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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5926 |
5926
Grey Rock Energy Management
Dallas,
Texas
| $244M | -$80.7M | -25% | 24.9% | – | 1 | 0% | 1.5 |
|
| 5927 |
5927
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| $244M | +$74.5M | +44% | 10.7% | 61% | 323 | 68.42% | 2 |
|
| 5928 |
5928
Powers Capital
San Francisco,
California
| $244M | +$32.1M | +15% | 15.3% | – | 2 | 0% | 1.5 |
|
| 5929 |
CCA
5929
Cypress Capital Advisors
Franklin,
Tennessee
| $243M | +$58.9M | +32% | 8.57% | – | 82 | 12.2% | 1.2 |
|
| 5930 |
5930
Tejara Capital
London,
United Kingdom
| $243M | -$60.1M | -20% | 6.51% | 17.3% | 98 | 58.16% | 0.7 |
|
| 5931 |
5931
JNE Partners
London,
United Kingdom
| $243M | -$1.19M | -0.5% | 2.94% | 100% | 7 | 14.29% | 1.8 |
|
| 5932 |
5932
Motive Wealth Advisors
Birmingham,
Michigan
| $243M | +$30.2M | +14% | 14.9% | 73.4% | 102 | 15.69% | 2.6 |
|
| 5933 |
5933
Udine Wealth Management
Boca Raton,
Florida
| $243M | +$38.3M | +19% | 18.4% | 141% | 45 | 33.33% | 1.7 |
|
| 5934 |
5934
NewGen Asset Management
Toronto,
Ontario, Canada
| $243M | -$15.9M | -6% | 4.72% | 402% | 47 | 63.83% | 0.4 |
|
| 5935 |
5935
Legacy Wealth Management (Idaho)
Boise,
Idaho
| $243M | +$41.5M | +21% | 17.8% | – | 1,072 | 84.51% | 1.2 |
|
| 5936 |
5936
Threadgill Financial
Spring,
Texas
| $243M | -$102M | -30% | 10.8% | 49.3% | 48 | 33.33% | 2.2 |
|
| 5937 |
5937
One William Street Capital Management
New York
| $242M | -$937M | -79% | 3.16% | 44% | 18 | 27.78% | 0.4 |
|
| 5938 |
5938
Pacific Sun Financial
Los Angeles,
California
| $242M | +$36M | +17% | 18.6% | 70.3% | 222 | 10.81% | 5 |
|
| 5939 |
5939
Sound Stewardship
Overland Park,
Kansas
| $242M | +$24.1M | +11% | 8.38% | 45.9% | 73 | 13.7% | 2.3 |
|
| 5940 |
EAM
5940
Eukles Asset Management
Cincinnati,
Ohio
| $242M | +$18.1M | +8% | 12.5% | 77.2% | 243 | 8.23% | 4.9 |
|
| 5941 |
5941
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
| $242M | +$23.4M | +11% | 12.5% | 65.6% | 68 | 11.76% | 1.6 |
|
| 5942 |
5942
IRON Financial
Northbrook,
Illinois
| $242M | +$13.5M | +6% | 8.66% | 60.6% | 156 | 10.26% | 3.1 |
|
| 5943 |
5943
Long Island Wealth Management
Melville,
New York
| $242M | +$26.6M | +12% | 10.4% | 58.2% | 97 | 10.31% | 1.9 |
|
| 5944 |
5944
DoubleLine ETF Adviser
Tampa,
Florida
| $242M | -$20.6M | -8% | 6.25% | 51.6% | 217 | 40.55% | 1 |
|
| 5945 |
5945
Wealthcare Capital Partners
West Chester,
Pennsylvania
| $242M | +$28.6M | +13% | 10.8% | – | 185 | 20.54% | 1.1 |
|
| 5946 |
5946
TrueWealth Financial Partners
Bellevue,
Washington
| $242M | -$8.88M | -4% | 7.61% | 36.4% | 66 | 57.58% | 0.4 |
|
| 5947 |
5947
Royalty Pharma Sub-Manager
New York
| $242M | +$69.2M | +40% | 27.9% | – | 5 | 40% | 0.4 |
|
| 5948 |
5948
Financial Harvest
Winter Park,
Florida
| $242M | +$72.1M | +42% | 10.2% | – | 67 | 14.93% | 0.8 |
|
| 5949 |
SA
5949
Sunesis Advisors
Overland Park,
Kansas
| $242M | +$20.6M | +9% | 9.96% | – | 63 | 9.52% | 2.9 |
|
| 5950 |
5950
Unconventional Investor
Portsmouth,
New Hampshire
| $242M | +$31.1M | +15% | 11.1% | 62.7% | 51 | 13.73% | 2.6 |
|