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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6501 |
6501
Orcam Financial Group
Encinitas,
California
| $205M | +$63.8M | +45% | 9.76% | 40% | 106 | 42.45% | 1.6 |
|
| 6502 |
6502
11.2 Capital Management
Las Vegas,
Nevada
| $205M | +$61.7M | +43% | 115% | – | 1 | 0% | 0.5 |
|
| 6503 |
6503
Pinney & Scofield
Cambridge,
Massachusetts
| $205M | +$19.1M | +10% | 10.1% | – | 244 | 5.33% | 1.3 |
|
| 6504 |
6504
William Allan Corp
Fort Collins,
Colorado
| $204M | +$35.5M | +21% | 30.7% | 94.2% | 63 | 7.94% | 2.6 |
|
| 6505 |
6505
CAP Partners LLC
Franklin,
Tennessee
| $204M | +$27.4M | +15% | 14.2% | 97% | 164 | 16.46% | 1.7 |
|
| 6506 |
6506
Westview Investment Advisors
Burlington,
Vermont
| $204M | +$12.2M | +6% | 20% | – | 75 | 17.33% | 0.4 |
|
| 6507 |
6507
Beacon Advisors Holdings
Austin,
Texas
| $204M | +$17.3M | +9% | 11% | – | 37 | 0% | 0.5 |
|
| 6508 |
6508
Buckland Partners Management Co
Harrison,
New York
| $204M | +$39.3M | +24% | 36.5% | – | 100 | 12% | 0.4 |
|
| 6509 |
6509
Mithaq Capital SPC
Al Malqa, Riyadh,
Saudi Arabia
| $204M | +$38.1M | +23% | 27.4% | 27.4% | 4 | 25% | 3.2 |
|
| 6510 |
6510
Eads & Heald Wealth Management
Atlanta,
Georgia
| $204M | +$3.31M | +2% | 15.4% | 93.3% | 152 | 10.53% | 8.4 |
|
| 6511 |
6511
Clarity Asset Management
Ames,
Iowa
| $204M | +$6.42M | +3% | 9.71% | 51.8% | 291 | 77.66% | 1.2 |
|
| 6512 |
6512
Redpoint Management
Woodside,
California
| $204M | +$2.93M | +1% | 13% | 20.6% | 3 | 0% | 2.7 |
|
| 6513 |
6513
MB Generational Wealth
Spokane,
Washington
| $204M | +$23.1M | +13% | 10.9% | – | 68 | 5.88% | 1.9 |
|
| 6514 |
6514
4J Wealth Management
Alexandria,
Virginia
| $204M | +$27.9M | +16% | 12.9% | 74.7% | 116 | 17.24% | 2.9 |
|
| 6515 |
6515
Pacific Asset Management
Gig Harbor,
Washington
| $204M | +$24.7M | +14% | 9.99% | – | 78 | 12.82% | 1.1 |
|
| 6516 |
6516
Loudon Investment Management
West Lebanon,
New Hampshire
| $204M | +$17.9M | +10% | 12.1% | 61.6% | 98 | 6.12% | 6 |
|
| 6517 |
AA
6517
AF Advisors
Sacramento,
California
| $204M | +$22.7M | +13% | 12% | 76.5% | 30 | 13.33% | 2.7 |
|
| 6518 |
GWMI
6518
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| $204M | +$20.3M | +11% | 12.4% | 98.1% | 67 | 10.45% | 3.2 |
|
| 6519 |
6519
Bullseye Investment Management
Cincinnati,
Ohio
| $203M | +$17.7M | +10% | 10.9% | 38.2% | 346 | 14.74% | 0.8 |
|
| 6520 |
6520
Little Harbor Advisors
Marblehead,
Massachusetts
| $203M | +$35M | +21% | 15.2% | 59% | 6 | 33.33% | 2 |
|
| 6521 |
6521
Fairfield, Bush & Co
Darien,
Connecticut
| $203M | +$23.3M | +13% | 18.6% | 112% | 130 | 11.54% | 6.2 |
|
| 6522 |
6522
Oxford Asset Management
Oxford,
United Kingdom
| $203M | -$44.5M | -18% | 13.2% | – | 694 | 81.41% | 0.2 |
|
| 6523 |
6523
Clay Northam Wealth Management
Huntington Beach,
California
| $203M | +$25.2M | +14% | 24% | 125% | 113 | 14.16% | 2.7 |
|
| 6524 |
6524
Sage Advisory Services
Austin,
Texas
| $203M | +$20.7M | +11% | 9.46% | 37.8% | 49 | 20.41% | 3.4 |
|
| 6525 |
6525
Pettee Investors
Rowayton,
Connecticut
| $203M | +$9.02M | +5% | 24.8% | 96.1% | 119 | 6.72% | 6.9 |
|