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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
Piershale Financial Group
Barrington,
Illinois
| $175M | +$8.12M | +5% | 3.5% | 82% | 27 | 59.26% | 1.3 |
|
| 3752 |
TL
3752
TowerView LLC
New York
| $175M | -$3.51M | -2% | 2.52% | 17.9% | 23 | 17.39% | 3.6 |
|
| 3753 |
GA
3753
Gagnon Advisors
New York
| $175M | +$392K | +0.2% | 0.36% | 129% | 34 | 5.88% | 2.7 |
|
| 3754 |
3754
Whalerock Point Partners
Providence,
Rhode Island
| $175M | +$22.1M | +14% | 3.59% | 103% | 147 | 12.93% | 2.8 |
|
| 3755 |
3755
Delta Investment Management
San Francisco,
California
| $175M | +$60.5M | +53% | 9.55% | 65.8% | 141 | 78.72% | 0.1 |
|
| 3756 |
PCR
3756
Potrero Capital Research
San Francisco,
California
| $175M | +$13.4M | +8% | 2.03% | 226% | 57 | 33.33% | 0.8 |
|
| 3757 |
BOC
3757
Barbara Oil Co
Chicago,
Illinois
| $175M | +$6.2M | +4% | 4.16% | 76.9% | 96 | 5.21% | 3.8 |
|
| 3758 |
3758
Arlington Financial Advisors
Santa Barbara,
California
| $175M | -$1.35M | -0.8% | 2.37% | 67.6% | 59 | 10.17% | 1.3 |
|
| 3759 |
HIH
3759
HRS Investment Holdings
New York
| $175M | +$6.99M | +4% | 4.2% | 21.5% | 2 | 0% | 1.5 |
|
| 3760 |
3760
Integre Asset Management
New York
| $174M | +$9.22M | +6% | 4.64% | 74.1% | 119 | 15.97% | 2 |
|
| 3761 |
3761
Caldera Capital
Dallas,
Texas
| $174M | +$16.9M | +11% | 7.87% | 84.5% | 23 | 34.78% | 0.8 |
|
| 3762 |
3762
Sutton Wealth Advisors
Tampa,
Florida
| $174M | +$2.86M | +2% | 2.43% | 40.9% | 1,235 | 11.5% | 2.5 |
|
| 3763 |
3763
Nishkama Capital LLC
Dorado,
Puerto Rico
| $174M | +$40.3M | +30% | 12.8% | 723% | 59 | 71.19% | 0.2 |
|
| 3764 |
3764
Copperwynd Financial
Scottsdale,
Arizona
| $174M | +$7.16M | +4% | 6.43% | 90% | 109 | 11.93% | 1.1 |
|
| 3765 |
3765
Beddow Capital Management
Jackson,
Wyoming
| $174M | -$8.44M | -5% | 1.23% | 50.7% | 50 | 14% | 4 |
|
| 3766 |
3766
TLWM Financial
San Antonio,
Texas
| $174M | -$4.42M | -2% | 2.49% | 53.9% | 59 | 15.25% | 1.1 |
|
| 3767 |
3767
Davis Rea
Toronto,
Ontario, Canada
| $174M | +$3.52M | +2% | 3.95% | 66.9% | 59 | 11.86% | 3.2 |
|
| 3768 |
3768
Essex Woodlands Management
The Woodlands,
Texas
| $173M | -$27.4M | -14% | 8.3% | 55% | 7 | 14.29% | 4.3 |
|
| 3769 |
3769
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| $173M | +$11M | +7% | 3.11% | 84.3% | 226 | 34.07% | 0.7 |
|
| 3770 |
3770
Round Hill Asset Management
Pasadena,
California
| $173M | +$6.69M | +4% | 7.51% | 43.2% | 61 | 4.92% | 2.2 |
|
| 3771 |
MC
3771
MRJ Capital
New York
| $173M | +$6.24M | +4% | 5.96% | 127% | 53 | 5.66% | 3.3 |
|
| 3772 |
3772
BT Wealth Management
Atlanta,
Georgia
| $173M | +$3.28M | +2% | 3.03% | 34.8% | 58 | 8.62% | 0.5 |
|
| 3773 |
DC
3773
DPM Capital
Coral Gables,
Florida
| $173M | -$15.1M | -8% | 3.84% | 110% | 8 | 25% | 0.5 |
|
| 3774 |
3774
Marlowe Partners
New York
| $173M | +$28.8M | +20% | 5.52% | 16.3% | 19 | 52.63% | 0.6 |
|
| 3775 |
3775
Game Creek Capital
Boston,
Massachusetts
| $173M | -$32.7M | -16% | 5.13% | 176% | 64 | 34.38% | 1 |
|