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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6776 |
MFC
6776
Miramar Fiduciary Corp
Reno,
Nevada
| $118M | +$6.87M | +6% | 5.95% | – | 5 | 0% | 2.8 |
|
| 6777 |
6777
Marest Capital
Tarzana,
California
| $118M | +$5.53M | +5% | 5.33% | 84.5% | 20 | 15% | 0.6 |
|
| 6778 |
6778
Canaan Partners XI
Menlo Park,
California
| $118M | +$35.5M | +43% | 44.2% | 798% | 3 | 0% | 2.8 |
|
| 6779 |
6779
FPC Investment Advisory
Petaluma,
California
| $118M | +$5.49M | +5% | 5.22% | – | 98 | 2.04% | 0.5 |
|
| 6780 |
PIP
6780
PB Investment Partners
Burlingame,
California
| $118M | -$5.43M | -4% | 4.26% | 81.1% | 9 | 11.11% | 2.3 |
|
| 6781 |
6781
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| $118M | +$5.14M | +5% | 7.13% | 96.8% | 357 | 6.16% | 3.1 |
|
| 6782 |
6782
Muirfield Wealth Advisors
Charlotte,
North Carolina
| $118M | +$11.2M | +10% | 6.85% | – | 63 | 9.52% | 0.7 |
|
| 6783 |
6783
Mainstream Capital Management
Los Angeles,
California
| $118M | – | – | 4.98% | – | 84 | – | 0 |
|
| 6784 |
6784
Robinson Smith Wealth Advisors
South Portland,
Maine
| $118M | +$4.05M | +4% | 5.84% | 62.6% | 93 | 13.98% | 0.7 |
|
| 6785 |
6785
Symphony Financial Services
Akron,
Ohio
| $118M | +$1.2M | +1% | 5.01% | – | 91 | 16.48% | 0.2 |
|
| 6786 |
6786
Mission Hills Financial Advisory
San Diego,
California
| $118M | – | – | 5.12% | – | 32 | – | 0 |
|
| 6787 |
6787
SVB Wealth
Boston,
Massachusetts
| $118M | -$3.92B | -97% | 6.09% | 170% | 755 | 97.48% | 4 |
|
| 6788 |
6788
Equitec Proprietary Markets
Chicago,
Illinois
| $117M | +$38.8M | +49% | 4.25% | 526% | 87 | 37.93% | 0.9 |
|
| 6789 |
ASFA
6789
All Season Financial Advisors
Denver,
Colorado
| $117M | +$7.17M | +7% | 8.42% | 33.8% | 114 | 38.6% | 1.1 |
|
| 6790 |
6790
Varde Management
Minneapolis,
Minnesota
| $117M | +$87M | +286% | 4.63% | 149% | 3 | 33.33% | 2.8 |
|
| 6791 |
6791
Monetta Financial Services
Wheaton,
Illinois
| $117M | +$1.79M | +2% | 6.14% | 275% | 68 | 54.41% | 2.4 |
|
| 6792 |
6792
Aegis Financial
Mc Lean,
Virginia
| $117M | +$13.4M | +13% | 13.9% | 266% | 27 | 22.22% | 2.3 |
|
| 6793 |
6793
William Howard & Co Financial Advisors
Memphis,
Tennessee
| $117M | +$8.98M | +8% | 6.77% | – | 59 | 22.03% | 0.4 |
|
| 6794 |
6794
Kuhn & Co Investment Counsel
Chicago,
Illinois
| $117M | +$5.78M | +5% | 6.2% | – | 130 | 5.38% | 0.7 |
|
| 6795 |
6795
Roberts Capital Advisors
Denver,
Colorado
| $117M | +$12.7M | +12% | 5.77% | – | 90 | 2.22% | 2.6 |
|
| 6796 |
6796
Chico Wealth RIA
Chico,
California
| $117M | +$7.76M | +7% | 6.22% | 74.7% | 30 | 10% | 1.7 |
|
| 6797 |
6797
LPF Advisors
Sarasota,
Florida
| $117M | +$8.43M | +8% | 5.49% | – | 38 | 5.26% | 0.6 |
|
| 6798 |
ACM
6798
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| $117M | -$14.1M | -11% | 15.6% | 1,745% | 17 | 70.59% | 0.3 |
|
| 6799 |
6799
LifePlan Financial
Mankato,
Minnesota
| $117M | +$7.93M | +7% | 7.09% | 69.9% | 95 | 12.63% | 0.7 |
|
| 6800 |
6800
Oder Investment Management
Woodland Hills,
California
| $116M | +$5.97M | +5% | 5.6% | 97.5% | 94 | 9.57% | 2.6 |
|