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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3251 |
3251
Hudson Way Capital Management
Dallas,
Texas
| $440M | +$29M | +7% | 15.4% | 51.3% | 18 | 11.11% | 1.9 |
|
| 3252 |
3252
Hill City Capital
Boston,
Massachusetts
| $439M | +$44.8M | +11% | 13.3% | 194% | 25 | 28% | 0.8 |
|
| 3253 |
HL
3253
Hernani LP
St. Helier,
Jersey
| $439M | – | – | 4.66% | 14% | 8 | – | 0 |
|
| 3254 |
3254
Sargent Investment Group
Bethesda,
Maryland
| $439M | +$26.8M | +7% | 8.02% | 113% | 205 | 14.63% | 2.1 |
|
| 3255 |
3255
TAP Consulting
Kirkwood,
Missouri
| $438M | +$65.7M | +18% | 9.14% | 3.08% | 587 | 77% | 0.4 |
|
| 3256 |
3256
Ironwood Investment Counsel
Scottsdale,
Arizona
| $438M | +$47.6M | +12% | 11% | 64% | 218 | 10.55% | 3.9 |
|
| 3257 |
3257
Martin & Co
Knoxville,
Tennessee
| $437M | +$12.7M | +3% | 8.45% | 67.8% | 112 | 0.89% | 6.8 |
|
| 3258 |
3258
Archford Capital Strategies
Swansea,
Illinois
| $437M | +$13M | +3% | 5.62% | 87.4% | 323 | 11.46% | 3.2 |
|
| 3259 |
3259
Armbruster Capital Management
Pittsford,
New York
| $437M | +$87M | +25% | 5.92% | 66.7% | 123 | 24.39% | 2.9 |
|
| 3260 |
WA
3260
Win Advisors
Palm Beach Gardens,
Florida
| $437M | – | – | 10.1% | 266% | 64 | – | 0 |
|
| 3261 |
3261
Matthew Goff Investment Advisor
Houston,
Texas
| $437M | +$28.7M | +7% | 7.25% | 89.6% | 94 | 14.89% | 2.7 |
|
| 3262 |
3262
9258 Wealth Management
Blue Ash,
Ohio
| $436M | +$61.5M | +16% | 10.7% | 49.6% | 387 | 14.73% | 1.8 |
|
| 3263 |
QGA
3263
Q Global Advisors
Fort Worth,
Texas
| $436M | +$316M | +263% | 8.65% | 79% | 407 | 74.45% | 0.1 |
|
| 3264 |
3264
IDG Technology Venture Investment IV
Hong Kong
| $436M | – | – | 10.4% | 420% | 4 | – | 0 |
|
| 3265 |
3265
Legacy Financial Advisors
Covington,
Kentucky
| $436M | +$27.9M | +7% | 8.74% | 86.3% | 210 | 15.24% | 1.3 |
|
| 3266 |
3266
Ackerman Capital Advisors
Dallas,
Texas
| $436M | -$280K | -0.1% | 3.32% | 46.4% | 131 | 23.66% | 1.4 |
|
| 3267 |
3267
Ellis Investment Partners
Berwyn,
Pennsylvania
| $436M | +$39.9M | +10% | 9.3% | 70.8% | 856 | 12.85% | 2 |
|
| 3268 |
3268
Stevens Capital Management
Radnor,
Pennsylvania
| $435M | +$197M | +82% | 6.54% | 108% | 299 | 67.89% | 0.2 |
|
| 3269 |
PWS
3269
Private Wealth Strategies
New Albany,
Ohio
| $434M | +$34.7M | +9% | 6.98% | 18.8% | 99 | 24.24% | 1.5 |
|
| 3270 |
3270
Peak Asset Management
Louisville,
Colorado
| $434M | +$27.9M | +7% | 7.5% | 70.1% | 143 | 5.59% | 4.2 |
|
| 3271 |
3271
Kathryn A. Hall
| $433M | +$102M | +31% | 0.82% | 95.2% | 58 | 18.97% | 2 |
|
| 3272 |
3272
D'Orazio & Associates
Falls Church,
Virginia
| $433M | +$22.4M | +5% | 6.22% | 66.7% | 778 | 87.15% | 5.6 |
|
| 3273 |
3273
Soviero Asset Management
New York
| $433M | -$93.1M | -18% | 4.86% | 676% | 48 | 56.25% | 0.4 |
|
| 3274 |
3274
Kingfisher Capital
Charlotte,
North Carolina
| $432M | +$47.5M | +12% | 10.3% | 58.5% | 205 | 20.98% | 2.9 |
|
| 3275 |
3275
KPCB DGF Associates
Menlo Park,
California
| $432M | -$286M | -40% | 37.3% | – | 2 | 0% | 0.4 |
|