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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2676 |
2676
Private Capital Advisors
Darien,
Connecticut
| $319M | +$18.9M | +6% | 5.13% | 132% | 106 | 15.09% | 3.1 |
|
| 2677 |
2677
Bain Capital Life Sciences Investors
Boston,
Massachusetts
| $319M | +$150M | +88% | 106% | 507% | 5 | 20% | 0.4 |
|
| 2678 |
2678
Winslow Evans & Crocker
Boston,
Massachusetts
| $319M | +$10.3M | +3% | 4% | 76.2% | 1,200 | 12.5% | 3.2 |
|
| 2679 |
2679
Abbrea Capital
Greenbrae,
California
| $319M | +$10.3M | +3% | 2.82% | 38% | 175 | 9.71% | 1.2 |
|
| 2680 |
2680
Harber Asset Management
Asheville,
North Carolina
| $319M | +$9.17M | +3% | 6.82% | 63.6% | 53 | 28.3% | 1.2 |
|
| 2681 |
TM
2681
Tikvah Management
Charlotte,
North Carolina
| $319M | -$6.86M | -2% | 6.21% | 169% | 18 | 0% | 3.2 |
|
| 2682 |
2682
German American Bancorp
Jasper,
Indiana
| $318M | – | – | 2.79% | 92.3% | 80 | – | 0 |
|
| 2683 |
2683
Beryl Capital Management
Redondo Beach,
California
| $318M | -$144M | -31% | 29.9% | 3,932% | 56 | 94.64% | 0 |
|
| 2684 |
2684
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $318M | +$38.6M | +14% | 1.52% | 74.8% | 173 | 38.15% | 2.6 |
|
| 2685 |
2685
Tetrad Corporation
Omaha,
Nebraska
| $318M | -$41.7M | -12% | 3.64% | 45.6% | 4 | 0% | 5 |
|
| 2686 |
2686
Wilkins Investment Counsel
Boston,
Massachusetts
| $318M | +$1.52M | +0.5% | 1.67% | 56.2% | 75 | 1.33% | 4.2 |
|
| 2687 |
2687
AlphaStar Capital Management
Cornelius,
North Carolina
| $317M | +$53.9M | +20% | 1.06% | 69.5% | 243 | 32.1% | 0.4 |
|
| 2688 |
2688
Towercrest Capital Management
Newtown,
Pennsylvania
| $317M | +$173M | +119% | 0.07% | 42.6% | 77 | 62.34% | 1 |
|
| 2689 |
KAS
2689
Kemnay Advisory Services
New York
| $317M | +$85.4M | +37% | 6.48% | 167% | 155 | 41.94% | 1.3 |
|
| 2690 |
2690
Silphium Asset Management
London,
United Kingdom
| $317M | +$133M | +72% | 8.71% | 128% | 146 | 65.07% | 0.2 |
|
| 2691 |
2691
Empowered Funds
Havertown,
Pennsylvania
| $317M | +$43.1M | +16% | 3.89% | 127% | 127 | 55.12% | 0.4 |
|
| 2692 |
2692
Avidian Wealth Enterprises
Houston,
Texas
| $317M | +$18.5M | +6% | 0.59% | 71.7% | 121 | 35.54% | 1.3 |
|
| 2693 |
FIMG
2693
Financial & Investment Management Group
Traverse City,
Michigan
| $316M | +$5.3M | +2% | 3.51% | 18.9% | 109 | 16.51% | 1.7 |
|
| 2694 |
2694
LVW Advisors
Pittsford,
New York
| $315M | -$6.69M | -2% | 1.6% | 79.1% | 149 | 10.07% | 1.9 |
|
| 2695 |
FRM
2695
Fox Run Management
Greenwich,
Connecticut
| $315M | -$97.3M | -24% | 5.84% | 64% | 1,062 | 75.71% | 0.2 |
|
| 2696 |
2696
PagnatoKarp Partners
Reston,
Virginia
| $315M | +$78.3M | +33% | 1.08% | 2.06% | 155 | 25.16% | 0.9 |
|
| 2697 |
2697
Martin & Co
Knoxville,
Tennessee
| $314M | +$13.7M | +5% | 4.55% | 67.8% | 112 | 2.68% | 4 |
|
| 2698 |
2698
Good Life Advisors
Reading,
Pennsylvania
| $314M | +$19.2M | +7% | 1.99% | 60% | 246 | 16.67% | 1.1 |
|
| 2699 |
2699
Institute for Wealth Management
Denver,
Colorado
| $314M | -$25.4M | -7% | 3.76% | 137% | 266 | 23.68% | 0.9 |
|
| 2700 |
2700
Brightline Capital Management
Miami,
Florida
| $314M | +$50.4M | +19% | 14.8% | 810% | 18 | 27.78% | 0.4 |
|