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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3901 |
3901
Engine Capital Management
New York
| $247M | -$100M | -29% | 13.1% | 21.1% | 50 | 44% | 0.9 |
|
| 3902 |
3902
Trustees of General Electric Pension Trust
Norwalk,
Connecticut
| $247M | -$108M | -30% | 30.4% | 184% | 1 | 0% | 5.5 |
|
| 3903 |
3903
Legacy Wealth Asset Management
Woodbury,
Minnesota
| $247M | -$34.3M | -12% | 12.5% | 116% | 349 | 14.04% | 1.2 |
|
| 3904 |
3904
Liberty Wealth Management
Oakland,
California
| $247M | -$30.6M | -11% | 14% | 64.2% | 173 | 22.54% | 1.6 |
|
| 3905 |
3905
Nishkama Capital LLC
Dorado,
Puerto Rico
| $246M | -$106M | -30% | 24.2% | 723% | 46 | 71.74% | 0.4 |
|
| 3906 |
3906
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $246M | -$31.6M | -11% | 13% | 49.6% | 77 | 10.39% | 3 |
|
| 3907 |
3907
Bond Capital Management
San Francisco,
California
| $246M | -$145M | -37% | 29.1% | 47.5% | 5 | 0% | 0.3 |
|
| 3908 |
3908
Ford Financial Group
Fresno,
California
| $246M | -$15.1M | -6% | 14.2% | 47.7% | 140 | 22.14% | 2.1 |
|
| 3909 |
3909
PhiloSmith Capital
Stamford,
Connecticut
| $246M | -$27.7M | -10% | 8.66% | 47% | 30 | 10% | 4.5 |
|
| 3910 |
3910
Spinnaker Investment Group
Newport Beach,
California
| $245M | -$61.9M | -20% | 11% | 56.9% | 94 | 27.66% | 0.4 |
|
| 3911 |
3911
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| $245M | -$54.5M | -18% | 13% | 76.5% | 106 | 7.55% | 4.5 |
|
| 3912 |
AWAM
3912
Appian Way Asset Management
New York
| $245M | +$25.3M | +11% | 9.72% | 49.4% | 51 | 64.71% | 0.3 |
|
| 3913 |
3913
Semmax Financial Advisors
Winston Salem,
North Carolina
| $245M | -$8.78M | -3% | 10% | – | 316 | 16.46% | 2.5 |
|
| 3914 |
3914
Winch Advisory Services
Appleton,
Wisconsin
| $245M | -$42.6M | -15% | 12.7% | 80.8% | 513 | 15.2% | 3.6 |
|
| 3915 |
3915
Harrell Investment Partners
Austin,
Texas
| $245M | -$37.7M | -13% | 14.6% | 121% | 102 | 12.75% | 1.9 |
|
| 3916 |
3916
Kize Capital
New York
| $245M | -$37.5M | -13% | 13.9% | 34.7% | 7 | 0% | 1.2 |
|
| 3917 |
3917
XTX Topco
George Town,
Cayman Islands
| $245M | +$16.7M | +7% | 18.3% | 87.3% | 1,200 | 79.42% | 0.1 |
|
| 3918 |
3918
Prentice Capital Management
Greenwich,
Connecticut
| $245M | -$177M | -42% | 35% | 128% | 34 | 64.71% | 0.7 |
|
| 3919 |
3919
TRV GP III
Boston,
Massachusetts
| $244M | -$124M | -34% | 16.3% | 170% | 7 | 0% | 2.7 |
|
| 3920 |
3920
WealthOne
Albany,
New York
| $244M | -$39.5M | -14% | 14.3% | 23.4% | 142 | 28.17% | 1.9 |
|
| 3921 |
3921
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $244M | -$40.3M | -14% | 11.8% | 81% | 103 | 14.56% | 4.7 |
|
| 3922 |
3922
Outlook Wealth Advisors
Shenandoah,
Texas
| $244M | -$54.6M | -18% | 12% | 70% | 209 | 17.22% | 1.8 |
|
| 3923 |
3923
Avalon Capital Management
Port Of Redwood City,
California
| $244M | -$16.2M | -6% | 13.5% | 151% | 76 | 27.63% | 1.3 |
|
| 3924 |
3924
Optas LLC
Austin,
Texas
| $244M | -$61.4M | -20% | 17.2% | 118% | 157 | 15.29% | 2 |
|
| 3925 |
TLP
3925
Tri Locum Partners
New York
| $244M | -$11.8M | -5% | 2.33% | 357% | 67 | 68.66% | 0.2 |
|