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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
Tanglewood Legacy Advisors
Houston,
Texas
| $183M | +$16.3M | +10% | 9.85% | 61.1% | 295 | 8.81% | 0.9 |
|
| 5277 |
5277
SMART Wealth
Omaha,
Nebraska
| $183M | +$49.9M | +37% | 5.42% | 83.6% | 93 | 34.41% | 0.6 |
|
| 5278 |
5278
Patient Square Capital
Menlo Park,
California
| $183M | +$941K | +0.5% | 1.35% | 329% | 2 | 0% | 1 |
|
| 5279 |
5279
Soapstone Management
Bethesda,
Maryland
| $183M | -$33.4M | -15% | 16.3% | 30.3% | 20 | 15% | 2.3 |
|
| 5280 |
5280
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| $183M | +$15.3M | +9% | 6.57% | 38.1% | 22 | 0% | 2.4 |
|
| 5281 |
5281
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| $183M | +$15.8M | +9% | 9.54% | 64.8% | 74 | 5.41% | 3.1 |
|
| 5282 |
5282
Solitude Financial Services
Charlottesville,
Virginia
| $183M | +$5.6M | +3% | 7.08% | 62.4% | 47 | 4.26% | 2.3 |
|
| 5283 |
5283
Baron Wealth Management
Troy,
Michigan
| $183M | +$25.9M | +17% | 10.5% | 88.6% | 177 | 22.03% | 0.7 |
|
| 5284 |
5284
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| $183M | +$40.4M | +28% | 11.7% | 151% | 105 | 27.62% | 1.9 |
|
| 5285 |
1C
5285
1623 Capital
Alexandria,
Virginia
| $182M | -$51.7M | -22% | 14.5% | 11.9% | 28 | 21.43% | 3.2 |
|
| 5286 |
5286
Beryl Capital Management
Redondo Beach,
California
| $182M | -$714M | -80% | 36.5% | 3,932% | 47 | 91.49% | 0.1 |
|
| 5287 |
5287
Capricorn Fund Managers
London,
United Kingdom
| $182M | -$106M | -37% | 8.18% | 173% | 96 | 57.29% | 0.6 |
|
| 5288 |
5288
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| $181M | +$5.86M | +3% | 9.9% | 58.7% | 47 | 4.26% | 4.2 |
|
| 5289 |
5289
Silverlake Wealth Management
Williston,
Vermont
| $181M | +$3.28M | +2% | 9.98% | 73.3% | 252 | 19.44% | 1.5 |
|
| 5290 |
5290
Pavion Blue Capital
Newport Beach,
California
| $181M | +$16.8M | +10% | 9.74% | 87.8% | 99 | 9.09% | 3.1 |
|
| 5291 |
5291
Garrison Asset Management
Fayetteville,
Arkansas
| $181M | +$17.5M | +11% | 11.1% | 52.1% | 111 | 9.91% | 6 |
|
| 5292 |
5292
Activest Wealth Management
Aventure,
Florida
| $181M | +$18.9M | +12% | 11.3% | 117% | 382 | 26.96% | 0.8 |
|
| 5293 |
5293
United Bank (Georgia)
Zebulon,
Georgia
| $181M | +$14M | +8% | 10.4% | 93.7% | 91 | 3.3% | 4.8 |
|
| 5294 |
5294
X-Square Capital
Guaynabo,
Puerto Rico
| $181M | +$32.4M | +22% | 12.8% | 158% | 172 | 27.33% | 2.6 |
|
| 5295 |
5295
Forza Wealth Management
Sarasota,
Florida
| $181M | -$12.6M | -6% | 8.57% | 69.8% | 189 | 16.4% | 0.9 |
|
| 5296 |
LI
5296
Latigo Investments
Fort Lauderdale,
Florida
| $181M | +$16.8M | +10% | 10.1% | 62.6% | 19 | 0% | 1.6 |
|
| 5297 |
5297
Gator Capital Management
Tampa,
Florida
| $181M | +$39.7M | +28% | 23.8% | 245% | 68 | 14.71% | 2.7 |
|
| 5298 |
5298
Watershed Private Wealth
Oak Brook,
Illinois
| $181M | +$18.8M | +12% | 10.6% | 80.3% | 113 | 21.24% | 0.7 |
|
| 5299 |
5299
Powell Investment Advisors
Miami,
Florida
| $181M | +$14.4M | +9% | 11.2% | 82.4% | 158 | 19.62% | 2.3 |
|
| 5300 |
5300
Trust Company of Kansas
Wichita,
Kansas
| $181M | +$24M | +15% | 13.4% | 100% | 52 | 9.62% | 2.6 |
|