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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 |
5726
Okabena Investment Services
Minneapolis,
Minnesota
| $137M | -$6.46M | -5% | 5.03% | 72.4% | 258 | 63.18% | 1.2 |
|
| 5727 |
5727
Matrix Private Capital Group
New York
| $137M | -$7.7M | -5% | 5.22% | 62.5% | 202 | 18.81% | 2.6 |
|
| 5728 |
TCM
5728
Tao Capital Management
San Francisco,
California
| $137M | +$10.9M | +9% | 20.8% | 314% | 16 | 18.75% | 2.1 |
|
| 5729 |
5729
Autumn Glory Partners
Dallas,
Texas
| $137M | +$19.6M | +17% | 5.32% | 69.5% | 183 | 56.83% | 0.8 |
|
| 5730 |
5730
Penobscot Wealth Management
Portland,
Maine
| $136M | +$7.84M | +6% | 4.57% | 56.7% | 70 | 20% | 1.4 |
|
| 5731 |
5731
CV Advisors
Aventura,
Florida
| $136M | +$22.1M | +19% | 12.1% | 112% | 23 | 8.7% | 1.1 |
|
| 5732 |
FAG
5732
Fortitude Advisory Group
Gig Harbor,
Washington
| $136M | +$7.14M | +6% | 9.91% | 142% | 235 | 14.47% | 1.3 |
|
| 5733 |
5733
Roubaix Capital
Denver,
Colorado
| $136M | +$5.07M | +4% | 7.02% | 174% | 59 | 59.32% | 0.6 |
|
| 5734 |
5734
RHS Financial
San Francisco,
California
| $136M | +$4.58M | +3% | 3.37% | 65.6% | 97 | 10.31% | 2.3 |
|
| 5735 |
5735
Tacita Capital
Toronto,
Ontario, Canada
| $136M | +$3.34M | +3% | 3.06% | 72.3% | 198 | 8.59% | 2.1 |
|
| 5736 |
5736
Anabranch Capital Management
Stamford,
Connecticut
| $136M | +$14.2M | +12% | 14.5% | 139% | 7 | 0% | 2 |
|
| 5737 |
5737
Dravo Bay
Rehoboth Beach,
Delaware
| $136M | +$2.96M | +2% | 3.72% | 45.2% | 43 | 2.33% | 1.3 |
|
| 5738 |
5738
Financial Guidance Group
Palm Harbor,
Florida
| $136M | +$4.53M | +3% | 3.99% | 58.7% | 52 | 1.92% | 1.1 |
|
| 5739 |
5739
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
| $136M | +$8.35M | +7% | 4.93% | 57.3% | 72 | 6.94% | 2 |
|
| 5740 |
5740
Alamar Capital Management
Santa Barbara,
California
| $136M | +$15.8M | +13% | 5.15% | – | 80 | 16.25% | 1.6 |
|
| 5741 |
5741
University of Wisconsin Foundation
Madison,
Wisconsin
| $136M | +$83.3M | +158% | 14.8% | 142% | 3 | 33.33% | 0.3 |
|
| 5742 |
WFA
5742
WMG Financial Advisors
Knoxville,
Tennessee
| $136M | +$15.1M | +13% | 7.33% | 68% | 133 | 18.8% | 1.1 |
|
| 5743 |
AA
5743
AlphaQ Advisors
Winter Park,
Florida
| $136M | +$18.2M | +15% | 3.76% | – | 183 | 15.3% | 0.4 |
|
| 5744 |
5744
GoalFusion Wealth Management
Austin,
Texas
| $136M | +$8.49M | +7% | 3.14% | 47.6% | 27 | 22.22% | 0.9 |
|
| 5745 |
5745
Oracle Investment Management
Greenwich,
Connecticut
| $136M | +$32.4M | +31% | 14.3% | 865% | 37 | 48.65% | 2.6 |
|
| 5746 |
5746
Lakeside Advisors
Seattle,
Washington
| $136M | +$6.2M | +5% | 8.48% | 83.7% | 62 | 6.45% | 1.4 |
|
| 5747 |
5747
Cox Capital Management
Andover,
Massachusetts
| $136M | -$2.7M | -2% | 2.91% | 106% | 73 | 2.74% | 3.7 |
|
| 5748 |
5748
F/M Investments
Washington,
District of Columbia
| $136M | +$36.5M | +37% | 15.8% | 101% | 86 | 41.86% | 0.5 |
|
| 5749 |
5749
LRT Capital Management
Austin,
Texas
| $136M | +$2.52M | +2% | 4.38% | 76.2% | 79 | 22.78% | 0.8 |
|
| 5750 |
5750
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| $136M | +$11.3M | +9% | 5.64% | 58.3% | 41 | 24.39% | 2.1 |
|