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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
Brentview Investment Management
Northfield,
Illinois
| $231M | +$10.1M | +5% | 3% | – | 70 | 15.71% | 1 |
|
| 5702 |
CSA
5702
Cottage Street Advisors
Marion,
Massachusetts
| $231M | -$5.27M | -2% | 0.53% | 95.8% | 147 | 8.84% | 2.8 |
|
| 5703 |
5703
Commonwealth Bank of Australia
Sydney, NSW,
Australia
| $231M | -$279M | -55% | 54.7% | – | 2 | 0% | 0.3 |
|
| 5704 |
5704
Compass Financial Services
West Des Moines,
Iowa
| $231M | -$1.14M | -0.5% | 1.53% | – | 297 | 82.15% | 1.1 |
|
| 5705 |
5705
Massachusetts Wealth Management
North Andover,
Massachusetts
| $231M | +$15.8M | +7% | 7.05% | 110% | 99 | 7.07% | 2.4 |
|
| 5706 |
5706
Meros Investment Management
Dallas,
Texas
| $231M | -$21.4M | -9% | 2.22% | 102% | 57 | 24.56% | 1.6 |
|
| 5707 |
5707
Catalys Pacific
Tokyo,
Japan
| $231M | -$79.8M | -26% | 25.9% | 189% | 2 | 0% | 2.3 |
|
| 5708 |
5708
Yiheng Capital Management
San Francisco,
California
| $231M | -$264M | -53% | 3.21% | 82% | 30 | 40% | 3.1 |
|
| 5709 |
5709
Corecam Pte Ltd
Singapore,
| $231M | +$38.3M | +20% | 5.48% | 93.6% | 88 | 57.95% | 0.6 |
|
| 5710 |
5710
Prairie Wealth Advisors
Omaha,
Nebraska
| $231M | -$4.9M | -2% | 0.52% | – | 151 | 1.32% | 0 |
|
| 5711 |
5711
Citrine Capital
San Francisco,
California
| $231M | +$15.2M | +7% | 4% | – | 61 | 29.51% | 0.8 |
|
| 5712 |
5712
rebel Financial
Groveport,
Ohio
| $231M | -$3.44M | -1% | 1.17% | – | 69 | 11.59% | 0.2 |
|
| 5713 |
5713
Client First Capital
San Diego,
California
| $231M | -$6.71M | -3% | 1.5% | 54.6% | 32 | 28.13% | 1.4 |
|
| 5714 |
ERFOTCOFW
5714
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
| $230M | +$6.97M | +3% | 0.83% | 30.5% | 21 | 4.76% | 1.6 |
|
| 5715 |
5715
IVC Wealth Advisors
Silverdale,
Pennsylvania
| $230M | +$392K | +0.2% | 0.21% | 81.9% | 188 | 12.77% | 3.2 |
|
| 5716 |
5716
Wayfinding Financial
Lynnwood,
Washington
| $230M | -$5.9M | -2% | 1.94% | 68.3% | 168 | 14.88% | 1.3 |
|
| 5717 |
5717
Dogwood Wealth Management
Lenexa,
Kansas
| $230M | +$3.06M | +1% | 0.07% | – | 925 | 26.81% | 0.9 |
|
| 5718 |
5718
Pavion Blue Capital
Newport Beach,
California
| $230M | -$10.6M | -4% | 1.13% | 87.8% | 115 | 13.04% | 4.4 |
|
| 5719 |
5719
Family Office Research
Bethesda,
Maryland
| $230M | -$14.5M | -6% | 0.49% | – | 85 | 21.18% | 1 |
|
| 5720 |
5720
Cherry Creek Investment Advisors
Englewood,
Colorado
| $230M | -$3.71M | -2% | 0.4% | 151% | 131 | 16.03% | 2.6 |
|
| 5721 |
5721
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| $230M | -$2.47M | -1% | 0.38% | 83.9% | 106 | 9.43% | 3.4 |
|
| 5722 |
5722
McCarter Private Wealth Services
Boston,
Massachusetts
| $230M | +$7.51M | +3% | 2.15% | – | 177 | 16.38% | 0.9 |
|
| 5723 |
5723
Aurelius Family Office
Bedford,
New Hampshire
| $230M | -$2.59M | -1% | 1.03% | – | 48 | 2.08% | 1.2 |
|
| 5724 |
SCM
5724
Soros Capital Management
New York
| $230M | -$151M | -40% | 10.1% | 732% | 64 | 37.5% | 1.3 |
|
| 5725 |
5725
Haven Private
Orlando,
Florida
| $230M | +$1.09M | +0.5% | 0.67% | – | 178 | 16.29% | 0.9 |
|