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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
Fountainhead AM
Warren,
New Jersey
| $421M | +$14.4M | +4% | 2.45% | 65.6% | 151 | 16.56% | 1.5 |
|
| 3427 |
TP
3427
Thunderbird Partners
London,
United Kingdom
| $421M | +$31.2M | +8% | 11% | 38% | 12 | 16.67% | 2.3 |
|
| 3428 |
NTIC
3428
Napean Trading & Investment Company
Singapore
| $420M | +$11.4M | +3% | 6.71% | – | 51 | 27.45% | 0.4 |
|
| 3429 |
BCM
3429
Bluefin Capital Management
New York
| $420M | -$225M | -35% | 9.72% | – | 183 | 65.03% | 0.4 |
|
| 3430 |
3430
First National Corp
Rockland,
Massachusetts
| $420M | +$13.1M | +3% | 1.62% | 56.3% | 163 | 10.43% | 3.6 |
|
| 3431 |
3431
Horizon Wealth Management
La Grange,
Illinois
| $420M | +$36.5M | +10% | 5.18% | 97.2% | 96 | 22.92% | 1.7 |
|
| 3432 |
MRCM
3432
M&R Capital Management
Summit,
New Jersey
| $419M | +$10.9M | +3% | 4.78% | 52.6% | 559 | 4.11% | 5.3 |
|
| 3433 |
3433
Bluescape Energy Partners
Dallas,
Texas
| $419M | -$28.1M | -6% | 0.11% | 57.9% | 5 | 0% | 3 |
|
| 3434 |
3434
Sage Rhino Capital
Menlo Park,
California
| $419M | -$5.03M | -1% | 0.8% | 86.8% | 268 | 17.54% | 3 |
|
| 3435 |
3435
DAFNA Capital Management
Los Angeles,
California
| $419M | -$20.7M | -5% | 8.66% | 313% | 85 | 17.65% | 2.5 |
|
| 3436 |
3436
MAK Capital One
New York
| $418M | -$86.5M | -17% | 3.89% | 200% | 10 | 10% | 3.5 |
|
| 3437 |
UAM
3437
UAS Asset Management
New York
| $418M | +$43.4M | +12% | 6.54% | 98% | 19 | 31.58% | 3.2 |
|
| 3438 |
3438
Leonard Rickey Investment Advisors
Yakima,
Washington
| $417M | +$30.3M | +8% | 0.52% | 55.9% | 112 | 18.75% | 2.7 |
|
| 3439 |
3439
Key Financial Inc
West Chester,
Pennsylvania
| $417M | +$25M | +6% | 1.63% | 55.5% | 1,380 | 8.19% | 2.6 |
|
| 3440 |
3440
Bienville Capital Management
New York
| $417M | +$88.4M | +27% | 2.78% | 36.3% | 86 | 19.77% | 3.5 |
|
| 3441 |
3441
Accurate Wealth Management
Wesley Chapel,
Florida
| $417M | +$74.6M | +22% | 3.55% | 101% | 340 | 19.12% | 1.4 |
|
| 3442 |
3442
Financial Management Network
Mission Viejo,
California
| $417M | +$19.9M | +5% | 1.23% | 62.5% | 170 | 21.76% | 2.2 |
|
| 3443 |
3443
Altiora Financial Group
Lebanon,
Ohio
| $417M | +$48.3M | +13% | 0.42% | 38.3% | 89 | 13.48% | 1 |
|
| 3444 |
3444
SilverOak Wealth Management
Edina,
Minnesota
| $416M | +$13.8M | +3% | 2.57% | – | 99 | 9.09% | 0.5 |
|
| 3445 |
3445
San Luis Wealth Advisors
San Luis Obispo,
California
| $416M | +$226M | +119% | 2.72% | 65% | 135 | 67.41% | 0.8 |
|
| 3446 |
WPA
3446
WIT Partners Advisory
Singapore
| $416M | +$6.1M | +1% | 1.49% | 22.7% | 1 | 0% | 0.5 |
|
| 3447 |
3447
Satovsky Asset Management
New York
| $416M | +$74.3M | +22% | 1.34% | 53.6% | 55 | 14.55% | 2 |
|
| 3448 |
3448
Legacy Financial Strategies
Overland Park,
Kansas
| $416M | +$28M | +7% | 2.14% | 76.7% | 104 | 19.23% | 2.8 |
|
| 3449 |
3449
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $416M | -$39.8M | -9% | 4.19% | 149% | 140 | 3.57% | 5.5 |
|
| 3450 |
3450
Lisanti Capital Growth
New York
| $416M | +$5.73M | +1% | 14.6% | 1,490% | 147 | 42.18% | 0.5 |
|