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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
3951
Catalyst Financial Partners
Boston,
Massachusetts
| $281M | +$47M | +20% | 6.89% | 98.6% | 207 | 16.43% | 0.4 |
|
| 3952 |
3952
SimplyRich
Carlsbad,
California
| $280M | +$14.4M | +5% | 5.8% | 98.3% | 180 | 6.67% | 3.1 |
|
| 3953 |
MGM
3953
Miura Global Management
New York
| $280M | +$108M | +63% | 16.4% | 375% | 27 | 40.74% | 1.4 |
|
| 3954 |
GECH
3954
Garnet Equity Capital Holdings
New York
| $280M | +$80.3M | +40% | 11.2% | 302% | 49 | 61.22% | 0.6 |
|
| 3955 |
3955
PBMares Wealth Management
Williamsburg,
Virginia
| $280M | +$10.6M | +4% | 4.14% | 67.7% | 172 | 3.49% | 2.4 |
|
| 3956 |
3956
Winmill & Co
Walpole,
New Hampshire
| $280M | +$11.4M | +4% | 6.06% | 146% | 81 | 19.75% | 2.2 |
|
| 3957 |
3957
Benin Management Corp
Wilton,
Connecticut
| $279M | +$15.9M | +6% | 8.07% | 91.7% | 101 | 4.95% | 6.9 |
|
| 3958 |
3958
Arch Capital Group
Pembroke,
Bermuda
| $279M | +$2.94M | +1% | 0.71% | 3.08% | 3 | 33.33% | 1.7 |
|
| 3959 |
3959
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| $279M | +$12.8M | +5% | 4.07% | 76.5% | 101 | 0.99% | 5.3 |
|
| 3960 |
3960
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $279M | +$22.5M | +9% | 10.8% | 147% | 222 | 2.7% | 5.7 |
|
| 3961 |
3961
ETF Portfolio Partners
Leawood,
Kansas
| $279M | +$14.6M | +6% | 4.42% | 50.2% | 55 | 21.82% | 4.1 |
|
| 3962 |
LIC
3962
Laurus Investment Counsel
Toronto,
Canada
| $279M | -$1.56M | -0.6% | 9.45% | 14.1% | 41 | 12.2% | 3.2 |
|
| 3963 |
3963
Boone Capital Management
Atlanta,
Georgia
| $279M | +$65M | +30% | 14.9% | 278% | 13 | 7.69% | 0.4 |
|
| 3964 |
3964
Blueprint Investment Partners
Greensboro,
North Carolina
| $279M | -$159M | -36% | 7.23% | 90.8% | 269 | 62.08% | 1 |
|
| 3965 |
3965
Capricorn Fund Managers
London,
United Kingdom
| $279M | -$48.7M | -15% | 2.43% | 169% | 125 | 66.4% | 0.5 |
|
| 3966 |
3966
Winch Advisory Services
Appleton,
Wisconsin
| $278M | +$20.7M | +8% | 9.88% | 80.8% | 470 | 4.26% | 4.2 |
|
| 3967 |
OIM
3967
Opus Investment Management
Worcester,
Massachusetts
| $278M | +$1.58M | +0.6% | 1.26% | 52.8% | 73 | 0% | 6.1 |
|
| 3968 |
VDBMI
3968
Van Den Berg Management I
Austin,
Texas
| $278M | +$9.25M | +3% | 6.56% | 187% | 111 | 7.21% | 2.2 |
|
| 3969 |
3969
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $278M | +$633K | +0.2% | 4.32% | 81% | 97 | 5.15% | 5.2 |
|
| 3970 |
AWAM
3970
Appian Way Asset Management
New York
| $278M | -$21.6M | -7% | 1.91% | 49.4% | 38 | 68.42% | 0.5 |
|
| 3971 |
3971
Continental General Insurance Company
Austin,
Texas
| $277M | +$65.5M | +31% | 22.9% | 188% | 14 | 7.14% | 0.4 |
|
| 3972 |
3972
Argyle Capital Management
Center Valley,
Pennsylvania
| $277M | -$7.05M | -2% | 4.63% | 95.8% | 129 | 5.43% | 8.2 |
|
| 3973 |
3973
Boltwood Capital Management
Walnut Creek,
California
| $277M | +$9.8M | +4% | 3.93% | 63% | 164 | 5.49% | 5.4 |
|
| 3974 |
3974
SWS Partners
Columbus,
Ohio
| $277M | +$8.61M | +3% | 5.96% | 127% | 120 | 8.33% | 1.7 |
|
| 3975 |
3975
Stonepine Capital Management
Bend,
Oregon
| $277M | -$20.9M | -7% | 5.57% | 231% | 28 | 46.43% | 0.8 |
|