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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7926 |
7926
Safe Harbor Fiduciary
Pensacola,
Florida
| $128M | +$23.4M | +22% | 23.5% | – | 68 | 27.94% | 1.1 |
|
| 7927 |
7927
TT Capital Management
Coto De Caza,
California
| $128M | +$7.08M | +6% | 2.71% | – | 82 | 17.07% | 1 |
|
| 7928 |
7928
Journey Retirement Planning & Investment Management
Ammon,
Idaho
| $128M | +$14.8M | +13% | 12.7% | – | 160 | 20.63% | 0.4 |
|
| 7929 |
7929
Kennon-Green & Company
New Albany,
Ohio
| $128M | +$6.26M | +5% | 3.9% | 58.4% | 41 | 4.88% | 2.8 |
|
| 7930 |
ML
7930
MILFAM LLC
Stuart,
Florida
| $128M | +$25.9M | +25% | 4.33% | – | 13 | 46.15% | 0.1 |
|
| 7931 |
7931
Journey Beyond Wealth
Roswell,
Georgia
| $128M | +$11.6M | +10% | 15.4% | – | 31 | 9.68% | 1.3 |
|
| 7932 |
7932
CDKV Holdings
Denver,
Colorado
| $128M | +$14.1M | +12% | 12.3% | – | 282 | 4.61% | 0.5 |
|
| 7933 |
7933
Brooklands Fund Management
London,
United Kingdom
| $128M | +$39M | +44% | 13.3% | – | 77 | 70.13% | 0.2 |
|
| 7934 |
7934
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
| $128M | +$13.8M | +12% | 11.7% | – | 51 | 5.88% | 1.3 |
|
| 7935 |
7935
Fortune Financial Group
Naples,
Florida
| $128M | +$16.6M | +15% | 13.2% | – | 125 | 37.6% | 0.3 |
|
| 7936 |
7936
SkyView Investment Advisors
Shrewsbury,
New Jersey
| $128M | -$616M | -83% | 10.5% | 70.3% | 489 | 78.12% | 0.9 |
|
| 7937 |
7937
C2C Wealth Management
Scottsdale,
Arizona
| $128M | +$9.41M | +8% | 12.2% | 77.2% | 99 | 11.11% | 3.4 |
|
| 7938 |
CIS
7938
Continental Investors Services
Longview,
Washington
| $128M | +$21.8M | +21% | 12.1% | 76.6% | 88 | 15.91% | 2.5 |
|
| 7939 |
PM
7939
Parametrica Management
Wanchai,
Hong Kong
| $128M | +$39.6M | +45% | 117% | 543% | 30 | 66.67% | 1.5 |
|
| 7940 |
7940
New York University
New York
| $128M | +$124M | +3,929% | 18.8% | – | 2 | 100% | 0 |
|
| 7941 |
7941
Financial Concepts Unlimited
Centreville,
Maine
| $128M | +$15.9M | +14% | 15.6% | – | 47 | 12.77% | 0.2 |
|
| 7942 |
7942
Twin Lions Management
Stamford,
Connecticut
| $128M | -$37.9M | -23% | 13.6% | – | 10 | 10% | 1.1 |
|
| 7943 |
7943
Risk Paradigm Group
Austin,
Texas
| $128M | +$10.3M | +9% | 6.32% | – | 60 | 6.67% | 4.5 |
|
| 7944 |
7944
Osbon Capital Management
Boston,
Massachusetts
| $127M | +$4.96M | +4% | 27.5% | – | 541 | 30.31% | 0.9 |
|
| 7945 |
7945
Parvin Asset Management
Sioux Falls,
South Dakota
| $127M | -$11.2M | -8% | 0.53% | – | 333 | 10.81% | 1.2 |
|
| 7946 |
7946
Farley Capital
New York
| $127M | +$4.07M | +3% | 10.6% | 105% | 18 | 16.67% | 6.2 |
|
| 7947 |
7947
Eagle Harbor Asset Management
Seattle,
Washington
| $127M | +$10.4M | +9% | 13.6% | 76.2% | 144 | 15.97% | 2.8 |
|
| 7948 |
7948
Kids Capital Management
Los Angeles,
California
| $127M | +$21.6M | +20% | 32.1% | – | 16 | 50% | 1.8 |
|
| 7949 |
7949
M Wealth Management LLC
San Diego,
California
| $127M | +$8.55M | +7% | 7.57% | – | 60 | 13.33% | 1.2 |
|
| 7950 |
7950
Alta Partners Management Company
Jackson,
Wyoming
| $127M | -$23.7M | -16% | 15.4% | – | 2 | 0% | 1.5 |
|