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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
Keystone Wealth Services
Palm Desert,
California
| $321M | +$13.7M | +4% | 3.2% | 80.1% | 237 | 9.7% | 1.7 |
|
| 4027 |
4027
G2 Capital Management
Columbus,
Ohio
| $321M | +$10.4M | +3% | 1.36% | 55.1% | 65 | 1.54% | 1.6 |
|
| 4028 |
ACM
4028
AIGH Capital Management
Baltimore,
Maryland
| $321M | -$12M | -4% | 3.38% | 3,007% | 50 | 36% | 0.9 |
|
| 4029 |
4029
Whitcomb & Hess
Ashland,
Ohio
| $321M | +$9.8M | +3% | 0.3% | 54% | 55 | 12.73% | 1.9 |
|
| 4030 |
4030
Prevatt Capital
Nassau,
Bahamas
| $321M | +$24.3M | +8% | 3.61% | – | 15 | 0% | 0.5 |
|
| 4031 |
4031
Outlook Wealth Advisors
Shenandoah,
Texas
| $320M | -$3.33M | -1% | 3.27% | 76% | 301 | 29.24% | 1.7 |
|
| 4032 |
4032
Muhlenkamp & Co
Wexford,
Pennsylvania
| $320M | -$23.8M | -7% | 2.22% | 107% | 30 | 6.67% | 4.5 |
|
| 4033 |
4033
Guidance Point Advisors
Wellesley,
Massachusetts
| $320M | +$13.8M | +4% | 1.05% | 71.8% | 89 | 11.24% | 3.3 |
|
| 4034 |
4034
Boltwood Capital Management
Walnut Creek,
California
| $320M | -$2.7M | -0.8% | 0.81% | 63% | 173 | 6.36% | 5.9 |
|
| 4035 |
SWK
4035
Stephen W. Kidder
| $320M | +$6.69M | +2% | 3.72% | 94.7% | 75 | 9.33% | 6.8 |
|
| 4036 |
4036
Little House Capital
Braintree,
Massachusetts
| $320M | +$17.8M | +6% | 5.63% | 108% | 132 | 18.94% | 2.2 |
|
| 4037 |
4037
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $320M | +$24M | +8% | 2.41% | 73.3% | 120 | 10.83% | 5.3 |
|
| 4038 |
4038
Olympus Wealth Management
Cottonwood Heights,
Utah
| $320M | +$151M | +90% | 1.23% | 43.1% | 17 | 17.65% | 1.7 |
|
| 4039 |
4039
SVF Sponsor III
Menlo Park,
California
| $320M | -$89.4M | -22% | 21.9% | 133% | 1 | 0% | 1.5 |
|
| 4040 |
4040
Kerrisdale Advisers
Miami,
Florida
| $320M | +$1.29M | +0.4% | 4.31% | 78.8% | 101 | 21.78% | 1.2 |
|
| 4041 |
4041
ETF Portfolio Partners
Leawood,
Kansas
| $319M | +$3.89M | +1% | 0.79% | 50.2% | 62 | 17.74% | 4.2 |
|
| 4042 |
4042
Peak Financial Management
Wellesley,
Massachusetts
| $319M | +$3.98M | +1% | 1.62% | 58.2% | 102 | 13.73% | 3.6 |
|
| 4043 |
4043
SR One Capital Management
Wayne,
Pennsylvania
| $319M | -$44.7M | -12% | 19.3% | 656% | 9 | 33.33% | 1.1 |
|
| 4044 |
4044
Redwood Grove Capital
Palo Alto,
California
| $319M | -$1.65M | -0.5% | 0.14% | 79.8% | 28 | 10.71% | 2.4 |
|
| 4045 |
4045
Xcel Wealth Management
Holly Hill,
Florida
| $319M | -$509K | -0.2% | 0.59% | 98.8% | 131 | 9.16% | 3.3 |
|
| 4046 |
GTC
4046
Ghost Tree Capital
New York
| $319M | -$42M | -12% | 7.53% | 265% | 86 | 43.02% | 0.6 |
|
| 4047 |
4047
Hiddenite Capital Partners
New York
| $319M | +$59M | +23% | 10.7% | 523% | 59 | 72.88% | 0.5 |
|
| 4048 |
4048
TSP Capital Management Group
Summit,
New Jersey
| $319M | +$8.29M | +3% | 11.6% | 186% | 48 | 0% | 4.5 |
|
| 4049 |
4049
Grant Street Asset Management
Canonsburg,
Pennsylvania
| $319M | +$11M | +4% | 0.45% | 47.2% | 75 | 13.33% | 2 |
|
| 4050 |
KS
4050
Karpas Strategies
Litchfield,
Connecticut
| $319M | -$2.89M | -0.9% | 1.45% | 16.1% | 117 | 2.56% | 7.4 |
|