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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5626 |
KFO
5626
Kopp Family Office
Bloomington,
Minnesota
| $175M | +$3.87M | +2% | 4.75% | 47.9% | 21 | 0% | 2.7 |
|
| 5627 |
5627
Powers Advisory Group
Highland,
Illinois
| $175M | +$12.9M | +8% | 5.99% | 49.8% | 94 | 3.19% | 2 |
|
| 5628 |
5628
Pioneer Wealth Management Group
Austin,
Texas
| $175M | +$14.3M | +9% | 3.86% | – | 40 | 10% | 1 |
|
| 5629 |
5629
Morling Financial Advisors
Fremont,
California
| $175M | +$50.9M | +41% | 12.8% | 97.6% | 111 | 32.43% | 1.3 |
|
| 5630 |
5630
Harrington Investments
Napa,
California
| $175M | +$13.4M | +8% | 7.32% | 109% | 82 | 1.22% | 5 |
|
| 5631 |
WFA
5631
WMG Financial Advisors
Knoxville,
Tennessee
| $175M | +$21.4M | +14% | 6.68% | 73.8% | 149 | 18.12% | 1.2 |
|
| 5632 |
5632
Shira Ridge Wealth Management
Larkspur,
California
| $175M | +$8.13M | +5% | 7.48% | 72.8% | 77 | 9.09% | 1.1 |
|
| 5633 |
5633
iSAM Funds (UK)
London,
United Kingdom
| $175M | +$34.5M | +25% | 7.1% | 53.7% | 361 | 81.72% | 0.1 |
|
| 5634 |
5634
Hansen & Associates Financial Group
Roseville,
California
| $175M | -$16.5M | -9% | 8.32% | – | 19 | 52.63% | 0.2 |
|
| 5635 |
MA
5635
Menlo Advisors
Menlo Park,
California
| $175M | +$12.1M | +7% | 8.06% | 108% | 29 | 3.45% | 6.3 |
|
| 5636 |
5636
Trueblood Wealth Management
Lima,
Ohio
| $175M | +$15.2M | +10% | 9.68% | 89.9% | 233 | 14.59% | 0.2 |
|
| 5637 |
5637
Aurora Investment Counsel
Atlanta,
Georgia
| $175M | +$20.8M | +14% | 7.59% | 31.7% | 124 | 23.39% | 1.4 |
|
| 5638 |
HM
5638
HCC Manager
Chicago,
Illinois
| $174M | – | – | 29.3% | – | 2 | – | 0 |
|
| 5639 |
5639
MQS Management
New York
| $174M | -$5.64M | -3% | 2.91% | 4.55% | 711 | 80.03% | 0.1 |
|
| 5640 |
5640
One Plus One Wealth Management
Jupiter,
Florida
| $174M | +$9.9M | +6% | 4.92% | 71.9% | 106 | 20.75% | 1.8 |
|
| 5641 |
5641
Etesian Wealth Advisors
West Linn,
Oregon
| $174M | +$7.84M | +5% | 7.09% | 60.6% | 112 | 1.79% | 1.2 |
|
| 5642 |
5642
Cairn Investment Group
Vancouver,
Washington
| $174M | +$14M | +9% | 7.85% | 67.4% | 67 | 7.46% | 3 |
|
| 5643 |
5643
Loudon Investment Management
West Lebanon,
New Hampshire
| $174M | +$12.4M | +8% | 7.99% | 72.5% | 99 | 8.08% | 5.4 |
|
| 5644 |
GWM
5644
Gibbs Wealth Management
Alpharetta,
Georgia
| $174M | – | – | 6.62% | – | 192 | – | 0 |
|
| 5645 |
5645
Quantitative Strategies
Calabasas,
California
| $174M | +$8.7M | +5% | 5.11% | – | 21 | 4.76% | 0.7 |
|
| 5646 |
5646
EnCap Energy Capital Fund VIII
Houston,
Texas
| $174M | +$15.5M | +10% | 14.4% | 6.16% | 3 | 0% | 1.4 |
|
| 5647 |
5647
Alpine Peaks Capital
New York
| $174M | +$8.99M | +5% | 9.16% | 24.3% | 23 | 4.35% | 2 |
|
| 5648 |
5648
AUA Capital Management
Camp Hill,
Pennsylvania
| $174M | +$12.9M | +8% | 7.24% | 70.2% | 95 | 20% | 5 |
|
| 5649 |
5649
ShariaPortfolio
Lake Mary,
Florida
| $174M | +$26.4M | +18% | 28.8% | 254% | 40 | 17.5% | 0.4 |
|
| 5650 |
5650
My Personal CFO LLC
Vancouver,
Washington
| $174M | +$19.9M | +13% | 8.61% | 83.4% | 98 | 9.18% | 1.5 |
|