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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6401 |
6401
GSI Capital Advisors
Newport Beach,
California
| $212M | +$27.8M | +15% | 12.6% | 39.7% | 33 | 24.24% | 2.3 |
|
| 6402 |
6402
Banque de Luxembourg
Luxembourg
| $212M | +$18.7M | +10% | 12.3% | – | 79 | 6.33% | 1.2 |
|
| 6403 |
6403
FPC Investment Advisory
Petaluma,
California
| $212M | +$11.4M | +6% | 7.94% | – | 38 | 15.79% | 1.5 |
|
| 6404 |
6404
David J. Yvars Group
University Park,
Florida
| $212M | +$33M | +18% | 22.8% | 143% | 111 | 21.62% | 2.6 |
|
| 6405 |
6405
Clark Financial Services Group
Chesterfield,
Missouri
| $212M | +$27.3M | +15% | 27.8% | 116% | 118 | 24.58% | 2.2 |
|
| 6406 |
6406
Addison Advisors
Middlebury,
Vermont
| $212M | -$241M | -53% | 10.4% | 50.2% | 1,037 | 36.26% | 3.2 |
|
| 6407 |
6407
StoryOne LLC
Overland Park,
Kansas
| $212M | +$34.2M | +19% | 22.7% | – | 79 | 98.73% | 0.4 |
|
| 6408 |
6408
Panoramic Capital Partners
Lake Oswego,
Oregon
| $212M | +$49.2M | +30% | 15% | – | 80 | 31.25% | 0.9 |
|
| 6409 |
6409
Merrion Investment Management
Cranford,
New Jersey
| $211M | +$25.2M | +14% | 20.9% | 161% | 114 | 11.4% | 3.5 |
|
| 6410 |
6410
Henderson Brothers Financial Partners
Pittsburgh,
Pennsylvania
| $211M | -$184M | -46% | 9.6% | – | 106 | 28.3% | 1.1 |
|
| 6411 |
AFC
6411
Alpine Fox Capital
Las Vegas,
Nevada
| $211M | +$57.3M | +37% | 51.2% | – | 21 | 28.57% | 0.5 |
|
| 6412 |
6412
RCS Financial Planning
Annapolis,
Maryland
| $211M | +$18.4M | +10% | 10.7% | 48.2% | 105 | 9.52% | 1.9 |
|
| 6413 |
6413
Investments & Financial Planning LLC
Lexington,
Kentucky
| $211M | +$27.5M | +15% | 14.9% | 63.6% | 41 | 14.63% | 3.3 |
|
| 6414 |
6414
Kaufman Rossin Wealth
Miami,
Florida
| $211M | +$36.6M | +21% | 15.1% | – | 116 | 18.97% | 0.9 |
|
| 6415 |
6415
Tilia Fiduciary Partners
Wilmington,
North Carolina
| $211M | +$29M | +16% | 21.7% | 101% | 129 | 12.4% | 2.9 |
|
| 6416 |
6416
McCarthy Asset Management
Redwood Shores,
California
| $211M | – | – | 10.1% | – | 29 | – | 3.7 |
|
| 6417 |
6417
Kure Advisory
Plymouth,
Minnesota
| $211M | +$27.3M | +15% | 8.99% | – | 67 | 23.88% | 1.6 |
|
| 6418 |
6418
Wisconsin Capital Management
Madison,
Wisconsin
| $211M | +$28.5M | +16% | 25.5% | 153% | 53 | 15.09% | 4.9 |
|
| 6419 |
6419
Stegner Investment Associates
Louisville,
Kentucky
| $210M | +$27.7M | +15% | 16.9% | 84.8% | 31 | 6.45% | 3.6 |
|
| 6420 |
6420
Aristotle Pacific Capital
Newport Beach,
California
| $210M | +$87.3M | +71% | 0.28% | 1.84% | 5 | 0% | 4.3 |
|
| 6421 |
6421
Three Cord True Wealth Management
Beaver,
Pennsylvania
| $210M | +$30.2M | +17% | 11.1% | – | 43 | 9.3% | 1 |
|
| 6422 |
6422
Beckerman Institutional
Ocean Grove,
New Jersey
| $210M | +$21.9M | +12% | 8.57% | – | 127 | 7.09% | 1.5 |
|
| 6423 |
6423
Bradley & Co Private Wealth Management
Miami,
Florida
| $210M | +$20.1M | +11% | 10.3% | – | 224 | 5.36% | 3.4 |
|
| 6424 |
6424
Index Venture Growth Associates V
St. Helier,
Jersey
| $210M | +$25.4M | +14% | 29.8% | – | 3 | 0% | 0.5 |
|
| 6425 |
6425
Baron Financial Group
Fair Lawn,
New Jersey
| $210M | +$24.2M | +13% | 12.4% | 55.5% | 56 | 5.36% | 4.2 |
|