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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5751 |
5751
Mainsail Management Company
Austin,
Texas
| $129M | -$13M | -9% | 8.56% | 55% | 2 | 0% | 0.3 |
|
| 5752 |
5752
Penobscot Wealth Management
Portland,
Maine
| $129M | +$13.4M | +12% | 6.77% | 56.7% | 65 | 7.69% | 1.3 |
|
| 5753 |
5753
Cresta Advisors
Laredo,
Texas
| $129M | +$13.9M | +12% | 6.24% | 66.8% | 44 | 36.36% | 0.3 |
|
| 5754 |
5754
Brooktree Capital Management
Gand Rapids,
Michigan
| $128M | +$6.71M | +6% | 9.28% | 82.9% | 35 | 14.29% | 2.4 |
|
| 5755 |
5755
Tree Line Advisors
Central,
Hong Kong
| $128M | +$36.5M | +40% | 34.4% | 670% | 4 | 0% | 2.7 |
|
| 5756 |
5756
Mass General Brigham
Somerville,
Massachusetts
| $128M | -$12.1M | -9% | 10.4% | – | 7 | 42.86% | 1.3 |
|
| 5757 |
5757
HighMark Wealth Management
St. Paul,
Minnesota
| $128M | -$4.36M | -3% | 7.27% | 110% | 623 | 16.37% | 2 |
|
| 5758 |
WF
5758
Williams Financial
North Bennington,
Vermont
| $128M | +$12.9M | +11% | 4.59% | 33.1% | 37 | 70.27% | 0.7 |
|
| 5759 |
5759
Firethorn Wealth Partners
Augusta,
Georgia
| $128M | +$9.6M | +8% | 5.94% | 75.1% | 147 | 25.17% | 1.4 |
|
| 5760 |
5760
Wealth Advisors of Iowa
West Des Moines,
Iowa
| $128M | +$5.64M | +5% | 5.98% | 60.9% | 70 | 25.71% | 1.7 |
|
| 5761 |
EFH
5761
Eaton Financial Holdings
Coral Springs,
Florida
| $128M | +$10.9M | +9% | 4.73% | – | 70 | 28.57% | 0.2 |
|
| 5762 |
OCP
5762
OCO Capital Partners
New York
| $128M | -$32.2M | -20% | 2.74% | 679% | 4 | 25% | 2.1 |
|
| 5763 |
5763
Holistic Financial Partners
Indianapolis,
Indiana
| $128M | +$16.1M | +14% | 4.25% | 95.7% | 109 | 14.68% | 2.5 |
|
| 5764 |
5764
Birchview Capital
Burlington,
Vermont
| $128M | -$13.8M | -10% | 4.06% | 327% | 60 | 13.33% | 3 |
|
| 5765 |
AMC
5765
Asset Management Corp
Northbrook,
Illinois
| $128M | +$8.45M | +7% | 11.2% | 57.1% | 153 | 24.18% | 2 |
|
| 5766 |
5766
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
| $128M | +$15M | +13% | 4.99% | 62.6% | 70 | 10% | 1.8 |
|
| 5767 |
5767
Coombe, Bender & Co
Ellenville,
New York
| $128M | +$17.9M | +16% | 4.31% | – | 84 | 9.52% | 0.6 |
|
| 5768 |
5768
MGO Private Wealth
Irvine,
California
| $128M | -$91.5M | -42% | 6.26% | 51.5% | 138 | 54.35% | 0.4 |
|
| 5769 |
IFS
5769
Intelligent Financial Strategies
Excelsior,
Minnesota
| $128M | +$8.79M | +7% | 3.95% | 63.5% | 96 | 4.17% | 1.1 |
|
| 5770 |
5770
Michelson Medical Research Foundation
Los Angeles,
California
| $128M | -$26.9M | -17% | 1.51% | 52.2% | 31 | 32.26% | 0.3 |
|
| 5771 |
5771
Hunting Hill Global Capital
New York
| $127M | -$25.8M | -17% | 5.72% | 132% | 119 | 62.18% | 0.4 |
|
| 5772 |
5772
Leverty Financial Group
Hudson,
Wisconsin
| $127M | +$10.5M | +9% | 6.06% | 57.3% | 29 | 3.45% | 1 |
|
| 5773 |
5773
GoalFusion Wealth Management
Austin,
Texas
| $127M | +$3.23M | +3% | 4.14% | 47.6% | 24 | 20.83% | 0.8 |
|
| 5774 |
5774
Technology Crossover Management XI
Menlo Park,
California
| $127M | – | – | 69.2% | 135% | 1 | – | 0 |
|
| 5775 |
5775
Woodward Diversified Capital
Bakersfield,
California
| $127M | +$3.03M | +2% | 4.01% | 118% | 149 | 13.42% | 1.6 |
|