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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 |
CWM
3876
Cordatus Wealth Management
Newtown,
Pennsylvania
| $364M | -$14.8M | -4% | 2.23% | 108% | 165 | 23.64% | 0.9 |
|
| 3877 |
3877
Kettle Hill Capital Management
New York
| $364M | -$96.1M | -21% | 6.77% | 37.4% | 60 | 71.67% | 0.4 |
|
| 3878 |
MI
3878
M3F Inc
Salt Lake City,
Utah
| $364M | +$17.9M | +5% | 4.84% | 139% | 33 | 18.18% | 3.5 |
|
| 3879 |
3879
Little House Capital
Braintree,
Massachusetts
| $364M | +$13.8M | +4% | 1.55% | 118% | 151 | 41.06% | 2.1 |
|
| 3880 |
3880
Fairvoy Private Wealth
Birmingham,
Alabama
| $364M | -$12.2M | -3% | 0.5% | – | 190 | 18.95% | 0.2 |
|
| 3881 |
3881
GoalVest Advisory
New York
| $364M | -$917K | -0.3% | 2.59% | 94.8% | 557 | 42.19% | 1.4 |
|
| 3882 |
3882
Berkeley Capital Partners
Milton,
Georgia
| $364M | +$3.91M | +1% | 0.39% | 62.8% | 182 | 12.64% | 4.2 |
|
| 3883 |
3883
Madrona Financial Services
Everett,
Washington
| $364M | -$3.54M | -1% | 4.55% | 85.1% | 117 | 12.82% | 2.9 |
|
| 3884 |
3884
Advanced Asset Management Advisors
Dublin,
Ohio
| $364M | -$18.1M | -5% | 0.04% | 93.6% | 91 | 14.29% | 4.7 |
|
| 3885 |
3885
PhiloSmith Capital
Stamford,
Connecticut
| $364M | +$10.7M | +3% | 6.55% | 47% | 23 | 0% | 6.9 |
|
| 3886 |
3886
Winthrop Capital Management
Carmel,
Indiana
| $364M | -$12.2M | -3% | 0.74% | 68.1% | 376 | 21.81% | 0.5 |
|
| 3887 |
3887
L1 Capital International
Sydney NSW 2000,
Australia
| $363M | +$37.9M | +12% | 0.34% | – | 21 | 23.81% | 1 |
|
| 3888 |
3888
Tenere Capital
New York
| $363M | -$14.1M | -4% | 10.2% | 131% | 26 | 30.77% | 1 |
|
| 3889 |
3889
Noble Family Wealth
Clearwater,
Florida
| $363M | +$114K | +0% | 0.57% | 60% | 62 | 3.23% | 1.9 |
|
| 3890 |
3890
Anatole Investment Management
Central,
Hong Kong
| $363M | +$146M | +67% | 17.3% | 3,486% | 24 | 87.5% | 0.1 |
|
| 3891 |
3891
MilWealth Group
Milwaukee,
Wisconsin
| $363M | -$3.39M | -0.9% | 0.81% | 39.6% | 96 | 29.17% | 4.4 |
|
| 3892 |
3892
Sycale Advisors
New York
| $363M | -$22.8M | -6% | 0.17% | 31.5% | 28 | 39.29% | 0.7 |
|
| 3893 |
3893
Rosenblum Silverman Sutton
San Francisco,
California
| $363M | -$35.2M | -9% | 6.55% | 90.1% | 76 | 3.95% | 5.7 |
|
| 3894 |
3894
Foursixthree Capital
New York
| $363M | +$75.1M | +26% | 1.31% | – | 33 | 57.58% | 0.4 |
|
| 3895 |
3895
Mayport LLC
Newton,
Massachusetts
| $363M | +$23.3M | +7% | 2.02% | 57% | 94 | 14.89% | 2.1 |
|
| 3896 |
3896
Paradiem
Covington,
Louisiana
| $363M | -$9.8M | -3% | 1.72% | 107% | 58 | 20.69% | 2.4 |
|
| 3897 |
3897
Bayberry Capital Partners
New York
| $363M | +$100M | +38% | 4.85% | 99.7% | 25 | 48% | 0.5 |
|
| 3898 |
3898
Copperwynd Financial
Scottsdale,
Arizona
| $363M | +$158K | +0% | 2.62% | 90% | 158 | 22.78% | 3.4 |
|
| 3899 |
SC
3899
Saybrook Capital
Winston Salem,
North Carolina
| $362M | -$12.1M | -3% | 0.43% | 72.5% | 45 | 4.44% | 8.1 |
|
| 3900 |
3900
Oakwell Private Wealth Management
Austin,
Texas
| $362M | +$5.51M | +2% | 2.4% | 68.2% | 75 | 29.33% | 2.5 |
|