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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
Planning Directions
Glen Mills,
Pennsylvania
| $131M | -$6.8M | -5% | 3.66% | 46.3% | 68 | 7.35% | 2.9 |
|
| 5752 |
5752
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
| $131M | -$5.46M | -4% | 4% | 57.3% | 73 | 5.48% | 2.1 |
|
| 5753 |
5753
Meritas Wealth Management
Larkspur,
California
| $131M | -$2.65M | -2% | 1.67% | 69.4% | 44 | 9.09% | 0.7 |
|
| 5754 |
5754
Otter Creek Advisors
Palm Beach Gardens,
Florida
| $130M | -$40.1M | -24% | 0.95% | 173% | 55 | 52.73% | 0.9 |
|
| 5755 |
5755
Firethorn Wealth Partners
Augusta,
Georgia
| $130M | -$3.63M | -3% | 3.55% | 75.1% | 140 | 23.57% | 1.7 |
|
| 5756 |
5756
Aletheian Wealth Advisors
Bellevue,
Washington
| $130M | -$15.6M | -11% | 3.12% | – | 83 | 14.46% | 1.2 |
|
| 5757 |
5757
Cook Wealth
Raleigh,
North Carolina
| $130M | +$550K | +0.4% | 4.66% | 7.36% | 60 | 28.33% | 1.1 |
|
| 5758 |
5758
Bain Capital Public Equity
Boston,
Massachusetts
| $130M | +$6.67M | +5% | 4% | 169% | 43 | 58.14% | 0.3 |
|
| 5759 |
WPEP
5759
Walnut Private Equity Partners
Omaha,
Nebraska
| $130M | +$9.03M | +7% | 6.56% | 48% | 17 | 0% | 5.9 |
|
| 5760 |
5760
Cahill Wealth Management
Portage,
Michigan
| $130M | -$14.6M | -10% | 4.36% | 24.7% | 49 | 8.16% | 1.2 |
|
| 5761 |
5761
Eagle Bluffs Wealth Management
Columbia,
Missouri
| $130M | +$485K | +0.4% | 4.43% | 95.5% | 75 | 24% | 1.4 |
|
| 5762 |
5762
Lakeside Advisors
Seattle,
Washington
| $130M | -$5.49M | -4% | 2.89% | 83.7% | 62 | 3.23% | 1.5 |
|
| 5763 |
5763
Green Alpha Advisors
Niwot,
Colorado
| $130M | -$22.2M | -15% | 5.2% | 316% | 172 | 20.35% | 1.9 |
|
| 5764 |
5764
Masso Torrence Wealth Management
Marlton,
New Jersey
| $130M | -$8.53M | -6% | 3.12% | 130% | 87 | 5.75% | 1.3 |
|
| 5765 |
5765
Asset Planning Corporation
Knoxville,
Tennessee
| $130M | -$1.53M | -1% | 3.28% | 44.5% | 42 | 4.76% | 2 |
|
| 5766 |
YC
5766
Yunqi Capital
Hong Kong
| $130M | -$6.94M | -5% | 7.85% | 71.4% | 8 | 37.5% | 0.7 |
|
| 5767 |
5767
Bay Rivers Group
Williamsburg,
Virginia
| $130M | -$3.42M | -3% | 2.27% | 166% | 67 | 2.99% | 2.7 |
|
| 5768 |
5768
Kanen Wealth Management
Coconut Creek,
Florida
| $130M | -$20.8M | -14% | 10.3% | 328% | 20 | 15% | 1.4 |
|
| 5769 |
5769
Soditic Asset Management
Tonbridge,
United Kingdom
| $130M | -$7.22M | -5% | 4.79% | 23.4% | 10 | 0% | 2.4 |
|
| 5770 |
5770
Catawba River Capital
Lake Wylie,
South Carolina
| $130M | +$4.35M | +3% | 0.38% | 89.5% | 21 | 14.29% | 2.1 |
|
| 5771 |
SMP
5771
Santa Monica Partners
Palm Beach Gardens,
Florida
| $130M | +$6.22M | +5% | 7.95% | 102% | 18 | 5.56% | 4.8 |
|
| 5772 |
5772
Northwestern University
Evanston,
Illinois
| $129M | +$27.3M | +27% | 2.32% | 28.2% | 8 | 37.5% | 2.5 |
|
| 5773 |
5773
Blue Owl Capital Holdings
New York
| $129M | -$33M | -20% | 0.88% | 145% | 19 | 36.84% | 1.1 |
|
| 5774 |
5774
Garrison Point Advisors
Walnut Creek,
California
| $129M | -$9.6M | -7% | 3.62% | 81.5% | 152 | 5.92% | 3.8 |
|
| 5775 |
5775
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| $129M | -$6.4M | -5% | 3.61% | 58.3% | 38 | 13.16% | 2.2 |
|