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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5826 |
5826
Patient Square Capital
Menlo Park,
California
| $124M | -$112M | -47% | 38.4% | 329% | 2 | 0% | 0.3 |
|
| 5827 |
5827
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| $124M | +$6.4M | +5% | 4.52% | 58.3% | 40 | 10% | 1.9 |
|
| 5828 |
5828
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| $124M | +$8.94M | +8% | 3.39% | 35.4% | 36 | 30.56% | 1 |
|
| 5829 |
5829
Spring Capital Management
Amarillo,
Texas
| $124M | +$8.47M | +7% | 4.27% | 73.6% | 30 | 3.33% | 1.1 |
|
| 5830 |
5830
Midwest Heritage Bank
West Des Moines,
Iowa
| $124M | +$20.9M | +20% | 3.69% | 52.2% | 62 | 14.52% | 1.1 |
|
| 5831 |
5831
Meredith Wealth Planning
Maryville,
Illinois
| $124M | +$8.12M | +7% | 2.3% | 66.5% | 68 | 22.06% | 0.2 |
|
| 5832 |
5832
Jackson Hill Advisors
Houston,
Texas
| $124M | +$8.51M | +7% | 12.1% | 61.2% | 11 | 9.09% | 0.9 |
|
| 5833 |
SFMG
5833
Sage Financial Management Group
Mclean,
Virginia
| $124M | -$19M | -13% | 5.71% | 51.6% | 42 | 16.67% | 1.1 |
|
| 5834 |
5834
Mills Wealth Advisors
Southlake,
Texas
| $124M | +$13.5M | +12% | 2.64% | 37.9% | 55 | 25.45% | 0.2 |
|
| 5835 |
BHCM
5835
Boulder Hill Capital Management
New York
| $124M | +$3.69M | +3% | 10% | – | 236 | 94.07% | 0 |
|
| 5836 |
5836
Sagil Capital
London,
United Kingdom
| $124M | +$2.89M | +2% | 5.51% | 104% | 25 | 60% | 0.6 |
|
| 5837 |
5837
Ravenstone Capital Management
Toronto,
| $124M | +$1.98M | +2% | 8.46% | 63% | 38 | 10.53% | 1.5 |
|
| 5838 |
5838
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| $124M | +$21.2M | +21% | 12.1% | 72% | 117 | 12.82% | 1.9 |
|
| 5839 |
5839
Capital Wealth Alliance
Scottsdale,
Arizona
| $124M | +$4.61M | +4% | 5.44% | 124% | 124 | 26.61% | 1.8 |
|
| 5840 |
5840
Equinox Partners Investment Management
Stamford,
Connecticut
| $124M | -$29.2M | -19% | 15.3% | 241% | 13 | 23.08% | 2.1 |
|
| 5841 |
5841
Lauterbach Financial Advisors
El Paso,
Texas
| $124M | +$11.6M | +10% | 4.47% | 76.5% | 60 | 11.67% | 0.9 |
|
| 5842 |
5842
Accel Growth Fund V Associates
Palo Alto,
California
| $124M | -$1.59M | -1% | 0.69% | 1.17% | 2 | 0% | 1.9 |
|
| 5843 |
5843
GEM Asset Management
Plymouth,
Michigan
| $124M | +$6.99M | +6% | 4.8% | 62.9% | 76 | 10.53% | 0.2 |
|
| 5844 |
5844
Eclipse Ventures
Palo Alto,
California
| $124M | +$12.8M | +12% | 18.5% | – | 3 | 0% | 1.3 |
|
| 5845 |
IF
5845
Integrity Financial
Cheyenne,
Wyoming
| $124M | +$18.2M | +17% | 7% | 66.3% | 224 | 10.27% | 1.1 |
|
| 5846 |
5846
Salvus Wealth Management
Red Bank,
New Jersey
| $124M | +$14.6M | +13% | 8.97% | 108% | 108 | 15.74% | 1.7 |
|
| 5847 |
5847
Arbor Capital Management (Alaska)
Anchorage,
Alaska
| $123M | +$10.8M | +10% | 4.5% | 62.7% | 110 | 10.91% | 1 |
|
| 5848 |
SMP
5848
Santa Monica Partners
Palm Beach Gardens,
Florida
| $123M | -$14.9M | -11% | 3.71% | 102% | 19 | 5.26% | 4.2 |
|
| 5849 |
5849
Shelton Wealth Management
Fort Worth,
Texas
| $123M | -$3.36M | -3% | 3.94% | 89.4% | 72 | 19.44% | 1 |
|
| 5850 |
5850
Peak Planning Group
Centennial,
Colorado
| $123M | +$9.6M | +8% | 9.6% | 105% | 81 | 6.17% | 1.9 |
|