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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5651 |
5651
Ranch Capital Advisors
Sarasota,
Florida
| $160M | +$17.5M | +12% | 12.3% | 92.6% | 153 | 11.76% | 2.9 |
|
| 5652 |
CL
5652
COWA LLC
Tulsa,
Oklahoma
| $160M | +$12.2M | +8% | 8.51% | 67.7% | 113 | 9.73% | 2.2 |
|
| 5653 |
5653
Cairn Investment Group
Vancouver,
Washington
| $160M | +$9.41M | +6% | 10.1% | 67.4% | 66 | 12.12% | 2.9 |
|
| 5654 |
5654
Strait & Sound Wealth Management
San Francisco,
California
| $160M | +$43.7M | +37% | 8.9% | 74% | 139 | 15.11% | 0.8 |
|
| 5655 |
ARIS
5655
Advanced Research Investment Solutions
Los Angeles,
California
| $160M | +$5.79M | +4% | 9.51% | 13.1% | 32 | 9.38% | 1.9 |
|
| 5656 |
MA
5656
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $160M | +$17M | +12% | 24.6% | 166% | 65 | 13.85% | 6.9 |
|
| 5657 |
5657
Coombe, Bender & Co
Ellenville,
New York
| $160M | +$27.1M | +20% | 8.76% | – | 81 | 17.28% | 1.2 |
|
| 5658 |
5658
Invera Wealth Advisors
Bend,
Oregon
| $160M | – | – | 12.1% | 102% | 93 | – | 0 |
|
| 5659 |
5659
Tidemark
San Diego,
California
| $160M | – | – | 8.53% | – | 693 | – | 0 |
|
| 5660 |
5660
Element Wealth
Ridgeland,
Mississippi
| $160M | +$21M | +15% | 8.54% | 59.6% | 271 | 12.55% | 2.2 |
|
| 5661 |
5661
Spreng Capital Management
Bucyrus,
Ohio
| $160M | +$23.4M | +17% | 11.5% | 72.5% | 82 | 4.88% | 3.3 |
|
| 5662 |
5662
SQN Investors
Menlo Park,
California
| $160M | -$13.2M | -8% | 22.9% | – | 23 | 39.13% | 1.2 |
|
| 5663 |
5663
Trueblood Wealth Management
Lima,
Ohio
| $159M | – | – | 10.4% | 89.9% | 208 | – | 0 |
|
| 5664 |
GCM
5664
Granby Capital Management
Miami Beach,
Florida
| $159M | +$30.2M | +23% | 7.49% | 50% | 25 | 32% | 1.3 |
|
| 5665 |
5665
Bay Rivers Group
Williamsburg,
Virginia
| $159M | +$29.3M | +23% | 14.6% | 166% | 73 | 13.7% | 2.7 |
|
| 5666 |
5666
Round Hill Asset Management
Pasadena,
California
| $159M | +$7.16M | +5% | 12.3% | 43.2% | 61 | 4.92% | 5.3 |
|
| 5667 |
5667
Woodward Diversified Capital
Bakersfield,
California
| $159M | +$20.3M | +15% | 5.52% | 118% | 174 | 22.41% | 1.8 |
|
| 5668 |
MI
5668
Mango Investments
Denver,
Colorado
| $159M | – | – | 5.25% | – | 24 | – | 0 |
|
| 5669 |
5669
Berkeley Inc
Boise,
Idaho
| $159M | +$12.5M | +9% | 10.1% | 49.4% | 83 | 19.28% | 2.4 |
|
| 5670 |
AFC
5670
AFT Forsyth & Company
West Palm Beach,
Florida
| $159M | +$22.5M | +16% | 14% | 135% | 139 | 11.51% | 6.2 |
|
| 5671 |
5671
Oakcliff Capital Partners
New York
| $159M | +$13.2M | +9% | 8.58% | 133% | 10 | 10% | 4.3 |
|
| 5672 |
5672
Findell Capital Management
New York
| $159M | – | – | 6.48% | – | 18 | – | 0 |
|
| 5673 |
5673
Summit Investment Advisory Services
Roseville,
Minnesota
| $159M | +$23.9M | +18% | 11.8% | 74.2% | 65 | 18.46% | 0.8 |
|
| 5674 |
5674
Swan Capital
Pensacola,
Florida
| $159M | +$33.4M | +27% | 11.1% | 47.9% | 32 | 6.25% | 0.6 |
|
| 5675 |
5675
Walden Wealth Partners
Beachwood,
Ohio
| $159M | – | – | 11.3% | – | 84 | – | 0 |
|