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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5351 |
5351
Financial Guidance Group
Palm Harbor,
Florida
| $125M | -$2.54M | -2% | 4.48% | 58.7% | 52 | 19.23% | 0.4 |
|
| 5352 |
5352
Roth Financial Partners
Kingwood,
Texas
| $125M | -$571K | -0.5% | 6.86% | 61% | 27 | 11.11% | 1.5 |
|
| 5353 |
5353
Gables Capital Management
Miami,
Florida
| $125M | -$7.75M | -6% | 1.5% | 151% | 362 | 6.35% | 3.5 |
|
| 5354 |
5354
Greylock 15
Menlo Park,
California
| $125M | +$18M | +17% | 20.3% | 17.8% | 4 | 0% | 1 |
|
| 5355 |
5355
Treasure Coast Financial Planning
Vero Beach,
Florida
| $125M | -$4.52M | -4% | 5.35% | 32.6% | 36 | 22.22% | 0.6 |
|
| 5356 |
5356
WD Rutherford
Portland,
Oregon
| $125M | -$4.97M | -4% | 6.41% | 170% | 135 | 16.3% | 1.2 |
|
| 5357 |
5357
Wolff Wiese Magana
Carslbad,
California
| $124M | -$12.5M | -9% | 5.82% | 149% | 1,011 | 9.99% | 1.3 |
|
| 5358 |
5358
Equinox Partners Investment Management
Stamford,
Connecticut
| $124M | -$15.6M | -11% | 5.69% | 241% | 12 | 8.33% | 2.3 |
|
| 5359 |
5359
Granite Bay Wealth Management
Portsmouth,
New Hampshire
| $124M | -$4.5M | -3% | 4.22% | – | 59 | 8.47% | 0.7 |
|
| 5360 |
5360
Orion Capital Management
Coronado,
California
| $124M | -$4.69M | -4% | 3.06% | 75.3% | 446 | 15.25% | 1.3 |
|
| 5361 |
5361
Warner Financial
Bethesda,
Maryland
| $124M | +$15.6M | +14% | 5.31% | 62.1% | 83 | 7.23% | 0.7 |
|
| 5362 |
5362
Kennicott Capital Management
Corte Madera,
California
| $124M | -$6.35M | -5% | 4.36% | 98% | 43 | 13.95% | 1.2 |
|
| 5363 |
LFGH
5363
Lee Financial Group Hawaii
Honolulu,
Hawaii
| $124M | +$21.7M | +21% | 8.24% | 12.9% | 34 | 2.94% | 1.8 |
|
| 5364 |
5364
IVC Wealth Advisors
Silverdale,
Pennsylvania
| $124M | -$5M | -4% | 4.1% | 81.9% | 147 | 9.52% | 1.4 |
|
| 5365 |
LI
5365
Latash Investments
Anchorage,
Alaska
| $124M | +$2.51M | +2% | 2.73% | 110% | 22 | 0% | 2.3 |
|
| 5366 |
CI
5366
Carroll Investors
Mt Pleasant,
South Carolina
| $124M | +$14.1M | +13% | 1.75% | 241% | 49 | 48.98% | 0.4 |
|
| 5367 |
5367
Twin Lakes Capital Management
Redwood Shores,
California
| $124M | -$14.1M | -10% | 6.87% | 131% | 300 | 65% | 0.6 |
|
| 5368 |
5368
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
| $124M | -$10.4M | -8% | 0.86% | 34.5% | 45 | 17.78% | 1.8 |
|
| 5369 |
LFWA
5369
LBJ Family Wealth Advisors
Austin,
Texas
| $124M | -$9.6M | -7% | 4.48% | 64.9% | 23 | 0% | 6.1 |
|
| 5370 |
HM
5370
Harvest Management
New York
| $124M | +$37.2M | +43% | 30.7% | 610% | 98 | 73.47% | 0.4 |
|
| 5371 |
5371
Mayar Capital
London,
United Kingdom
| $124M | -$8.94M | -7% | 8.48% | 14.7% | 13 | 0% | 1.2 |
|
| 5372 |
5372
Planning Directions
Glen Mills,
Pennsylvania
| $124M | -$6.68M | -5% | 4.49% | 46.3% | 72 | 11.11% | 2.3 |
|
| 5373 |
5373
Horiko Capital Management
New York
| $124M | -$12.8M | -9% | 4.33% | 275% | 29 | 6.9% | 2.1 |
|
| 5374 |
5374
Cairn Investment Group
Vancouver,
Washington
| $124M | -$4.88M | -4% | 4.84% | 61.3% | 77 | 10.39% | 2.1 |
|
| 5375 |
5375
Brooks Moore & Associates
Chattanooga,
Tennessee
| $124M | -$15.1M | -11% | 5.87% | 63.7% | 89 | 8.99% | 3.1 |
|