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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2651 |
2651
Alphadyne Asset Management
New York
| $273M | +$155M | +131% | 0.11% | 159% | 22 | 81.82% | 0.1 |
|
| 2652 |
2652
Wynnefield Capital
New York
| $273M | -$4.65M | -2% | 5.19% | 52.1% | 38 | 10.53% | 2 |
|
| 2653 |
2653
Aveo Capital Partners
Englewood,
Colorado
| $273M | -$78M | -22% | 1.85% | 19.1% | 247 | 53.85% | 0.2 |
|
| 2654 |
PI
2654
PHH Investments
Addison,
Texas
| $273M | +$24.9M | +10% | 5.58% | 30.9% | 78 | 28.21% | 0.2 |
|
| 2655 |
2655
Herald Investment Management
London,
United Kingdom
| $273M | +$41.6M | +18% | 13.8% | 493% | 95 | 21.05% | 2.4 |
|
| 2656 |
2656
SFE Investment Counsel
Los Angeles,
California
| $273M | +$13.4M | +5% | 4.61% | 105% | 115 | 13.91% | 2.5 |
|
| 2657 |
SCC
2657
Second Curve Capital
Radnor,
Pennsylvania
| $272M | +$8M | +3% | 1.3% | 160% | 28 | 17.86% | 2 |
|
| 2658 |
2658
LVZ Inc
Holland,
Michigan
| $272M | +$20.3M | +8% | 4.83% | 52.9% | 73 | 31.51% | 1.2 |
|
| 2659 |
WA
2659
Wintergreen Advisers
Mount Olive,
New Jersey
| $272M | +$3.45M | +1% | 6.74% | 25.4% | 10 | 20% | 2.3 |
|
| 2660 |
2660
Spectrum Management Group
Indianapolis,
Indiana
| $272M | -$2.19M | -0.8% | 5.03% | 44% | 87 | 14.94% | 1.3 |
|
| 2661 |
2661
Financial Planning & Information Services
De Pere,
Wisconsin
| $272M | +$14M | +5% | 3.75% | 13% | 36 | 0% | 2.8 |
|
| 2662 |
2662
WrapManager Inc
Mill Valley,
California
| $272M | +$12.7M | +5% | 4.44% | 64.6% | 250 | 17.2% | 1 |
|
| 2663 |
2663
Intrepid Capital Management
Jacksonville Beach,
Florida
| $271M | +$44.2M | +19% | 5.5% | 70.2% | 33 | 0% | 2.4 |
|
| 2664 |
2664
WealthSource Partners
San Luis Obispo,
California
| $271M | +$33.6M | +14% | 4.54% | 16.8% | 315 | 31.43% | 0.6 |
|
| 2665 |
2665
Arlington Capital Management
Arlington Heights,
Illinois
| $271M | -$2.95M | -1% | 3.55% | 154% | 31 | 19.35% | 0.6 |
|
| 2666 |
2666
Brookmont Capital Management
Dallas,
Texas
| $270M | +$16.6M | +7% | 4.65% | 32.2% | 54 | 7.41% | 2.8 |
|
| 2667 |
2667
Lafayette Investments
Ashton,
Maryland
| $270M | +$9.16M | +4% | 4.87% | 77.9% | 67 | 1.49% | 3.1 |
|
| 2668 |
2668
Kepos Capital
New York
| $270M | +$78.9M | +41% | 0.76% | 21.1% | 10 | 0% | 2.1 |
|
| 2669 |
2669
Kestrel Investment Management
San Mateo,
California
| $270M | +$1.41M | +0.5% | 6.97% | 89.2% | 49 | 30.61% | 1.1 |
|
| 2670 |
2670
Barry Investment Advisors
New Bedford,
Massachusetts
| $270M | -$16.2M | -6% | 5.07% | 66.7% | 80 | 20% | 1.6 |
|
| 2671 |
PWW
2671
Pettyjohn Wood & White
Lynchburg,
Virginia
| $269M | +$11.6M | +5% | 4.1% | 70.9% | 143 | 7.69% | 2.6 |
|
| 2672 |
GES
2672
GO ETF Solutions
London,
United Kingdom
| $269M | +$137M | +103% | 9.17% | – | 57 | 5.26% | 0.2 |
|
| 2673 |
2673
Bell Bank
Fargo,
North Dakota
| $269M | +$13M | +5% | 4.42% | 71% | 134 | 13.43% | 2.1 |
|
| 2674 |
2674
Mitchell Capital Management
Leawood,
Kansas
| $269M | +$5.33M | +2% | 10.3% | 219% | 73 | 32.88% | 1.1 |
|
| 2675 |
2675
Permanens Capital
New York
| $268M | +$31.2M | +13% | 5.65% | 76.9% | 11 | 0% | 1.5 |
|