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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8126 |
8126
North Forty Two & Co
Lake Oswego,
Oregon
| $118M | +$9.6M | +9% | 10.2% | – | 104 | 6.73% | 1.3 |
|
| 8127 |
8127
Cannon Capital Management
Salt Lake City,
Utah
| $118M | -$5.34M | -4% | 15.8% | – | 29 | 6.9% | 0.5 |
|
| 8128 |
8128
Obion Capital Management
Miami,
Florida
| $118M | +$16.2M | +16% | 9.85% | – | 17 | 17.65% | 0.4 |
|
| 8129 |
8129
Arrow Capital
Sydney,
Australia
| $118M | +$17.6M | +18% | 16.2% | – | 36 | 83.33% | 0.2 |
|
| 8130 |
8130
Weber Capital Management
San Francisco,
California
| $118M | +$17.4M | +17% | 37.8% | – | 14 | 7.14% | 0.5 |
|
| 8131 |
8131
Vitruvian Partners
London,
United Kingdom
| $117M | +$5.64M | +5% | 65.3% | 96.9% | 8 | 12.5% | 2.7 |
|
| 8132 |
8132
Merrithew & Thorsten Inc
San Diego,
California
| $117M | +$11.4M | +11% | 13.4% | – | 115 | 6.09% | 0.5 |
|
| 8133 |
8133
TABR Capital Management
Orange,
California
| $117M | +$8.66M | +8% | 19.9% | – | 76 | 57.89% | 0.6 |
|
| 8134 |
8134
CSP Financial Group
Scottsdale,
Arizona
| $117M | +$19.7M | +20% | 10.7% | – | 24 | 16.67% | 0.2 |
|
| 8135 |
8135
Raffles Associates
New York
| $117M | +$2.07M | +2% | 2.7% | 50% | 54 | 20.37% | 3.4 |
|
| 8136 |
EFT
8136
Envision Financial Transparency
Greensboro,
North Carolina
| $117M | +$14.3M | +14% | 11.7% | – | 92 | 75% | 0.1 |
|
| 8137 |
PCC
8137
Park Circle Company
Baltimore,
Maryland
| $117M | +$9.22M | +9% | 10.5% | 70.5% | 56 | 14.29% | 5.1 |
|
| 8138 |
8138
Corecam AG
Zurich,
| $117M | -$282K | -0.2% | 7.7% | – | 71 | 46.48% | 0.3 |
|
| 8139 |
8139
Artesa Financial Group
Conroe,
Texas
| $117M | +$12.2M | +12% | 20.6% | – | 65 | 20% | 0.4 |
|
| 8140 |
8140
21 West Wealth Management
Tustin,
California
| $117M | +$9.4M | +9% | 11.2% | – | 67 | 8.96% | 0.9 |
|
| 8141 |
8141
Bedminster
Bluffton,
South Carolina
| $117M | +$9.6M | +9% | 12.4% | – | 58 | 20.69% | 0.4 |
|
| 8142 |
8142
Entelevest
Coral Gables,
Florida
| $117M | +$17.1M | +17% | 20.8% | – | 157 | 22.29% | 0.4 |
|
| 8143 |
8143
MKD Wealth Coaches
Troy,
Michigan
| $117M | +$15.4M | +15% | 12.8% | – | 32 | 15.63% | 3.6 |
|
| 8144 |
8144
Green Court Capital Management
Hong Kong
| $117M | +$8.91M | +8% | 21.2% | 33.4% | 5 | 40% | 1.3 |
|
| 8145 |
8145
ORBA Wealth Advisors
Chicago,
Illinois
| $117M | +$33.1M | +39% | 12.7% | 70.5% | 91 | 35.16% | 1.4 |
|
| 8146 |
8146
Strategic Wealth Advisors
Scottsdale,
Arizona
| $117M | -$7.75M | -6% | 10.1% | – | 273 | 6.96% | 0.5 |
|
| 8147 |
8147
Markin Asset Management
Rye,
New York
| $117M | +$25.8M | +28% | 13.3% | – | 49 | 26.53% | 0.4 |
|
| 8148 |
8148
Twin Cities Retirement Group
Plymouth,
Minnesota
| $117M | +$7.45M | +7% | 7.04% | – | 24 | 8.33% | 0.5 |
|
| 8149 |
8149
Kilner Capital Advisors
Gaithersburg,
Maryland
| $117M | +$12.3M | +12% | 11.7% | – | 18 | 0% | 0.5 |
|
| 8150 |
EP
8150
Elkhorn Partners
Omaha,
Nebraska
| $117M | -$40.4M | -26% | 3.73% | 32.2% | 58 | 31.03% | 4.1 |
|