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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
3326
Covenant Multifamily Offices
San Antonio,
Texas
| $163M | +$58.2M | +55% | 1.84% | 38.3% | 31 | 74.19% | 0.6 |
|
| 3327 |
3327
Piershale Financial Group
Barrington,
Illinois
| $163M | +$31.5M | +24% | 2.34% | 82% | 169 | 89.35% | 1.2 |
|
| 3328 |
3328
Battery Partners IX
Boston,
Massachusetts
| $163M | -$48.2M | -23% | 11.5% | 322% | 4 | 0% | 1.4 |
|
| 3329 |
WA
3329
Winfield Associates
Cleveland,
Ohio
| $163M | +$3.92M | +2% | 1.77% | 77.8% | 801 | 14.98% | 1.3 |
|
| 3330 |
3330
Hefren-Tillotson
Pittsburgh,
Pennsylvania
| $163M | +$643K | +0.4% | 1.12% | 40% | 24 | 0% | 2.1 |
|
| 3331 |
3331
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| $163M | -$23.8M | -13% | 0.16% | 70.1% | 80 | 25% | 1.1 |
|
| 3332 |
3332
Fairfield University
Fairfield,
Connecticut
| $163M | +$23.3M | +17% | 1.05% | 61.9% | 4 | 0% | 0.9 |
|
| 3333 |
SC
3333
Schulhoff & Co
Cincinnati,
Ohio
| $163M | +$393K | +0.2% | 3.89% | 51.8% | 112 | 7.14% | 3 |
|
| 3334 |
3334
Bodenholm Capital
Stockholm,
Sweden
| $163M | – | – | 6.38% | 86% | 6 | – | 0 |
|
| 3335 |
3335
Birchview Capital
Burlington,
Vermont
| $163M | -$8.83M | -5% | 1.87% | 327% | 44 | 9.09% | 1.4 |
|
| 3336 |
3336
Monetta Financial Services
Wheaton,
Illinois
| $162M | +$6.35M | +4% | 7.13% | 275% | 81 | 50.62% | 1.1 |
|
| 3337 |
3337
IMA Advisory Services
Denver,
Colorado
| $162M | -$12.6M | -7% | 1.35% | 74.5% | 132 | 32.58% | 1.6 |
|
| 3338 |
3338
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $162M | +$2.12M | +1% | 2.05% | 38.2% | 52 | 21.15% | 1.6 |
|
| 3339 |
3339
Ascribe Capital
New York
| $162M | – | – | 92.5% | 73.8% | 1 | – | 0 |
|
| 3340 |
3340
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $162M | +$1.18M | +0.7% | 5.1% | 104% | 344 | 15.7% | 2.7 |
|
| 3341 |
3341
Yost Capital Management
Houston,
Texas
| $162M | -$23.5M | -13% | 8.02% | 125% | 16 | 50% | 0.8 |
|
| 3342 |
3342
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $162M | +$2.73M | +2% | 1.76% | 79.3% | 75 | 8% | 2.3 |
|
| 3343 |
3343
Hollow Brook Wealth Management
Katonah,
New York
| $162M | -$7.32M | -4% | 5.82% | 92.8% | 56 | 17.86% | 2 |
|
| 3344 |
WIM
3344
Wilen Investment Management
Bonita Springs,
Florida
| $162M | +$10.9M | +7% | 8.68% | 79.9% | 67 | 7.46% | 2.9 |
|
| 3345 |
3345
Courage Capital Management
Nashville,
Tennessee
| $162M | -$97.8M | -38% | 5.21% | 86.5% | 20 | 25% | 1.1 |
|
| 3346 |
3346
Corrado Advisors
Ramsey,
New Jersey
| $161M | +$4.57M | +3% | 3.49% | 64% | 121 | 22.31% | 1.5 |
|
| 3347 |
3347
Garrison Asset Management
Fayetteville,
Arkansas
| $161M | +$5.05M | +3% | 2.36% | 52.1% | 104 | 10.58% | 2.5 |
|
| 3348 |
3348
Lyell Wealth Management
Menlo Park,
California
| $161M | – | – | 1.09% | 128% | 89 | – | 0 |
|
| 3349 |
HCM
3349
Horrell Capital Management
Little Rock,
Arkansas
| $161M | +$1.93M | +1% | 3.74% | 55.6% | 182 | 10.99% | 2.6 |
|
| 3350 |
3350
Toews Corporation
Northfield,
New Jersey
| $161M | +$50.2M | +45% | 0.47% | 22% | 12 | 66.67% | 0.6 |
|