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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
One Wealth Capital Management
Scottsdale,
Arizona
| $197M | – | – | 1.11% | – | 109 | – | 0 |
|
| 5702 |
5702
Kondo Wealth Advisors
Pasadena,
California
| $197M | – | – | 1.34% | – | 60 | – | 0 |
|
| 5703 |
5703
Monolith Management
Hong Kong
| $197M | +$25.8M | +15% | 31.9% | – | 29 | 79.31% | 0.2 |
|
| 5704 |
5704
Nvest Financial
Portsmouth,
New Hampshire
| $197M | +$21.7M | +12% | 1.9% | 92.8% | 113 | 21.24% | 1.4 |
|
| 5705 |
5705
Pettee Investors
Rowayton,
Connecticut
| $197M | -$8.48M | -4% | 0.59% | 96.1% | 120 | 5.83% | 6.8 |
|
| 5706 |
5706
Matisse Capital
Portland,
Oregon
| $197M | -$8.93M | -4% | 1.9% | 73.3% | 186 | 14.52% | 1.9 |
|
| 5707 |
5707
Milestones Administradora de Recursos
Jaragua Do Sul,
Brazil
| $197M | -$54.3M | -22% | 3.21% | 116% | 30 | 30% | 1.4 |
|
| 5708 |
5708
Northstar Advisory Group
Northfield,
New Jersey
| $197M | +$4.14M | +2% | 5.66% | 141% | 113 | 22.12% | 1.6 |
|
| 5709 |
LI
5709
Latigo Investments
Fort Lauderdale,
Florida
| $197M | -$8.16M | -4% | 2.65% | 62.6% | 19 | 5.26% | 2.6 |
|
| 5710 |
NERM
5710
New England Research & Management
Chicago,
Illinois
| $197M | -$16.5M | -8% | 0.9% | 65% | 183 | 35.52% | 4.1 |
|
| 5711 |
5711
Leverty Financial Group
Hudson,
Wisconsin
| $197M | +$13.5M | +7% | 1.99% | 57.3% | 39 | 10.26% | 1.8 |
|
| 5712 |
CC
5712
Checkpoint Capital
San Francisco,
California
| $196M | -$5.09M | -3% | 4.4% | – | 18 | 22.22% | 0.6 |
|
| 5713 |
5713
Intrepid Capital Management
Jacksonville Beach,
Florida
| $196M | +$16.2M | +9% | 3.42% | 70.2% | 113 | 16.81% | 2.2 |
|
| 5714 |
5714
Waterford Advisors
Orchard Park,
New York
| $196M | +$404K | +0.2% | 1.11% | 50.5% | 54 | 22.22% | 1.5 |
|
| 5715 |
5715
SK Wealth Management
Providence,
Rhode Island
| $196M | +$934K | +0.5% | 0.46% | – | 71 | 0% | 0.3 |
|
| 5716 |
5716
Dopkins Wealth Management
Williamsville,
New York
| $196M | +$72.5M | +59% | 1.36% | 64.4% | 90 | 30% | 1.2 |
|
| 5717 |
5717
Hansen & Associates Financial Group
Roseville,
California
| $196M | +$6.88M | +4% | 3.43% | – | 25 | 64% | 0.3 |
|
| 5718 |
MWA
5718
Miller Wealth Advisors
Ridgeway,
Colorado
| $196M | +$12.6M | +7% | 9.53% | 147% | 94 | 12.77% | 2 |
|
| 5719 |
5719
Aull & Monroe Investment Management
Mobile,
Alabama
| $196M | -$19.4M | -9% | 3.03% | 98.3% | 130 | 4.62% | 8.5 |
|
| 5720 |
5720
Guinness Atkinson Asset Management
Pasadena,
California
| $196M | -$9.47M | -5% | 1.48% | 148% | 101 | 16.83% | 6.6 |
|
| 5721 |
5721
Cahill Wealth Management
Portage,
Michigan
| $196M | +$2.3M | +1% | 0.87% | 24.7% | 51 | 5.88% | 2.2 |
|
| 5722 |
MA
5722
Menlo Advisors
Menlo Park,
California
| $196M | +$1.75M | +0.9% | 3.64% | 108% | 31 | 12.9% | 5.8 |
|
| 5723 |
5723
Aviso Wealth Management
Bellevue,
Washington
| $196M | +$11.7M | +6% | 5.26% | 153% | 153 | 11.76% | 0.9 |
|
| 5724 |
5724
Tandem Wealth Advisors
Phoenix,
Arizona
| $196M | -$1.38M | -0.7% | 1.98% | 43.1% | 55 | 16.36% | 1.6 |
|
| 5725 |
5725
Signet Investment Advisory Group
Providence,
Rhode Island
| $196M | -$3.81M | -2% | 1.32% | 68.2% | 75 | 10.67% | 4.5 |
|