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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 |
PI
5426
PJT Investments
Toronto,
| $252M | +$81.5M | +48% | 0.15% | – | 8 | 25% | 0.6 |
|
| 5427 |
5427
Meramec Financial Planners
Saint Louis,
Missouri
| $252M | -$4.45M | -2% | 1.77% | – | 553 | 12.48% | 0.2 |
|
| 5428 |
SLA
5428
Silver Lake Advisory
Cottonwood Heights,
Utah
| $252M | -$5.81M | -2% | 1.72% | 76.7% | 108 | 9.26% | 4.7 |
|
| 5429 |
5429
Invenio Wealth Partners
Coral Gables,
Florida
| $252M | -$17.3M | -6% | 0.33% | 55.5% | 100 | 19% | 1.8 |
|
| 5430 |
5430
Carnegie Lake Advisors
Princeton,
New Jersey
| $252M | -$10.8M | -4% | 1.85% | – | 175 | 10.29% | 1.3 |
|
| 5431 |
5431
Seneca House Advisors
Richmond,
Virginia
| $252M | -$15.6M | -6% | 1.02% | 58.2% | 108 | 16.67% | 4.2 |
|
| 5432 |
5432
Trustees of Dartmouth College
Hanover,
New Hampshire
| $252M | -$142M | -36% | 2.19% | 52.5% | 11 | 18.18% | 1.6 |
|
| 5433 |
WIA
5433
Wetzel Investment Advisors
Indianapolis,
Indiana
| $252M | +$4.58M | +2% | 1.21% | 72.2% | 136 | 6.62% | 1.8 |
|
| 5434 |
5434
Ducere Wealth Management
Newport Beach,
California
| $251M | -$7.13M | -3% | 2.65% | – | 145 | 23.45% | 0.2 |
|
| 5435 |
5435
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $251M | -$3.77M | -1% | 3.15% | 65% | 35 | 14.29% | 4 |
|
| 5436 |
5436
Weik Capital Management
Wyomissing,
Pennsylvania
| $251M | -$15.6M | -6% | 2.85% | 66.9% | 94 | 6.38% | 9 |
|
| 5437 |
5437
Washington State Investment Board
Olympia,
Washington
| $251M | -$58.7M | -19% | 20.5% | 567% | 2 | 0% | 4.6 |
|
| 5438 |
5438
Bayshore Asset Management
Coral Gables,
Florida
| $251M | +$6.19M | +3% | 2.4% | 66.1% | 42 | 7.14% | 3.2 |
|
| 5439 |
5439
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| $251M | +$2.36M | +0.9% | 0.56% | 64.8% | 85 | 8.24% | 4.4 |
|
| 5440 |
5440
M37 Management
Menlo Park,
California
| $251M | +$105M | +72% | 11.7% | – | 15 | 40% | 0.2 |
|
| 5441 |
5441
TrueWealth Financial Partners
Bellevue,
Washington
| $251M | +$130M | +107% | 0.14% | 36.4% | 111 | 95.5% | 0.1 |
|
| 5442 |
5442
Boulder Wealth Advisors
Boulder,
Colorado
| $251M | +$14.3M | +6% | 4.01% | – | 42 | 30.95% | 1.8 |
|
| 5443 |
5443
Quad-Cities Investment Group
Davenport,
Iowa
| $251M | +$8.51M | +4% | 0.99% | 67.3% | 206 | 10.68% | 4.1 |
|
| 5444 |
5444
REDW Wealth
Albuquerque,
New Mexico
| $251M | -$11.6M | -4% | 0.61% | 59.1% | 105 | 8.57% | 4.5 |
|
| 5445 |
5445
Essex Woodlands Management
The Woodlands,
Texas
| $251M | -$67.7M | -21% | 10.3% | 119% | 6 | 16.67% | 6.9 |
|
| 5446 |
5446
Chicago Wealth Management
Chicago,
Illinois
| $251M | +$1.68M | +0.7% | 7.84% | 134% | 64 | 25% | 2.2 |
|
| 5447 |
5447
Parker Financial
Silverdale,
Washington
| $250M | +$3.72M | +2% | 0.92% | 49.7% | 38 | 13.16% | 2.7 |
|
| 5448 |
VM
5448
VPR Management
Houston,
Texas
| $250M | +$25.7M | +11% | 8.62% | 54.5% | 69 | 14.49% | 3.5 |
|
| 5449 |
5449
EVR Research
Richmond,
Virginia
| $250M | +$64.7M | +35% | 0.79% | 165% | 43 | 53.49% | 0.5 |
|
| 5450 |
5450
TMT General Partner
Hong Kong
| $250M | +$3.88M | +2% | 20.6% | – | 3 | 0% | 1.1 |
|