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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
MI
3876
M3F Inc
Salt Lake City,
Utah
| $301M | +$2.38M | +0.8% | 1.01% | 139% | 48 | 14.58% | 2.4 |
|
| 3877 |
3877
Yorktown Energy Partners XI
New York
| $300M | +$56.6M | +23% | 39.2% | 105% | 3 | 0% | 2.2 |
|
| 3878 |
3878
Globe Life
Mckinney,
Texas
| $300M | -$15.5M | -5% | 4.9% | 60.1% | 1 | 0% | 5.3 |
|
| 3879 |
3879
Broadleaf Partners
Hudson,
Ohio
| $300M | -$25.6M | -8% | 0.67% | 180% | 76 | 17.11% | 2.7 |
|
| 3880 |
3880
Aryeh Capital Management
Toronto,
Ontario, Canada
| $300M | +$10.5M | +4% | 9.78% | 87.7% | 13 | 38.46% | 0.9 |
|
| 3881 |
3881
Holderness Investments Company
Greensboro,
North Carolina
| $300M | -$38.7M | -11% | 3.07% | 144% | 244 | 17.21% | 4 |
|
| 3882 |
3882
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| $300M | +$3.34M | +1% | 0.69% | 76.5% | 110 | 11.82% | 4.2 |
|
| 3883 |
3883
JW Asset Management
Miami Beach,
Florida
| $300M | -$1.89M | -0.6% | 1.22% | 251% | 11 | 45.45% | 2.1 |
|
| 3884 |
3884
Seaview Investment Managers
Miami,
Florida
| $300M | +$15.5M | +5% | 4.28% | 148% | 117 | 34.19% | 0.5 |
|
| 3885 |
3885
Naviter Wealth
Little Rock,
Arkansas
| $300M | -$34.9M | -10% | 0.36% | 87.1% | 106 | 20.75% | 0.2 |
|
| 3886 |
3886
Stamos Capital Partners
Menlo Park,
California
| $300M | +$84M | +39% | 0.4% | 36.7% | 99 | 59.6% | 0.7 |
|
| 3887 |
3887
Knightsbridge Asset Management
Newport Beach,
California
| $299M | -$1.23M | -0.4% | 1.77% | 150% | 111 | 26.13% | 1.5 |
|
| 3888 |
3888
Origin Asset Management
London,
United Kingdom
| $299M | -$126M | -30% | 6.27% | 59.3% | 53 | 45.28% | 1 |
|
| 3889 |
3889
Outlook Wealth Advisors
Shenandoah,
Texas
| $299M | -$41.4M | -12% | 2.28% | 76% | 227 | 22.91% | 1.7 |
|
| 3890 |
PCR
3890
Potrero Capital Research
San Francisco,
California
| $299M | -$36.2M | -11% | 11.9% | 226% | 86 | 48.84% | 0.9 |
|
| 3891 |
3891
Keystone Financial Planning
Cleveland,
Ohio
| $299M | +$5.27M | +2% | 1.7% | 46% | 48 | 8.33% | 4.8 |
|
| 3892 |
3892
Abacus FCF Advisors
Orlando,
Florida
| $299M | +$95.4M | +47% | 5.14% | 197% | 197 | 46.19% | 0.9 |
|
| 3893 |
ACM
3893
Altium Capital Management
New York
| $299M | -$63.9M | -18% | 4.34% | – | 166 | 48.8% | 0.5 |
|
| 3894 |
3894
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $299M | -$20.8M | -7% | 2.87% | 83.6% | 182 | 7.69% | 5 |
|
| 3895 |
3895
Prism Advisors
Studio City,
California
| $299M | -$7.3M | -2% | 5.57% | 54.6% | 56 | 5.36% | 2.5 |
|
| 3896 |
3896
Peak Financial Management
Wellesley,
Massachusetts
| $298M | -$10.3M | -3% | 3.49% | 58.2% | 84 | 19.05% | 3.2 |
|
| 3897 |
3897
Ashburton (Jersey)
St Helier,
Jersey
| $298M | +$12M | +4% | 0.42% | – | 50 | 18% | 2.9 |
|
| 3898 |
3898
Red Door Wealth Management
Memphis,
Tennessee
| $298M | -$6.64M | -2% | 3.02% | 100% | 175 | 30.29% | 1.7 |
|
| 3899 |
3899
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $298M | -$4.62M | -2% | 1.62% | 90.7% | 242 | 11.57% | 4.7 |
|
| 3900 |
3900
Hemington Wealth Management
Falls Church,
Virginia
| $298M | +$81.7M | +38% | 4.5% | 76.1% | 111 | 30.63% | 0.9 |
|