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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
SGH
3401
Sivik Global Healthcare
Greenwich,
Connecticut
| $186M | -$94.7M | -34% | 11.5% | 83.8% | 69 | 40.58% | 1.6 |
|
| 3402 |
3402
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| $185M | – | – | 9.13% | 58.7% | 36 | – | 0.7 |
|
| 3403 |
3403
Kavar Capital Partners Group
Leawood,
Kansas
| $185M | -$16.6M | -8% | 10.4% | 77.2% | 112 | 14.29% | 3.3 |
|
| 3404 |
3404
Omnia Family Wealth
Aventura,
Florida
| $185M | -$33M | -15% | 10.6% | 80.6% | 638 | 17.4% | 1.7 |
|
| 3405 |
3405
Rothschild Capital Partners
New York
| $185M | -$39.9M | -18% | 13.4% | 90.8% | 47 | 38.3% | 3 |
|
| 3406 |
TCPWM
3406
Traverso Chambers Private Wealth Management
Santa Rosa,
California
| $185M | – | – | 9.16% | 16.4% | 95 | – | 0 |
|
| 3407 |
3407
Manchester Financial
Westlake Village,
California
| $185M | – | – | 15.4% | 73% | 58 | – | 0 |
|
| 3408 |
3408
Bank Pictet & Cie (Asia)
Singapore
| $185M | -$32.1M | -15% | 10.6% | 30.4% | 97 | 20.62% | 1.5 |
|
| 3409 |
3409
Goodman Financial
Houston,
Texas
| $185M | -$21.1M | -10% | 14.9% | 52.5% | 50 | 14% | 1.8 |
|
| 3410 |
3410
Eversept Partners
New York
| $185M | -$43.2M | -19% | 15% | 321% | 76 | 46.05% | 0.6 |
|
| 3411 |
3411
MAK Capital One
New York
| $185M | -$121M | -40% | 31.3% | 200% | 8 | 37.5% | 1.1 |
|
| 3412 |
3412
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| $185M | -$18M | -9% | 9.13% | 42.8% | 108 | 20.37% | 1.5 |
|
| 3413 |
PWMAG
3413
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $184M | -$18.1M | -9% | 11.5% | 90.7% | 183 | 25.14% | 2.2 |
|
| 3414 |
3414
Hi-Line Capital Management
Watertown,
South Dakota
| $184M | – | – | 12.9% | 57.5% | 31 | – | 0 |
|
| 3415 |
RHFI
3415
Reilly Herbert Faulkner III
| $184M | -$21.1M | -10% | 8.29% | 80.6% | 48 | 12.5% | 3.8 |
|
| 3416 |
3416
Beck Bode LLC
Dedham,
Massachusetts
| $184M | – | – | 8.68% | 155% | 69 | – | 0 |
|
| 3417 |
3417
Aurora Investment Counsel
Atlanta,
Georgia
| $184M | -$26.7M | -13% | 15.1% | 31.7% | 136 | 27.94% | 0.7 |
|
| 3418 |
3418
Maytus Capital Management
New York
| $184M | – | – | 15.4% | 442% | 44 | – | 0 |
|
| 3419 |
3419
Weik Capital Management
Wyomissing,
Pennsylvania
| $184M | -$24.9M | -12% | 10.5% | 66.9% | 130 | 11.54% | 3.7 |
|
| 3420 |
3420
Pine Brook Road Advisors
Bedford,
New York
| $184M | -$118M | -39% | 29.3% | – | 3 | 0% | 1.8 |
|
| 3421 |
LP
3421
LGL Partners
Philadelphia,
Pennsylvania
| $184M | -$27.2M | -13% | 12.3% | 68.9% | 54 | 12.96% | 2.4 |
|
| 3422 |
KC
3422
Keenan Capital
Burlingame,
California
| $183M | -$39.2M | -18% | 15% | 110% | 15 | 20% | 0.8 |
|
| 3423 |
3423
D. Scott Neal
Lexington,
Kentucky
| $183M | -$14.8M | -7% | 4.89% | 105% | 36 | 27.78% | 3 |
|
| 3424 |
3424
First Washington Corp
Seattle,
Washington
| $183M | -$27.4M | -13% | 10.4% | 142% | 97 | 25.77% | 2.8 |
|
| 3425 |
3425
Huber Financial Advisors
Lincolnshire,
Illinois
| $183M | +$52.7M | +40% | 9.92% | – | 109 | 15.6% | 0.8 |
|