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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5476 |
5476
Montz Harcus Wealth Management
New Orleans,
Louisiana
| $248M | +$916K | +0.4% | 2.3% | 84.1% | 96 | 10.42% | 2.6 |
|
| 5477 |
5477
Capital Impact Advisors
Boston,
Massachusetts
| $247M | -$1.03B | -81% | 15% | – | 35 | 28.57% | 0.6 |
|
| 5478 |
5478
Evergreen Private Wealth
Greenwood Village,
Colorado
| $247M | -$6.29M | -2% | 0.54% | 80.2% | 95 | 13.68% | 2.1 |
|
| 5479 |
5479
NavPoint Financial
Prior Lake,
Minnesota
| $247M | +$13.3M | +6% | 0.26% | 58.5% | 75 | 9.33% | 1.6 |
|
| 5480 |
5480
ANB Bank
Denver,
Colorado
| $247M | -$4.8M | -2% | 0.18% | – | 137 | 14.6% | 0.9 |
|
| 5481 |
5481
Peloton Wealth Strategists
Indianapolis,
Indiana
| $247M | -$10.8M | -4% | 2.32% | 51.3% | 100 | 24% | 3.5 |
|
| 5482 |
BFM
5482
Blacksheep Fund Management
Co. Dublin,
Ireland
| $247M | +$1.24M | +0.5% | 15.7% | 71.5% | 8 | 0% | 1.3 |
|
| 5483 |
5483
Vivid Wealth Management
West Des Moines,
Iowa
| $247M | -$10.2M | -4% | 0.14% | 107% | 73 | 21.92% | 1.4 |
|
| 5484 |
RC
5484
Resolute Capital
Greenville,
South Carolina
| $247M | +$7.61M | +3% | 1.1% | – | 62 | 14.52% | 0.2 |
|
| 5485 |
5485
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| $247M | +$14.6M | +6% | 1.57% | 58.7% | 55 | 12.73% | 5.2 |
|
| 5486 |
FA
5486
FF Advisors
Manhattan Beach,
California
| $247M | +$22.3M | +10% | 1.67% | 59.7% | 122 | 19.67% | 1.6 |
|
| 5487 |
5487
Valued Wealth Advisors
Holladay,
Utah
| $247M | +$19.4M | +9% | 2.46% | 62% | 771 | 19.2% | 1.6 |
|
| 5488 |
5488
Iridian Asset Management
Westport,
Connecticut
| $247M | -$24.9M | -9% | 5.75% | 88.4% | 48 | 22.92% | 4.2 |
|
| 5489 |
5489
Matthews International Capital Management
San Francisco,
California
| $246M | -$82.9M | -25% | 0.05% | 186% | 47 | 36.17% | 2.5 |
|
| 5490 |
5490
Unique Wealth Strategies
Burr Ridge,
Illinois
| $246M | -$10.3M | -4% | 1.92% | 96.9% | 266 | 39.85% | 1 |
|
| 5491 |
5491
Verisail Partners
Chamblee,
Georgia
| $246M | +$3.02M | +1% | 0.11% | – | 26 | 15.38% | 1 |
|
| 5492 |
5492
Zeno Equity Partners
London,
United Kingdom
| $246M | +$5.28M | +2% | 4.28% | – | 16 | 50% | 1.1 |
|
| 5493 |
5493
Cordant Inc
Portland,
Oregon
| $246M | +$7.86M | +3% | 1.57% | 47% | 77 | 11.69% | 4 |
|
| 5494 |
5494
Flagship Private Wealth
Woburn,
Massachusetts
| $246M | -$8.03M | -3% | 2.87% | 70.2% | 118 | 12.71% | 3.2 |
|
| 5495 |
5495
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| $246M | +$5.37M | +2% | 5.45% | 82.3% | 146 | 2.74% | 4.6 |
|
| 5496 |
5496
Pilgrim Partners Asia
Singapore
| $246M | +$37M | +18% | 7.83% | – | 158 | 48.1% | 0.4 |
|
| 5497 |
5497
Dravo Bay
Rehoboth Beach,
Delaware
| $246M | +$5.49M | +2% | 0.8% | 45.2% | 55 | 9.09% | 2.7 |
|
| 5498 |
5498
Hanover Advisors
Seneca,
South Carolina
| $246M | -$11.5M | -4% | 2.51% | – | 121 | 12.4% | 1.6 |
|
| 5499 |
5499
Wealth Analytics Partners
San Diego,
California
| $246M | -$9.07M | -4% | 3.08% | – | 48 | 6.25% | 0.2 |
|
| 5500 |
5500
Vernal Point Advisors
San Francisco,
California
| $246M | +$3.45M | +1% | 0.29% | – | 23 | 8.7% | 1.7 |
|