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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
3826
Truxt Investmentos
Rio De Janeiro,
Brazil
| $279M | -$96.3M | -26% | 18.2% | – | 21 | 42.86% | 0.6 |
|
| 3827 |
3827
White Pine Investment Company
Livonia,
Michigan
| $278M | +$15.5M | +6% | 6.29% | 73.3% | 61 | 1.64% | 4.4 |
|
| 3828 |
3828
Owls Nest Partners IA
Chadds Ford,
Pennsylvania
| $278M | +$38.5M | +16% | 11.4% | 105% | 16 | 37.5% | 1.5 |
|
| 3829 |
HF
3829
Halpern Financial
Ashburn,
Virginia
| $278M | +$5.31M | +2% | 4.56% | 26.3% | 203 | 13.79% | 2.4 |
|
| 3830 |
3830
Firestone Capital Management
Coral Gables,
Florida
| $278M | +$8.81M | +3% | 4.32% | 56.9% | 127 | 11.02% | 2.3 |
|
| 3831 |
3831
Old Port Advisors
Portland,
Maine
| $278M | +$12.4M | +5% | 4.35% | 114% | 220 | 6.36% | 3.4 |
|
| 3832 |
3832
Grace & Mercy Foundation
New York
| $278M | +$88.7M | +47% | 34.1% | 67.6% | 13 | 0% | 0.3 |
|
| 3833 |
3833
Donoghue Forlines
Boston,
Massachusetts
| $278M | -$5.03M | -2% | 4.68% | 229% | 265 | 35.09% | 1 |
|
| 3834 |
3834
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| $277M | +$8.62M | +3% | 5.81% | 72.9% | 177 | 5.65% | 4.2 |
|
| 3835 |
3835
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $277M | +$6.57M | +2% | 3.33% | 81% | 98 | 6.12% | 4.9 |
|
| 3836 |
3836
Legacy Wealth Asset Management
Woodbury,
Minnesota
| $277M | +$14.5M | +6% | 6.16% | 116% | 346 | 6.36% | 1.6 |
|
| 3837 |
3837
Seven Post Investment Office
San Francisco,
California
| $277M | -$7.34M | -3% | 5.7% | 44.4% | 58 | 10.34% | 2.6 |
|
| 3838 |
3838
Hourglass Capital
Houston,
Texas
| $277M | -$6.8M | -2% | 2.83% | 94.4% | 106 | 10.38% | 4.8 |
|
| 3839 |
3839
TSP Capital Management Group
Summit,
New Jersey
| $277M | +$9.7M | +4% | 7.42% | 186% | 53 | 3.77% | 3.3 |
|
| 3840 |
3840
Siena Capital Partners
Chicago,
Illinois
| $277M | -$13.9M | -5% | 4.93% | 44.2% | 104 | 7.69% | 3.2 |
|
| 3841 |
OIM
3841
Opus Investment Management
Worcester,
Massachusetts
| $277M | -$4.03M | -1% | 0.57% | 52.8% | 73 | 0% | 5.9 |
|
| 3842 |
3842
Night Owl Capital Management
Greenwich,
Connecticut
| $277M | +$61.7M | +29% | 13% | 162% | 20 | 20% | 4.6 |
|
| 3843 |
3843
Hamilton Capital Partners (Canada)
Toronto,
| $277M | +$40.8M | +17% | 2.8% | 143% | 65 | 15.38% | 0.2 |
|
| 3844 |
3844
Column Group
San Francisco,
California
| $277M | -$23.8M | -8% | 5.78% | 95.1% | 7 | 0% | 1.9 |
|
| 3845 |
3845
Globe Life
Mckinney,
Texas
| $276M | +$18.2M | +7% | 7.04% | 67.5% | 1 | 0% | 6.3 |
|
| 3846 |
3846
Northcape Wealth Management
Williamsville,
New York
| $276M | +$97.3M | +54% | 3.42% | 74% | 149 | 51.01% | 0.6 |
|
| 3847 |
3847
Arch Capital Group
Pembroke,
Bermuda
| $276M | +$3.91M | +1% | 1.45% | 2.89% | 2 | 0% | 2.3 |
|
| 3848 |
3848
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| $276M | +$21.5M | +8% | 6.29% | 74% | 147 | 17.01% | 2.4 |
|
| 3849 |
3849
Court Place Advisors
Ellicott City,
Maryland
| $276M | -$22.7K | -0% | 3.06% | 92% | 167 | 4.19% | 6.3 |
|
| 3850 |
3850
Bienville Capital Management
New York
| $276M | -$57.1M | -17% | 5.58% | 36.3% | 102 | 14.71% | 3.3 |
|