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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3626 |
3626
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| $291M | -$163M | -36% | 10.1% | 240% | 103 | 63.11% | 2.1 |
|
| 3627 |
3627
Waterfront Wealth
Overland Park,
Kansas
| $291M | +$28.2M | +11% | 9.62% | 71.8% | 251 | 6.37% | 1.4 |
|
| 3628 |
3628
Independent Advisor Alliance
Charlotte,
North Carolina
| $291M | -$1.42B | -83% | 8.01% | 135% | 659 | 41.27% | 3 |
|
| 3629 |
3629
Argyle Capital Management
Center Valley,
Pennsylvania
| $291M | +$34.1M | +13% | 15.2% | 106% | 128 | 3.13% | 7.7 |
|
| 3630 |
3630
Monarch Alternative Capital
New York
| $291M | -$15.3M | -5% | 11.8% | 497% | 8 | 0% | 1.3 |
|
| 3631 |
3631
Siena Capital Partners
Chicago,
Illinois
| $291M | -$4.53M | -2% | 4.4% | 44.2% | 106 | 9.43% | 3.2 |
|
| 3632 |
3632
Nicolet Bankshares
Green Bay,
Wisconsin
| $291M | -$59.7M | -17% | 9.02% | 75.5% | 201 | 12.44% | 4.5 |
|
| 3633 |
3633
Searchlight Capital Partners
New York
| $290M | -$10.8M | -4% | 0.56% | 38.5% | 6 | 16.67% | 3.7 |
|
| 3634 |
3634
Stokes Capital Advisors
Greenwood,
South Carolina
| $290M | +$21.5M | +8% | 12.2% | 61.3% | 89 | 13.48% | 3 |
|
| 3635 |
CPIH
3635
Consolidated Press International Holdings
Sydney,
Australia
| $290M | – | – | 10.2% | – | 8 | – | 0 |
|
| 3636 |
3636
Sora Investors
Bryn Mawr,
Pennsylvania
| $290M | +$29.1M | +11% | 9.41% | 179% | 51 | 68.63% | 0.2 |
|
| 3637 |
3637
Atlas Venture Advisors
Boston,
Massachusetts
| $290M | +$12.3M | +4% | 9.39% | 34.6% | 7 | 0% | 3 |
|
| 3638 |
3638
Verde Servicos Internacionais
Sao Paulo,
Brazil
| $290M | -$6.91M | -2% | 10.5% | 130% | 52 | 55.77% | 0.5 |
|
| 3639 |
3639
Akaris Global Partners
New York
| $290M | +$20.1M | +7% | 4.34% | 35% | 25 | 52% | 0.7 |
|
| 3640 |
3640
Cardinal Point Wealth Management Partners
Irvine,
California
| $290M | +$80.1M | +38% | 4.58% | – | 70 | 31.43% | 0.6 |
|
| 3641 |
3641
Cardinal Point Capital Management
Toronto,
Ontario, Canada
| $290M | – | – | 4.58% | 65.8% | 69 | – | 0 |
|
| 3642 |
3642
Permit Capital
West Conshohocken,
Pennsylvania
| $289M | -$4.72M | -2% | 1.44% | 121% | 27 | 3.7% | 4.9 |
|
| 3643 |
3643
REDW Wealth
Albuquerque,
New Mexico
| $289M | +$29.4M | +11% | 6.46% | 54.1% | 140 | 25% | 2.9 |
|
| 3644 |
3644
44 Wealth Management
Eugene,
Oregon
| $289M | +$46.2M | +19% | 15.9% | – | 183 | 18.03% | 1.4 |
|
| 3645 |
3645
Lead Edge Capital Management
New York
| $289M | +$48.7M | +20% | 7.21% | 20.2% | 10 | 30% | 0.7 |
|
| 3646 |
3646
Rock Point Advisors
Burlington,
Vermont
| $289M | +$19.9M | +7% | 9.36% | 82.8% | 101 | 12.87% | 4.4 |
|
| 3647 |
3647
Waypoint Capital Advisors
Minneapolis,
Minnesota
| $289M | +$59M | +26% | 14.8% | 50.3% | 135 | 22.22% | 0.7 |
|
| 3648 |
3648
Liberty Capital Management
Birmingham,
Michigan
| $288M | +$21.2M | +8% | 7.97% | – | 141 | 7.8% | 5.2 |
|
| 3649 |
3649
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| $288M | +$33.2M | +13% | 7.44% | 65.7% | 117 | 22.22% | 1.3 |
|
| 3650 |
3650
CenterStar Asset Management
Chicago,
Illinois
| $288M | -$137M | -32% | 6.09% | 104% | 419 | 0% | 1 |
|