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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
2801
Greencape Capital
Melbourne,
Australia
| $280M | +$70.5M | +34% | 1.6% | 98.1% | 6 | 16.67% | 0.6 |
|
| 2802 |
2802
Florin Court Capital
London,
United Kingdom
| $280M | +$111M | +65% | 2.97% | 108% | 28 | 3.57% | 0.7 |
|
| 2803 |
2803
Kingsview Wealth Management
Grants Pass,
Oregon
| $280M | +$52.9M | +23% | 5.78% | 71.5% | 459 | 36.38% | 0.5 |
|
| 2804 |
2804
Oak Management Corp
Wilton,
Connecticut
| $280M | -$23.8M | -8% | 3.26% | 96.4% | 5 | 0% | 2 |
|
| 2805 |
2805
Csenge Advisory Group
Clearwater,
Florida
| $280M | +$26.7M | +11% | 5.17% | 66.3% | 311 | 35.69% | 0.2 |
|
| 2806 |
2806
Lafayette Investments
Ashton,
Maryland
| $280M | +$10.6M | +4% | 5.81% | 77.9% | 79 | 6.33% | 3.3 |
|
| 2807 |
2807
Chanos & Company
New York
| $279M | -$75.3M | -21% | 4.74% | – | 46 | 10.87% | 1.6 |
|
| 2808 |
2808
BHZ Capital Management
San Jose,
California
| $279M | -$25.8M | -8% | 0.39% | 3.24% | 123 | 13.82% | 1.3 |
|
| 2809 |
2809
Mountain Lake Investment Management
Boca Raton,
Florida
| $279M | -$19.5M | -7% | 10.6% | 64% | 39 | 51.28% | 1.1 |
|
| 2810 |
PT
2810
Plimoth Trust
Plymouth,
Massachusetts
| $279M | – | – | 5.2% | 94% | 180 | – | 0 |
|
| 2811 |
2811
Ausdal Financial Partners
Davenport,
Iowa
| $279M | +$27.1M | +11% | 5.84% | 63.2% | 373 | 15.01% | 1.3 |
|
| 2812 |
SWK
2812
Stephen W. Kidder
| $279M | +$7.58M | +3% | 5.62% | 94.7% | 93 | 1.08% | 3.3 |
|
| 2813 |
2813
Royal Fund Management
Lady Lake,
Florida
| $279M | +$27.7M | +11% | 6.78% | 103% | 719 | 37.41% | 0.6 |
|
| 2814 |
2814
Aristotle Atlantic Partners
Sarasota,
Florida
| $279M | – | – | 1.76% | 144% | 86 | – | 0 |
|
| 2815 |
2815
Stratford Consulting
Addison,
Texas
| $279M | +$9.8M | +4% | 4.23% | 8.23% | 56 | 3.57% | 3.3 |
|
| 2816 |
2816
Heritage Trust
Oklahoma City,
Oklahoma
| $278M | +$6.44M | +2% | 6.09% | – | 436 | 20.41% | 0.6 |
|
| 2817 |
2817
Rosenblum Silverman Sutton
San Francisco,
California
| $278M | +$15M | +6% | 7.19% | 90.1% | 68 | 7.35% | 2.4 |
|
| 2818 |
PWW
2818
Pettyjohn Wood & White
Lynchburg,
Virginia
| $278M | +$8.54M | +3% | 5.67% | 70.9% | 155 | 14.84% | 3 |
|
| 2819 |
2819
Diker Management
New York
| $278M | +$29.7M | +12% | 8.26% | 210% | 72 | 33.33% | 1.4 |
|
| 2820 |
2820
Polunin Capital Partners
London,
United Kingdom
| $278M | – | – | 14.2% | 268% | 12 | – | 0 |
|
| 2821 |
2821
Allianz Investment Management US
Minneapolis,
Minnesota
| $278M | +$27.2M | +11% | 0.19% | 7.58% | 4 | 0% | 0.8 |
|
| 2822 |
2822
Noesis Capital Mangement
Boca Raton,
Florida
| $278M | +$11.5M | +4% | 6.58% | 128% | 112 | 12.5% | 2.9 |
|
| 2823 |
2823
Timpani Capital Management
Milwaukee,
Wisconsin
| $278M | +$3.82M | +1% | 12.7% | 383% | 121 | 33.06% | 0.9 |
|
| 2824 |
JA
2824
JVL Advisors
Houston,
Texas
| $278M | -$18.5M | -6% | 13.5% | 89.4% | 9 | 22.22% | 2 |
|
| 2825 |
AMG
2825
Asset Management Group
Stamford,
Connecticut
| $278M | +$10.9M | +4% | 4.63% | 57% | 108 | 6.48% | 3.6 |
|