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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
3801
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| $290M | -$7.01M | -2% | 1.8% | 240% | 89 | 40.45% | 2.5 |
|
| 3802 |
3802
Intel Corp
Santa Clara,
California
| $290M | -$102M | -26% | 31.9% | 9.79% | 8 | 25% | 1.1 |
|
| 3803 |
3803
Muhlenkamp & Co
Wexford,
Pennsylvania
| $290M | +$7.56M | +3% | 0.11% | 107% | 33 | 12.12% | 3.7 |
|
| 3804 |
HF
3804
Halpern Financial
Ashburn,
Virginia
| $290M | -$2.28M | -0.8% | 3.45% | 26.3% | 267 | 26.97% | 2.3 |
|
| 3805 |
3805
Delta Financial Group
Basking Ridge,
New Jersey
| $290M | +$204M | +240% | 4.33% | – | 218 | 62.39% | 0.3 |
|
| 3806 |
3806
Trinity Legacy Partners
Houston,
Texas
| $290M | +$3.43M | +1% | 2.54% | 63.3% | 111 | 35.14% | 1.8 |
|
| 3807 |
3807
tru Independence
Portland,
Oregon
| $289M | -$14.4M | -5% | 6.13% | 67.4% | 124 | 8.87% | 2.1 |
|
| 3808 |
3808
Rock Point Advisors
Burlington,
Vermont
| $289M | -$15.6M | -5% | 6.39% | 82.8% | 103 | 14.56% | 4.5 |
|
| 3809 |
3809
Windsor Capital Management
Phoenix,
Arizona
| $289M | -$13.3M | -4% | 2.92% | 49.1% | 118 | 13.56% | 6 |
|
| 3810 |
3810
Whalerock Point Partners
Providence,
Rhode Island
| $289M | -$6.1M | -2% | 2.64% | 103% | 161 | 4.35% | 5.1 |
|
| 3811 |
3811
Daniels + Tansey
Wilmington,
Delaware
| $289M | -$13.8M | -5% | 1.13% | 21.1% | 32 | 25% | 2.2 |
|
| 3812 |
3812
New Capital Management
Houston,
Texas
| $288M | – | – | 2.3% | 55.4% | 53 | – | 3.1 |
|
| 3813 |
SWK
3813
Stephen W. Kidder
| $288M | -$17.2M | -6% | 3.9% | 94.7% | 78 | 6.41% | 6.2 |
|
| 3814 |
3814
Capricorn Fund Managers
London,
United Kingdom
| $288M | +$9.7M | +3% | 0.78% | 169% | 94 | 45.74% | 0.5 |
|
| 3815 |
3815
Hedeker Wealth
Lincolnshire,
Illinois
| $288M | -$11.9M | -4% | 3.24% | 161% | 96 | 17.71% | 2.8 |
|
| 3816 |
HI
3816
Handelsinvest Investeringsforvaltning
Herning,
Denmark
| $288M | -$219M | -43% | 3.56% | 37.9% | 113 | 33.63% | 2.8 |
|
| 3817 |
3817
Bulldog Investors
Saddle Brook,
New Jersey
| $288M | -$13.8M | -5% | 0.12% | 22.5% | 267 | 37.83% | 1.2 |
|
| 3818 |
3818
Waypoint Wealth Partners
Mill Valley,
California
| $288M | -$4.04M | -1% | 3.35% | 52.1% | 79 | 17.72% | 1.5 |
|
| 3819 |
3819
Farmers National Bank
Danville,
Kentucky
| $288M | -$5.27M | -2% | 4.18% | – | 143 | 0% | 6.1 |
|
| 3820 |
3820
Aozora Bank
Tokyo,
Japan
| $288M | -$10.3M | -3% | 3.45% | 5.45% | 4 | 0% | 3.4 |
|
| 3821 |
3821
Oak Grove Capital
North Hampton,
New Hampshire
| $288M | -$4.57M | -2% | 3.37% | 470% | 63 | 20.63% | 2 |
|
| 3822 |
WHGC
3822
Wealth High Governance Capital
Sao Paulo,
Brazil
| $288M | +$49.1M | +21% | 0.81% | 622% | 34 | 85.29% | 0.1 |
|
| 3823 |
3823
Shikiar Asset Management
New York
| $288M | -$22.6M | -7% | 4.26% | 117% | 83 | 12.05% | 3.9 |
|
| 3824 |
3824
Stone House Investment Management
Tunkhannock,
Pennsylvania
| $287M | +$11.6M | +4% | 3.68% | 57.9% | 390 | 26.67% | 0.6 |
|
| 3825 |
3825
Fountainhead AM
Warren,
New Jersey
| $287M | +$5.5M | +2% | 3.61% | 65.6% | 100 | 21% | 1.6 |
|