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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
Wisconsin Capital Management
Madison,
Wisconsin
| $151M | -$2.97M | -2% | 0.25% | 153% | 49 | 14.29% | 4.4 |
|
| 5352 |
5352
Cordant Inc
Portland,
Oregon
| $151M | -$2.76M | -2% | 2.64% | 47% | 86 | 16.28% | 2.2 |
|
| 5353 |
5353
Visa Foundation
San Francisco,
California
| $151M | -$9.23M | -6% | 3.99% | 58.1% | 1 | 0% | 1.8 |
|
| 5354 |
5354
Warren Street Wealth Advisors
Newport Beach,
California
| $151M | -$398K | -0.3% | 2.31% | 75.7% | 85 | 16.47% | 1.2 |
|
| 5355 |
5355
Westwood Wealth Management
Los Angeles,
California
| $151M | +$9.22M | +6% | 3.54% | 495% | 47 | 19.15% | 1.5 |
|
| 5356 |
LCM
5356
Lynx1 Capital Management
San Juan,
Puerto Rico
| $151M | -$1.44M | -0.9% | 4.55% | 883% | 25 | 56% | 0.7 |
|
| 5357 |
5357
Aurora Investment Counsel
Atlanta,
Georgia
| $151M | -$4.59M | -3% | 3.22% | 31.7% | 128 | 20.31% | 1.3 |
|
| 5358 |
5358
Range Financial Group
Tigard,
Oregon
| $151M | -$6.24M | -4% | 0.2% | 195% | 180 | 27.22% | 1.4 |
|
| 5359 |
PHM
5359
Prospect Hill Management
Short Hills,
New Jersey
| $151M | -$14.1M | -9% | 8.18% | 85.1% | 16 | 12.5% | 2.3 |
|
| 5360 |
5360
Greenstone Partners & Co
Larkspur,
California
| $151M | +$4.88M | +3% | 15.7% | 527% | 10 | 10% | 2.1 |
|
| 5361 |
5361
HMS Capital Management
Nashville,
Tennessee
| $151M | -$13.6M | -8% | 3.63% | 140% | 114 | 11.4% | 2.3 |
|
| 5362 |
AIA
5362
Arcadia Investment Advisors
Eagle,
Idaho
| $151M | -$1.54M | -1% | 3.21% | 56.4% | 91 | 15.38% | 3.9 |
|
| 5363 |
PCR
5363
Potrero Capital Research
San Francisco,
California
| $151M | -$10.1M | -6% | 7.06% | 226% | 32 | 43.75% | 0.9 |
|
| 5364 |
5364
Cairn Investment Group
Vancouver,
Washington
| $151M | -$3.55M | -2% | 1.57% | 61.3% | 65 | 7.69% | 2.9 |
|
| 5365 |
5365
Next Level Private
Harrison,
New York
| $151M | -$3.86M | -2% | 2.96% | 95.9% | 105 | 4.76% | 0.8 |
|
| 5366 |
5366
Lumbard & Kellner
Hollis,
New Hampshire
| $151M | -$28.6M | -16% | 1.65% | 137% | 79 | 36.71% | 4.1 |
|
| 5367 |
5367
Geneva Partners
Lake Geneva,
Wisconsin
| $151M | -$2.57M | -2% | 0.78% | 417% | 82 | 35.37% | 2.1 |
|
| 5368 |
5368
Warner Financial
Bethesda,
Maryland
| $151M | -$3.38M | -2% | 4.03% | 62.1% | 94 | 2.13% | 1.5 |
|
| 5369 |
5369
Holistic Financial Partners
Indianapolis,
Indiana
| $151M | +$6.72M | +5% | 0.48% | 95.7% | 116 | 13.79% | 2.9 |
|
| 5370 |
5370
Column Group
San Francisco,
California
| $151M | -$107M | -42% | 23% | 95.1% | 7 | 0% | 2.4 |
|
| 5371 |
5371
Warther Private Wealth
Akron,
Ohio
| $151M | +$3.36M | +2% | 2.2% | 94.1% | 73 | 30.14% | 1.5 |
|
| 5372 |
APS
5372
American Planning Services
Sun City Center,
Florida
| $150M | -$2.15M | -1% | 1.65% | 23.8% | 33 | 9.09% | 1.1 |
|
| 5373 |
5373
Morris Financial Concepts
Mount Pleasant,
South Carolina
| $150M | -$4.26M | -3% | 3.39% | 56.5% | 154 | 1.3% | 1.4 |
|
| 5374 |
5374
Signet Investment Advisory Group
Providence,
Rhode Island
| $150M | -$1.03M | -0.7% | 2.62% | 59.6% | 66 | 6.06% | 4 |
|
| 5375 |
5375
McNaughton Wealth Management
San Diego,
California
| $150M | -$5.85M | -4% | 3.59% | 55.6% | 56 | 5.36% | 3 |
|