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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
MQS Management
New York
| $147M | -$7.55M | -5% | 7.47% | 6.42% | 632 | 80.7% | 0.1 |
|
| 5277 |
5277
Summit Rock Advisors
New York
| $147M | +$18.7M | +15% | 16.9% | – | 5 | 60% | 1.1 |
|
| 5278 |
5278
WealthCare Investment Partners
Portsmouth,
Rhode Island
| $147M | +$25.9M | +21% | 7.34% | 62.6% | 121 | 17.36% | 0.8 |
|
| 5279 |
5279
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| $147M | +$3.65M | +3% | 14.8% | 62.6% | 87 | 50.57% | 1.9 |
|
| 5280 |
5280
Range Financial Group
Tigard,
Oregon
| $147M | +$17.4M | +13% | 12.4% | 195% | 191 | 33.51% | 1 |
|
| 5281 |
5281
Morton Brown Family Wealth
Allentown,
Pennsylvania
| $147M | +$21.2M | +17% | 7.15% | 54.5% | 227 | 35.68% | 0.8 |
|
| 5282 |
5282
Acute Investment Advisory
Mesa,
Arizona
| $147M | +$7.37M | +5% | 0.16% | 15% | 33 | 60.61% | 0.4 |
|
| 5283 |
5283
Numerai
San Francisco,
California
| $147M | – | – | 1.34% | 52.7% | 111 | – | 0 |
|
| 5284 |
5284
Moon Capital Management
New York
| $147M | +$68.2M | +87% | 11.3% | 76.3% | 14 | 14.29% | 2.6 |
|
| 5285 |
5285
Platinum Equity
Beverly Hills,
California
| $146M | -$12.5M | -8% | 6.52% | 52.7% | 8 | 0% | 0.7 |
|
| 5286 |
5286
HC Advisors
Sandy Springs,
Georgia
| $146M | +$1.25M | +0.9% | 6.58% | 63.5% | 92 | 16.3% | 1.9 |
|
| 5287 |
5287
VitalStone Financial
Shavano Park,
Texas
| $146M | – | – | 3.41% | – | 615 | – | 0 |
|
| 5288 |
SVG
5288
Sun Valley Gold
Sun Valley,
Idaho
| $146M | -$129M | -47% | 18.9% | 160% | 15 | 33.33% | 2.5 |
|
| 5289 |
5289
McNaughton Wealth Management
San Diego,
California
| $146M | +$10.1M | +7% | 5.59% | 55.6% | 55 | 5.45% | 2.4 |
|
| 5290 |
5290
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| $146M | +$12.9M | +10% | 8.92% | 45.1% | 27 | 11.11% | 5.8 |
|
| 5291 |
CIA
5291
Citadel Investment Advisory
Chesterland,
Ohio
| $146M | +$15.1M | +12% | 14.3% | 66.1% | 79 | 1.27% | 1.8 |
|
| 5292 |
5292
Abbot Financial Management
Andover,
Massachusetts
| $146M | +$5.79M | +4% | 12.2% | 102% | 117 | 9.4% | 4.2 |
|
| 5293 |
IWN
5293
Independent Wealth Network
Urbandale,
Iowa
| $146M | +$18.2M | +14% | 8.55% | 78.2% | 204 | 16.67% | 0.9 |
|
| 5294 |
5294
Crestmont Private Wealth
Houston,
Texas
| $146M | +$14.3M | +11% | 7.04% | 54.8% | 48 | 56.25% | 0.4 |
|
| 5295 |
5295
Strategic Investment Management
Arlington,
Virginia
| $146M | +$11.3M | +8% | 7.7% | 53.4% | 10 | 0% | 5.3 |
|
| 5296 |
EP
5296
Elkhorn Partners
Omaha,
Nebraska
| $146M | +$7.91M | +6% | 6.88% | 32.2% | 47 | 14.89% | 4.4 |
|
| 5297 |
5297
Solitude Financial Services
Charlottesville,
Virginia
| $146M | +$9.08M | +7% | 9.45% | 62.4% | 45 | 4.44% | 1.5 |
|
| 5298 |
5298
Lansing Street Advisors
Ambler,
Pennsylvania
| $146M | +$16.6M | +13% | 9.21% | – | 378 | 31.22% | 0.5 |
|
| 5299 |
5299
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $146M | -$44.1M | -23% | 6.91% | 117% | 103 | 32.04% | 3 |
|
| 5300 |
5300
AllSquare Wealth Management
Albany,
New York
| $146M | +$7.51M | +5% | 6.7% | 62.4% | 541 | 3.14% | 4.3 |
|