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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7151 |
7151
VERITY Wealth Advisors
Sausalito,
United States
| $166M | +$15.8M | +11% | 13.8% | 59.9% | 85 | 9.41% | 4.6 |
|
| 7152 |
7152
TopTier Wealth Management
Muskego,
Wisconsin
| $166M | +$2.88M | +2% | 12% | – | 795 | 83.27% | 0.5 |
|
| 7153 |
7153
Robert Bosch
Gerlingen Schillerhoehe,
Germany
| $166M | +$5.15M | +3% | 5.73% | – | 3 | 0% | 1.1 |
|
| 7154 |
7154
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| $165M | +$18.8M | +13% | 9.91% | 64.9% | 101 | 16.83% | 2.8 |
|
| 7155 |
7155
OceanIQ Capital
Palo Alto,
California
| $165M | – | – | 12% | – | 110 | – | 0 |
|
| 7156 |
7156
Lancaster Investment Management
London,
United Kingdom
| $165M | -$16.3M | -9% | 2.66% | 0.78% | 13 | 53.85% | 0.9 |
|
| 7157 |
GC
7157
Gratia Capital
Los Angeles,
California
| $165M | -$61.8M | -27% | 12.2% | 42.4% | 43 | 48.84% | 1 |
|
| 7158 |
7158
Copley Financial Group
San Diego,
California
| $165M | -$378K | -0.2% | 7.59% | – | 124 | 12.1% | 1.1 |
|
| 7159 |
7159
Anchorage Capital Advisors
New York
| $165M | -$213M | -56% | 5.06% | – | 7 | 42.86% | 1.1 |
|
| 7160 |
7160
Lansing Management
New York
| $165M | +$14.6M | +10% | 13.7% | 76.9% | 14 | 7.14% | 2.1 |
|
| 7161 |
7161
Multicoin Capital Management
Austin,
Texas
| $165M | +$89.2M | +117% | 38.5% | – | 3 | 33.33% | 0.4 |
|
| 7162 |
7162
Framtiden Holdings Management
Chicago,
Illinois
| $165M | +$62.9M | +62% | 11.4% | – | 6 | 0% | 0.5 |
|
| 7163 |
7163
Foresight Global Investors
Purchase,
New York
| $165M | +$10.9M | +7% | 8.94% | 69.9% | 33 | 15.15% | 1.1 |
|
| 7164 |
7164
Hahn Capital Management
Walnut Creek,
California
| $165M | +$5.77M | +4% | 9.86% | 53.6% | 32 | 6.25% | 7.3 |
|
| 7165 |
7165
Hickory Point Bank & Trust
Decatur,
Illinois
| $165M | +$13.4M | +9% | 12.7% | – | 473 | 10.15% | 0.6 |
|
| 7166 |
7166
Tower Trust & Investment Company
Davenport,
Iowa
| $165M | +$12.4M | +8% | 17.1% | – | 254 | 20.87% | 0.9 |
|
| 7167 |
7167
Laraway Financial Advisors
Saint Cloud,
Minnesota
| $165M | +$22.5M | +16% | 21.7% | 92.3% | 140 | 7.86% | 3.4 |
|
| 7168 |
7168
Charter Research & Investment Group
Southport,
Connecticut
| $165M | +$14.6M | +10% | 13.2% | 82.3% | 93 | 8.6% | 7.2 |
|
| 7169 |
7169
Ares Systematic Credit
London,
| $165M | +$38.1M | +30% | 12.4% | – | 255 | 48.63% | 0.2 |
|
| 7170 |
7170
HC Advisors
Sandy Springs,
Georgia
| $165M | +$15.3M | +10% | 9.48% | 63.5% | 63 | 6.35% | 3.7 |
|
| 7171 |
7171
Vann Equity Management
Plano,
Texas
| $165M | +$24.3M | +17% | 29% | – | 188 | 26.6% | 0.2 |
|
| 7172 |
7172
Gaddis Premier Wealth Advisors
Durant,
Oklahoma
| $165M | +$29M | +21% | 14.7% | – | 106 | 26.42% | 0.4 |
|
| 7173 |
7173
Atala Financial
Calabasas,
California
| $165M | +$15.6M | +10% | 13.9% | – | 126 | 11.11% | 1.3 |
|
| 7174 |
7174
Forerunner Ventures Management
San Francisco,
California
| $164M | -$4.68M | -3% | 9.34% | – | 1 | 0% | 0.5 |
|
| 7175 |
7175
McGinn Penninger Investment Management
Alexandria,
Virginia
| $164M | +$11.5M | +8% | 7.2% | 51.9% | 39 | 15.38% | 3.2 |
|