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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
3551
Springowl Associates
New York
| $151M | +$28.9M | +24% | 13.2% | 101% | 29 | 24.14% | 0.9 |
|
| 3552 |
3552
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| $151M | +$1.03M | +0.7% | 2.97% | 97.5% | 393 | 14.76% | 0.6 |
|
| 3553 |
3553
Delta Capital Management
Red Bank,
New Jersey
| $151M | +$2.38M | +2% | 2.32% | 129% | 79 | 18.99% | 2.6 |
|
| 3554 |
SXL
3554
Summit X LLC
Chesterfield,
Missouri
| $151M | +$10.7M | +8% | 2.75% | 62.9% | 197 | 16.75% | 0.2 |
|
| 3555 |
AP
3555
Agilis Partners
Waltham,
Massachusetts
| $151M | -$163M | -52% | 3.77% | 8.47% | 19 | 15.79% | 1.9 |
|
| 3556 |
3556
Weybosset Research & Management
Province,
Rhode Island
| $150M | -$4.79M | -3% | 4.59% | 74.8% | 61 | 11.48% | 2.9 |
|
| 3557 |
3557
American Money Management
Rancho Santa Fe,
California
| $150M | +$9.9M | +7% | 5.16% | 65% | 76 | 9.21% | 2.7 |
|
| 3558 |
3558
Peak Capital Management
Greenwood Village,
Colorado
| $150M | -$28.6M | -16% | 2.42% | 9.52% | 107 | 44.86% | 0.2 |
|
| 3559 |
3559
RGT Wealth Advisors
Dallas,
Texas
| $150M | +$4.08M | +3% | 3.5% | 9.35% | 101 | 17.82% | 0.7 |
|
| 3560 |
3560
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $150M | +$2.29M | +2% | 1.73% | 70.3% | 47 | 6.38% | 1.5 |
|
| 3561 |
3561
Crystal Rock Capital Management
Bannockburn,
Illinois
| $150M | -$4.74M | -3% | 4.02% | 172% | 34 | 20.59% | 1.9 |
|
| 3562 |
3562
Steamboat Capital Partners
Rye,
New York
| $150M | +$33.2M | +28% | 7.59% | 280% | 25 | 20% | 0.8 |
|
| 3563 |
MWM
3563
Mascoma Wealth Management
Hanover,
New Hampshire
| $150M | +$1.51M | +1% | 8.93% | 40% | 440 | 10.68% | 0.6 |
|
| 3564 |
3564
Integre Asset Management
New York
| $150M | -$15.2M | -9% | 7.89% | 74.1% | 122 | 36.07% | 1.7 |
|
| 3565 |
3565
Berkeley Capital Partners
Milton,
Georgia
| $150M | +$2.79M | +2% | 3.06% | 62.8% | 124 | 16.94% | 1.2 |
|
| 3566 |
3566
Boston Standard Wealth Management
Winchester,
Massachusetts
| $150M | +$5.88M | +4% | 3.24% | 47.1% | 21 | 0% | 2.5 |
|
| 3567 |
3567
Covenant Multifamily Offices
San Antonio,
Texas
| $150M | -$8.1M | -5% | 4.24% | 38.3% | 38 | 2.63% | 1.1 |
|
| 3568 |
3568
Morris Capital Advisors
Malvern,
Pennsylvania
| $150M | +$7.8M | +6% | 7.69% | 72.9% | 78 | 8.97% | 1.4 |
|
| 3569 |
3569
SigFig Wealth Management
San Francisco,
California
| $150M | +$13.8M | +10% | 3.88% | 49.3% | 28 | 28.57% | 0.5 |
|
| 3570 |
3570
Courage Capital Management
Nashville,
Tennessee
| $149M | -$45M | -23% | 15.2% | 86.5% | 24 | 33.33% | 1.4 |
|
| 3571 |
3571
Context Capital Management
Lajolla,
California
| $149M | +$8.83M | +6% | 0.07% | 3.38% | 47 | 17.02% | 0.6 |
|
| 3572 |
3572
First United Bank & Trust
Oakland,
Maryland
| $149M | +$1.81M | +1% | 4.42% | 78% | 112 | 7.14% | 2.8 |
|
| 3573 |
3573
Mengis Capital Management
Portland,
Oregon
| $149M | +$8.08M | +6% | 4.08% | 104% | 121 | 4.13% | 2.1 |
|
| 3574 |
3574
EnCap Energy Capital Fund VIII
Houston,
Texas
| $149M | -$21.5M | -13% | 12.6% | 6.16% | 1 | 0% | 0.8 |
|
| 3575 |
3575
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $149M | +$3.35M | +2% | 4.63% | 92.4% | 404 | 13.86% | 2.3 |
|