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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6726 |
6726
WestBridge Capital Management
Trianon,
Mauritius
| $157M | -$42M | -21% | 21.1% | 33.3% | 1 | 0% | 3.3 |
|
| 6727 |
MA
6727
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $157M | +$4.86M | +3% | 7.94% | 166% | 56 | 0% | 8.1 |
|
| 6728 |
6728
MB Generational Wealth
Spokane,
Washington
| $157M | +$11.8M | +8% | 9.72% | – | 68 | 13.24% | 1.2 |
|
| 6729 |
6729
Fort Henry Capital
Wheeling,
West Virginia
| $157M | +$8.66M | +6% | 5.01% | 39.3% | 17 | 5.88% | 3.7 |
|
| 6730 |
6730
Millstone Evans Group
Boulder,
Colorado
| $157M | +$10.7M | +7% | 10.7% | – | 851 | 12.34% | 0.6 |
|
| 6731 |
6731
Brooktree Capital Management
Gand Rapids,
Michigan
| $157M | +$4.43M | +3% | 4.71% | 82.9% | 43 | 6.98% | 2.4 |
|
| 6732 |
6732
Primoris Wealth Advisors
North Palm Beach,
Florida
| $157M | +$10.7M | +7% | 11.9% | 206% | 117 | 23.93% | 2 |
|
| 6733 |
6733
Palouse Capital Management
Spokane,
Washington
| $157M | +$5.64M | +4% | 6.03% | 67.8% | 135 | 5.93% | 2.5 |
|
| 6734 |
6734
Emory University
Atlanta,
Georgia
| $157M | +$129M | +467% | 12.1% | – | 8 | 37.5% | 1.7 |
|
| 6735 |
6735
Breakout Capital Partners
New York
| $157M | +$54.9M | +54% | 1.97% | – | 8 | 25% | 0.9 |
|
| 6736 |
6736
Finivi Inc
Westborough,
Massachusetts
| $157M | +$9.43M | +6% | 12.6% | 144% | 102 | 7.84% | 2.1 |
|
| 6737 |
6737
SFI Advisors
Montclair,
New Jersey
| $157M | +$12.5M | +9% | 8.74% | 95.9% | 64 | 14.06% | 2 |
|
| 6738 |
6738
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
| $157M | +$1.27M | +0.8% | 1.87% | 4.78% | 6 | 0% | 2.5 |
|
| 6739 |
6739
Four Tree Island Advisory
Portsmouth,
New Hampshire
| $157M | +$14.8M | +10% | 13.4% | – | 22 | 9.09% | 0.7 |
|
| 6740 |
6740
Robocap Asset Management
London,
United Kingdom
| $157M | -$1.67M | -1% | 3.6% | 259% | 26 | 7.69% | 1.9 |
|
| 6741 |
6741
Everest Management Corp
Cupertino,
California
| $157M | +$17.7M | +13% | 12.1% | – | 72 | 16.67% | 0.6 |
|
| 6742 |
6742
BayBridge Capital Group
Pleasanton,
California
| $157M | +$1.06M | +0.7% | 8.39% | 78.5% | 102 | 18.63% | 1.1 |
|
| 6743 |
6743
denkapparat Operations
Berlin,
Germany
| $157M | +$31.5M | +25% | 11.2% | – | 292 | 23.29% | 0.5 |
|
| 6744 |
6744
Promus Capital
Chicago,
Illinois
| $157M | +$2.71M | +2% | 6.69% | – | 348 | 26.72% | 0.6 |
|
| 6745 |
6745
Sterling Wealth Advisors
Plantation,
Florida
| $157M | +$15.4M | +11% | 5.8% | – | 21 | 19.05% | 0.6 |
|
| 6746 |
NWM
6746
Navigoe Wealth Management
Redondo Beach,
California
| $157M | +$24.2M | +18% | 7.47% | – | 294 | 47.28% | 0.4 |
|
| 6747 |
6747
Arlington Capital Management
Arlington Heights,
Illinois
| $157M | +$41.5M | +36% | 16.5% | 146% | 112 | 36.61% | 0.9 |
|
| 6748 |
6748
Inman Jager Wealth Management
Hattiesburg,
Mississippi
| $157M | +$8.7M | +6% | 6.72% | – | 84 | 7.14% | 0.7 |
|
| 6749 |
6749
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
| $157M | +$19.2M | +14% | 10.9% | – | 123 | 15.45% | 0.6 |
|
| 6750 |
6750
Foundation Wealth Management (Missouri)
Clayton,
Missouri
| $156M | +$12.9M | +9% | 7.97% | 74.9% | 47 | 14.89% | 2 |
|