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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
Freedom Financial Partners
Oakdale,
Minnesota
| $237M | +$22.5M | +10% | 7.81% | – | 80 | 11.25% | 0.4 |
|
| 5277 |
5277
eCIO Inc
Madison,
Wisconsin
| $237M | -$61.7M | -21% | 1.7% | – | 505 | 87.33% | 0.2 |
|
| 5278 |
5278
Consilium Wealth Advisory
Richardson,
Texas
| $237M | +$37.6M | +19% | 14% | 126% | 101 | 18.81% | 2.2 |
|
| 5279 |
SM
5279
Samjo Management
New York
| $237M | +$1.11M | +0.5% | 4.23% | – | 60 | 8.33% | 1.1 |
|
| 5280 |
5280
Transce3nd
Kyle,
Texas
| $237M | +$12.9M | +6% | 5.37% | – | 1,297 | 14.8% | 0.4 |
|
| 5281 |
5281
Lanham O'Dell & Company
Hurricane,
West Virginia
| $237M | +$64.3M | +37% | 1.75% | 81% | 41 | 21.95% | 1.3 |
|
| 5282 |
5282
Fourth Dimension Wealth
Middleburg Heights,
Ohio
| $237M | +$29.9M | +14% | 10.2% | – | 653 | 12.4% | 0.5 |
|
| 5283 |
HCM
5283
Hall Capital Management
Barrington,
Rhode Island
| $237M | +$20.9M | +10% | 7.72% | – | 96 | 6.25% | 6.4 |
|
| 5284 |
5284
Act Wealth Management
Plano,
Texas
| $237M | +$15.7M | +7% | 6.21% | 70% | 58 | 12.07% | 2.2 |
|
| 5285 |
5285
True Wind Capital Management
San Francisco,
California
| $236M | -$53.7M | -19% | 18.4% | 59.6% | 2 | 0% | 3.5 |
|
| 5286 |
DI
5286
Disciplined Investments
Tulsa,
Oklahoma
| $236M | +$18.6M | +9% | 5.65% | 51.4% | 130 | 7.69% | 3.7 |
|
| 5287 |
5287
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| $236M | +$638K | +0.3% | 3.9% | 83% | 124 | 5.65% | 6.5 |
|
| 5288 |
5288
Jones Road Capital Management
New York
| $236M | +$76.2M | +48% | 20.7% | 88.5% | 36 | 58.33% | 0.9 |
|
| 5289 |
OGF
5289
Orin Green Financial
San Diego,
California
| $236M | +$24.1M | +11% | 7.42% | 59.1% | 81 | 9.88% | 0.2 |
|
| 5290 |
5290
Weitzel Financial Services
Dubuque,
Iowa
| $236M | +$26.5M | +13% | 6.28% | 46.3% | 49 | 24.49% | 2.7 |
|
| 5291 |
HRC
5291
Hoertkorn Richard Charles
| $236M | +$20M | +9% | 13.1% | 172% | 80 | 1.25% | 8.2 |
|
| 5292 |
OPL
5292
Orland Properties Ltd
Road Town, Tortola,
British Virgin Islands
| $236M | +$153M | +185% | 5.19% | 77.6% | 8 | 12.5% | 2.4 |
|
| 5293 |
5293
Thrive Capital Management (New York)
New York
| $236M | -$353M | -60% | 54.1% | 205% | 4 | 25% | 3.7 |
|
| 5294 |
5294
FNY Investment Advisers
New York
| $236M | +$72.1M | +44% | 29% | 386% | 1,277 | 61.71% | 0.4 |
|
| 5295 |
SCMS
5295
Serenity Capital Management (Singapore)
Singapore
| $236M | +$68.6M | +41% | 5.85% | 21% | 8 | 12.5% | 1.1 |
|
| 5296 |
5296
Miller Value Partners
Sarasota,
Florida
| $236M | +$16.2M | +7% | 1.69% | 133% | 34 | 2.94% | 2.6 |
|
| 5297 |
5297
Verisail Partners
Chamblee,
Georgia
| $236M | +$18.6M | +9% | 6.82% | – | 35 | 5.71% | 0.5 |
|
| 5298 |
5298
Prosperity Financial Group
San Ramon,
California
| $235M | +$34.6M | +17% | 15.8% | 121% | 184 | 21.2% | 1.4 |
|
| 5299 |
5299
Strait & Sound Wealth Management
San Francisco,
California
| $235M | +$20.2M | +9% | 11.3% | 74% | 154 | 11.69% | 1.7 |
|
| 5300 |
5300
Kennedy Investment Group
West Depford,
New Jersey
| $235M | +$20M | +9% | 11.6% | 95.4% | 139 | 12.23% | 1.8 |
|