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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7526 |
7526
Vision Financial Markets
Stamford,
Connecticut
| $106M | +$14.2M | +15% | 11.6% | – | 458 | 10.04% | 0.4 |
|
| 7527 |
NI
7527
NCP Inc
La Quinta,
California
| $106M | +$32M | +43% | 26.2% | – | 133 | 62.41% | 1.2 |
|
| 7528 |
7528
swisspartners Advisors
Zurich,
Switzerland
| $106M | +$11.1M | +12% | 1.38% | 73.2% | 26 | 15.38% | 2.9 |
|
| 7529 |
7529
Stonebridge Wealth Management
Oak Brook,
Illinois
| $106M | – | – | 3.82% | – | 33 | – | 0 |
|
| 7530 |
7530
Kraematon Investment Advisors
Braintree,
Massachusetts
| $106M | +$7.72M | +8% | 11% | 80.5% | 94 | 5.32% | 2.4 |
|
| 7531 |
7531
Svenska Handelsbanken
Stockholm,
Sweden
| $106M | +$5.52M | +5% | 12.7% | – | 11 | 63.64% | 0.2 |
|
| 7532 |
CPC
7532
CFC Planning Company
Cicero,
Indiana
| $106M | +$12.5M | +13% | 8.03% | – | 108 | 43.52% | 0.3 |
|
| 7533 |
7533
Empower Harvest Management Services
Grand Cayman,
Cayman Islands
| $106M | -$8.61M | -8% | 7.52% | – | 1 | 0% | 0.5 |
|
| 7534 |
7534
APEIRON Capital Ltd
Hong Kong
| $106M | -$112M | -51% | 17.1% | 487% | 13 | 76.92% | 0.8 |
|
| 7535 |
7535
Equitec Proprietary Markets
Chicago,
Illinois
| $106M | -$34.7M | -25% | 23.9% | 526% | 85 | 45.88% | 1.1 |
|
| 7536 |
7536
OneAscent Family Office
Birmingham,
Alabama
| $106M | -$1.72M | -2% | 9.37% | – | 145 | 21.38% | 0.3 |
|
| 7537 |
7537
Mendota Financial Group
Madison,
Wisconsin
| $106M | +$13.6M | +15% | 6% | 50.1% | 119 | 21.01% | 1.8 |
|
| 7538 |
7538
Oregon Pacific Wealth Management
Medford,
Oregon
| $106M | +$5.58M | +6% | 8.71% | – | 133 | 9.02% | 0.4 |
|
| 7539 |
7539
Minot DeBlois Advisors
Boston,
Massachusetts
| $106M | +$5.23M | +5% | 7.48% | – | 259 | 4.63% | 0.5 |
|
| 7540 |
7540
Santa Clara Valley Transportation Authority
San Jose,
California
| $105M | +$4.35M | +4% | 4.53% | – | 4 | 0% | 0.8 |
|
| 7541 |
7541
LifeGoal Wealth Advisors
Saratoga Springs,
New York
| $105M | +$12.6M | +14% | 8.02% | – | 74 | 27.03% | 0.4 |
|
| 7542 |
7542
Platt Investment Counsel
Lake Mary,
Florida
| $105M | +$3.88M | +4% | 9.45% | 62.9% | 10 | 10% | 2.9 |
|
| 7543 |
WA
7543
Wilmar Advisors
Juno Beach,
Florida
| $105M | +$8.52M | +9% | 13.1% | – | 22 | 31.82% | 0.4 |
|
| 7544 |
7544
10Elms LLP
Tulsa,
Oklahoma
| $105M | +$5.57M | +6% | 5.74% | – | 528 | 5.87% | 0.5 |
|
| 7545 |
7545
Arrow Investment Advisors
Laurel,
Maryland
| $105M | +$10.5M | +11% | 5.36% | 36.3% | 77 | 67.53% | 0.8 |
|
| 7546 |
7546
Bingham Private Wealth
San Francisco,
California
| $105M | +$8.17M | +8% | 11.2% | – | 164 | 10.98% | 0.4 |
|
| 7547 |
7547
Caerus Investment Advisors
West Lake Hills,
Texas
| $105M | +$1.18M | +1% | 7.49% | 85% | 33 | 9.09% | 2.3 |
|
| 7548 |
7548
Hobbs Wealth Management
Zionsville,
Indiana
| $105M | +$14.6M | +16% | 12.1% | – | 58 | 27.59% | 0.4 |
|
| 7549 |
7549
Yorktown Management & Research Company
Forest,
Virginia
| $105M | +$12.8M | +14% | 22.6% | 223% | 245 | 31.02% | 1.5 |
|
| 7550 |
CG
7550
Curat Global
Springfield,
New Hampshire
| $105M | +$22.7M | +28% | 10.2% | – | 308 | 4.87% | 0.2 |
|