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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5701 |
5701
Resolute Wealth Strategies
Jackson,
Mississippi
| $174M | +$8.47M | +5% | 8.32% | 105% | 98 | 7.14% | 1.1 |
|
| 5702 |
5702
Income Research & Management
Boston,
Massachusetts
| $173M | +$25.2M | +17% | 0.03% | 1.19% | 20 | 30% | 1.3 |
|
| 5703 |
5703
MYeCFO
La Jolla,
California
| $173M | +$2.91M | +2% | 1.91% | 58.5% | 57 | 5.26% | 1.2 |
|
| 5704 |
5704
WestBridge Capital Management
Trianon,
Mauritius
| $173M | -$498M | -74% | 30.3% | 33.3% | 3 | 66.67% | 2 |
|
| 5705 |
5705
Briaud Financial Planning
College Station,
Texas
| $173M | -$2.71M | -2% | 4.09% | 113% | 146 | 15.07% | 0.3 |
|
| 5706 |
1C
5706
1623 Capital
Alexandria,
Virginia
| $173M | -$13M | -7% | 0.26% | 11.9% | 25 | 24% | 3.3 |
|
| 5707 |
5707
NetEase Inc
Hangzhou,
China
| $173M | -$70.9M | -29% | 18.7% | 464% | 2 | 0% | 2 |
|
| 5708 |
5708
Blue Door Asset Management
Stamford,
Connecticut
| $173M | +$5.33M | +3% | 10.4% | 127% | 18 | 11.11% | 1.4 |
|
| 5709 |
BC
5709
Bowman & Company
Oshkosh,
Wisconsin
| $173M | +$7.37M | +4% | 1.36% | 59.7% | 102 | 6.86% | 1.8 |
|
| 5710 |
5710
626 Financial
Portage,
Michigan
| $173M | +$7.06M | +4% | 3.98% | 71.3% | 113 | 11.5% | 2.5 |
|
| 5711 |
ECM
5711
EMC Capital Management
Houston,
Texas
| $173M | +$5.39M | +3% | 4.61% | – | 281 | 3.56% | 1.8 |
|
| 5712 |
5712
MN Wealth Advisors
Overland Park,
Kansas
| $172M | +$10.8M | +7% | 2.2% | 68.3% | 111 | 20.72% | 0.4 |
|
| 5713 |
5713
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
| $172M | -$3.58M | -2% | 1% | 31.7% | 44 | 6.82% | 1.5 |
|
| 5714 |
5714
Ivy Lane Capital Management
Winter Park,
Florida
| $172M | +$8.66M | +5% | 6.8% | 101% | 13 | 15.38% | 1.5 |
|
| 5715 |
5715
Burford Brothers
Dallas,
Texas
| $172M | +$19.6M | +13% | 4.6% | 97.4% | 157 | 8.92% | 0.5 |
|
| 5716 |
5716
O'Connor Financial Group
Quincy,
Illinois
| $172M | +$4.12M | +2% | 0.12% | 44.9% | 54 | 16.67% | 0.9 |
|
| 5717 |
5717
Eagle Bluffs Wealth Management
Columbia,
Missouri
| $172M | +$10.8M | +7% | 3.52% | 95.5% | 74 | 8.11% | 1.8 |
|
| 5718 |
5718
Whitford Management
New York
| $172M | -$5.7M | -3% | 3.77% | 76.2% | 21 | 23.81% | 0.8 |
|
| 5719 |
5719
Scalar Gauge Management
Dallas,
Texas
| $172M | +$42M | +32% | 5.94% | – | 33 | 33.33% | 0.3 |
|
| 5720 |
5720
Shared Vision Wealth Group
Carlsbad,
United States
| $172M | +$11.7M | +7% | 7.03% | – | 79 | 11.39% | 0.4 |
|
| 5721 |
5721
ELCO Management
New York
| $172M | +$7.61M | +5% | 4.45% | 98.3% | 166 | 13.25% | 3.5 |
|
| 5722 |
5722
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $172M | +$48.9K | +0% | 0.83% | 66.8% | 138 | 3.62% | 5.3 |
|
| 5723 |
5723
Strategic Financial Concepts
San Antonio,
Texas
| $172M | -$243M | -59% | 1.65% | 56.8% | 789 | 62.74% | 0.3 |
|
| 5724 |
5724
Blue Square Asset Management
New York
| $172M | +$20.9M | +14% | 4.87% | 104% | 79 | 20.25% | 1.3 |
|
| 5725 |
5725
Plum Street Advisors
New Orleans,
Louisiana
| $171M | -$26.1M | -13% | 0.5% | – | 84 | 22.62% | 0.5 |
|