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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
Motiv8 Investments
Port St. Lucie,
Florida
| $188M | +$24.5M | +15% | 4.96% | – | 107 | 14.02% | 1.3 |
|
| 6177 |
6177
Robert Bosch
Gerlingen Schillerhoehe,
Germany
| $188M | +$11.1M | +6% | 3.49% | – | 3 | 33.33% | 0.3 |
|
| 6178 |
6178
First Bancorp
Damariscotta,
Maine
| $188M | +$13.8M | +8% | 7.37% | 80.3% | 134 | 6.72% | 3.3 |
|
| 6179 |
NWMP
6179
Noble Wealth Management PBC
Greenwood Village,
Colorado
| $188M | – | – | 6.57% | – | 534 | – | 0.6 |
|
| 6180 |
6180
4D Advisors
Redondo Beach,
California
| $188M | +$1.84M | +1% | 19.7% | – | 47 | 57.45% | 0.3 |
|
| 6181 |
6181
Avondale Wealth Management
West Lake Hills,
Texas
| $188M | +$8.69M | +5% | 8.45% | 83.8% | 113 | 48.67% | 4 |
|
| 6182 |
6182
Ausbil Investment Management
Sydney,
Australia
| $187M | +$16.9M | +10% | 8.13% | 115% | 85 | 32.94% | 1.1 |
|
| 6183 |
6183
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| $187M | +$33.8M | +22% | 7.81% | 39.2% | 10 | 60% | 1 |
|
| 6184 |
6184
Center For Asset Management
Palm Beach Gardens,
Florida
| $187M | +$25.2M | +16% | 6.8% | 66.6% | 150 | 26% | 2.1 |
|
| 6185 |
6185
Cape Ann Savings Bank
Glocuster,
Massachusetts
| $187M | +$19.9M | +12% | 8.78% | 72.7% | 110 | 20.91% | 4.8 |
|
| 6186 |
6186
Lake Hills Wealth Management
Austin,
Texas
| $187M | +$12.6M | +7% | 7.62% | 83.7% | 65 | 44.62% | 1.1 |
|
| 6187 |
6187
Burk Holdings
Tulsa,
Oklahoma
| $187M | +$27.6M | +17% | 6.12% | – | 74 | 21.62% | 0.6 |
|
| 6188 |
6188
MN Wealth Advisors
Overland Park,
Kansas
| $187M | +$15.3M | +9% | 6.96% | 68.3% | 122 | 12.3% | 1.2 |
|
| 6189 |
CH
6189
Cromwell Holdings
Jackson,
Wyoming
| $187M | +$22.2M | +13% | 9.8% | – | 1,045 | 5.65% | 0.9 |
|
| 6190 |
6190
NRI Wealth Management
Santa Clara,
California
| $187M | +$21.3M | +13% | 13.3% | – | 35 | 22.86% | 1.3 |
|
| 6191 |
HCA
6191
Hyperion Capital Advisors
New York
| $187M | +$27.5M | +17% | 4.09% | 86.1% | 65 | 9.23% | 3.3 |
|
| 6192 |
6192
Values First Advisors
Gray,
Tennessee
| $187M | +$3.24M | +2% | 7.52% | 87.6% | 186 | 11.29% | 3 |
|
| 6193 |
6193
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| $187M | -$8.06M | -4% | 10% | 91.4% | 133 | 15.04% | 2.7 |
|
| 6194 |
6194
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
| $187M | +$19.9M | +12% | 6.81% | – | 134 | 23.13% | 0.6 |
|
| 6195 |
WBWA
6195
William B. Walkup & Associates
Columbia,
South Carolina
| $187M | +$16.9M | +10% | 10.9% | – | 166 | 4.22% | 1.2 |
|
| 6196 |
6196
David J. Yvars Group
University Park,
Florida
| $187M | +$16M | +9% | 11% | 143% | 96 | 16.67% | 2.5 |
|
| 6197 |
6197
Samsung C&T Corporation
Seoul,
South Korea
| $187M | +$83.6M | +81% | 9% | – | 1 | 0% | 0.8 |
|
| 6198 |
KCM
6198
Knoll Capital Management
Miami,
Florida
| $187M | +$46M | +33% | 35% | 258% | 41 | 14.63% | 2.4 |
|
| 6199 |
6199
Arrow Capital
Sydney,
Australia
| $187M | -$20.1M | -10% | 12.8% | – | 42 | 66.67% | 0.2 |
|
| 6200 |
6200
Ararat Capital Management
Westport,
Connecticut
| $187M | -$34M | -15% | 3.19% | 99.2% | 21 | 14.29% | 1.7 |
|