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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7401 |
7401
Chung Wu Investment Group
Sugar Land,
Texas
| $120M | +$24.1M | +25% | 12.7% | – | 292 | 27.74% | 0.3 |
|
| 7402 |
7402
Vista Cima Wealth Management
Surprise,
Arizona
| $120M | +$13M | +12% | 7.02% | – | 78 | 35.9% | 0.5 |
|
| 7403 |
7403
NDVR Inc
Boston,
Massachusetts
| $120M | +$13.3M | +12% | 5.62% | – | 120 | 18.33% | 1.1 |
|
| 7404 |
CM
7404
CM Management
Gulf Breeze,
Florida
| $120M | +$10.1M | +9% | 14.7% | 110% | 79 | 32.91% | 2.1 |
|
| 7405 |
7405
NorthLanding Financial Partners
Rochester,
New York
| $120M | +$6.85M | +6% | 5.63% | 54.7% | 44 | 6.82% | 2.3 |
|
| 7406 |
7406
Helium Advisors
Everett,
Washington
| $120M | -$38.4M | -24% | 7.75% | – | 107 | 18.69% | 0.7 |
|
| 7407 |
IFO
7407
Intrepid Family Office
Sarasota,
Florida
| $120M | -$2.56M | -2% | 10.3% | – | 47 | 36.17% | 1.3 |
|
| 7408 |
7408
Aryeh Capital Management
Toronto,
Ontario, Canada
| $120M | -$8.17M | -6% | 4.08% | 87.7% | 13 | 7.69% | 1.8 |
|
| 7409 |
7409
Petros Family Wealth
Bloomington,
Minnesota
| $119M | +$10M | +9% | 10.8% | – | 154 | 25.32% | 0.6 |
|
| 7410 |
PCC
7410
Park Circle Company
Baltimore,
Maryland
| $119M | +$1.47M | +1% | 8.29% | 70.5% | 118 | 43.22% | 4.6 |
|
| 7411 |
7411
TSG Consumer Partners
Larkspur,
California
| $119M | -$41.2M | -26% | 23.4% | 70.1% | 1 | 0% | 3.8 |
|
| 7412 |
7412
Santa Clara Valley Transportation Authority
San Jose,
California
| $119M | +$13.8M | +13% | 3.94% | – | 4 | 0% | 1 |
|
| 7413 |
7413
Hobbs Wealth Management
Zionsville,
Indiana
| $119M | +$14.5M | +14% | 8.92% | – | 59 | 20.34% | 0.5 |
|
| 7414 |
7414
Freestate Advisors
Overland Park,
Kansas
| $119M | +$7.23M | +6% | 4.19% | – | 46 | 8.7% | 1.1 |
|
| 7415 |
7415
Sierra Ocean
Ripon,
California
| $119M | -$19.7M | -14% | 6.28% | – | 1,029 | 93.97% | 0.7 |
|
| 7416 |
7416
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| $119M | +$8.32M | +8% | 7.05% | 58.1% | 59 | 10.17% | 2.5 |
|
| 7417 |
7417
Graver Capital Management
Columbus,
Ohio
| $119M | +$5.57M | +5% | 6.53% | – | 26 | 3.85% | 0.7 |
|
| 7418 |
7418
A4 Wealth Advisors
Huntersville,
North Carolina
| $119M | – | – | 7.29% | – | 158 | – | 0 |
|
| 7419 |
7419
Bretton Capital Management
San Francisco,
California
| $119M | +$7.85M | +7% | 9.7% | – | 20 | 5% | 1 |
|
| 7420 |
7420
XXEC Inc
Tulsa,
Oklahoma
| $119M | -$5.79M | -5% | 2.89% | 19.3% | 25 | 36% | 2.2 |
|
| 7421 |
7421
Red Crane Wealth Management
San Francisco,
California
| $119M | +$8.81M | +8% | 6.27% | – | 69 | 13.04% | 0.6 |
|
| 7422 |
7422
Ativo Capital Management
Chicago,
Illinois
| $118M | +$6.62M | +6% | 5.41% | 63.2% | 60 | 11.67% | 2 |
|
| 7423 |
7423
Searchlight Capital Partners
New York
| $118M | +$14.3M | +14% | 36.4% | 38.5% | 3 | 0% | 7.5 |
|
| 7424 |
7424
Poinciana Advisors Group
Palm Beach Gardens,
Florida
| $118M | +$7.5M | +7% | 9.16% | – | 138 | 18.84% | 0.5 |
|
| 7425 |
7425
University of Wisconsin Foundation
Madison,
Wisconsin
| $118M | +$28.7M | +32% | 14.2% | 142% | 10 | 60% | 0.8 |
|