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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7951 |
7951
Eagle Harbor Asset Management
Seattle,
Washington
| $127M | +$10.4M | +9% | 13.6% | 76.2% | 144 | 15.97% | 2.8 |
|
| 7952 |
7952
Kids Capital Management
Los Angeles,
California
| $127M | +$21.6M | +20% | 32.1% | – | 16 | 50% | 1.8 |
|
| 7953 |
7953
M Wealth Management LLC
San Diego,
California
| $127M | +$8.55M | +7% | 7.57% | – | 60 | 13.33% | 1.2 |
|
| 7954 |
7954
Alta Partners Management Company
Jackson,
Wyoming
| $127M | -$23.7M | -16% | 15.4% | – | 2 | 0% | 1.5 |
|
| 7955 |
7955
Fairman Group
Chesterbrook,
Pennsylvania
| $127M | +$10.3M | +9% | 8.22% | 46.8% | 343 | 8.16% | 1.7 |
|
| 7956 |
DIG
7956
Dauntless Investment Group
Etna,
New Hampshire
| $127M | -$23.8M | -16% | 2.09% | – | 99 | 56.57% | 0.4 |
|
| 7957 |
RWIA
7957
Roger Wittlin Investment Advisory
San Francisco,
California
| $127M | +$5M | +4% | 12.1% | 61.3% | 45 | 17.78% | 2.5 |
|
| 7958 |
7958
Alliance Wealth Strategies
Lynchburg,
Virginia
| $127M | +$16M | +14% | 13.5% | – | 65 | 3.08% | 0.5 |
|
| 7959 |
7959
Canaan Partners XI
Menlo Park,
California
| $127M | +$51.2M | +67% | 92.9% | 798% | 3 | 0% | 3.2 |
|
| 7960 |
7960
Smith Asset Management
Chiefland,
Florida
| $127M | +$10.6M | +9% | 8.37% | – | 75 | 12% | 1.3 |
|
| 7961 |
7961
NWM Advisors
San Luis Obispo,
California
| $127M | +$17.2M | +16% | 16.7% | – | 24 | 8.33% | 0.5 |
|
| 7962 |
7962
Topor & Co Korea
Seoul,
| $127M | +$8.6M | +7% | 10.6% | – | 19 | 5.26% | 0.4 |
|
| 7963 |
7963
North Horizon Holdings
Toronto,
| $127M | +$9.26M | +8% | 14.8% | – | 1 | 0% | 0.5 |
|
| 7964 |
7964
Capital CS Group
Irvine,
California
| $127M | +$78.1M | +161% | 12.7% | 27.8% | 95 | 61.05% | 1.1 |
|
| 7965 |
7965
Leo H. Evart Inc
Redwood City,
California
| $127M | +$9.7M | +8% | 9.16% | – | 307 | 6.84% | 0.7 |
|
| 7966 |
7966
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| $127M | -$62.7M | -33% | 16.4% | 75.2% | 20 | 30% | 1.8 |
|
| 7967 |
7967
Frankly Finances
Winter Park,
Florida
| $127M | +$16M | +14% | 8.76% | – | 93 | 34.41% | 0.3 |
|
| 7968 |
7968
Virtus Family Office
El Paso,
Texas
| $126M | +$9.29M | +8% | 8.32% | 60.9% | 78 | 26.92% | 1.3 |
|
| 7969 |
7969
Roxbury Financial
Mount Arlington,
New Jersey
| $126M | +$15.3M | +14% | 12.4% | – | 434 | 15.21% | 1.2 |
|
| 7970 |
7970
Lubar & Co
Milwaukee,
Wisconsin
| $126M | +$7.39M | +6% | 6.22% | – | 3 | 0% | 8.8 |
|
| 7971 |
7971
York GP
Grand Cayman,
Cayman Islands
| $126M | -$1.34M | -1% | 7.55% | – | 3 | 33.33% | 1.4 |
|
| 7972 |
7972
DRH Investments
Thousand Oaks,
California
| $126M | +$3.14M | +3% | 19.1% | 81.2% | 23 | 43.48% | 2.2 |
|
| 7973 |
7973
University of Wisconsin Foundation
Madison,
Wisconsin
| $126M | +$13.7M | +12% | 14.8% | 142% | 12 | 41.67% | 0.8 |
|
| 7974 |
7974
MeadowBrook Investment Advisors
Livonia,
Michigan
| $126M | +$13.2M | +12% | 18% | 81.5% | 200 | 9% | 1.9 |
|
| 7975 |
7975
Tenere Capital
New York
| $126M | -$10.5M | -8% | 27.2% | 131% | 30 | 50% | 0.8 |
|