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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
3276
Cedar Capital
Barrington,
Illinois
| $227M | +$29.4M | +15% | 15.9% | 98% | 164 | 18.29% | 1.4 |
|
| 3277 |
3277
Brickley Wealth Management
San Mateo,
California
| $227M | +$22.8M | +11% | 9.73% | 62.6% | 41 | 7.32% | 0.9 |
|
| 3278 |
3278
Harbour Capital Advisors
Tysons Corner,
Virginia
| $226M | +$25.1M | +12% | 14.2% | 168% | 219 | 15.07% | 2 |
|
| 3279 |
3279
Financial Sense Advisors
San Diego,
California
| $226M | +$68M | +43% | 7.46% | 152% | 63 | 34.92% | 1.4 |
|
| 3280 |
MPEM
3280
Marathon Partners Equity Management
New York
| $226M | +$12.7M | +6% | 15.9% | – | 21 | 28.57% | 2.4 |
|
| 3281 |
3281
Viridian RIA
Bothell,
Washington
| $226M | +$25.8M | +13% | 12.5% | 63.1% | 56 | 16.07% | 0.7 |
|
| 3282 |
3282
EAM Global Investors
Solana Beach,
California
| $226M | +$43.2M | +24% | 46.5% | 2,399% | 182 | 62.64% | 0.3 |
|
| 3283 |
ACM
3283
Aquilo Capital Management
San Francisco,
California
| $226M | +$19.3M | +9% | 48.8% | 6.84% | 17 | 35.29% | 0.5 |
|
| 3284 |
3284
Inspirion Wealth Advisors
Libertyville,
Illinois
| $226M | +$25.5M | +13% | 12% | 52.5% | 76 | 5.26% | 3 |
|
| 3285 |
3285
Capital Impact Advisors
Boston,
Massachusetts
| $226M | -$8.34M | -4% | 21.5% | – | 125 | 3.2% | 2.8 |
|
| 3286 |
3286
Hillman Company
Pittsburgh,
Pennsylvania
| $226M | +$859K | +0.4% | 31.1% | 118% | 15 | 33.33% | 1.7 |
|
| 3287 |
3287
Brio Consultants
San Francisco,
California
| $226M | +$30.9M | +16% | 10.8% | 42.7% | 72 | 12.5% | 0.2 |
|
| 3288 |
3288
Bulldog Investors
Saddle Brook,
New Jersey
| $225M | -$41.5M | -16% | 6.94% | 22.5% | 185 | 35.14% | 0.8 |
|
| 3289 |
3289
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $225M | +$29.6M | +15% | 15.4% | 147% | 217 | 12.44% | 2.5 |
|
| 3290 |
3290
Vantage Wealth
Pasadena,
California
| $225M | +$31.3M | +16% | 9.81% | 56.1% | 30 | 6.67% | 3.5 |
|
| 3291 |
3291
Point View Wealth Management
Summit,
New Jersey
| $225M | +$26.7M | +13% | 12.1% | 27% | 272 | 6.25% | 3.4 |
|
| 3292 |
3292
Southport Capital Management
Chattanooga,
Tennessee
| $225M | +$26.5M | +13% | 12.5% | 80% | 182 | 9.89% | 3.4 |
|
| 3293 |
3293
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $225M | +$27.7M | +14% | 14.7% | 79.3% | 73 | 2.74% | 3.7 |
|
| 3294 |
3294
Financial Planning & Information Services
De Pere,
Wisconsin
| $225M | +$22.4M | +11% | 11.7% | 13% | 47 | 6.38% | 3.4 |
|
| 3295 |
3295
Rock Creek Group
Washington,
District of Columbia
| $225M | -$6.87M | -3% | 19.5% | 37.2% | 109 | 51.38% | 0.5 |
|
| 3296 |
3296
GFI Investment Counsel
Toronto,
Ontario, Canada
| $224M | +$36M | +19% | 16.7% | 41.8% | 14 | 21.43% | 1.5 |
|
| 3297 |
3297
Kavar Capital Partners Group
Leawood,
Kansas
| $224M | +$38.9M | +21% | 12.7% | 77.2% | 125 | 17.6% | 2.9 |
|
| 3298 |
3298
Montgomery Investment Management
Rockville,
Maryland
| $224M | +$27.1M | +14% | 14.2% | 105% | 91 | 2.2% | 4.4 |
|
| 3299 |
3299
Keywise Capital Management
Grand Cayman,
Cayman Islands
| $224M | +$96.8M | +76% | 35.2% | 219% | 11 | 45.45% | 1 |
|
| 3300 |
NG
3300
Northstar Group
New York
| $224M | +$27.3M | +14% | 8.91% | 63.9% | 129 | 7.75% | 3.2 |
|