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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
3576
Corrigan Financial
Middletown,
Rhode Island
| $392M | +$61.5M | +19% | 4.3% | 9.54% | 41 | 7.32% | 4.8 |
|
| 3577 |
AP
3577
Agilis Partners
Waltham,
Massachusetts
| $392M | +$11.7M | +3% | 4.14% | 8.47% | 25 | 0% | 3.8 |
|
| 3578 |
3578
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $392M | +$45.6M | +13% | 11.8% | 130% | 119 | 26.05% | 1.9 |
|
| 3579 |
3579
Canal Insurance Company
Greenville,
South Carolina
| $390M | +$28.8M | +8% | 6.22% | 114% | 93 | 16.13% | 4.8 |
|
| 3580 |
3580
BWCP LP
Dallas,
Texas
| $390M | +$87.6M | +29% | 17.8% | 198% | 25 | 24% | 1.3 |
|
| 3581 |
KC
3581
Keenan Capital
Burlingame,
California
| $390M | -$33.9M | -8% | 8.37% | 110% | 9 | 0% | 3.4 |
|
| 3582 |
3582
Element Pointe Advisors
Miami,
Florida
| $390M | -$24.1M | -6% | 9.53% | 75.1% | 87 | 18.39% | 2.5 |
|
| 3583 |
SXL
3583
Summit X LLC
Chesterfield,
Missouri
| $390M | +$38.7M | +11% | 9.75% | 62.9% | 217 | 17.05% | 3.2 |
|
| 3584 |
3584
Broadleaf Partners
Hudson,
Ohio
| $390M | +$49M | +14% | 19.4% | 180% | 86 | 11.63% | 3.4 |
|
| 3585 |
H2CM
3585
H/2 Credit Manager
Stamford,
Connecticut
| $390M | -$15M | -4% | 0.77% | 97.4% | 15 | 13.33% | 2.1 |
|
| 3586 |
3586
Black Swift Group
Boulder,
Colorado
| $390M | +$56.9M | +17% | 12.3% | 139% | 121 | 48.76% | 0.8 |
|
| 3587 |
3587
Finepoint Capital
Boston,
Massachusetts
| $390M | +$73M | +23% | 3.83% | 27.4% | 31 | 25.81% | 1.3 |
|
| 3588 |
3588
Fruth Investment Management
Houston,
Texas
| $390M | +$32.8M | +9% | 10.4% | 79.4% | 227 | 4.85% | 7.6 |
|
| 3589 |
TP
3589
Thunderbird Partners
London,
United Kingdom
| $390M | -$73.9M | -16% | 5.88% | 38% | 12 | 16.67% | 2.2 |
|
| 3590 |
3590
Eldridge Investment Advisors
Manchester,
New Hampshire
| $390M | +$7.79M | +2% | 6.59% | 50.9% | 153 | 12.42% | 3.2 |
|
| 3591 |
AT
3591
Arlington Trust
Birmingham,
Alabama
| $389M | +$32.4M | +9% | 8.9% | 65% | 927 | 48.54% | 0.3 |
|
| 3592 |
3592
Catalyst Financial Partners
Boston,
Massachusetts
| $389M | +$34.5M | +10% | 10.2% | 110% | 233 | 10.73% | 1 |
|
| 3593 |
3593
InceptionR
Lafayette,
California
| $389M | +$248M | +177% | 7.64% | 62.9% | 747 | 79.38% | 0.1 |
|
| 3594 |
3594
Parkside Advisors
Berkeley,
California
| $389M | +$27.4M | +8% | 4.84% | 36.7% | 88 | 12.5% | 3.6 |
|
| 3595 |
3595
CQS (US)
New York
| $388M | -$610M | -61% | 0.75% | 15% | 69 | 33.33% | 2 |
|
| 3596 |
3596
Jackson Square Capital
San Francisco,
California
| $388M | +$77.6M | +25% | 20.1% | 423% | 146 | 26.71% | 1.9 |
|
| 3597 |
LCM
3597
Lynx1 Capital Management
San Juan,
Puerto Rico
| $388M | +$134M | +53% | 71.7% | 883% | 17 | 17.65% | 1 |
|
| 3598 |
3598
Shelter Mutual Insurance
Columbia,
Missouri
| $388M | +$25.6M | +7% | 7.74% | 51.2% | 68 | 14.71% | 4.6 |
|
| 3599 |
3599
Legacy Financial Strategies
Overland Park,
Kansas
| $388M | +$37.3M | +11% | 8.44% | 76.7% | 91 | 12.09% | 2.9 |
|
| 3600 |
3600
Kepos Capital
New York
| $388M | +$79.4M | +26% | 1.24% | 21.1% | 289 | 34.26% | 1.4 |
|