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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
3226
Strategy Capital
Los Altos,
California
| $237M | +$37.5M | +19% | 17.1% | 316% | 8 | 0% | 0.5 |
|
| 3227 |
3227
Smith & Howard Wealth Management
Atlanta,
Georgia
| $237M | +$34M | +17% | 2.81% | 40.4% | 68 | 20.59% | 2.6 |
|
| 3228 |
3228
GFI Investment Counsel
Toronto,
Ontario, Canada
| $237M | +$12.4M | +6% | 11.3% | 41.8% | 13 | 7.69% | 1.7 |
|
| 3229 |
SC
3229
Saybrook Capital
Winston Salem,
North Carolina
| $237M | +$6.16M | +3% | 4.48% | 67.1% | 49 | 8.16% | 4.8 |
|
| 3230 |
NG
3230
Northstar Group
New York
| $236M | +$12.5M | +6% | 4.32% | 63.9% | 135 | 7.41% | 3.3 |
|
| 3231 |
CCM
3231
Compton Capital Management
Providence,
Rhode Island
| $236M | +$6.16M | +3% | 3.17% | 75.6% | 137 | 7.3% | 4.6 |
|
| 3232 |
3232
Strategic Point Investment Advisors
Providence,
Rhode Island
| $236M | +$13M | +6% | 3.33% | 51.9% | 18 | 11.11% | 3.3 |
|
| 3233 |
3233
Menta Capital
San Francisco,
California
| $236M | +$6.81M | +3% | 2.24% | 61.2% | 661 | 57.64% | 0.7 |
|
| 3234 |
3234
Pier 88 Investment Partners
San Francisco,
California
| $236M | +$18.6M | +9% | 2.03% | 36.1% | 107 | 15.89% | 1.1 |
|
| 3235 |
3235
Alpha Omega Wealth Management
Richmond,
Virginia
| $235M | +$12.6M | +6% | 3.59% | 65.9% | 667 | 16.64% | 1.8 |
|
| 3236 |
3236
Siris Capital Group
New York
| $235M | -$57.6M | -20% | 19.7% | – | 1 | 0% | 0.8 |
|
| 3237 |
3237
TRV GP III
Boston,
Massachusetts
| $235M | +$31.1M | +15% | 24.7% | 170% | 3 | 0% | 1.3 |
|
| 3238 |
3238
Wind River Trust Company
Jackson,
Wyoming
| $235M | +$3.48M | +1% | 2.63% | 62.1% | 9 | 0% | 4.5 |
|
| 3239 |
3239
EAM Global Investors
Solana Beach,
California
| $235M | +$9.22M | +4% | 26.3% | 2,399% | 173 | 56.65% | 0.3 |
|
| 3240 |
PWMAG
3240
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $235M | +$13.6M | +6% | 2.71% | 90.7% | 198 | 13.64% | 2.3 |
|
| 3241 |
PCA
3241
Prospect Capital Advisors
Sausalito,
California
| $235M | +$40.9M | +21% | 6.07% | 202% | 31 | 29.03% | 1.4 |
|
| 3242 |
3242
Cedar Capital
Barrington,
Illinois
| $235M | +$8.24M | +4% | 3.43% | 98% | 171 | 16.37% | 1.6 |
|
| 3243 |
3243
Point View Wealth Management
Summit,
New Jersey
| $235M | +$10M | +4% | 2.94% | 27% | 284 | 8.1% | 3.5 |
|
| 3244 |
3244
Forefront Analytics
West Conshohocken,
Pennsylvania
| $235M | +$77.8M | +50% | 2.5% | 50.9% | 40 | 0% | 1.4 |
|
| 3245 |
CT
3245
Chicago Trust
Grayslake,
Illinois
| $235M | +$2.64M | +1% | 3.81% | 85.9% | 199 | 12.06% | 2.7 |
|
| 3246 |
3246
GenWealth Group
Maplewood,
New Jersey
| $235M | +$13.7M | +6% | 4.16% | 73.9% | 68 | 13.24% | 1.5 |
|
| 3247 |
3247
Compass Group
New York
| $234M | +$39.7M | +20% | 20.3% | 64.6% | 21 | 47.62% | 0.8 |
|
| 3248 |
EGA
3248
E&G Advisors
Houston,
Texas
| $234M | +$6.83M | +3% | 3.41% | 97.7% | 186 | 7.53% | 2.6 |
|
| 3249 |
3249
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $234M | +$9.38M | +4% | 3.17% | 79.3% | 74 | 4.05% | 3.8 |
|
| 3250 |
3250
Aisling Capital Management
New York
| $234M | +$103M | +78% | 1.02% | 793% | 14 | 14.29% | 0.4 |
|