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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
PT
3676
Plimoth Trust
Plymouth,
Massachusetts
| $375M | +$28.8M | +8% | 10.6% | 110% | 159 | 1.89% | 5.3 |
|
| 3677 |
3677
Waller Financial Planning Group
Columbus,
Ohio
| $375M | -$5.08M | -1% | 4.67% | 47.5% | 65 | 9.23% | 3.5 |
|
| 3678 |
JHCM
3678
Juniper Hill Capital Management
Menlo Park,
California
| $375M | +$13.4M | +4% | 4.04% | 33.6% | 4 | 0% | 1.8 |
|
| 3679 |
3679
Mason & Associates (California)
Los Angeles,
California
| $375M | +$34.6M | +10% | 6.68% | 68.5% | 117 | 35.04% | 1.2 |
|
| 3680 |
3680
P/E Global LLC
Boston,
Massachusetts
| $375M | -$295M | -44% | 5.48% | 49% | 3 | 66.67% | 0.7 |
|
| 3681 |
3681
Privium Fund Management
Amsterdam,
Netherlands
| $374M | +$15.5M | +4% | 11.2% | 465% | 131 | 23.66% | 1.2 |
|
| 3682 |
3682
RV Capital
Schindellegi,
Switzerland
| $374M | +$28.7M | +8% | 26.6% | 250% | 8 | 25% | 3.1 |
|
| 3683 |
UAM
3683
UAS Asset Management
New York
| $374M | -$19.4M | -5% | 14.3% | 98% | 23 | 47.83% | 3.5 |
|
| 3684 |
3684
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $374M | +$42.8M | +13% | 8.69% | 82.6% | 192 | 17.71% | 5.6 |
|
| 3685 |
PWM
3685
Praetorian Wealth Management
Carmel,
California
| $374M | +$28.1M | +8% | 6.69% | 60.4% | 59 | 40.68% | 3 |
|
| 3686 |
3686
First Sabrepoint Capital Management
Dallas,
Texas
| $374M | +$70.4M | +23% | 12.7% | 218% | 59 | 52.54% | 0.5 |
|
| 3687 |
3687
Poehling Capital Management
Madison,
Wisconsin
| $373M | +$57.5M | +18% | 9.29% | 83% | 133 | 8.27% | 3.4 |
|
| 3688 |
MIC
3688
Maxi Investments CY
Limassol,
Cyprus
| $373M | +$17.7M | +5% | 8.84% | 83.2% | 127 | 69.29% | 0.6 |
|
| 3689 |
3689
JFG Wealth Management
Denver,
Colorado
| $373M | +$24.7M | +7% | 5.92% | 65.2% | 83 | 30.12% | 1.3 |
|
| 3690 |
AW
3690
Avion Wealth
The Woodlands,
Texas
| $373M | +$16.2M | +5% | 5.01% | 48.8% | 1,255 | 18.65% | 1.5 |
|
| 3691 |
CH
3691
Canton Hathaway
Providence,
Rhode Island
| $372M | +$40.5M | +12% | 12.8% | 87.8% | 267 | 18.73% | 2.7 |
|
| 3692 |
3692
Financial Strategies Group
Okemos,
Michigan
| $372M | +$22.4M | +6% | 6.59% | 44.9% | 85 | 15.29% | 2.5 |
|
| 3693 |
3693
Noked Israel
Ramat Hasharon,
Israel
| $372M | -$6.98M | -2% | 17.9% | 265% | 32 | 34.38% | 1.2 |
|
| 3694 |
3694
Enstar Group
Hamilton,
Bermuda
| $372M | +$30.7M | +9% | 11.7% | 29.5% | 7 | 0% | 3.2 |
|
| 3695 |
3695
Kozak & Associates
Highlands Ranch,
Colorado
| $372M | +$56.5M | +18% | 14.3% | 111% | 440 | 25.23% | 1.9 |
|
| 3696 |
3696
Overbrook Management Corp
New York
| $372M | -$123M | -25% | 15.2% | 157% | 76 | 34.21% | 4.5 |
|
| 3697 |
3697
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
| $372M | +$31.1M | +9% | 6.18% | 53.8% | 149 | 14.77% | 1 |
|
| 3698 |
3698
Cyrus Capital Partners
New York
| $371M | -$47.6M | -11% | 3.38% | 163% | 9 | 22.22% | 3.6 |
|
| 3699 |
3699
REDW Wealth
Albuquerque,
New Mexico
| $371M | +$22.3M | +6% | 6.2% | 59.1% | 167 | 11.98% | 3.2 |
|
| 3700 |
3700
Chemistry Wealth Management
New York
| $371M | +$39.9M | +12% | 8.44% | 77.1% | 167 | 9.58% | 1.6 |
|