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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 |
TAA
3701
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $481M | -$130M | -21% | 2.36% | 312% | 66 | 69.7% | 1.1 |
|
| 3702 |
3702
Hourglass Capital
Houston,
Texas
| $480M | +$16.8M | +4% | 6.23% | 94.4% | 166 | 53.01% | 4.2 |
|
| 3703 |
3703
Benedict Financial Advisors
Atlanta,
Georgia
| $480M | +$6.03M | +1% | 3.85% | 72.4% | 139 | 7.91% | 6.6 |
|
| 3704 |
3704
Privium Fund Management
Amsterdam,
Netherlands
| $480M | -$62.8M | -12% | 13.2% | 465% | 64 | 17.19% | 1.9 |
|
| 3705 |
3705
Firestone Capital Management
Coral Gables,
Florida
| $480M | +$8.88M | +2% | 0.22% | 56.9% | 172 | 10.47% | 3.9 |
|
| 3706 |
DA
3706
Dash Acquisitions
Woodland Hills,
California
| $480M | +$462K | +0.1% | 13.4% | 52% | 70 | 5.71% | 2.8 |
|
| 3707 |
YLHM
3707
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
| $480M | -$18.9M | -4% | 3.16% | 144% | 88 | 6.82% | 2.2 |
|
| 3708 |
3708
Longfellow Investment Management
Boston,
Massachusetts
| $480M | +$36.5M | +8% | 5.99% | 45.9% | 287 | 33.8% | 2.3 |
|
| 3709 |
3709
Silverlake Wealth Management
Williston,
Vermont
| $479M | +$29.9M | +7% | 0.24% | 73.3% | 394 | 13.2% | 2.2 |
|
| 3710 |
3710
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $479M | +$24.3M | +5% | 0.04% | 117% | 146 | 19.18% | 1.8 |
|
| 3711 |
3711
Catalio Capital Management
New York
| $479M | -$87.1M | -15% | 13.6% | – | 53 | 37.74% | 0.7 |
|
| 3712 |
3712
Frisch Financial Group
Melville,
New York
| $478M | +$32.2M | +7% | 1.99% | 66.6% | 182 | 18.68% | 3.2 |
|
| 3713 |
3713
Clare Market Investments
Dallas,
Texas
| $478M | – | – | 4.32% | – | 167 | – | 2.6 |
|
| 3714 |
3714
Towneley Capital Management
Laguna Hills,
California
| $478M | +$3.53M | +0.7% | 0.87% | 50.2% | 44 | 13.64% | 1.8 |
|
| 3715 |
3715
Medina Value Partners
Los Angeles,
California
| $477M | +$49.5M | +12% | 5.05% | 80% | 37 | 54.05% | 0.5 |
|
| 3716 |
3716
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| $477M | +$26M | +6% | 8.69% | 143% | 78 | 20.51% | 2.3 |
|
| 3717 |
3717
Frontier Asset Management
Sheridan,
Wyoming
| $477M | +$45.8M | +11% | 1.15% | 57.1% | 103 | 22.33% | 1.8 |
|
| 3718 |
3718
Jackson Square Capital
San Francisco,
California
| $477M | -$28.5M | -6% | 10.2% | 423% | 169 | 33.73% | 2.9 |
|
| 3719 |
3719
Aisling Capital Management
New York
| $476M | -$2.63M | -0.5% | 1.53% | 793% | 14 | 14.29% | 3.6 |
|
| 3720 |
3720
Paragon Capital Management (Colorado)
Denver,
Colorado
| $476M | -$26.4M | -5% | 0.53% | 109% | 210 | 12.38% | 3.2 |
|
| 3721 |
CA
3721
Crumly & Associates
Springfield,
Illinois
| $476M | -$757K | -0.2% | 0.89% | 58.1% | 209 | 7.18% | 2.3 |
|
| 3722 |
3722
Brooklyn FI
New York
| $476M | +$8.6M | +2% | 0.92% | 60.4% | 81 | 4.94% | 2.5 |
|
| 3723 |
3723
Churchill Financial Advisors
Louisville,
Kentucky
| $476M | +$149M | +45% | 3.84% | – | 132 | 14.39% | 0.2 |
|
| 3724 |
3724
Vickerman Investment Advisors
Spokane,
Washington
| $476M | -$24.6M | -5% | 0.27% | 47.3% | 94 | 5.32% | 2.8 |
|
| 3725 |
3725
Devon Energy
Houston,
Texas
| $476M | – | – | 33.9% | – | 1 | – | 0 |
|