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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5776 |
5776
Hibernia Wealth Partners
Baton Rouge,
Louisiana
| $129M | – | – | 3.33% | 34.4% | 353 | – | 0 |
|
| 5777 |
5777
Cresta Advisors
Laredo,
Texas
| $129M | +$519K | +0.4% | 4.31% | 66.8% | 49 | 18.37% | 0.6 |
|
| 5778 |
GCM
5778
Granby Capital Management
Miami Beach,
Florida
| $129M | +$7.2M | +6% | 0.22% | 50% | 27 | 37.04% | 1.1 |
|
| 5779 |
5779
Dalton Investments
Las Vegas,
Nevada
| $129M | +$11.1M | +9% | 11.5% | 95.1% | 27 | 3.7% | 3.1 |
|
| 5780 |
TCM
5780
Tao Capital Management
San Francisco,
California
| $129M | -$7.44M | -5% | 1.82% | 314% | 14 | 21.43% | 2.7 |
|
| 5781 |
5781
Prosperitas Financial
Valencia,
California
| $129M | – | – | 2.2% | 118% | 67 | – | 0 |
|
| 5782 |
5782
QVIDTVM Management
The Woodlands,
Texas
| $129M | -$33.7M | -21% | 7.76% | 19.5% | 15 | 46.67% | 0.8 |
|
| 5783 |
SCP
5783
Syntal Capital Partners
Midland,
Texas
| $129M | -$121M | -48% | 10.8% | 102% | 125 | 27.2% | 2.2 |
|
| 5784 |
5784
Adirondack Retirement Specialists
Queensbury,
New York
| $129M | +$1.16M | +0.9% | 1.8% | 13.1% | 152 | 84.21% | 1.5 |
|
| 5785 |
5785
Wells Financial Advisors
Framingham,
Massachusetts
| $129M | -$3.81M | -3% | 3.09% | 54% | 65 | 0% | 2.1 |
|
| 5786 |
5786
Blue Creek Capital Management
Hong Kong
| $129M | +$7.24M | +6% | 21.6% | – | 5 | 0% | 0.8 |
|
| 5787 |
5787
Okabena Investment Services
Minneapolis,
Minnesota
| $129M | -$8.07M | -6% | 4.05% | 72.4% | 159 | 39.62% | 1.9 |
|
| 5788 |
5788
Cooper/Haims Advisors
Victor,
New York
| $129M | -$1.81M | -1% | 3.63% | 53.1% | 80 | 10% | 3.4 |
|
| 5789 |
5789
Laurel Wealth Planning
Edina,
Minnesota
| $128M | -$11.6M | -8% | 4.03% | 53.1% | 54 | 5.56% | 2.3 |
|
| 5790 |
CNFG
5790
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| $128M | -$6.98M | -5% | 3.33% | 52.6% | 77 | 3.9% | 5.9 |
|
| 5791 |
5791
Addison Capital
Conshohocken,
Pennsylvania
| $128M | -$11.8M | -8% | 4.46% | 59.7% | 108 | 6.48% | 4.9 |
|
| 5792 |
5792
Old North State Trust
Greensboro,
North Carolina
| $128M | -$6.98M | -5% | 2.75% | – | 150 | 5.33% | 3.4 |
|
| 5793 |
5793
Aspen Wealth Strategies
Arvada,
Colorado
| $128M | -$3.46M | -3% | 2.58% | 65.8% | 82 | 17.07% | 0.6 |
|
| 5794 |
5794
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| $128M | -$4.41M | -3% | 1.92% | 61% | 95 | 5.26% | 5.6 |
|
| 5795 |
5795
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
| $128M | -$7.36M | -5% | 3.62% | 55.5% | 55 | 14.55% | 0.6 |
|
| 5796 |
5796
KPCB DGF II Associates
Menlo Park,
California
| $128M | +$127M | +10,066% | 17.5% | 2.08% | 3 | 100% | 0 |
|
| 5797 |
5797
Mork Capital Management
Healdsburg,
California
| $128M | -$2.18M | -2% | 1.58% | 61.9% | 119 | 4.2% | 2.8 |
|
| 5798 |
5798
Barnett & Company
Chattanooga,
Tennessee
| $128M | -$6.54M | -5% | 0.6% | 65.9% | 85 | 18.82% | 4 |
|
| 5799 |
AFA
5799
Atlas Financial Advisors
Oroville,
California
| $128M | +$56.9M | +80% | 6.2% | 5.34% | 45 | 40% | 0.6 |
|
| 5800 |
5800
Tacita Capital
Toronto,
Ontario, Canada
| $128M | -$8.32M | -6% | 4.86% | 72.3% | 198 | 6.06% | 2.2 |
|