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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5851 |
5851
Matisse Capital
Portland,
Oregon
| $105M | -$3.39M | -3% | 13.7% | 66.9% | 145 | 29.66% | 2 |
|
| 5852 |
5852
Harrison & Co Wealth Management
Roanoke,
Virginia
| $105M | -$8.81M | -8% | 9.47% | – | 80 | 6.25% | 0.5 |
|
| 5853 |
5853
Lauterbach Financial Advisors
El Paso,
Texas
| $105M | -$4.73M | -4% | 13.1% | 76.5% | 56 | 26.79% | 0.4 |
|
| 5854 |
IF
5854
Integrity Financial
Cheyenne,
Wyoming
| $105M | -$16.7M | -14% | 13.5% | 66.3% | 222 | 9.01% | 0.5 |
|
| 5855 |
5855
Impala Asset Management
Palm Beach,
Florida
| $105M | -$1.05B | -91% | 17.6% | 62.6% | 40 | 60% | 2.2 |
|
| 5856 |
5856
Aufman Associates
Sewickley,
Pennsylvania
| $105M | -$21.8M | -17% | 16.4% | 136% | 49 | 14.29% | 1.8 |
|
| 5857 |
5857
Morris Financial Concepts
Mount Pleasant,
South Carolina
| $105M | -$14.8M | -12% | 14.6% | 56.5% | 133 | 13.53% | 0.4 |
|
| 5858 |
5858
Plotkin Financial Advisors
Chevy Chase,
Maryland
| $105M | -$38M | -27% | 21% | 95.3% | 85 | 23.53% | 1.6 |
|
| 5859 |
5859
Alcosta Capital Management
San Ramon,
California
| $105M | -$34M | -24% | 18.6% | 175% | 29 | 10.34% | 1.1 |
|
| 5860 |
EGVF
5860
ESA Global Value Fund
Grand Cayman,
Cayman Islands
| $105M | -$40.7M | -28% | 29% | – | 4 | 0% | 1.5 |
|
| 5861 |
5861
Northpond Ventures
Bethesda,
Maryland
| $105M | -$80.6M | -43% | 35.8% | 67.3% | 5 | 0% | 0.5 |
|
| 5862 |
5862
Arbor Capital Management (Alaska)
Anchorage,
Alaska
| $105M | -$25.2M | -19% | 12.8% | 62.7% | 105 | 12.38% | 0.5 |
|
| 5863 |
5863
TAGStone Capital
Charlotte,
North Carolina
| $105M | -$13.7M | -12% | 15.2% | 58.3% | 75 | 12% | 0.5 |
|
| 5864 |
5864
Soundwatch Capital
Rowayton,
Connecticut
| $105M | -$6.6M | -6% | 16.5% | 68.6% | 17 | 47.06% | 0.8 |
|
| 5865 |
5865
Tilia Fiduciary Partners
Wilmington,
North Carolina
| $105M | -$13.1M | -11% | 13.5% | 101% | 567 | 8.82% | 0.5 |
|
| 5866 |
ASI
5866
Advisory Services & Investments
Bend,
Oregon
| $105M | -$18.8M | -15% | 13.7% | 19.9% | 47 | 27.66% | 0.8 |
|
| 5867 |
5867
Courant Investment Management
Franklin,
Tennessee
| $105M | -$7.62M | -7% | 10.8% | 35.2% | 13 | 7.69% | 3.2 |
|
| 5868 |
5868
swisspartners
Vaduz,
Liechtenstein
| $105M | -$21.8M | -17% | 18.2% | – | 88 | 19.32% | 1.1 |
|
| 5869 |
5869
Linse Capital Management PR
San Juan,
Puerto Rico
| $105M | -$73.6M | -41% | 31.1% | – | 1 | 0% | 0.5 |
|
| 5870 |
5870
Lowery Thomas LLC
Pebble Beach,
California
| $105M | -$24.3M | -19% | 12.2% | 74.7% | 57 | 35.09% | 0.4 |
|
| 5871 |
5871
DHK Financial Advisors
Portsmouth,
New Hampshire
| $105M | -$13.9M | -12% | 14.1% | 46.1% | 41 | 4.88% | 0.5 |
|
| 5872 |
5872
Tevis Investment Management
Plano,
Texas
| $105M | -$6.1M | -6% | 9.11% | 58.7% | 531 | 15.25% | 0.4 |
|
| 5873 |
5873
Sendero Wealth Management
San Antonio,
Texas
| $104M | -$113M | -52% | 16.2% | 99.2% | 94 | 24.47% | 0.4 |
|
| 5874 |
5874
Pring Turner Capital Group
Alamo,
California
| $104M | -$25.5M | -20% | 11.6% | 70.8% | 60 | 10% | 3.5 |
|
| 5875 |
5875
Zeit Capital
Greenwood Village,
Colorado
| $104M | -$15.4M | -13% | 12.5% | 56.5% | 35 | 0% | 1.5 |
|