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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
3351
Harber Asset Management
Asheville,
North Carolina
| $391M | -$63.7M | -14% | 7.04% | 63.6% | 45 | 51.11% | 1.1 |
|
| 3352 |
NAMP
3352
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $391M | -$34.8M | -8% | 6.04% | 90.2% | 156 | 10.9% | 4.9 |
|
| 3353 |
3353
Wildcat Capital Management
New York
| $391M | -$223M | -36% | 30.5% | 77.7% | 29 | 31.03% | 1.4 |
|
| 3354 |
3354
Rosenblum Silverman Sutton
San Francisco,
California
| $391M | -$53.6M | -12% | 9.47% | 90.1% | 73 | 6.85% | 4.1 |
|
| 3355 |
3355
Punch Card Management
Winter Park,
Florida
| $390M | -$492K | -0.1% | 0.57% | 41% | 3 | 0% | 4.1 |
|
| 3356 |
3356
Bulldog Investors
Saddle Brook,
New Jersey
| $389M | +$15.1M | +4% | 1.29% | 22.5% | 410 | 48.54% | 0.6 |
|
| 3357 |
BCA
3357
Bray Capital Advisors
Naples,
Florida
| $389M | -$19.6M | -5% | 3.59% | 36.6% | 287 | 6.62% | 4 |
|
| 3358 |
3358
Jackson Thornton Wealth Management
Montgomery,
Alabama
| $389M | +$40.1M | +11% | 2.85% | 64.4% | 25 | 32% | 0.2 |
|
| 3359 |
3359
Blueprint Investment Partners
Greensboro,
North Carolina
| $389M | -$18M | -4% | 2.64% | 91.9% | 270 | 35.19% | 0.7 |
|
| 3360 |
3360
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $388M | -$31.9M | -8% | 6.25% | 79.3% | 82 | 9.76% | 4.8 |
|
| 3361 |
3361
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| $388M | +$194M | +100% | 4.35% | 55.5% | 130 | 46.15% | 0.6 |
|
| 3362 |
3362
Johnson Bixby & Associates
Vancouver,
Washington
| $388M | +$10.6M | +3% | 3.3% | 48.7% | 95 | 16.84% | 1 |
|
| 3363 |
TC
3363
Teilinger Capital
Houston,
Texas
| $388M | -$94.9M | -20% | 14.9% | 30.2% | 58 | 62.07% | 0.3 |
|
| 3364 |
3364
PL Capital Advisors
Naples,
Florida
| $388M | -$21.2M | -5% | 2.73% | 100% | 45 | 20% | 3.4 |
|
| 3365 |
3365
Kingfisher Capital
Charlotte,
North Carolina
| $388M | -$44.6M | -10% | 2.14% | 58.5% | 205 | 20% | 3 |
|
| 3366 |
WCMN
3366
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $388M | -$3.92M | -1% | 0.14% | 121% | 52 | 7.69% | 4.8 |
|
| 3367 |
3367
Capco Asset Management
Tampa,
Florida
| $388M | +$25.2M | +7% | 0.54% | 46.1% | 27 | 11.11% | 3.4 |
|
| 3368 |
3368
Shah Capital Management
Raleigh,
North Carolina
| $387M | +$12M | +3% | 14.6% | 287% | 12 | 16.67% | 3.3 |
|
| 3369 |
3369
Sicart Associates
New York
| $386M | +$3.33M | +0.9% | 4.6% | 113% | 107 | 14.02% | 2.7 |
|
| 3370 |
3370
Concord Wealth Partners
Abingdon,
Virginia
| $386M | -$22.2M | -5% | 4.47% | 66% | 1,436 | 14.21% | 0.8 |
|
| 3371 |
3371
Olympus Peak Asset Management
Greenwich,
Connecticut
| $386M | +$28.7M | +8% | 0.74% | – | 11 | 54.55% | 0.3 |
|
| 3372 |
3372
Goldstein Munger & Associates
San Ramon,
California
| $386M | -$11M | -3% | 4.78% | 11.9% | 37 | 13.51% | 5.7 |
|
| 3373 |
3373
Cedar Brook Financial Partners
Cleveland,
Ohio
| $385M | -$4.78M | -1% | 4.33% | 47% | 401 | 10.72% | 1.9 |
|
| 3374 |
3374
Jeneq Management
New York
| $385M | -$112M | -23% | 21.9% | 21.7% | 91 | 91.21% | 0.1 |
|
| 3375 |
3375
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $385M | -$28.2M | -7% | 7.32% | 70.3% | 67 | 14.93% | 2.4 |
|