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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6526 |
6526
Attessa Capital
Tucson,
Arizona
| $156M | +$3.36M | +2% | 9.52% | – | 41 | 17.07% | 0.5 |
|
| 6527 |
6527
MGO Private Wealth
Irvine,
California
| $156M | +$14.4M | +10% | 8.07% | 51.5% | 65 | 21.54% | 1.8 |
|
| 6528 |
6528
Lowery Thomas LLC
Pebble Beach,
California
| $156M | +$10M | +7% | 11.6% | 74.7% | 57 | 10.53% | 2.4 |
|
| 6529 |
6529
Mill Road Capital Management
Greenwich,
Connecticut
| $156M | -$20.1M | -11% | 12.2% | 85.1% | 29 | 37.93% | 3.1 |
|
| 6530 |
6530
Fortis Advisors
Wayne,
Pennsylvania
| $156M | +$2.72M | +2% | 7.24% | 72.8% | 121 | 11.57% | 3.2 |
|
| 6531 |
6531
Next Level Wealth Planning
Meridian,
Idaho
| $156M | +$24.1M | +18% | 10% | – | 58 | 22.41% | 0.4 |
|
| 6532 |
6532
Tevis Investment Management
Plano,
Texas
| $156M | +$21.4M | +16% | 5.99% | 58.7% | 112 | 21.43% | 2.2 |
|
| 6533 |
6533
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| $156M | +$24M | +18% | 7.61% | 72.3% | 102 | 29.41% | 2.1 |
|
| 6534 |
6534
Privium Fund Management (UK)
London,
United Kingdom
| $156M | +$26.6M | +21% | 5.14% | 37.1% | 21 | 71.43% | 0.8 |
|
| 6535 |
6535
Base Wealth Management
Lakewood Ranch,
Florida
| $156M | +$24.8M | +19% | 6.06% | – | 59 | 16.95% | 0.2 |
|
| 6536 |
6536
Davidson Kahn Capital Management
Sherman Oaks,
California
| $156M | +$26.1M | +20% | 11.7% | – | 59 | 10.17% | 0.4 |
|
| 6537 |
6537
Climber Capital
Nyon,
Switzerland
| $156M | +$28.8M | +23% | 5.45% | – | 66 | 10.61% | 0.4 |
|
| 6538 |
6538
Oak Wealth Advisors
Northbrook,
Illinois
| $156M | +$20.8M | +15% | 9.09% | – | 58 | 12.07% | 0.4 |
|
| 6539 |
AIP
6539
Alapocas Investment Partners
Beverly,
Massachusetts
| $156M | -$7.68M | -5% | 3.25% | 50% | 22 | 9.09% | 3.2 |
|
| 6540 |
6540
Independent Order of Foresters
Toronto,
Ontario, Canada
| $156M | +$15M | +11% | 10.6% | 66.3% | 2 | 0% | 5.3 |
|
| 6541 |
6541
SFM LLC
Manchester,
New Hampshire
| $156M | +$19.8M | +15% | 10.1% | 67.5% | 62 | 16.13% | 1.3 |
|
| 6542 |
6542
BayBridge Capital Group
Pleasanton,
California
| $156M | +$16.7M | +12% | 12.9% | 78.5% | 89 | 2.25% | 1 |
|
| 6543 |
6543
Cascade Investment Advisors
Oregon City,
Oregon
| $156M | +$7.75M | +5% | 10% | 71.4% | 118 | 11.02% | 4.4 |
|
| 6544 |
6544
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
| $156M | +$786K | +0.5% | 0.13% | 4.78% | 6 | 0% | 2.3 |
|
| 6545 |
6545
Castleview Partners
Dallas,
Texas
| $156M | +$7.88M | +5% | 4.49% | 61.3% | 198 | 24.24% | 2.8 |
|
| 6546 |
6546
Tacita Capital
Toronto,
Ontario, Canada
| $156M | +$16.7M | +12% | 9.51% | 72.3% | 220 | 7.73% | 3.2 |
|
| 6547 |
6547
Spahn Wealth & Retirement
Scottsdale,
Arizona
| $155M | +$19.2M | +14% | 27.1% | – | 40 | 32.5% | 0.4 |
|
| 6548 |
HIA
6548
Harvest Investment Advisors
Tallahassee,
Florida
| $155M | +$17M | +12% | 10.8% | 78.3% | 59 | 15.25% | 1.9 |
|
| 6549 |
6549
Certus Wealth Management
Redwood City,
California
| $155M | +$8.01M | +5% | 8.87% | – | 57 | 8.77% | 1.5 |
|
| 6550 |
6550
Eliot Finkel Investment Counsel
Beverly Hills,
California
| $155M | +$8.21M | +6% | 2.3% | 88.9% | 32 | 6.25% | 5.1 |
|