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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7076 |
7076
Seek First
Campbell,
California
| $139M | +$15.6M | +13% | 12.1% | – | 59 | 6.78% | 0.5 |
|
| 7077 |
7077
Ipsen Advisor Group
Little Rock,
Arkansas
| $139M | +$7.76M | +6% | 6.14% | – | 106 | 8.49% | 2 |
|
| 7078 |
7078
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
| $139M | +$634K | +0.5% | 3.09% | 74.3% | 55 | 21.82% | 1.4 |
|
| 7079 |
MPEM
7079
Marathon Partners Equity Management
New York
| $139M | +$23.9M | +21% | 8.77% | – | 21 | 28.57% | 1.6 |
|
| 7080 |
7080
Medici Capital
Newport Beach,
California
| $139M | +$35.2M | +34% | 28.1% | 127% | 38 | 47.37% | 0.6 |
|
| 7081 |
7081
Visa Foundation
San Francisco,
California
| $139M | +$10.3M | +8% | 8.03% | 58.1% | 1 | 0% | 3.8 |
|
| 7082 |
7082
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| $138M | +$11.2M | +9% | 7.15% | 72.1% | 119 | 8.4% | 2.9 |
|
| 7083 |
7083
CVFG LLC
Shelbyville,
Indiana
| $138M | +$12.4M | +10% | 7.9% | – | 101 | 5.94% | 0.7 |
|
| 7084 |
7084
Dahring Cusmano
Novi,
Michigan
| $138M | +$10.1M | +8% | 6.67% | – | 62 | 25.81% | 0.7 |
|
| 7085 |
7085
Farley Capital
New York
| $138M | +$11M | +9% | 15.5% | 105% | 18 | 11.11% | 5.4 |
|
| 7086 |
7086
Asset Planning Inc
Cypress,
California
| $138M | +$5.51M | +4% | 4.17% | – | 295 | 2.37% | 0.7 |
|
| 7087 |
BM
7087
Bislett Management
Palo Alto,
California
| $138M | -$8.07M | -6% | 1.91% | 19.8% | 16 | 6.25% | 6.1 |
|
| 7088 |
7088
Generation Capital Management
Pittsford,
New York
| $138M | +$11.7M | +9% | 8% | – | 86 | 18.6% | 0.6 |
|
| 7089 |
7089
SwitchPoint Financial Planning
Lehi,
Utah
| $138M | +$16.1M | +13% | 7.44% | – | 61 | 3.28% | 0.6 |
|
| 7090 |
7090
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
| $138M | +$9.37M | +7% | 5.9% | 41.6% | 12 | 0% | 1.5 |
|
| 7091 |
7091
Paladin Wealth
Arden Hills,
Minnesota
| $138M | +$9.29M | +7% | 6.11% | – | 126 | 23.02% | 0.7 |
|
| 7092 |
7092
Galaxy Digital Capital Management
New York
| $138M | +$16.8M | +14% | 34.8% | – | 54 | 50% | 0.4 |
|
| 7093 |
7093
Lansing Management
New York
| $138M | -$8.11M | -6% | 1.69% | 76.9% | 9 | 11.11% | 3 |
|
| 7094 |
7094
Merkkuri Wealth Advisors
Hicksville,
New York
| $138M | +$6.08M | +5% | 6.07% | – | 85 | 9.41% | 1.1 |
|
| 7095 |
7095
Corepath Wealth Partners
Scottsdale,
Arizona
| $138M | +$19.2M | +16% | 7.3% | 62.1% | 41 | 21.95% | 2.6 |
|
| 7096 |
7096
Seneschal Advisors
Tacoma,
Washington
| $138M | +$11M | +9% | 5.1% | – | 589 | 93.38% | 0 |
|
| 7097 |
BAWM
7097
Bennett Associates Wealth Management
Butler,
Pennsylvania
| $138M | +$7.7M | +6% | 4.86% | 51% | 54 | 24.07% | 1.1 |
|
| 7098 |
7098
Dean Jacobson Financial Services
Fort Worth,
Texas
| $138M | +$8.31M | +6% | 6.15% | 59.6% | 19 | 36.84% | 1.3 |
|
| 7099 |
7099
Elevate Wealth Advisory
Athens,
Georgia
| $138M | -$2.91M | -2% | 5.39% | 49.5% | 136 | 12.5% | 1.5 |
|
| 7100 |
7100
Asset Value Investors
London,
United Kingdom
| $138M | +$1.44M | +1% | 1.31% | – | 3 | 0% | 0.8 |
|