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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
3501
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
| $304M | -$60.9M | -17% | 15.2% | 66.3% | 82 | 6.1% | 1.1 |
|
| 3502 |
3502
Steamboat Capital Partners
Rye,
New York
| $303M | -$35.1M | -10% | 15% | 280% | 51 | 50.98% | 1.4 |
|
| 3503 |
3503
Maniyar Capital Advisors (UK)
London,
United Kingdom
| $303M | -$244K | -0.1% | – | – | 5 | 100% | 0 |
|
| 3504 |
3504
Peterson Wealth Advisors
Orem,
Utah
| $303M | -$35M | -10% | 13.8% | 50.9% | 62 | 17.74% | 2.8 |
|
| 3505 |
3505
WestHill Financial Advisors
San Rafael,
California
| $303M | -$43.7M | -13% | 13.6% | 62.9% | 122 | 7.38% | 1.2 |
|
| 3506 |
3506
Kora Management
Brooklyn,
New York
| $303M | -$143M | -32% | 43.4% | 307% | 3 | 33.33% | 1.7 |
|
| 3507 |
3507
Lineweaver Wealth Advisors
Valley View,
Ohio
| $303M | -$47.1M | -13% | 12.4% | 68.4% | 158 | 31.65% | 1.5 |
|
| 3508 |
3508
Dow Chemical Company
Midland,
Michigan
| $303M | +$161M | +113% | 7.67% | 29.4% | 12 | 50% | 1.8 |
|
| 3509 |
3509
Krensavage Asset Management
New York
| $302M | +$12.4M | +4% | 2.49% | 124% | 14 | 7.14% | 2.4 |
|
| 3510 |
3510
Shulman DeMeo Asset Management
Lake Success,
New York
| $302M | -$58.6M | -16% | 14.7% | 79.3% | 144 | 7.64% | 0.6 |
|
| 3511 |
3511
Timber Creek Capital Management
Boston,
Massachusetts
| $302M | -$27.6M | -8% | 13.7% | 139% | 139 | 12.23% | 4.9 |
|
| 3512 |
3512
Goodman Financial
Houston,
Texas
| $302M | -$50.4M | -14% | 10.9% | 52.5% | 56 | 19.64% | 2.6 |
|
| 3513 |
CBTWT
3513
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $302M | -$47M | -13% | 12.5% | 124% | 140 | 6.43% | 4.5 |
|
| 3514 |
3514
Wildcat Capital Management
New York
| $302M | -$89M | -23% | 11.3% | 126% | 30 | 26.67% | 1.4 |
|
| 3515 |
3515
Privium Fund Management
Amsterdam,
Netherlands
| $302M | -$151M | -33% | 23.9% | 451% | 317 | 32.18% | 0.4 |
|
| 3516 |
3516
Starwood Capital Group Management
Miami Beach,
Florida
| $302M | -$210M | -41% | 24.6% | 16.2% | 7 | 14.29% | 1.1 |
|
| 3517 |
XS
3517
XR Securities
Chicago,
Illinois
| $302M | -$279M | -48% | 22.7% | 17% | 512 | 60.94% | 0.8 |
|
| 3518 |
AP
3518
Arlington Partners
Birmingham,
Alabama
| $301M | -$52.1M | -15% | 13.1% | 46.4% | 508 | 18.11% | 1.3 |
|
| 3519 |
CDIA
3519
Capital Directions Investment Advisors
Atlanta,
Georgia
| $301M | -$28.2M | -9% | 14.9% | 7.53% | 282 | 14.89% | 0.4 |
|
| 3520 |
3520
Cumberland Advisors
Sarasota,
Florida
| $301M | -$130M | -30% | 19.5% | 73.5% | 61 | 13.11% | 3.2 |
|
| 3521 |
3521
Requisite Capital Management
Dallas,
Texas
| $301M | -$24.9M | -8% | 9.86% | 41% | 85 | 34.12% | 1.7 |
|
| 3522 |
3522
Great Diamond Partners
Portland,
Maine
| $301M | -$58.5M | -16% | 13% | 86.1% | 231 | 20.78% | 1.7 |
|
| 3523 |
3523
Iyo Bank
Matsuyama,
Japan
| $301M | -$37.6M | -11% | 18.8% | 125% | 39 | 15.38% | 0.5 |
|
| 3524 |
HWMA
3524
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
| $300M | -$69.6M | -19% | 12.6% | – | 1,079 | 15.11% | 1 |
|
| 3525 |
3525
Roberts, Glore & Co
Deerfield,
Illinois
| $300M | -$46.7M | -13% | 12.9% | 72.3% | 205 | 8.78% | 4.9 |
|