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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5726 |
KCA
5726
Karn Couzens & Associates
Farmington,
Connecticut
| $146M | +$14.5M | +11% | 8.68% | – | 88 | 21.59% | 0.7 |
|
| 5727 |
5727
Quaero Capital
Geneve,
Switzerland
| $146M | +$31K | +0% | 7.39% | 62.4% | 76 | 27.63% | 0.5 |
|
| 5728 |
5728
Capitol Family Office
Beaverton,
Oregon
| $146M | – | – | 10.8% | 72% | 24 | – | 0 |
|
| 5729 |
5729
Autonomy Capital (Jersey)
St. Helier,
Jersey
| $146M | -$37.6M | -21% | 2.61% | 33.4% | 26 | 26.92% | 0.9 |
|
| 5730 |
5730
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| $146M | +$15.9M | +12% | 15.3% | – | 66 | 6.06% | 3.6 |
|
| 5731 |
5731
Waypoint Capital Advisors
Minneapolis,
Minnesota
| $146M | – | – | 11.7% | 50.3% | 97 | – | 0 |
|
| 5732 |
5732
Wealth Management Partners
Tucson,
Arizona
| $146M | +$10.6M | +8% | 10.8% | 194% | 121 | 18.18% | 0.9 |
|
| 5733 |
5733
Davidson Trust Company
Seattle,
Washington
| $146M | +$14.6M | +11% | 10.9% | 77% | 130 | 9.23% | 1.6 |
|
| 5734 |
5734
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| $146M | +$15.7M | +12% | 11.3% | 61% | 93 | 3.23% | 4.1 |
|
| 5735 |
5735
McCarthy Asset Management
Redwood Shores,
California
| $145M | +$12.4M | +9% | 8.2% | – | 371 | 15.9% | 0.8 |
|
| 5736 |
RHDIC
5736
R.H. Dinel Investment Counsel
Los Angeles,
California
| $145M | +$12M | +9% | 11.2% | 55.9% | 55 | 0% | 6.1 |
|
| 5737 |
5737
Trinity Wealth Management
Berwyn,
Pennsylvania
| $145M | +$13.2M | +10% | 5.3% | 56.7% | 38 | 10.53% | 1.3 |
|
| 5738 |
5738
TTP Investments
San Jose,
California
| $145M | – | – | 12.7% | 232% | 42 | – | 0.5 |
|
| 5739 |
5739
Cairn Investment Group
Vancouver,
Washington
| $145M | +$10.1M | +8% | 9.2% | 67.4% | 72 | 5.56% | 1.7 |
|
| 5740 |
GCM
5740
Garland Capital Management
Bellevue,
Washington
| $145M | +$5.22M | +4% | 12.6% | 55.7% | 32 | 3.13% | 5.3 |
|
| 5741 |
5741
Lowery Thomas LLC
Pebble Beach,
California
| $145M | – | – | 6.08% | 74.7% | 49 | – | 0 |
|
| 5742 |
5742
Capital Impact Advisors
Boston,
Massachusetts
| $145M | -$107M | -43% | 9.14% | – | 163 | 65.64% | 1.4 |
|
| 5743 |
5743
One Plus One Wealth Management
Jupiter,
Florida
| $145M | +$6.11M | +4% | 6.63% | 71.9% | 99 | 15.15% | 0.6 |
|
| 5744 |
5744
Chicago Capital Management
Chicago,
Illinois
| $145M | -$71.2M | -33% | 15.2% | 270% | 53 | 73.58% | 0.2 |
|
| 5745 |
5745
Capital Square
Chattanooga,
Tennessee
| $145M | +$3.7M | +3% | 9.82% | 62.5% | 170 | 15.88% | 1.3 |
|
| 5746 |
5746
InTrack Investment Management
South Burlington,
Vermont
| $145M | +$7.47M | +5% | 11.3% | 99.2% | 126 | 15.87% | 0.8 |
|
| 5747 |
5747
Caliber Wealth Management (Utah)
Orem,
Utah
| $145M | +$2.84M | +2% | 6.63% | 36.5% | 80 | 30% | 0.7 |
|
| 5748 |
5748
Matisse Capital
Portland,
Oregon
| $145M | -$127M | -47% | 3.85% | 73.3% | 172 | 33.14% | 1.8 |
|
| 5749 |
5749
Summit Place Financial Advisors
Summit,
New Jersey
| $145M | +$7.51M | +5% | 7.44% | 111% | 107 | 9.35% | 1.3 |
|
| 5750 |
5750
Red Tortoise LLC
Atlanta,
Georgia
| $145M | +$16.5M | +13% | 3.76% | 43.7% | 546 | 87.73% | 0.3 |
|