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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
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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
First Sabrepoint Capital Management
Dallas,
Texas
| $377M | +$59.4M | +19% | 0.39% | 218% | 37 | 35.14% | 1 |
|
| 3302 |
3302
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $377M | +$7.37M | +2% | 0.44% | 79.3% | 81 | 3.7% | 4.4 |
|
| 3303 |
3303
Patriot Financial Partners
Radnor,
Pennsylvania
| $376M | +$83.5M | +28% | 13.5% | 16.6% | 19 | 36.84% | 1.8 |
|
| 3304 |
HCA
3304
Hyperion Capital Advisors
New York
| $376M | +$26.1M | +7% | 2.5% | 86.1% | 50 | 10% | 1.3 |
|
| 3305 |
3305
Waller Financial Planning Group
Columbus,
Ohio
| $376M | +$3.16M | +0.8% | 1.52% | 47.5% | 58 | 13.79% | 2 |
|
| 3306 |
3306
Systelligence LLC
Bloomington,
Minnesota
| $376M | -$3.66M | -1% | 1.54% | 57.3% | 51 | 50.98% | 0.7 |
|
| 3307 |
3307
Westwind Capital
Las Cruces,
New Mexico
| $376M | -$39.9M | -10% | 0.29% | 87.6% | 42 | 16.67% | 2.6 |
|
| 3308 |
3308
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| $376M | -$534K | -0.1% | 0.57% | 72.3% | 85 | 4.71% | 4.9 |
|
| 3309 |
3309
Distillate Capital Partners
Chicago,
Illinois
| $376M | +$16M | +4% | 1.16% | 9.94% | 140 | 40% | 0.5 |
|
| 3310 |
TCM
3310
Tao Capital Management
San Francisco,
California
| $375M | -$60.4M | -14% | 16.1% | 314% | 14 | 35.71% | 0.7 |
|
| 3311 |
3311
Paragon Wealth Strategies
Jacksonville,
Florida
| $375M | +$10.1M | +3% | 1.29% | 59.8% | 296 | 85.81% | 1.1 |
|
| 3312 |
3312
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| $375M | +$6.49M | +2% | 0.63% | 52.1% | 89 | 19.1% | 0.5 |
|
| 3313 |
3313
B&I Capital
Zurich,
Switzerland
| $375M | -$1.31M | -0.3% | 0.12% | 30.5% | 38 | 13.16% | 0.6 |
|
| 3314 |
3314
Odey Asset Management Group
London,
United Kingdom
| $375M | -$69.7M | -16% | 1.74% | 259% | 85 | 43.53% | 2.2 |
|
| 3315 |
3315
Quattro Financial Advisors
The Woodlands,
Texas
| $375M | +$694K | +0.2% | 2.04% | 77.6% | 109 | 24.77% | 0.8 |
|
| 3316 |
NM
3316
Newtyn Management
New York
| $375M | +$13.7M | +4% | 7.95% | 52% | 100 | 73% | 1.2 |
|
| 3317 |
3317
Brian C. Broderick
| $375M | -$1.83M | -0.5% | 0.43% | 98.6% | 82 | 4.88% | 5.7 |
|
| 3318 |
3318
9258 Wealth Management
Blue Ash,
Ohio
| $375M | +$3.08M | +0.8% | 0.41% | 49.6% | 361 | 6.65% | 1.8 |
|
| 3319 |
3319
BCM Advisors
Lafayette,
Louisiana
| $374M | +$5.24M | +1% | 0.64% | 59.3% | 56 | 10.71% | 2.5 |
|
| 3320 |
3320
Bank of New Hampshire
Laconia,
New Hampshire
| $374M | $0 | 0% | 1.02% | 96.5% | 188 | 0% | 0.3 |
|
| 3321 |
3321
WealthShield Partners
Cary,
North Carolina
| $374M | -$265M | -41% | 0.26% | 71% | 801 | 76.9% | 1.7 |
|
| 3322 |
3322
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
| $373M | -$195M | -34% | 34.2% | 81.3% | 2 | 0% | 2 |
|
| 3323 |
3323
Invus Financial Advisors
New York
| $373M | -$129M | -26% | 17.5% | 29.5% | 8 | 0% | 1.3 |
|
| 3324 |
3324
Continuum Advisory
Eagle,
Idaho
| $373M | +$51.5M | +16% | 0.27% | 77% | 306 | 16.01% | 1.3 |
|
| 3325 |
3325
Ninepoint Partners
Toronto,
Ontario, Canada
| $373M | -$40M | -10% | 1.82% | 82.6% | 102 | 41.18% | 0.9 |
|