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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
3701
Cohanzick Management
Pleasantville,
New York
| $315M | +$154M | +95% | 0.64% | 1.18% | 239 | 79.92% | 0.1 |
|
| 3702 |
3702
Journey Advisory Group
Covington,
Kentucky
| $315M | +$28.9M | +10% | 6.35% | 66.2% | 205 | 7.32% | 0.5 |
|
| 3703 |
3703
Benin Management Corp
Wilton,
Connecticut
| $315M | +$32.9M | +12% | 8.21% | 91.7% | 106 | 8.49% | 5.3 |
|
| 3704 |
3704
Kathryn A. Hall
| $315M | +$10M | +3% | 9.06% | 95.2% | 56 | 8.93% | 1.6 |
|
| 3705 |
3705
Bridgewater Advisors
New York
| $315M | +$117M | +60% | 6.58% | 61% | 234 | 35.47% | 1.6 |
|
| 3706 |
3706
Engine Capital Management
New York
| $314M | +$1.06M | +0.3% | 8.91% | 21.1% | 38 | 18.42% | 1.1 |
|
| 3707 |
3707
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| $314M | +$32.2M | +11% | 6.1% | 84.3% | 169 | 7.1% | 1.4 |
|
| 3708 |
3708
Community Bank of Raymore
Raymore,
Missouri
| $314M | +$10.7M | +4% | 4.24% | 91.9% | 70 | 5.71% | 3.8 |
|
| 3709 |
3709
Hudson Edge Investment Partners
Jersey City,
New Jersey
| $314M | +$11.6M | +4% | 4% | 68.6% | 146 | 17.81% | 3.5 |
|
| 3710 |
3710
Poehling Capital Management
Madison,
Wisconsin
| $314M | +$28.3M | +10% | 5.82% | 83% | 166 | 16.27% | 1.6 |
|
| 3711 |
3711
Maytus Capital Management
New York
| $314M | +$14.6M | +5% | 10.7% | 442% | 61 | 62.3% | 0.3 |
|
| 3712 |
3712
Mattern Wealth Management
Lawrence,
Kansas
| $314M | +$30M | +11% | 5.67% | 54% | 178 | 19.1% | 1.1 |
|
| 3713 |
3713
Parkside Advisors
Berkeley,
California
| $314M | +$23.8M | +8% | 4.63% | 36.7% | 72 | 9.72% | 3 |
|
| 3714 |
3714
Semmax Financial Advisors
Winston Salem,
North Carolina
| $313M | +$32.1M | +11% | 5.78% | – | 297 | 9.76% | 2 |
|
| 3715 |
3715
Outlook Wealth Advisors
Shenandoah,
Texas
| $313M | +$25M | +9% | 5.6% | 70% | 226 | 23.45% | 1.2 |
|
| 3716 |
3716
JT Stratford LLC
Gainesville,
Georgia
| $313M | +$29M | +10% | 6.98% | 103% | 228 | 21.93% | 1.7 |
|
| 3717 |
3717
Rothschild Capital Partners
New York
| $312M | +$16.8M | +6% | 8.55% | 90.8% | 43 | 11.63% | 3.4 |
|
| 3718 |
3718
Blue Grotto Capital
Atlanta,
Georgia
| $312M | +$41.3M | +15% | 15.3% | 300% | 23 | 43.48% | 0.7 |
|
| 3719 |
3719
Aspire Private Capital
Cornelius,
North Carolina
| $312M | +$26.4M | +9% | 5.49% | 49.6% | 652 | 24.08% | 1 |
|
| 3720 |
3720
Gries Financial
Cleveland,
Ohio
| $312M | -$1.5M | -0.5% | 8% | 71.3% | 178 | 15.73% | 0.2 |
|
| 3721 |
3721
Perseverance Asset Management International
George Town,
Cayman Islands
| $312M | -$99.3M | -24% | 7.8% | 120% | 24 | 33.33% | 0.8 |
|
| 3722 |
3722
Westover Capital Advisors
Wilmington,
Delaware
| $312M | +$21.1M | +7% | 7.17% | 133% | 183 | 12.57% | 2 |
|
| 3723 |
3723
G.F.W. Energy XII
Dallas,
Texas
| $312M | +$16.5M | +6% | 31.3% | 68.9% | 6 | 16.67% | 0.2 |
|
| 3724 |
WA
3724
WealthTrust Axiom
Wayne,
Pennsylvania
| $312M | +$16M | +5% | 6.63% | 125% | 279 | 12.19% | 4 |
|
| 3725 |
3725
Clare Market Investments
Dallas,
Texas
| $311M | +$45.6M | +17% | 13.8% | – | 157 | 29.3% | 1.1 |
|