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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5676 |
5676
SGL Investment Advisors
Missoula,
Montana
| $198M | +$3.52M | +2% | 0.75% | – | 122 | 19.67% | 0.2 |
|
| 5677 |
5677
Everpar Advisors
Tulsa,
Oklahoma
| $198M | +$4.99M | +3% | 4.02% | – | 285 | 16.84% | 0.8 |
|
| 5678 |
5678
Littlejohn & Co
Greenwich,
Connecticut
| $198M | +$718K | +0.4% | 4.49% | 66.1% | 25 | 8% | 2.5 |
|
| 5679 |
5679
Wealth Advisors of Iowa
West Des Moines,
Iowa
| $198M | +$1.87M | +0.9% | 0.79% | 60.9% | 73 | 17.81% | 1.9 |
|
| 5680 |
5680
Retirement Guys Formula
Maumee,
Ohio
| $198M | -$16.8M | -8% | 0.59% | 75.7% | 143 | 16.08% | 1.5 |
|
| 5681 |
5681
Axon Enterprise
Scottsdale,
Arizona
| $198M | – | – | 30.8% | – | 1 | – | 0 |
|
| 5682 |
5682
AAF Wealth Management
Westborough,
Massachusetts
| $198M | -$204K | -0.1% | 0.75% | 75.1% | 49 | 14.29% | 2.3 |
|
| 5683 |
5683
Aurelius Family Office
Bedford,
New Hampshire
| $198M | – | – | 2.3% | – | 43 | – | 0 |
|
| 5684 |
5684
Jackson Hill Advisors
Houston,
Texas
| $198M | +$1.53M | +0.8% | 3.45% | 61.2% | 13 | 15.38% | 2.3 |
|
| 5685 |
5685
Galilei Investment Office
London,
United Kingdom
| $198M | – | – | 1.13% | – | 25 | – | 0 |
|
| 5686 |
5686
Candelo Capital Management
New York
| $198M | +$19M | +11% | 8.8% | – | 54 | 59.26% | 0.3 |
|
| 5687 |
SCM
5687
Sage Capital Management
Stockton,
New Jersey
| $198M | -$10.5M | -5% | 0.43% | 94.3% | 165 | 6.06% | 0.9 |
|
| 5688 |
5688
State Insurance Fund
New York
| $198M | +$4.6M | +2% | 2.37% | 77.9% | 1 | 0% | 1 |
|
| 5689 |
5689
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| $198M | -$16.6M | -8% | 0.27% | 58.3% | 54 | 11.11% | 2.5 |
|
| 5690 |
5690
Prosperitas Financial
Valencia,
California
| $198M | +$11.9M | +6% | 3.56% | 118% | 68 | 14.71% | 0.9 |
|
| 5691 |
5691
Continuum Wealth Advisors
Saratoga Springs,
New York
| $198M | +$11.3M | +6% | 0.62% | 69% | 62 | 12.9% | 1.3 |
|
| 5692 |
5692
Taylor Frigon Capital Management
Scottsdale,
Arizona
| $198M | -$3.02M | -2% | 10.6% | 152% | 92 | 5.43% | 4.4 |
|
| 5693 |
5693
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
| $198M | +$7.6M | +4% | 1.04% | 55.5% | 65 | 9.23% | 1.4 |
|
| 5694 |
BPIA
5694
Broad Peak Investment Advisers
Singapore
| $198M | -$128M | -39% | 4.98% | – | 9 | 55.56% | 0.5 |
|
| 5695 |
PK
5695
Pflug Koory
Omaha,
Nebraska
| $198M | -$5.87M | -3% | 1.32% | – | 399 | 1.25% | 5.9 |
|
| 5696 |
5696
Davis Rea
Toronto,
Ontario, Canada
| $198M | -$32.3M | -14% | 1.17% | 66.9% | 39 | 23.08% | 6.2 |
|
| 5697 |
5697
Vivid Wealth Management
West Des Moines,
Iowa
| $198M | +$6.09M | +3% | 5.03% | 107% | 68 | 23.53% | 0.8 |
|
| 5698 |
5698
Castalian Partners
Excelsior,
Minnesota
| $197M | – | – | 0.39% | – | 27 | – | 0 |
|
| 5699 |
5699
Abound Financial
Granite Bay,
California
| $197M | – | – | 0.41% | – | 69 | – | 0 |
|
| 5700 |
5700
Porter White Investment Advisors
Birmingham,
Alabama
| $197M | -$2.43M | -1% | 1.58% | 58% | 33 | 3.03% | 1.7 |
|