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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5951 |
KC
5951
Kenfarb & Co
Ashland,
Kentucky
| $113M | +$7.59M | +7% | 9.25% | – | 235 | 4.26% | 0.8 |
|
| 5952 |
5952
Bluesphere Advisors
East Norriton,
Pennsylvania
| $113M | +$12.5M | +12% | 6.53% | 105% | 85 | 22.35% | 1.5 |
|
| 5953 |
5953
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
| $113M | +$9.7M | +9% | 7.42% | 57.3% | 66 | 13.64% | 1.7 |
|
| 5954 |
5954
Matisse Capital
Portland,
Oregon
| $113M | +$33.7M | +43% | 4.7% | 66.9% | 136 | 41.91% | 1.2 |
|
| 5955 |
5955
University of Notre Dame du Lac
South Bend,
Indiana
| $113M | +$15.3M | +16% | 15.7% | – | 1 | 0% | 0.3 |
|
| 5956 |
5956
Fairbanks Capital Management
Rancho Santa Fe,
California
| $113M | +$5.18M | +5% | 7.49% | 81.3% | 53 | 5.66% | 3.5 |
|
| 5957 |
MJB
5957
Mark J. Bradley
| $112M | +$4.46M | +4% | 9.64% | – | 47 | 12.77% | 1.8 |
|
| 5958 |
5958
Arbor Capital Management (Alaska)
Anchorage,
Alaska
| $112M | +$1.53M | +1% | 8.1% | 62.7% | 106 | 8.49% | 0.9 |
|
| 5959 |
5959
Ribbit Bullfrog GP II
Palo Alto,
California
| $112M | – | – | 11.2% | – | 4 | – | 0 |
|
| 5960 |
5960
Birchcreek Wealth Management
Miami Township,
Ohio
| $112M | +$4.55M | +4% | 7.28% | 80.7% | 125 | 8% | 1.5 |
|
| 5961 |
5961
Naman Capital
Sao Paulo,
Brazil
| $112M | -$31.2M | -22% | 8.22% | 89.9% | 19 | 42.11% | 2.7 |
|
| 5962 |
5962
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| $112M | +$2.7M | +2% | 6.38% | 41.2% | 42 | 16.67% | 1.6 |
|
| 5963 |
5963
Concorde Asset Management
Ann Arbor,
Michigan
| $112M | +$23M | +26% | 8.34% | – | 167 | 31.14% | 1.7 |
|
| 5964 |
5964
Vert Asset Management
Sausalito,
California
| $112M | +$6.8M | +6% | 4.79% | 43.1% | 45 | 17.78% | 0.9 |
|
| 5965 |
5965
Lauterbach Financial Advisors
El Paso,
Texas
| $112M | +$14M | +14% | 12.3% | 76.5% | 57 | 21.05% | 0.8 |
|
| 5966 |
5966
Savior LLC
Wellesley Hills,
Massachusetts
| $112M | +$4.66M | +4% | 10.4% | 82.8% | 228 | 29.82% | 1.6 |
|
| 5967 |
5967
BOS Asset Management
Springfield,
Illinois
| $112M | – | – | 8.68% | 70.3% | 125 | – | 0 |
|
| 5968 |
5968
swisspartners Advisors
Zurich,
Switzerland
| $112M | +$10.4M | +10% | 13.3% | 73.2% | 26 | 3.85% | 2.1 |
|
| 5969 |
5969
Brogan Financial
Knoxville,
Tennessee
| $112M | – | – | 4.17% | 46.4% | 38 | – | 0 |
|
| 5970 |
HAM
5970
Hedges Asset Management
Reno,
Nevada
| $112M | +$11.9M | +12% | 12.7% | – | 112 | 12.5% | 0.9 |
|
| 5971 |
5971
Keene & Associates
Fort Worth,
Texas
| $112M | +$3.17M | +3% | 14.5% | 20.3% | 81 | 9.88% | 0.9 |
|
| 5972 |
5972
Resolute Capital Asset Partners
Denver,
Colorado
| $112M | +$568K | +0.5% | 18.1% | 657% | 57 | 75.44% | 0.3 |
|
| 5973 |
5973
Palmer Knight Company
Jacksonville,
Florida
| $112M | +$5.72M | +5% | 10.1% | 78.9% | 28 | 3.57% | 3.1 |
|
| 5974 |
PHM
5974
Prospect Hill Management
Short Hills,
New Jersey
| $112M | -$17.1M | -13% | 6.77% | 85.1% | 15 | 0% | 1.9 |
|
| 5975 |
5975
Cottonwood Capital Advisors
Salt Lake City,
Utah
| $112M | +$6.93M | +7% | 9.3% | 79% | 97 | 12.37% | 0.8 |
|