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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7551 |
7551
Harbor Asset Planning
Belmont,
Massachusetts
| $105M | – | – | 8.18% | – | 410 | – | 0 |
|
| 7552 |
7552
Green Alpha Advisors
Niwot,
Colorado
| $105M | +$11.1M | +12% | 21.3% | 316% | 112 | 2.68% | 3.2 |
|
| 7553 |
7553
York GP
Grand Cayman,
Cayman Islands
| $104M | -$18.8M | -15% | 18.2% | – | 4 | 75% | 0.8 |
|
| 7554 |
7554
Legacy Solutions LLC
Kennett Square,
Pennsylvania
| $104M | +$13.6M | +15% | 9.95% | – | 80 | 13.75% | 0.4 |
|
| 7555 |
7555
MY Wealth Management
Germantown,
Maryland
| $104M | +$1.01M | +1% | 4.59% | 41.2% | 32 | 21.88% | 2 |
|
| 7556 |
7556
Western Pacific Wealth Management
Lake Forest,
Illinois
| $104M | -$6.32M | -6% | 14.3% | 91.4% | 216 | 16.67% | 2.4 |
|
| 7557 |
7557
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| $104M | +$40.1K | +0% | 1.28% | 52.2% | 63 | 3.17% | 5.9 |
|
| 7558 |
7558
Luts & Greenleigh Group
Bethesda,
Maryland
| $104M | +$3.66M | +4% | 5.08% | – | 80 | 7.5% | 1.9 |
|
| 7559 |
7559
Square Wave Capital
Brooklyn,
New York
| $104M | +$10.8M | +12% | 13.9% | – | 8 | 12.5% | 0.5 |
|
| 7560 |
7560
Michelson Medical Research Foundation
Los Angeles,
California
| $104M | -$15.3M | -13% | 7.51% | 52.2% | 27 | 33.33% | 1.5 |
|
| 7561 |
CWMGP
7561
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| $104M | -$71M | -41% | 8.23% | 75.9% | 76 | 40.79% | 2.1 |
|
| 7562 |
7562
Searchlight Capital Partners
New York
| $104M | +$8.18M | +9% | 3.73% | 38.5% | 3 | 0% | 7.3 |
|
| 7563 |
7563
Clarendon Private
Boston,
Massachusetts
| $104M | +$9.35M | +10% | 15.2% | – | 110 | 16.36% | 0.4 |
|
| 7564 |
7564
E Fund Management (HK)
Central,
Hong Kong
| $104M | -$7.54M | -7% | 4.07% | 163% | 177 | 27.68% | 1.1 |
|
| 7565 |
7565
LWM Advisors
El Dorado Hills,
California
| $104M | +$6.7M | +7% | 8.66% | – | 29 | 3.45% | 0.4 |
|
| 7566 |
7566
Nestegg Advisors
Hauppauge,
New York
| $104M | +$9.8M | +10% | 8.24% | – | 47 | 8.51% | 0.5 |
|
| 7567 |
7567
Post Resch Tallon Group
Pittsford,
New York
| $104M | +$5.8M | +6% | 8.01% | – | 110 | 16.36% | 0.5 |
|
| 7568 |
7568
Dynamic Financial Group
Cedar Falls,
Iowa
| $104M | +$3.9M | +4% | 3.68% | – | 63 | 12.7% | 0.4 |
|
| 7569 |
7569
RK Asset Management
Grosse Pointe Farms,
Michigan
| $104M | -$4.58M | -4% | 1.24% | 47.6% | 23 | 0% | 4.3 |
|
| 7570 |
7570
Medici Capital
Newport Beach,
California
| $104M | +$21.6M | +26% | 9.18% | 127% | 30 | 56.67% | 0.6 |
|
| 7571 |
7571
Eagle Harbor Asset Management
Seattle,
Washington
| $104M | +$5.01M | +5% | 7.76% | 76.2% | 128 | 7.03% | 2.4 |
|
| 7572 |
7572
Cooper Capital Advisors
Encinitas,
California
| $104M | +$10.3M | +11% | 11.3% | – | 40 | 40% | 0.3 |
|
| 7573 |
7573
Measured Risk Portfolios
San Diego,
California
| $104M | +$10.3M | +11% | 0.5% | – | 60 | 3.33% | 0.5 |
|
| 7574 |
7574
Delphi Management
Brookline,
Massachusetts
| $103M | +$5.36M | +5% | 9.94% | 111% | 88 | 20.45% | 3.3 |
|
| 7575 |
7575
Karani Asset Management
New York
| $103M | +$8.78M | +9% | 13.4% | – | 48 | 33.33% | 2.2 |
|