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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6951 |
6951
Muirfield Wealth Advisors
Charlotte,
North Carolina
| $94.4M | – | – | 10.4% | – | 58 | – | 0 |
|
| 6952 |
6952
Berkshire Partners
Boston,
Massachusetts
| $94.4M | +$3.2M | +4% | 3.51% | 79% | 1 | 0% | 2 |
|
| 6953 |
6953
Authentikos Wealth Advisory
Morgan Hill,
California
| $94.3M | -$9.24M | -9% | 6.41% | 43.5% | 656 | 91.16% | 0.6 |
|
| 6954 |
6954
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
| $94.1M | – | – | 10.4% | – | 57 | – | 0 |
|
| 6955 |
6955
LPF Advisors
Sarasota,
Florida
| $94.1M | – | – | 9.44% | – | 29 | – | 0 |
|
| 6956 |
6956
Merk Investments
Menlo Park,
California
| $94M | +$5.44M | +6% | 9.79% | 303% | 15 | 13.33% | 3.3 |
|
| 6957 |
6957
Financial Network Wealth Advisors
Murray,
Utah
| $93.9M | – | – | 9.04% | – | 114 | – | 0 |
|
| 6958 |
6958
Harper Investing
Santa Clara,
California
| $93.9M | +$6.65M | +8% | 1.56% | 58.7% | 19 | 15.79% | 1.1 |
|
| 6959 |
6959
Spartan Planning & Wealth Management
Greensboro,
North Carolina
| $93.8M | +$8.49M | +10% | 10.8% | – | 200 | 22.5% | 0.9 |
|
| 6960 |
6960
Accuvest Global Advisors
Provo,
Utah
| $93.8M | -$88.6M | -49% | 24.1% | 130% | 131 | 62.6% | 1.2 |
|
| 6961 |
6961
Ativo Capital Management
Chicago,
Illinois
| $93.6M | +$5.11M | +6% | 6.44% | 63.8% | 59 | 18.64% | 2.1 |
|
| 6962 |
6962
Lansing Management
New York
| $93.5M | +$6.02M | +7% | 10.9% | 76.9% | 7 | 14.29% | 3.3 |
|
| 6963 |
6963
University of Pittsburgh
Pittsburgh,
Pennsylvania
| $93.4M | +$9.6M | +11% | 6.31% | 69.2% | 2 | 0% | 1 |
|
| 6964 |
6964
MRP Capital Investments
Alpharetta,
Georgia
| $93M | +$2.6M | +3% | 12.6% | 222% | 110 | 32.73% | 0.7 |
|
| 6965 |
6965
Fingerlakes Wealth Management
Ithaca,
New York
| $93M | +$11.2M | +14% | 12% | 80.2% | 86 | 6.98% | 1.8 |
|
| 6966 |
6966
Corecam Pte Ltd
Singapore,
| $93M | – | – | 5.68% | 93.6% | 27 | – | 0 |
|
| 6967 |
CCFP
6967
Charles Carroll Financial Partners
Kingston,
Massachusetts
| $93M | +$12.4M | +15% | 18.9% | – | 41 | 12.2% | 1.5 |
|
| 6968 |
6968
Revere Asset Management
Dallas,
Texas
| $92.9M | +$51.7M | +125% | 26% | 592% | 21 | 85.71% | 0 |
|
| 6969 |
6969
IDG Technology Venture Investment IV
Hong Kong
| $92.6M | +$12M | +15% | 131% | 420% | 3 | 0% | 2 |
|
| 6970 |
6970
Tilt Investment Management Holdings
New York
| $92.6M | -$47.5M | -34% | 13.3% | – | 158 | 45.57% | 0.7 |
|
| 6971 |
6971
Instrumental Wealth
Tampa,
Florida
| $92.6M | +$6.94M | +8% | 10.1% | 38.2% | 42 | 16.67% | 0.5 |
|
| 6972 |
6972
Trustco Bank (New York)
Albany,
New York
| $92.5M | +$4.74M | +5% | 9.37% | 131% | 75 | 8% | 6.3 |
|
| 6973 |
6973
Impala Asset Management
Palm Beach,
Florida
| $92.5M | -$22M | -19% | 5.3% | 62.6% | 26 | 73.08% | 0.6 |
|
| 6974 |
HPM
6974
Hudson Portfolio Management
Garrison,
New York
| $92.3M | +$4.42M | +5% | 10.7% | – | 103 | 4.85% | 2.3 |
|
| 6975 |
6975
Sharp Financial Services
Horsham,
Pennsylvania
| $92.2M | – | – | 9.26% | – | 83 | – | 0 |
|