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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
Conrad N. Hilton Foundation
Agoura Hills,
California
| $228M | +$150M | +191% | 3.89% | – | 2 | 50% | 0.8 |
|
| 5752 |
5752
Financial Planning Navigators
Maple Grove,
Minnesota
| $228M | +$10.3M | +5% | 0.48% | – | 52 | 11.54% | 0.2 |
|
| 5753 |
5753
Union Savings Bank
Litchfield,
Connecticut
| $228M | -$2.72M | -1% | 0.36% | – | 329 | 5.17% | 2.2 |
|
| 5754 |
5754
FCG Investment Company
Germantown,
Tennessee
| $228M | – | – | 0.91% | – | 100 | – | 1 |
|
| 5755 |
5755
Eagle Wealth Strategies
West Deptford,
New Jersey
| $228M | +$13.3M | +6% | 0.51% | 85% | 123 | 14.63% | 1.6 |
|
| 5756 |
APSI
5756
Asset Planning Services Inc
Covington,
Louisiana
| $228M | +$1.7M | +0.8% | 2.82% | 138% | 35 | 0% | 6 |
|
| 5757 |
5757
Hippocratic Financial Advisors
Westlake Village,
California
| $228M | +$11.1M | +5% | 1.09% | – | 34 | 20.59% | 0.9 |
|
| 5758 |
5758
Ceera Investments
Bellaire,
Texas
| $228M | -$30.9M | -12% | 9.25% | 56.1% | 103 | 25.24% | 2.3 |
|
| 5759 |
5759
Forte Asset Management
Bedford,
New York
| $228M | +$7.65M | +3% | 1.15% | 57.7% | 79 | 11.39% | 2.2 |
|
| 5760 |
BWA
5760
BlueChip Wealth Advisors
Milton,
Georgia
| $228M | -$10.1M | -4% | 0.18% | 62.2% | 171 | 22.22% | 1.5 |
|
| 5761 |
5761
Cascade Wealth Advisors
Wenatchee,
Washington
| $228M | +$10.9M | +5% | 2.49% | – | 60 | 5% | 1.4 |
|
| 5762 |
5762
Financial Futures
Brielle,
New Jersey
| $228M | +$11.9M | +6% | 0.32% | 48.5% | 79 | 21.52% | 2.2 |
|
| 5763 |
5763
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| $228M | -$1.05M | -0.5% | 0.38% | 63.8% | 92 | 13.04% | 4.1 |
|
| 5764 |
5764
eCIO Inc
Madison,
Wisconsin
| $228M | +$12.9M | +6% | 1.88% | – | 193 | 79.79% | 0.9 |
|
| 5765 |
5765
Maripau Wealth Management
Fort Wayne,
Indiana
| $227M | +$10M | +5% | 2.33% | 55.6% | 177 | 19.21% | 1.3 |
|
| 5766 |
5766
Purkiss Capital Advisors
Ridgefield,
Connecticut
| $227M | +$14.1M | +7% | 0.59% | – | 178 | 12.92% | 0.9 |
|
| 5767 |
5767
Brogan Financial
Knoxville,
Tennessee
| $227M | -$1.45M | -0.6% | 0.89% | 46.4% | 59 | 6.78% | 2.4 |
|
| 5768 |
GC
5768
Gratia Capital
Los Angeles,
California
| $227M | +$93M | +69% | 0.8% | 42.4% | 44 | 52.27% | 0.8 |
|
| 5769 |
5769
Keyvantage Wealth
Bethlehem,
Pennsylvania
| $227M | -$6.75M | -3% | 1.17% | – | 104 | 16.35% | 1.1 |
|
| 5770 |
YRHAM
5770
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| $227M | -$103M | -31% | 23.9% | 2,310% | 26 | 73.08% | 0.6 |
|
| 5771 |
5771
Grove Street Fiduciary
Peterborough,
New Hampshire
| $227M | -$12.2M | -5% | 2.44% | – | 79 | 10.13% | 1.1 |
|
| 5772 |
PCG
5772
PFC Capital Group
Los Angeles,
California
| $227M | -$15.8M | -7% | 4.16% | 118% | 92 | 5.43% | 1.7 |
|
| 5773 |
SIA
5773
Schear Investment Advisers
Cincinnati,
Ohio
| $227M | -$5.58M | -2% | 2.14% | 241% | 81 | 12.35% | 2.5 |
|
| 5774 |
5774
Optimist Retirement Group
Bellevue,
Washington
| $227M | +$8.47M | +4% | 2.71% | 92.2% | 130 | 26.15% | 1.5 |
|
| 5775 |
5775
Hiley Hunt Wealth Management
Omaha,
Nebraska
| $227M | +$3.25M | +1% | 0.22% | 48.4% | 52 | 15.38% | 1.8 |
|