 77.42% | 0.3 |
|
| 5278 |
OGF
5278
Orin Green Financial
San Diego,
California
| $143M | +$1.88M | +1% | 1.17% | 59.1% | 68 | 2.94% | 0.7 |
|
| 5279 |
5279
Fure Financial Corporation
Bloomington,
Minnesota
| $143M | +$5.56M | +4% | 0.21% | 59.5% | 56 | 66.07% | 0.4 |
|
| 5280 |
5280
Navis Wealth Advisors
Rye Brook,
New York
| $143M | +$24.2M | +20% | 2.08% | 107% | 129 | 22.48% | 0.6 |
|
| 5281 |
5281
Ivy Lane Capital Management
Winter Park,
Florida
| $143M | +$1.81M | +1% | 0.52% | 101% | 10 | 20% | 0.6 |
|
| 5282 |
5282
Quad-Cities Investment Group
Davenport,
Iowa
| $143M | -$4.06M | -3% | 1.08% | 67.3% | 189 | 12.17% | 2.3 |
|
| 5283 |
5283
Texas Capital Bancshares
Dallas,
Texas
| $143M | +$5.15M | +4% | 0.13% | 175% | 80 | 8.75% | 1.8 |
|
| 5284 |
5284
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $143M | -$1.78M | -1% | 0.46% | 58.8% | 177 | 9.6% | 2 |
|
| 5285 |
5285
WFA of San Diego
San Diego,
California
| $143M | +$14.1M | +11% | 0.37% | – | 144 | 38.89% | 0.5 |
|
| 5286 |
5286
swisspartners Advisors
Zurich,
Switzerland
| $142M | +$14.8M | +12% | 5.15% | 73.2% | 41 | 41.46% | 1 |
|
| 5287 |
5287
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| $142M | +$1.03M | +0.7% | 1.22% | 58.3% | 36 | 0% | 1.4 |
|
| 5288 |
CAM
5288
Crown Advisors Management
Larkspur,
California
| $142M | -$2.53M | -2% | 2.27% | 284% | 47 | 25.53% | 1.6 |
|
| 5289 |
5289
Arrow Capital Management
New York
| $142M | -$1.62M | -1% | 3.85% | – | 15 | 33.33% | 2.5 |
|
| 5290 |
5290
Benchmark Wealth Management
Old Lyme,
Connecticut
| $142M | -$3.36M | -2% | 0.6% | 42.7% | 47 | 4.26% | 1.5 |
|
| 5291 |
5291
Regency Capital Management
Honolulu,
Hawaii
| $142M | +$9.8M | +7% | 1.03% | 92.1% | 156 | 29.49% | 0.4 |
|
| 5292 |
5292
Rye Brook Capital
Greenwich,
Connecticut
| $142M | +$755K | +0.5% | 2.11% | 77.2% | 33 | 36.36% | 0.5 |
|
| 5293 |
5293
Caliber Wealth Management (Utah)
Orem,
Utah
| $142M | +$695K | +0.5% | 1.93% | 36.5% | 76 | 11.84% | 0.6 |
|
| 5294 |
5294
Colonial River Investments
Midlothian,
Virginia
| $142M | +$1.89M | +1% | 1.93% | 156% | 194 | 86.6% | 0.3 |
|
| 5295 |
5295
Wolff Wiese Magana
Carslbad,
California
| $142M | +$1.7M | +1% | 0.53% | 149% | 918 | 15.8% | 0.6 |
|
| 5296 |
5296
Accretive Wealth Partners
Parsippany,
New Jersey
| $142M | +$3.02M | +2% | 0.84% | 57.3% | 116 | 12.93% | 0.6 |
|
| 5297 |
5297
Kinloch Capital
Glen Allen,
Virginia
| $142M | +$2.41M | +2% | 1.95% | 63.4% | 68 | 13.24% | 0.7 |
|
| 5298 |
5298
Colorado Capital Management
Boulder,
Colorado
| $142M | -$7M | -5% | 0.63% | 60.4% | 74 | 2.7% | 4.6 |
|
| 5299 |
5299
McNaughton Wealth Management
San Diego,
California
| $141M | -$1.16M | -0.8% | 0.4% | 55.6% | 50 | 6% | 1.5 |
|
| 5300 |
AIFAIM
5300
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| $141M | -$769K | -0.5% | 0.95% | 72.8% | 125 | 8.8% | 1.3 |
|