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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7901 |
7901
Epacria Capital Partners
Boulder,
Colorado
| $130M | +$458K | +0.4% | 6.69% | 89.1% | 30 | 23.33% | 2.9 |
|
| 7902 |
7902
Global Strategic Management
San Juan,
Puerto Rico
| $130M | +$9.11M | +8% | 11.6% | – | 27 | 11.11% | 4.3 |
|
| 7903 |
7903
Wolfstich Capital
Medfield,
Massachusetts
| $130M | +$15.2M | +13% | 7.2% | – | 50 | 72% | 0.7 |
|
| 7904 |
7904
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| $129M | -$43.5M | -25% | 25.1% | 23.7% | 3 | 0% | 3.1 |
|
| 7905 |
7905
Whitebark Investors
Incline Village,
Nevada
| $129M | +$4.41M | +4% | 14.7% | – | 10 | 10% | 1.2 |
|
| 7906 |
7906
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
| $129M | +$16.7M | +15% | 5.18% | 50.6% | 66 | 22.73% | 1.5 |
|
| 7907 |
SF
7907
Schaeffer Financial
Rockville,
Maryland
| $129M | +$10.5M | +9% | 9.15% | 52.2% | 28 | 14.29% | 2.3 |
|
| 7908 |
7908
Davis Wealth Advisors
Salem,
New Hampshire
| $129M | +$8.93M | +7% | 11.6% | – | 82 | 23.17% | 1.1 |
|
| 7909 |
7909
Up Capital Management
Roseville,
California
| $129M | +$40.1M | +45% | 38% | – | 21 | 19.05% | 0.4 |
|
| 7910 |
7910
Santa Clara Valley Transportation Authority
San Jose,
California
| $129M | +$8.88M | +7% | 7.25% | – | 4 | 0% | 1.8 |
|
| 7911 |
CAG
7911
Cypress Advisory Group
Scottsdale,
Arizona
| $129M | -$2.06M | -2% | 2.88% | – | 83 | 12.05% | 1.1 |
|
| 7912 |
7912
S Harris Financial Group
San Antonio,
Texas
| $129M | +$19.4M | +18% | 12.3% | – | 129 | 20.93% | 0.4 |
|
| 7913 |
7913
CenturyLink Investment Management
Denver,
Colorado
| $129M | -$45.9M | -26% | 3.15% | – | 3 | 0% | 1.7 |
|
| 7914 |
MCFP
7914
McCarley & Cook Financial Planners
Cincinnati,
Ohio
| $129M | +$13.2M | +11% | 12.9% | – | 280 | 7.5% | 0.5 |
|
| 7915 |
7915
Sherman Asset Management
Ventura,
California
| $129M | +$20.2M | +19% | 16.7% | – | 157 | 15.29% | 1.3 |
|
| 7916 |
7916
CrossGen Wealth
Greenville,
North Carolina
| $129M | +$14.9M | +13% | 10.7% | – | 223 | 14.35% | 0.4 |
|
| 7917 |
7917
Koenig Investment Advisory
Ashland,
Oregon
| $129M | +$11M | +9% | 6.88% | – | 38 | 7.89% | 0.5 |
|
| 7918 |
7918
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| $129M | +$14.6M | +13% | 13.6% | – | 833 | 15.49% | 1.2 |
|
| 7919 |
7919
Linden Rose Investment
Sugar Land,
Texas
| $129M | +$52.5M | +69% | 122% | – | 8 | 25% | 0.8 |
|
| 7920 |
7920
Professional Financial Solutions
Falls Chruch,
Virginia
| $129M | +$16.3M | +14% | 11.1% | – | 41 | 7.32% | 0.5 |
|
| 7921 |
7921
JMN Financial
New Albany,
Ohio
| $129M | +$26.8M | +26% | 24.5% | – | 266 | 42.86% | 0.3 |
|
| 7922 |
7922
William Howard & Co Financial Advisors
Memphis,
Tennessee
| $129M | +$12.8M | +11% | 12.5% | – | 55 | 3.64% | 2 |
|
| 7923 |
7923
Ridge Creek Global
Strongsville,
Ohio
| $129M | +$10.6M | +9% | 14.5% | – | 95 | 11.58% | 0.4 |
|
| 7924 |
7924
AFG Fiduciary Services
Hingham,
Massachusetts
| $128M | -$42.6M | -25% | 14.4% | 72.4% | 93 | 35.48% | 2.8 |
|
| 7925 |
7925
TenCore Partners
New York
| $128M | -$302K | -0.2% | 8.09% | 50.4% | 16 | 18.75% | 3.2 |
|