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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 |
3401
Orchard Capital Management
Chicago,
Illinois
| $320M | -$31.5M | -9% | 21.2% | 140% | 53 | 11.32% | 1.1 |
|
| 3402 |
3402
Jackson Hole Capital Partners
Tulsa,
Oklahoma
| $320M | -$27.3M | -8% | 8.34% | 71.4% | 256 | 10.16% | 2.4 |
|
| 3403 |
3403
Consolidated Planning Corp
Atlanta,
Georgia
| $320M | +$176M | +122% | 15.4% | 84.6% | 120 | 51.67% | 1 |
|
| 3404 |
3404
Bayberry Capital Partners
New York
| $320M | +$6.63M | +2% | 9.02% | 99.7% | 18 | 44.44% | 0.8 |
|
| 3405 |
3405
Walkner Condon Financial Advisors
Madison,
Wisconsin
| $319M | -$32.2M | -9% | 12% | 56.8% | 230 | 13.04% | 0.8 |
|
| 3406 |
3406
Cedar Brook Financial Partners
Cleveland,
Ohio
| $319M | -$66.1M | -17% | 13.6% | 47% | 398 | 18.09% | 2.2 |
|
| 3407 |
3407
Sweet Financial Partners
Fairmont,
Minnesota
| $319M | -$54.3M | -15% | 13.5% | 22.4% | 185 | 16.76% | 0.4 |
|
| 3408 |
3408
Monetary Management Group
St Louis,
Missouri
| $319M | -$58.5M | -16% | 13.8% | 138% | 358 | 7.26% | 5.1 |
|
| 3409 |
3409
Kirr Marbach & Co
Columbus,
Indiana
| $319M | -$52.6M | -14% | 12.4% | 121% | 51 | 11.76% | 3.9 |
|
| 3410 |
3410
Fulcrum Capital
Seattle,
Washington
| $318M | -$55.3M | -15% | 16.5% | 102% | 84 | 29.76% | 2.5 |
|
| 3411 |
3411
Kerrisdale Advisers
Miami,
Florida
| $318M | -$9.48M | -3% | 20.8% | 78.8% | 79 | 62.03% | 0.4 |
|
| 3412 |
PT
3412
Plimoth Trust
Plymouth,
Massachusetts
| $317M | -$59.4M | -16% | 12.8% | 94% | 168 | 4.17% | 3.8 |
|
| 3413 |
3413
Asio Capital
Lexington,
Kentucky
| $317M | -$38.7M | -11% | 13.8% | 98% | 132 | 25% | 1.4 |
|
| 3414 |
3414
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| $317M | -$24.2M | -7% | 11% | 44.3% | 46 | 13.04% | 1.1 |
|
| 3415 |
3415
Atlas Venture Advisors
Boston,
Massachusetts
| $317M | -$148M | -32% | 30.3% | 29.2% | 7 | 0% | 2.5 |
|
| 3416 |
3416
Northside Capital Management
Hood River,
Oregon
| $317M | -$59.2M | -16% | 14.5% | 99.6% | 95 | 10.53% | 4 |
|
| 3417 |
3417
MayTech Global Investments
New York
| $316M | -$119M | -27% | 23.7% | 158% | 76 | 6.58% | 2.3 |
|
| 3418 |
3418
High Probability Advisors
Pittsford,
New York
| $316M | +$9.7M | +3% | 11.5% | 52.6% | 48 | 14.58% | 1.1 |
|
| 3419 |
3419
JT Stratford LLC
Gainesville,
Georgia
| $316M | -$26.4M | -8% | 12.8% | 103% | 240 | 29.17% | 2.1 |
|
| 3420 |
3420
RiverPark Advisors
New York
| $315M | -$231M | -42% | 16.7% | 87.5% | 227 | 51.54% | 1.4 |
|
| 3421 |
3421
Hengistbury Investment Partners
London,
United Kingdom
| $315M | -$165M | -34% | 12.9% | 108% | 7 | 14.29% | 3 |
|
| 3422 |
3422
Private Capital Management (Colorado)
Denver,
Colorado
| $315M | $0 | 0% | 15.4% | 20% | 153 | 0% | 1.9 |
|
| 3423 |
3423
Covenant Asset Management
Chester,
New Jersey
| $315M | -$55.3M | -15% | 16.7% | 177% | 159 | 15.09% | 3.4 |
|
| 3424 |
3424
Partners in Financial Planning
Salem,
Virginia
| $315M | -$3.22M | -1% | 12.1% | 38.9% | 97 | 10.31% | 0.9 |
|
| 3425 |
3425
Stanley Capital Management
Houston,
Texas
| $314M | -$28.5M | -8% | 17.9% | 158% | 45 | 15.56% | 3.2 |
|