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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
Defined Wealth Management
Beaverton,
Oregon
| $154M | +$10.2M | +7% | 6.26% | 78.1% | 111 | 5.41% | 2.7 |
|
| 6177 |
6177
Avondale Wealth Management
West Lake Hills,
Texas
| $154M | +$7.53M | +5% | 5.73% | 83.8% | 125 | 13.6% | 3.2 |
|
| 6178 |
6178
Comprehensive Wealth Management
Lynnwood,
Washington
| $154M | +$17M | +12% | 6.04% | 36.9% | 33 | 9.09% | 1.2 |
|
| 6179 |
6179
Penbrook Management
New York
| $154M | -$10M | -6% | 1.73% | 107% | 109 | 10.09% | 5.5 |
|
| 6180 |
6180
Kolinsky Wealth Management
Ramsey,
New Jersey
| $154M | +$14.2M | +10% | 6.4% | 44.6% | 185 | 20.54% | 1.6 |
|
| 6181 |
6181
Echo45 Advisors
Walnut Creek,
California
| $154M | +$11.4M | +8% | 4.67% | 53.6% | 50 | 12% | 1.9 |
|
| 6182 |
OR
6182
Olympiad Research
Stamford,
Connecticut
| $154M | +$17.8M | +13% | 5.74% | 189% | 503 | 68.99% | 0.3 |
|
| 6183 |
6183
17 Capital Partners
Pheonix,
Arizona
| $154M | +$13.2M | +9% | 7.43% | – | 138 | 12.32% | 1.8 |
|
| 6184 |
6184
WestBridge Capital Management
Trianon,
Mauritius
| $154M | -$19.7M | -11% | 9.54% | 33.3% | 1 | 0% | 2.3 |
|
| 6185 |
6185
Corecam Pte Ltd
Singapore,
| $154M | +$19.2M | +14% | 7.23% | 93.6% | 33 | 36.36% | 0.5 |
|
| 6186 |
6186
FFG Retirement Advisors
Centennial,
Colorado
| $154M | +$10.1M | +7% | 5.4% | 43.4% | 49 | 12.24% | 1.2 |
|
| 6187 |
6187
Pura Vida Investments
New York
| $153M | -$4.57M | -3% | 15.3% | 38.3% | 67 | 64.18% | 1.1 |
|
| 6188 |
6188
University of Wisconsin Foundation
Madison,
Wisconsin
| $153M | +$64.5M | +73% | 11.7% | 142% | 8 | 37.5% | 0.9 |
|
| 6189 |
6189
Tacita Capital
Toronto,
Ontario, Canada
| $153M | +$11.8M | +8% | 12% | 72.3% | 210 | 4.76% | 2.7 |
|
| 6190 |
6190
Argus Investors Counsel
New York
| $153M | -$9.42M | -6% | 6.84% | 132% | 114 | 8.77% | 4.9 |
|
| 6191 |
6191
Asset Planning Corporation
Knoxville,
Tennessee
| $153M | +$19.6M | +15% | 7.8% | 44.5% | 45 | 13.33% | 2.4 |
|
| 6192 |
6192
Laurel Wealth Planning
Edina,
Minnesota
| $153M | +$9.42M | +7% | 6.33% | 53.1% | 57 | 15.79% | 2.7 |
|
| 6193 |
6193
Millennium Capital Advisors
Little Rock,
Arkansas
| $153M | +$2.72M | +2% | 6.64% | 134% | 126 | 5.56% | 2.1 |
|
| 6194 |
6194
Fairfield University
Fairfield,
Connecticut
| $153M | +$17.6M | +13% | 7.05% | 61.9% | 3 | 0% | 7.1 |
|
| 6195 |
6195
Foresite Capital Management IV
Larkspur,
California
| $153M | +$4.16M | +3% | 2.65% | 151% | 5 | 20% | 2.7 |
|
| 6196 |
6196
TCG Capital Management
Playa Vista,
California
| $153M | +$30.8M | +25% | 25.2% | 45.7% | 1 | 0% | 1.8 |
|
| 6197 |
6197
Petiole USA
New York
| $153M | +$33.7M | +28% | 20.5% | 105% | 41 | 12.2% | 2.1 |
|
| 6198 |
6198
Arthedge Capital Management
Jericho,
New York
| $153M | +$253K | +0.2% | 3.7% | 80.7% | 12 | 8.33% | 3 |
|
| 6199 |
JCFM
6199
JBR Co Financial Management
Ardmore,
Oklahoma
| $153M | +$10.5M | +7% | 5.49% | 126% | 110 | 11.82% | 0.6 |
|
| 6200 |
6200
WealthCollab
Bellevue,
Washington
| $153M | +$13.5M | +10% | 7% | – | 943 | 15.27% | 0.6 |
|