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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2626 |
2626
Front Street Capital Management
Missoula,
Montana
| $351M | -$32.5M | -8% | 4.8% | 316% | 61 | 6.56% | 2.6 |
|
| 2627 |
2627
Hourglass Capital
Houston,
Texas
| $351M | -$1.61M | -0.5% | 0.89% | 94.4% | 119 | 11.76% | 4 |
|
| 2628 |
2628
Viking Fund Management
Minot,
North Dakota
| $350M | -$26.7M | -7% | 2.72% | 105% | 122 | 9.02% | 2.3 |
|
| 2629 |
2629
Pathway Financial Advisors
South Burlington,
Vermont
| $350M | +$10.3M | +3% | 0.07% | 52.7% | 109 | 9.17% | 1.3 |
|
| 2630 |
HA
2630
Harbor Advisors
West Palm Beach,
Florida
| $349M | +$14.9M | +4% | 6.58% | 125% | 167 | 3.59% | 2.1 |
|
| 2631 |
2631
Buckhead Capital Management
Atlanta,
Georgia
| $349M | +$16.5M | +5% | 3.61% | 67.6% | 87 | 5.75% | 5 |
|
| 2632 |
KM
2632
Kylin Management
New York
| $349M | -$54.1M | -13% | 2.05% | 126% | 11 | 18.18% | 1.5 |
|
| 2633 |
2633
Callan Capital
La Jolla,
California
| $349M | +$38.6M | +12% | 0.04% | 20.1% | 57 | 12.28% | 3.7 |
|
| 2634 |
2634
Greenline Partners
New York
| $349M | +$31.9M | +10% | 0.81% | 69.6% | 82 | 25.61% | 1.1 |
|
| 2635 |
2635
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $349M | +$4.9M | +1% | 1.78% | 91.5% | 142 | 19.72% | 1.8 |
|
| 2636 |
2636
Three Peaks Capital Management
Castle Rock,
Colorado
| $349M | +$3.52M | +1% | 2.11% | 84.5% | 116 | 41.38% | 1.5 |
|
| 2637 |
KWMG
2637
King Wealth Management Group
Naples,
Florida
| $349M | +$14.1M | +4% | 0.93% | 86% | 148 | 11.49% | 3.3 |
|
| 2638 |
2638
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $348M | -$7.72M | -2% | 1.08% | 40.2% | 76 | 17.11% | 3.6 |
|
| 2639 |
2639
MGO One Seven
Beachwood,
Ohio
| $348M | +$38.1M | +12% | 1.33% | 90.7% | 470 | 20.43% | 1.2 |
|
| 2640 |
2640
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $347M | +$267K | +0.1% | 2.02% | 48.8% | 293 | 13.99% | 3.4 |
|
| 2641 |
2641
Aristotle Atlantic Partners
Sarasota,
Florida
| $347M | +$3.28M | +1% | 0.64% | 144% | 100 | 10% | 1.1 |
|
| 2642 |
2642
Point72 Hong Kong
Hong Kong
| $347M | -$18.2M | -5% | 2.46% | 396% | 1,562 | 66.07% | 0.3 |
|
| 2643 |
LHC
2643
Lodge Hill Capital
New York
| $347M | -$73.1M | -17% | 0.79% | 17.9% | 36 | 36.11% | 0.8 |
|
| 2644 |
2644
Gryphon Financial Partners
Columbus,
Ohio
| $347M | -$770K | -0.2% | 0.55% | 93.7% | 175 | 19.43% | 1.1 |
|
| 2645 |
2645
Cozad Asset Management
Champaign,
Illinois
| $346M | +$999K | +0.3% | 2.36% | 132% | 262 | 12.98% | 1.1 |
|
| 2646 |
2646
Boenning & Scattergood
West Conshohocken,
Pennsylvania
| $346M | +$3.88M | +1% | 2.32% | 34.5% | 286 | 12.94% | 1.1 |
|
| 2647 |
CC
2647
ClearArc Capital
Cincinnati,
Ohio
| $346M | +$6.84M | +2% | 2.21% | 63.4% | 366 | 7.65% | 5 |
|
| 2648 |
CFSG
2648
Community Financial Services Group
Newport,
Vermont
| $346M | +$53M | +18% | 1.54% | – | 81 | 18.52% | 3.3 |
|
| 2649 |
2649
Lenox Wealth Management
Cincinnati,
Ohio
| $344M | +$9.6M | +3% | 2.65% | 24.7% | 785 | 16.18% | 1.9 |
|
| 2650 |
2650
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $344M | -$2.73M | -0.8% | 0.31% | 74.8% | 171 | 6.43% | 3.5 |
|