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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6626 |
6626
Counterweight Ventures
Wilmington,
North Carolina
| $140M | -$1.93M | -1% | 2.24% | – | 71 | 4.23% | 1.1 |
|
| 6627 |
6627
Teca Partners
Austin,
Texas
| $139M | -$17.5M | -11% | 4.28% | 66% | 14 | 50% | 1.2 |
|
| 6628 |
AI
6628
Arrien Investments
Boise,
Idaho
| $139M | -$840K | -0.6% | 2.5% | 46% | 36 | 8.33% | 1.8 |
|
| 6629 |
6629
Upper Left Wealth Management
Tampa,
Florida
| $139M | +$22.5M | +19% | 4.35% | 52.7% | 65 | 16.92% | 2.3 |
|
| 6630 |
6630
Magnolia Wealth Management
Dothan,
Alabama
| $139M | -$4.43M | -3% | 1.94% | 48.7% | 13 | 7.69% | 2.4 |
|
| 6631 |
6631
Vestment Financial
Chanhassen,
Minnesota
| $139M | +$8.51M | +7% | 0.02% | – | 40 | 10% | 0.2 |
|
| 6632 |
6632
Decagon Asset Management
London,
United Kingdom
| $139M | -$79.9M | -36% | 7.31% | – | 62 | 56.45% | 0.2 |
|
| 6633 |
6633
Piedmont Capital Management (Montana)
Whitefish,
Montana
| $139M | -$26.6M | -16% | 6.87% | 94% | 57 | 28.07% | 2.5 |
|
| 6634 |
6634
Merrion Investment Management
Cranford,
New Jersey
| $139M | -$4.46M | -3% | 6.87% | 161% | 103 | 6.8% | 2.9 |
|
| 6635 |
6635
Fort Henry Capital
Wheeling,
West Virginia
| $139M | -$515K | -0.4% | 1.08% | 39.3% | 14 | 0% | 3.9 |
|
| 6636 |
FAG
6636
Fortitude Advisory Group
Gig Harbor,
Washington
| $139M | -$26.7M | -16% | 4.95% | 142% | 225 | 20.44% | 2.3 |
|
| 6637 |
6637
Vinland Capital Management Gestora de Recursos
Sao Paulo,
Brazil
| $139M | +$18.2M | +15% | 20.7% | – | 23 | 86.96% | 0.1 |
|
| 6638 |
6638
BayBridge Capital Group
Pleasanton,
California
| $139M | +$1.27M | +0.9% | 0.13% | 78.5% | 117 | 47.01% | 0.8 |
|
| 6639 |
6639
Round Hill Asset Management
Pasadena,
California
| $139M | -$2.74M | -2% | 0.77% | 43.2% | 66 | 13.64% | 5.5 |
|
| 6640 |
6640
RiverGlades Family Offices
Naples,
Florida
| $139M | -$1.1M | -0.8% | 0.06% | – | 85 | 8.24% | 4.1 |
|
| 6641 |
6641
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
| $139M | +$12.9M | +10% | 5.94% | 74.3% | 54 | 18.52% | 1.1 |
|
| 6642 |
LP
6642
LB Partners
Charlottesville,
Virginia
| $139M | +$5.56M | +4% | 1.54% | 136% | 24 | 20.83% | 0.9 |
|
| 6643 |
6643
Newport Capital Group
Red Bank,
New Jersey
| $139M | +$3.24M | +2% | 1.86% | – | 62 | 14.52% | 1.3 |
|
| 6644 |
TL
6644
TowerView LLC
New York
| $139M | -$330K | -0.2% | 0.48% | 16.3% | 26 | 15.38% | 3.7 |
|
| 6645 |
6645
Klein Pavlis & Peasley Financial
Irvine,
California
| $139M | +$15.2M | +12% | 4.16% | 97.4% | 84 | 20.24% | 1 |
|
| 6646 |
6646
RP Management
New York
| $139M | -$88.9M | -39% | 22.3% | 208% | 4 | 0% | 3.1 |
|
| 6647 |
6647
Tacita Capital
Toronto,
Ontario, Canada
| $139M | -$1.27M | -0.9% | 1.06% | 72.3% | 211 | 4.27% | 3 |
|
| 6648 |
6648
LeClair Wealth Partners
Dublin,
Ohio
| $139M | -$11.2M | -7% | 2.38% | – | 103 | 14.56% | 0.2 |
|
| 6649 |
6649
Tableaux
Stockbridge,
Massachusetts
| $139M | +$17.8M | +15% | 0.89% | – | 103 | 39.81% | 0.2 |
|
| 6650 |
FFC
6650
Frederick Financial Consultants
Frederick,
Maryland
| $139M | +$13.4M | +11% | 4% | – | 94 | 14.89% | 0.2 |
|