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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6201 |
6201
Data Collective IV
Palo Alto,
California
| $143M | +$27.4M | +24% | 24.2% | 317% | 6 | 16.67% | 1.9 |
|
| 6202 |
6202
BluePath Capital Management
Atlanta,
Georgia
| $143M | +$10.1M | +8% | 2.74% | 101% | 125 | 16.8% | 0.7 |
|
| 6203 |
6203
Exane Asset Management
Paris,
France
| $143M | +$13M | +10% | 6.64% | 74.5% | 21 | 52.38% | 0.5 |
|
| 6204 |
6204
Carson Advisory
Athens,
Georgia
| $143M | +$354K | +0.2% | 1.28% | 68.6% | 181 | 12.71% | 1.8 |
|
| 6205 |
6205
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| $143M | +$1.65M | +1% | 4.9% | – | 104 | 12.5% | 2.3 |
|
| 6206 |
PS
6206
Pennant Select
Summit,
New Jersey
| $142M | +$9.5M | +7% | 12.3% | – | 11 | 18.18% | 0.4 |
|
| 6207 |
6207
SVB Financial Group
Dallas,
Texas
| $142M | -$38.9M | -21% | 15% | – | 13 | 15.38% | 1.2 |
|
| 6208 |
6208
Sard Wealth Management Group
Atlanta,
Georgia
| $142M | +$31.8M | +29% | 0.13% | 51.3% | 49 | 24.49% | 0.4 |
|
| 6209 |
JCFM
6209
JBR Co Financial Management
Ardmore,
Oklahoma
| $142M | +$17.1M | +14% | 8.49% | 126% | 106 | 13.21% | 0.4 |
|
| 6210 |
6210
Echo45 Advisors
Walnut Creek,
California
| $142M | +$3.37M | +2% | 1.14% | 53.6% | 53 | 22.64% | 1.8 |
|
| 6211 |
6211
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
| $142M | -$35.8M | -20% | 3.32% | 34.5% | 26 | 3.85% | 2.7 |
|
| 6212 |
APS
6212
American Planning Services
Sun City Center,
Florida
| $142M | +$3.65M | +3% | 4.08% | 23.8% | 54 | 12.96% | 1.1 |
|
| 6213 |
FA
6213
FF Advisors
Manhattan Beach,
California
| $142M | -$2.54M | -2% | 1.28% | 59.7% | 92 | 10.87% | 0.5 |
|
| 6214 |
6214
Wheelhouse Advisory Group
St. Louis,
Missouri
| $142M | +$11.8M | +9% | 3.37% | 67.9% | 42 | 16.67% | 0.4 |
|
| 6215 |
6215
Avory & Company
Miami,
Florida
| $142M | -$4.85M | -3% | 2.89% | 74.9% | 29 | 3.45% | 2 |
|
| 6216 |
6216
Rain Capital Management
Lake Oswego,
Oregon
| $142M | -$7.19M | -5% | 2.63% | 18.2% | 97 | 4.12% | 3.2 |
|
| 6217 |
6217
Unconventional Investor
Portsmouth,
New Hampshire
| $142M | +$3.12M | +2% | 1.76% | 62.7% | 33 | 0% | 2 |
|
| 6218 |
6218
Fortis Advisors
Wayne,
Pennsylvania
| $142M | -$7.44M | -5% | 0.4% | 72.8% | 102 | 6.86% | 3.1 |
|
| 6219 |
6219
Efficient Frontier Advisors
Eastford,
Connecticut
| $142M | +$15.6M | +12% | 1.89% | – | 16 | 18.75% | 0.4 |
|
| 6220 |
6220
Capricorn Fund Managers
London,
United Kingdom
| $142M | -$24.3M | -15% | 1.37% | 169% | 64 | 26.56% | 0.9 |
|
| 6221 |
6221
Meritas Wealth Management
Larkspur,
California
| $142M | -$1.86M | -1% | 0.36% | 69.4% | 49 | 4.08% | 1.3 |
|
| 6222 |
6222
Gould Capital
Tacoma,
Washington
| $142M | -$141K | -0.1% | 1.05% | 60.1% | 220 | 14.09% | 2 |
|
| 6223 |
6223
Long Island Wealth Management
Melville,
New York
| $142M | +$145K | +0.1% | 1.27% | 58.2% | 74 | 5.41% | 0.5 |
|
| 6224 |
6224
Bright Financial Advisors
Portage,
Michigan
| $142M | +$7.79M | +6% | 1.62% | – | 61 | 40.98% | 0.2 |
|
| 6225 |
SH
6225
Spear Holdings
Dubai,
United Arab Emirates
| $142M | -$434M | -75% | 6.41% | – | 12 | 66.67% | 0.2 |
|