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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
3426
Kestrel Investment Management
San Mateo,
California
| $212M | -$4.97M | -2% | 1.26% | 89.2% | 47 | 12.77% | 1.5 |
|
| 3427 |
3427
Prince Street Capital Management
New York
| $211M | -$32.5M | -13% | 10.4% | 302% | 17 | 41.18% | 1.4 |
|
| 3428 |
3428
Pasadena Private Wealth
Pasadena,
California
| $211M | +$119M | +129% | 2.43% | 53% | 56 | 32.14% | 0.3 |
|
| 3429 |
3429
Hillman Company
Pittsburgh,
Pennsylvania
| $211M | -$14.5M | -6% | 6.78% | 134% | 11 | 18.18% | 1.8 |
|
| 3430 |
QCMA
3430
Quad Capital Management Advisors
New York
| $211M | +$123M | +141% | 10.4% | – | 100 | 78% | 0.1 |
|
| 3431 |
3431
Summit Asset Management
Memphis,
Tennessee
| $211M | +$7.8M | +4% | 3.11% | 48.9% | 115 | 7.83% | 3.9 |
|
| 3432 |
3432
Ameritas Investment Company
Lincoln,
Nebraska
| $211M | -$330M | -61% | 4.24% | 55.2% | 999 | 80.78% | 0.3 |
|
| 3433 |
3433
Bender Robert & Associates
Pasadena,
California
| $211M | +$6.73M | +3% | 4.69% | 146% | 52 | 9.62% | 4.6 |
|
| 3434 |
3434
MAK Capital One
New York
| $211M | +$25.3M | +14% | 18.3% | 200% | 6 | 16.67% | 1.8 |
|
| 3435 |
3435
Holloway Wealth Management
Gainesville,
Florida
| $211M | +$16.1M | +8% | 1.83% | 50.7% | 285 | 0% | 1.1 |
|
| 3436 |
3436
Ashburton (Jersey)
St Helier,
Jersey
| $210M | +$13.8M | +7% | 4.65% | – | 114 | 58.77% | 1 |
|
| 3437 |
3437
Intelligence Driven Advisers
Carlsbad,
California
| $210M | +$27.6M | +15% | 2.4% | 65.6% | 116 | 33.62% | 0.4 |
|
| 3438 |
3438
Fulcrum Equity Management
Plano,
Texas
| $210M | -$81.4M | -28% | 3.11% | 116% | 116 | 46.55% | 0.3 |
|
| 3439 |
3439
SignalPoint Asset Management
Springfield,
Missouri
| $210M | -$19M | -8% | 3.31% | 36% | 222 | 9.01% | 3 |
|
| 3440 |
3440
Punch Card Management
Winter Park,
Florida
| $210M | -$2.27M | -1% | 4.3% | 41% | 4 | 25% | 2.8 |
|
| 3441 |
3441
Grace Capital
Quincy,
Massachusetts
| $210M | -$46.6M | -18% | 2.49% | 127% | 207 | 16.43% | 1.3 |
|
| 3442 |
3442
Aspire Private Capital
Cornelius,
North Carolina
| $209M | +$10.9M | +6% | 1.99% | 49.6% | 674 | 26.71% | 0.4 |
|
| 3443 |
3443
Aurora Investment Counsel
Atlanta,
Georgia
| $209M | +$8.78M | +4% | 3.96% | 31.7% | 144 | 33.33% | 0.8 |
|
| 3444 |
3444
Aubrey Capital Management
Edinburgh,
United Kingdom
| $209M | +$1.59M | +0.8% | 9.22% | 319% | 40 | 40% | 0.7 |
|
| 3445 |
PWP
3445
Personal Wealth Partners
Bloomington,
Minnesota
| $209M | +$21.1M | +11% | 3.02% | 37.2% | 303 | 81.19% | 0.1 |
|
| 3446 |
LA
3446
Lau Associates
Greenville,
Delaware
| $209M | +$14.8M | +8% | 1.84% | 44.5% | 96 | 7.29% | 3.2 |
|
| 3447 |
3447
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| $209M | -$220M | -51% | 4.66% | 70.9% | 27 | 7.41% | 3.7 |
|
| 3448 |
3448
Engine Capital Management
New York
| $209M | +$56.1M | +37% | 3.47% | 21.1% | 63 | 47.62% | 0.9 |
|
| 3449 |
3449
Willow Creek Wealth Management
Sebastopol,
California
| $209M | +$10.4M | +5% | 2.94% | 36.5% | 82 | 12.2% | 1.5 |
|
| 3450 |
3450
Bourne Lent Asset Management
Pawling,
New York
| $209M | +$6.82M | +3% | 5.36% | 76.1% | 56 | 1.79% | 3.5 |
|