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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5426 |
5426
Maestria Partners
Atlanta,
Georgia
| $288M | +$13.5M | +5% | 28.3% | – | 14 | 7.14% | 1.1 |
|
| 5427 |
5427
Owen LaRue
Elizabethtown,
Kentucky
| $288M | +$27M | +10% | 13.8% | 126% | 151 | 21.85% | 1.5 |
|
| 5428 |
5428
Cambridge Financial Group
Columbus,
Ohio
| $287M | +$20M | +7% | 13.8% | – | 34 | 5.88% | 5.5 |
|
| 5429 |
5429
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| $287M | +$8.17M | +3% | 10.7% | 83% | 145 | 14.48% | 6.2 |
|
| 5430 |
5430
QTR Family Wealth
Lake Mary,
Florida
| $287M | +$46.9M | +20% | 23.7% | – | 369 | 30.89% | 0.7 |
|
| 5431 |
OCM
5431
Ogborne Capital Management
San Francisco,
California
| $287M | +$90.1M | +46% | 34.6% | 251% | 20 | 80% | 0.6 |
|
| 5432 |
5432
Pavaki Capital Management
Pueblo,
Colorado
| $287M | +$51.4M | +22% | 11.9% | – | 177 | 19.77% | 0.4 |
|
| 5433 |
5433
Red Spruce Capital
Berwyn,
Pennsylvania
| $287M | +$43.2M | +18% | 24.6% | 98.4% | 99 | 10.1% | 4.1 |
|
| 5434 |
5434
Metavasi Capital
Larchmont,
New York
| $287M | +$10.4M | +4% | 55.5% | 840% | 33 | 60.61% | 0.6 |
|
| 5435 |
5435
Shira Ridge Wealth Management
Larkspur,
California
| $287M | +$33.9M | +13% | 14.9% | 72.8% | 89 | 17.98% | 2.4 |
|
| 5436 |
ORC
5436
O'Rourke & Company
Boston,
Massachusetts
| $287M | +$33.9M | +13% | 12.7% | 71.9% | 180 | 6.67% | 3 |
|
| 5437 |
5437
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| $286M | +$28.7M | +11% | 14.9% | 62.3% | 101 | 10.89% | 1.8 |
|
| 5438 |
5438
Trueblood Wealth Management
Lima,
Ohio
| $286M | +$30.8M | +12% | 15.5% | 89.9% | 272 | 9.93% | 2 |
|
| 5439 |
5439
Brown Financial Advisors
Milford,
Ohio
| $286M | +$22.3M | +8% | 12.2% | – | 234 | 20.09% | 1 |
|
| 5440 |
5440
Sphera Management Technology Funds
Tel Aviv,
Israel
| $286M | +$109M | +61% | 46% | – | 94 | 50% | 0.5 |
|
| 5441 |
5441
Garda Capital Partners
Wayzata,
Minnesota
| $286M | -$98.6M | -26% | 13.9% | 9.15% | 23 | 82.61% | 0.1 |
|
| 5442 |
5442
Luken Investment Analytics
Brentwood,
Tennessee
| $286M | +$24.8M | +10% | 14.1% | 47.6% | 172 | 8.72% | 3.3 |
|
| 5443 |
5443
Penney Financial
Houston,
Texas
| $286M | +$25.4M | +10% | 9.09% | 54.8% | 55 | 16.36% | 1.6 |
|
| 5444 |
5444
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $286M | +$29.2M | +11% | 13.7% | 66.8% | 114 | 10.53% | 6.9 |
|
| 5445 |
5445
ICW Investment Advisors
Scottsdale,
Arizona
| $286M | +$9.04M | +3% | 7.58% | 58.6% | 153 | 9.8% | 5 |
|
| 5446 |
5446
Bluestem Financial Advisors
Champaign,
Illinois
| $286M | +$26.6M | +10% | 9.97% | 42.2% | 35 | 8.57% | 4.6 |
|
| 5447 |
5447
Adaptive Financial Consulting
Beachwood,
Ohio
| $285M | +$24.4M | +9% | 8.69% | 33.4% | 20 | 10% | 5 |
|
| 5448 |
5448
Lewis Asset Management
Lafayette,
California
| $285M | +$40.9M | +17% | 20.1% | 142% | 228 | 16.67% | 1.4 |
|
| 5449 |
5449
Alexander Labrunerie & Co
Columbia,
Missouri
| $285M | +$17.9M | +7% | 17.2% | – | 136 | 18.38% | 1.6 |
|
| 5450 |
5450
Strait & Sound Wealth Management
San Francisco,
California
| $285M | +$16.6M | +6% | 11.8% | 74% | 188 | 15.96% | 2.1 |
|