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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8151 |
IMT
8151
Investment Management Trust
Fitchburg,
Massachusetts
| $103M | – | – | 1.18% | – | 81 | – | 0 |
|
| 8152 |
8152
Platt Wealth Management
San Diego,
California
| $103M | +$1.69M | +2% | 2.52% | – | 50 | 12% | 0.2 |
|
| 8153 |
8153
Vision Financial Markets
Stamford,
Connecticut
| $102M | +$4.49M | +5% | 1.52% | – | 440 | 10.45% | 1 |
|
| 8154 |
8154
Courant Investment Management
Franklin,
Tennessee
| $102M | -$8.19M | -7% | 10.5% | 35.2% | 7 | 14.29% | 4.1 |
|
| 8155 |
8155
Figure 8 Investment Strategies
Boise,
Idaho
| $102M | -$9.9M | -9% | 0.17% | – | 64 | 15.63% | 1 |
|
| 8156 |
8156
Redwood Family Wealth
Addison,
Texas
| $102M | +$633K | +0.6% | 6.36% | – | 116 | 19.83% | 0.2 |
|
| 8157 |
8157
HighRoad Wealth Advisors
Coos Bay,
Oregon
| $102M | -$2.35M | -2% | 2.26% | – | 38 | 10.53% | 0.2 |
|
| 8158 |
ML
8158
MILFAM LLC
Stuart,
Florida
| $102M | – | – | 2.15% | – | 8 | – | 0 |
|
| 8159 |
8159
Valued Retirements
Houston,
Texas
| $102M | +$41.8K | +0% | 2.45% | – | 99 | 16.16% | 1.6 |
|
| 8160 |
8160
Parsonex Advisory Services
Englewood,
Colorado
| $102M | -$54.6M | -35% | 9.53% | – | 100 | 45% | 0.7 |
|
| 8161 |
8161
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| $102M | -$5.72M | -5% | 0.41% | 80.2% | 42 | 4.76% | 4.2 |
|
| 8162 |
8162
Framtiden Holdings Management
Chicago,
Illinois
| $102M | +$9.9M | +11% | 4.36% | – | 6 | 0% | 0.3 |
|
| 8163 |
8163
Stembrook Asset Management
Red Bank,
New Jersey
| $102M | -$3.73M | -4% | 3.05% | – | 50 | 8% | 0.2 |
|
| 8164 |
LIC
8164
Laurus Investment Counsel
Toronto,
Canada
| $102M | -$20.7M | -17% | 9.64% | 14.1% | 46 | 6.52% | 3.3 |
|
| 8165 |
8165
Piper Sandler & Co
Minneapolis,
Minnesota
| $102M | -$39.2M | -28% | 0.05% | 0.05% | 20 | 0% | 0.4 |
|
| 8166 |
8166
Independent Order of Foresters
Toronto,
Ontario, Canada
| $102M | -$69.9M | -41% | 4.28% | 66.3% | 2 | 0% | 6 |
|
| 8167 |
8167
Brown University
Providence,
Rhode Island
| $102M | -$40.7M | -29% | 20.6% | 37.9% | 12 | 25% | 2.3 |
|
| 8168 |
8168
Marble Bar Asset Management LLP
London,
| $102M | +$97.5M | +2,261% | 0.16% | – | 34 | 76.47% | 0.1 |
|
| 8169 |
8169
Fundamenta Capital
Montevideo,
| $102M | +$14.6M | +17% | 14% | – | 10 | 70% | 0.1 |
|
| 8170 |
8170
Blom & Howell Financial Planning
Modesto,
California
| $102M | +$1.21M | +1% | 1.27% | – | 64 | 7.81% | 0.2 |
|
| 8171 |
IWA
8171
Independent Wealth Advisors
Cary,
North Carolina
| $102M | +$6.01M | +6% | 0.46% | – | 71 | 12.68% | 0.2 |
|
| 8172 |
8172
OFC Financial Planning
Short Hills,
New Jersey
| $102M | -$3.57M | -3% | 2.27% | – | 57 | 1.75% | 1.2 |
|
| 8173 |
8173
JMN Financial
New Albany,
Ohio
| $102M | +$1.45M | +1% | 3.24% | – | 242 | 42.15% | 0.2 |
|
| 8174 |
GIA
8174
Gem Investment Advisors
Teaneck,
New Jersey
| $102M | -$3.82M | -4% | 5.08% | – | 37 | 18.92% | 0.2 |
|
| 8175 |
8175
Wisconsin Wealth Advisors
Sun Prairie,
Wisconsin
| $102M | -$383K | -0.4% | 1.92% | – | 87 | 5.75% | 1 |
|