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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6001 |
6001
Covestor
London,
United Kingdom
| $155M | -$2.87M | -2% | 0.29% | 136% | 2,917 | 6.89% | 2 |
|
| 6002 |
6002
Yoder Wealth Management
Walnut Creek,
California
| $154M | +$1.2M | +0.8% | 2.27% | 69.3% | 111 | 9.91% | 1 |
|
| 6003 |
6003
Cobblestone Asset Management
Richmond,
Virginia
| $154M | +$6.98M | +5% | 1.51% | 60.6% | 47 | 12.77% | 0.6 |
|
| 6004 |
6004
Founders Capital Management (Texas)
Houston,
Texas
| $154M | +$6.38M | +4% | 3.08% | 131% | 388 | 12.89% | 4 |
|
| 6005 |
6005
Green Court Capital Management
Hong Kong
| $154M | -$96.3M | -38% | 3.29% | 33.4% | 2 | 0% | 1.5 |
|
| 6006 |
6006
Mittelman Wealth Management
Andover,
Massachusetts
| $154M | +$6.7M | +5% | 0.96% | – | 72 | 11.11% | 0.2 |
|
| 6007 |
6007
Montz Harcus Wealth Management
New Orleans,
Louisiana
| $154M | +$6.43M | +4% | 2.77% | 84.1% | 72 | 5.56% | 1.7 |
|
| 6008 |
6008
Propel Bio Management
Los Angeles,
California
| $154M | -$17.6M | -10% | 8.08% | – | 32 | 37.5% | 0.4 |
|
| 6009 |
6009
Otter Creek Advisors
Palm Beach Gardens,
Florida
| $154M | -$14.4M | -9% | 4.02% | 173% | 56 | 48.21% | 1 |
|
| 6010 |
6010
Lakeside Advisors
Seattle,
Washington
| $154M | -$2.3M | -1% | 2.37% | 83.7% | 65 | 4.62% | 2.2 |
|
| 6011 |
6011
True Vision MN
Woodbury,
Minnesota
| $154M | +$12M | +8% | 2.09% | – | 115 | 31.3% | 0.3 |
|
| 6012 |
6012
Axiom Financial Strategies
New Albany,
Indiana
| $154M | -$3.18M | -2% | 0.49% | 54.5% | 36 | 27.78% | 3.3 |
|
| 6013 |
6013
General Motors Holdings
Detroit,
Michigan
| $154M | -$113M | -42% | 25% | 4.78% | 5 | 0% | 1.4 |
|
| 6014 |
6014
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
| $154M | +$8.63M | +6% | 3.49% | 105% | 123 | 4.07% | 1.7 |
|
| 6015 |
6015
Vinland Capital Management Gestora de Recursos
Sao Paulo,
Brazil
| $154M | -$246M | -62% | 3.57% | – | 68 | 67.65% | 0.2 |
|
| 6016 |
6016
Capital Square
Chattanooga,
Tennessee
| $154M | +$12.1M | +9% | 1.09% | 62.5% | 169 | 13.61% | 2 |
|
| 6017 |
6017
Integrity Wealth Solutions
Denver,
Colorado
| $154M | +$623K | +0.4% | 2.12% | – | 100 | 14% | 0.5 |
|
| 6018 |
6018
Sunpointe
St. Louis,
Missouri
| $154M | +$63.8M | +71% | 4.33% | 122% | 171 | 23.98% | 0.4 |
|
| 6019 |
6019
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
| $154M | -$195K | -0.1% | 0.68% | 57.3% | 82 | 4.88% | 2.5 |
|
| 6020 |
6020
BCR Wealth Strategies
Vestavia,
Alabama
| $154M | +$5.96M | +4% | 0.19% | 42.2% | 31 | 35.48% | 1.5 |
|
| 6021 |
6021
Darrow Company
Needham,
Massachusetts
| $154M | +$916K | +0.6% | 0.6% | 44.5% | 46 | 4.35% | 1.4 |
|
| 6022 |
HCM
6022
Helios Capital Management
Singapore
| $154M | +$11.2M | +8% | 6.98% | 124% | 50 | 2% | 1.7 |
|
| 6023 |
6023
Strategic Equity Management
Tucson,
Arizona
| $153M | +$33.8M | +28% | 1.99% | 70.3% | 47 | 29.79% | 1.1 |
|
| 6024 |
WFG
6024
Wormser Freres Gestion
Paris,
France
| $153M | +$7.29M | +5% | 0.53% | 67.4% | 46 | 8.7% | 0.5 |
|
| 6025 |
SA
6025
Stonebridge Advisors
Wilton,
Connecticut
| $153M | -$11M | -7% | 1.39% | 3.35% | 4 | 0% | 2.2 |
|