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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5326 |
5326
Beta Wealth Group
San Diego,
California
| $139M | -$4.95M | -3% | 0.82% | 45.4% | 67 | 14.93% | 0.8 |
|
| 5327 |
SAMT
5327
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| $139M | -$37.5M | -21% | 0.27% | 68.4% | 70 | 14.29% | 3 |
|
| 5328 |
5328
Delphi Management Partners VIII
San Mateo,
California
| $138M | +$11.8M | +9% | 15.4% | – | 4 | 0% | 1.8 |
|
| 5329 |
5329
CVA Family Office
Denver,
Colorado
| $138M | -$213M | -61% | 0.88% | 71.6% | 965 | 63.83% | 1.4 |
|
| 5330 |
5330
Verdad Advisers
Boston,
Massachusetts
| $138M | +$87.4M | +172% | 5.83% | – | 49 | 63.27% | 0.3 |
|
| 5331 |
TVMC
5331
T Ventures Management Company
Sydney,
Australia
| $138M | -$161M | -54% | 54.8% | – | 1 | 0% | 0.8 |
|
| 5332 |
5332
Somerset Group
Wayzata,
Minnesota
| $138M | -$1.68M | -1% | 0.3% | 84.6% | 78 | 8.97% | 4.3 |
|
| 5333 |
5333
Adams Chetwood Wealth Management
Durham,
North Carolina
| $138M | -$3.63M | -3% | 1.34% | – | 77 | 3.9% | 1.5 |
|
| 5334 |
5334
Sagil Capital
London,
United Kingdom
| $138M | -$7.3M | -5% | 8.91% | 104% | 28 | 46.43% | 0.8 |
|
| 5335 |
5335
TPB Wealth Advisors
San Antonio,
Texas
| $138M | -$17.1M | -11% | 1.48% | – | 40 | 10% | 0.6 |
|
| 5336 |
5336
Next Capital Management
New York
| $138M | -$19.3M | -12% | 0.39% | 61.3% | 117 | 19.66% | 1.8 |
|
| 5337 |
5337
Kennicott Capital Management
Corte Madera,
California
| $138M | +$3.21M | +2% | 0.39% | 98% | 50 | 10% | 0.4 |
|
| 5338 |
5338
Alta Wealth Advisors
Woburn,
Massachusetts
| $138M | +$1.23M | +0.9% | 2.56% | 120% | 150 | 10% | 0.7 |
|
| 5339 |
5339
Garrison Point Advisors
Walnut Creek,
California
| $138M | -$1.17M | -0.8% | 0.4% | 81.5% | 152 | 4.61% | 2.2 |
|
| 5340 |
5340
Smart Money Group
Eastland,
Texas
| $138M | +$50.3M | +58% | 0.92% | 58.9% | 70 | 40% | 1.7 |
|
| 5341 |
5341
Alaethes Wealth
Glenbrook,
Nevada
| $138M | +$7.94M | +6% | 1.12% | 96.4% | 287 | 8.01% | 0.3 |
|
| 5342 |
5342
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| $137M | -$6.96M | -5% | 1.16% | 65.5% | 333 | 6.31% | 3.2 |
|
| 5343 |
5343
Planning Directions
Glen Mills,
Pennsylvania
| $137M | +$531K | +0.4% | 0.59% | 46.3% | 74 | 9.46% | 1.4 |
|
| 5344 |
5344
InTrack Investment Management
South Burlington,
Vermont
| $137M | +$9.8M | +8% | 0.26% | 99.2% | 130 | 22.31% | 0.6 |
|
| 5345 |
5345
Mach-1 Financial Group
Rogers,
Arkansas
| $137M | -$2.39M | -2% | 1.75% | 83.4% | 151 | 88.74% | 0.6 |
|
| 5346 |
5346
Pacifica Partners
Surrey,
Canada
| $137M | +$5.55M | +4% | 1.63% | 127% | 510 | 8.63% | 1.2 |
|
| 5347 |
TMC
5347
Trellus Management Company
Delray Beach,
Florida
| $137M | -$7.51M | -5% | 2.91% | 268% | 83 | 46.99% | 1.3 |
|
| 5348 |
5348
Summit Place Financial Advisors
Summit,
New Jersey
| $137M | +$1.17M | +0.9% | 0.61% | 111% | 110 | 12.73% | 1 |
|
| 5349 |
5349
RHS Financial
San Francisco,
California
| $137M | +$3.39M | +3% | 0.73% | 65.6% | 88 | 13.64% | 1.7 |
|
| 5350 |
5350
Chicago Wealth Management
Chicago,
Illinois
| $137M | -$1.88M | -1% | 1.91% | 134% | 47 | 23.4% | 0.9 |
|