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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6176 |
6176
Farrow Financial
Randolph,
Vermont
| $133M | – | – | 11.8% | 79.9% | 51 | – | 0 |
|
| 6177 |
6177
Hidden Lake Asset Management
New York
| $133M | +$48.9M | +58% | 16.5% | 849% | 23 | 78.26% | 0.3 |
|
| 6178 |
6178
Archvest Wealth Advisors
Concord,
California
| $133M | +$9.9M | +8% | 7.39% | 53.1% | 59 | 20.34% | 1.3 |
|
| 6179 |
6179
Armstrong Fleming & Moore
Washington,
District of Columbia
| $133M | +$29.6M | +29% | 14.2% | 135% | 93 | 13.98% | 0.4 |
|
| 6180 |
6180
Partnership Wealth Management
Towson,
Maryland
| $133M | – | – | 9.34% | 67.6% | 210 | – | 0 |
|
| 6181 |
6181
Pacific Capital Partners
London,
| $133M | -$32.8M | -20% | 9.65% | 61.4% | 59 | 5.08% | 0.3 |
|
| 6182 |
6182
BTS Asset Management
Lincoln,
Massachusetts
| $133M | -$22M | -14% | 5.21% | 8.8% | 45 | 64.44% | 1.1 |
|
| 6183 |
6183
Aufman Associates
Sewickley,
Pennsylvania
| $133M | +$13.3M | +11% | 12.6% | 141% | 43 | 0% | 3 |
|
| 6184 |
6184
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| $132M | +$4.3M | +3% | 7.91% | 61% | 95 | 7.37% | 5.8 |
|
| 6185 |
6185
Piper Sandler & Co
Minneapolis,
Minnesota
| $132M | +$26.8M | +25% | 0.99% | 0.05% | 20 | 10% | 0.5 |
|
| 6186 |
6186
Bridgefront Capital
Austin,
Texas
| $132M | -$10.2M | -7% | 11.3% | 52.1% | 597 | 80.07% | 0.1 |
|
| 6187 |
6187
Matrix Private Capital Group
New York
| $132M | -$1.64M | -1% | 9.15% | 62.5% | 179 | 24.58% | 3 |
|
| 6188 |
6188
Palo Alto Wealth Advisors
Palo Alto,
California
| $132M | +$12.4M | +10% | 10.5% | 108% | 42 | 16.67% | 0.9 |
|
| 6189 |
6189
Fischer Investment Strategies
Westlake Village,
California
| $132M | +$33.8M | +34% | 11.2% | 81% | 38 | 60.53% | 0.3 |
|
| 6190 |
6190
SCP Investment
Orinda,
California
| $132M | +$707K | +0.5% | 7.31% | 32.8% | 61 | 45.9% | 0.9 |
|
| 6191 |
6191
Clarus Group
Houston,
Texas
| $132M | -$5.66M | -4% | 6.42% | 67.5% | 117 | 18.8% | 2 |
|
| 6192 |
WAM
6192
Werlinich Asset Management
Stamford,
Connecticut
| $132M | +$10.9M | +9% | 14% | 232% | 61 | 13.11% | 2.2 |
|
| 6193 |
BCM
6193
BML Capital Management
Zionsville,
Indiana
| $132M | +$23.1M | +21% | 1.82% | 349% | 38 | 39.47% | 0.5 |
|
| 6194 |
6194
Kaizen Financial Strategies
Campbell,
California
| $132M | +$13.6M | +12% | 12.4% | 126% | 129 | 21.71% | 1.7 |
|
| 6195 |
QGA
6195
Q Global Advisors
Fort Worth,
Texas
| $132M | -$23.5M | -15% | 27.1% | 79% | 160 | 30.63% | 1.6 |
|
| 6196 |
MSCM
6196
Marlin Sams Capital Management
New York
| $132M | +$26.1M | +25% | 20.3% | 53.1% | 2 | 0% | 1 |
|
| 6197 |
6197
Banco de Sabadell
Miami,
Florida
| $132M | +$16.5M | +14% | 10.9% | 75.1% | 85 | 7.06% | 4.3 |
|
| 6198 |
BCM
6198
Beaumont Capital Management
Boston,
Massachusetts
| $132M | -$6.98M | -5% | 8.54% | 49.6% | 51 | 37.25% | 0.8 |
|
| 6199 |
6199
Marmo Financial Group
Johnson City,
Tennessee
| $132M | +$26.3M | +25% | 12.2% | 47.5% | 19 | 10.53% | 0.8 |
|
| 6200 |
BCM
6200
BluePointe Capital Management
Menlo Park,
California
| $132M | – | – | 12.9% | – | 87 | – | 0 |
|