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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
CA
3726
Continental Advisors
Park City,
Utah
| $207M | +$37.8M | +22% | 11.2% | 73.6% | 84 | 25% | 3.4 |
|
| 3727 |
3727
Prince Street Capital Management
New York
| $207M | +$51.4M | +33% | 20.5% | 302% | 24 | 58.33% | 0.8 |
|
| 3728 |
LFM
3728
Lumina Fund Management
New York
| $207M | +$5.31M | +3% | 9.71% | 28.1% | 47 | 44.68% | 1.6 |
|
| 3729 |
3729
Abingworth
London,
United Kingdom
| $207M | +$48.8M | +31% | 21.4% | 187% | 16 | 12.5% | 2.3 |
|
| 3730 |
3730
Norman Fields Gottscho Capital Management
New York
| $207M | +$7.94M | +4% | 8.26% | 96.9% | 79 | 15.19% | 3.3 |
|
| 3731 |
3731
Jupiter Wealth Management
Glendale,
Colorado
| $207M | +$19.5M | +10% | 9.47% | 99.2% | 88 | 12.5% | 0.6 |
|
| 3732 |
3732
HGI Capital Management
New York
| $207M | +$24.7M | +14% | 6.33% | 47% | 76 | 38.16% | 0.7 |
|
| 3733 |
3733
Tolleson Wealth Management
Dallas,
Texas
| $207M | +$23.1M | +13% | 5.7% | 56.2% | 66 | 10.61% | 0.7 |
|
| 3734 |
3734
BDT Capital Partners
Chicago,
Illinois
| $206M | -$105M | -34% | 25.2% | 25.5% | 1 | 0% | 6.5 |
|
| 3735 |
3735
Westwind Capital
Las Cruces,
New Mexico
| $206M | +$16.5M | +9% | 9.88% | 87.6% | 49 | 24.49% | 1.4 |
|
| 3736 |
3736
Newlight Partners
New York
| $206M | – | – | 8.41% | 92.8% | 2 | – | 0 |
|
| 3737 |
3737
Northwestern University
Evanston,
Illinois
| $206M | +$13.4M | +7% | 5.43% | 28.2% | 6 | 16.67% | 1.8 |
|
| 3738 |
3738
Elgethun Capital Management
Sioux Falls,
South Dakota
| $205M | +$17.6M | +9% | 9.53% | 61.5% | 100 | 11% | 2.1 |
|
| 3739 |
3739
Ogorek Anthony Joseph
Williamsville,
New York
| $205M | +$37.9M | +23% | 5.14% | 61.1% | 227 | 26.43% | 1.6 |
|
| 3740 |
3740
WealthShield Partners
Cary,
North Carolina
| $205M | +$16.4M | +9% | 5.28% | 71% | 281 | 10.68% | 1.3 |
|
| 3741 |
3741
Progressive Investment Management
Lake Oswego,
Oregon
| $205M | +$18.2M | +10% | 10% | 139% | 40 | 15% | 3.7 |
|
| 3742 |
3742
Hoover Financial Advisors
Malvern,
Pennsylvania
| $205M | +$92.5M | +82% | 9.72% | – | 92 | 36.96% | 0.6 |
|
| 3743 |
3743
Guidance Point Advisors
Wellesley,
Massachusetts
| $205M | +$22.2M | +12% | 8.93% | 71.8% | 66 | 9.09% | 0.9 |
|
| 3744 |
3744
Summit Financial Strategies
Columbus,
Ohio
| $204M | -$3.65M | -2% | 7.54% | 59.4% | 67 | 22.39% | 2.8 |
|
| 3745 |
3745
Blume Capital Management
Berkeley,
California
| $204M | +$4.15M | +2% | 10.3% | 102% | 243 | 10.7% | 3.5 |
|
| 3746 |
3746
Eldridge Investment Advisors
Manchester,
New Hampshire
| $204M | +$10.6M | +5% | 5.66% | 50.9% | 104 | 16.35% | 1.3 |
|
| 3747 |
3747
Wisconsin Capital Management
Madison,
Wisconsin
| $204M | +$16.2M | +9% | 9.16% | 153% | 65 | 15.38% | 3.1 |
|
| 3748 |
3748
Worth Venture Partners
Fort Lee,
New Jersey
| $204M | +$28.8M | +16% | 5.94% | 105% | 119 | 42.86% | 0.7 |
|
| 3749 |
3749
Eidelman Virant Capital
Saint Louis,
Missouri
| $204M | +$30.2M | +17% | 9.18% | 46.2% | 141 | 28.37% | 1.8 |
|
| 3750 |
3750
Verger Capital Management
Winston-Salem,
North Carolina
| $204M | +$16.9M | +9% | 6.42% | 58.3% | 13 | 0% | 3.5 |
|