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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
Park Edge Advisors
Cleveland,
Ohio
| $434M | -$7.87M | -2% | 2.25% | 61.1% | 163 | 20.86% | 2.1 |
|
| 3952 |
3952
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $434M | -$25.4M | -6% | 7.37% | 75.1% | 70 | 21.43% | 4.8 |
|
| 3953 |
3953
Horiko Capital Management
New York
| $434M | -$20M | -4% | 2.59% | 275% | 20 | 15% | 4.5 |
|
| 3954 |
3954
First PREMIER Bank
Sioux Falls,
South Dakota
| $433M | -$2.99M | -0.7% | 0.29% | 63% | 379 | 1.58% | 5.5 |
|
| 3955 |
3955
Gagnon Securities
New York
| $433M | -$57.9M | -12% | 4.07% | 210% | 92 | 14.13% | 4.5 |
|
| 3956 |
3956
Icon Advisers
Greenwood Village,
Colorado
| $433M | -$29.8M | -6% | 8.59% | 114% | 198 | 34.34% | 2.7 |
|
| 3957 |
3957
Pinpoint Asset Management (Singapore)
Singapore,
| $433M | -$47.4M | -10% | 5.35% | – | 194 | 52.06% | 0.3 |
|
| 3958 |
3958
Seven Springs Wealth Group
Brentwood,
Tennessee
| $432M | +$82.4M | +24% | 0.84% | 59.2% | 88 | 13.64% | 3.8 |
|
| 3959 |
3959
Ballast Inc
Lexington,
Kentucky
| $432M | +$5.12M | +1% | 0.6% | 71.3% | 137 | 5.84% | 4.9 |
|
| 3960 |
3960
Apeiron RIA
Dallas,
Texas
| $431M | -$61.4M | -12% | 0.46% | 68.5% | 222 | 14.86% | 2.4 |
|
| 3961 |
MAM
3961
Mystic Asset Management
Warwick,
Rhode Island
| $431M | -$10.4M | -2% | 0.19% | 114% | 224 | 4.91% | 2.9 |
|
| 3962 |
3962
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
| $431M | +$190M | +79% | 3.87% | – | 2 | 0% | 1 |
|
| 3963 |
3963
Operose Advisors
Milwaukee,
Wisconsin
| $431M | +$2.15M | +0.5% | 0.66% | 68.8% | 666 | 40.09% | 1.7 |
|
| 3964 |
3964
Berkeley Capital Partners
Milton,
Georgia
| $431M | +$6.58M | +2% | 1.15% | 62.8% | 205 | 18.05% | 4.3 |
|
| 3965 |
3965
Cypress Asset Management
Houston,
Texas
| $431M | -$23.8M | -5% | 1.13% | 141% | 109 | 8.26% | 7.3 |
|
| 3966 |
3966
Sage Capital Advisors
Sioux Falls,
South Dakota
| $431M | +$10.4M | +2% | 2.42% | 105% | 137 | 12.41% | 4.4 |
|
| 3967 |
3967
Uncommon Cents Investing
Janesville,
Wisconsin
| $431M | +$17.9M | +4% | 5.13% | 91.4% | 210 | 2.38% | 5.1 |
|
| 3968 |
3968
White Pine Investment Company
Livonia,
Michigan
| $430M | +$6M | +1% | 1.04% | 73.3% | 70 | 7.14% | 5.6 |
|
| 3969 |
PAS
3969
PKS Advisory Services
Albany,
New York
| $430M | -$8.18M | -2% | 1.28% | – | 264 | 17.05% | 1.1 |
|
| 3970 |
3970
Generali Investments Management
Ljubljana,
Slovenia
| $430M | -$72M | -14% | 4.47% | – | 171 | 9.36% | 1 |
|
| 3971 |
3971
Great Oak Capital Partners
South Easton,
Massachusetts
| $430M | +$31.1M | +8% | 2% | – | 49 | 14.29% | 1.5 |
|
| 3972 |
3972
Laura & John Arnold Foundation
Houston,
Texas
| $430M | -$139M | -24% | 5.76% | – | 4 | 0% | 0.3 |
|
| 3973 |
AA
3973
Ashford Advisors
Pittsford,
New York
| $429M | -$27.5M | -6% | 3.49% | 75.4% | 23 | 13.04% | 3.3 |
|
| 3974 |
3974
Broadleaf Partners
Hudson,
Ohio
| $429M | -$45.3M | -10% | 4.05% | 180% | 84 | 2.38% | 4.3 |
|
| 3975 |
3975
High Net Worth Advisory Group
Naples,
Florida
| $429M | -$5.11M | -1% | 0.49% | 75.7% | 253 | 8.7% | 3 |
|