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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3651 |
3651
Peninsula Wealth
San Francisco,
California
| $216M | +$15.9M | +8% | 7.64% | 30% | 42 | 11.9% | 1.2 |
|
| 3652 |
3652
Bayberry Capital Partners
New York
| $216M | – | – | 17.8% | 99.7% | 14 | – | 0 |
|
| 3653 |
3653
Stratos Investment Management
Beachwood,
Ohio
| $216M | +$39.2M | +22% | 7.62% | 58.2% | 111 | 27.03% | 0.5 |
|
| 3654 |
WA
3654
Winfield Associates
Cleveland,
Ohio
| $216M | +$11M | +5% | 7.2% | 77.8% | 153 | 10.46% | 3.4 |
|
| 3655 |
CC
3655
Claybrook Capital
Wellesley,
Massachusetts
| $215M | +$20.6M | +11% | 3.57% | 7.15% | 108 | 12.04% | 1 |
|
| 3656 |
3656
Napier Park Global Capital (US)
New York
| $215M | +$144M | +202% | 7.23% | 237% | 37 | 86.49% | 0.1 |
|
| 3657 |
3657
Kestrel Investment Management
San Mateo,
California
| $215M | +$13.4M | +7% | 13.5% | 89.2% | 51 | 31.37% | 1.4 |
|
| 3658 |
3658
Beech Hill Advisors
New York
| $215M | +$27.4M | +15% | 10.3% | 105% | 81 | 16.05% | 2.9 |
|
| 3659 |
3659
Essex Woodlands Management
The Woodlands,
Texas
| $214M | +$53.8M | +34% | 1.97% | 55% | 8 | 25% | 3.6 |
|
| 3660 |
3660
Kingfisher Capital
Charlotte,
North Carolina
| $214M | +$46.8M | +28% | 5.99% | 58.5% | 152 | 13.16% | 2.7 |
|
| 3661 |
3661
Covenant Partners
Nashville,
Tennessee
| $214M | +$25.9M | +14% | 10.8% | 70.3% | 211 | 24.17% | 0.6 |
|
| 3662 |
3662
Mathes Company
New York
| $214M | +$20.3M | +10% | 9.56% | 121% | 130 | 13.08% | 3.9 |
|
| 3663 |
3663
American Money Management
Rancho Santa Fe,
California
| $214M | +$26.8M | +14% | 8.53% | 65% | 86 | 11.63% | 3.6 |
|
| 3664 |
3664
First PREMIER Bank
Sioux Falls,
South Dakota
| $214M | +$21.4M | +11% | 5.84% | 63% | 333 | 8.41% | 2.4 |
|
| 3665 |
3665
Trinity Legacy Partners
Houston,
Texas
| $214M | +$11.6M | +6% | 1.49% | 63.3% | 96 | 43.75% | 0.5 |
|
| 3666 |
3666
Nicollet Investment Management
Minneapolis,
Minnesota
| $214M | +$55.9M | +35% | 12.3% | 104% | 66 | 3.03% | 1.8 |
|
| 3667 |
3667
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
| $213M | +$16.4M | +8% | 7.58% | 64.1% | 186 | 6.45% | 2.3 |
|
| 3668 |
SC
3668
Schulhoff & Co
Cincinnati,
Ohio
| $213M | +$9.22M | +5% | 4.68% | 51.8% | 112 | 6.25% | 4.9 |
|
| 3669 |
3669
Rational Advisors
Huntington,
New York
| $213M | -$45.1M | -17% | 7.84% | 37.7% | 607 | 19.77% | 1.6 |
|
| 3670 |
LI
3670
Leap Investments
Chicago,
Illinois
| $213M | +$12M | +6% | 14.1% | – | 697 | 85.08% | 0.1 |
|
| 3671 |
3671
Consolidated Investment Group
Englewood,
Colorado
| $213M | +$18.6M | +10% | 12% | 140% | 47 | 4.26% | 3.8 |
|
| 3672 |
3672
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $213M | +$28.9M | +16% | 6.87% | 84.5% | 249 | 18.88% | 1.1 |
|
| 3673 |
LFA
3673
Lighthouse Financial Advisors
New Market,
Maryland
| $213M | – | – | 7.4% | – | 293 | – | 0 |
|
| 3674 |
3674
Finepoint Capital
Boston,
Massachusetts
| $212M | -$127M | -37% | 0% | 27.4% | 2 | 50% | 0.3 |
|
| 3675 |
3675
Bourne Lent Asset Management
Pawling,
New York
| $212M | +$3.81M | +2% | 12.2% | 76.1% | 61 | 8.2% | 3.6 |
|