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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
Third Avenue Management
New York
| $499M | -$18.1M | -4% | 0.39% | 113% | 62 | 6.45% | 5.3 |
|
| 3227 |
3227
Nicolet Bankshares
Green Bay,
Wisconsin
| $498M | +$74.2M | +18% | 0.8% | 75.5% | 200 | 5% | 5.9 |
|
| 3228 |
GA
3228
GFS Advisors
Houston,
Texas
| $498M | -$160M | -24% | 1.62% | 109% | 157 | 25.48% | 3.6 |
|
| 3229 |
RI
3229
RPTC Inc
Jackson,
Wyoming
| $498M | +$7.03M | +1% | 3.23% | 66.4% | 7 | 14.29% | 5.3 |
|
| 3230 |
3230
Partners in Financial Planning
Salem,
Virginia
| $498M | +$7.38M | +2% | 0.49% | 42% | 109 | 9.17% | 3.2 |
|
| 3231 |
3231
KPS Global Asset Management (UK)
London,
United Kingdom
| $497M | +$3.18M | +0.6% | 3.07% | 373% | 4 | 0% | 4.9 |
|
| 3232 |
OTL
3232
Oak Thistle LLC
New York
| $497M | +$160M | +47% | 3.88% | 58.3% | 587 | 65.42% | 0.2 |
|
| 3233 |
3233
Wedgewood Partners
St Louis,
Missouri
| $496M | -$11.5M | -2% | 6.6% | 78.1% | 20 | 5% | 5.6 |
|
| 3234 |
3234
Pinnbrook Capital Management
New York
| $496M | -$512M | -51% | 9.46% | 913% | 125 | 85.6% | 0.1 |
|
| 3235 |
3235
First Turn Management
Del Mar,
California
| $496M | -$62.3M | -11% | 0.25% | – | 44 | 38.64% | 0.6 |
|
| 3236 |
3236
Opes Wealth Management
Menlo Park,
California
| $495M | +$7.74M | +2% | 1.45% | 54.1% | 149 | 12.08% | 3.2 |
|
| 3237 |
3237
Delta Investment Management
San Francisco,
California
| $495M | -$18.2M | -4% | 1.54% | 65.8% | 277 | 22.38% | 2.4 |
|
| 3238 |
3238
DSG Capital Advisors
Edina,
Minnesota
| $495M | -$56.9M | -10% | 2.96% | – | 126 | 7.94% | 0.2 |
|
| 3239 |
3239
Polunin Capital Partners
London,
United Kingdom
| $495M | +$90.6M | +22% | 23.4% | 268% | 29 | 20.69% | 1.3 |
|
| 3240 |
CH
3240
Canton Hathaway
Providence,
Rhode Island
| $495M | +$94.7M | +24% | 8.25% | 87.8% | 292 | 23.29% | 3 |
|
| 3241 |
3241
Kahn Brothers Group
New York
| $494M | +$34.1M | +7% | 4.16% | 53.4% | 58 | 15.52% | 4.9 |
|
| 3242 |
3242
Walkner Condon Financial Advisors
Madison,
Wisconsin
| $494M | +$2.27M | +0.5% | 0.06% | 62.6% | 303 | 18.81% | 2.5 |
|
| 3243 |
3243
EFG Asset Management (Americas)
Miami,
Florida
| $494M | -$20.3M | -4% | 2.89% | 112% | 137 | 13.87% | 3.8 |
|
| 3244 |
3244
Spirit of America Management Corp
Syosset,
New York
| $494M | +$144K | +0% | 1.91% | 113% | 323 | 6.5% | 5.2 |
|
| 3245 |
3245
BWCP LP
Dallas,
Texas
| $493M | +$28.7M | +6% | 10.1% | 198% | 32 | 46.88% | 0.8 |
|
| 3246 |
3246
Stone House Investment Management
Tunkhannock,
Pennsylvania
| $493M | +$100M | +25% | 0.95% | 57.9% | 438 | 88.36% | 0.3 |
|
| 3247 |
3247
Edge Wealth Management
New York
| $493M | -$862K | -0.2% | 1.2% | 75.3% | 85 | 9.41% | 5.8 |
|
| 3248 |
3248
Kapitalo Investimentos
Sao Paulo,
Brazil
| $493M | +$344M | +230% | 3.45% | 66.5% | 334 | 92.81% | 0.3 |
|
| 3249 |
3249
Summit Wealth Partners
Orlando,
Florida
| $493M | +$6.04M | +1% | 0.38% | 44.9% | 215 | 10.7% | 3.1 |
|
| 3250 |
3250
Cypress Wealth Services
Palm Desert,
California
| $493M | -$4.96M | -1% | 2.02% | 82.7% | 296 | 9.46% | 2.6 |
|