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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
4051
MilWealth Group
Milwaukee,
Wisconsin
| $469M | +$48.8M | +12% | 8.56% | 36.8% | 82 | 1.22% | 4.5 |
|
| 4052 |
4052
Basso Capital Management
Stamford,
Connecticut
| $469M | +$305M | +187% | 16.6% | 85.5% | 221 | 75.57% | 0.6 |
|
| 4053 |
4053
Hill Island Financial
Grand Rapids,
Michigan
| $469M | +$57.1M | +14% | 15.4% | 78.3% | 96 | 15.63% | 2.1 |
|
| 4054 |
4054
Kadensa Capital
Central,
Hong Kong
| $469M | -$250M | -35% | 45% | 191% | 52 | 71.15% | 0.6 |
|
| 4055 |
4055
Evergreen Advisors
Chattanooga,
Tennessee
| $469M | +$42.8M | +10% | 9.8% | – | 168 | 81.55% | 3.1 |
|
| 4056 |
4056
Sollinda Capital Management
Miami,
Florida
| $468M | +$56.9M | +14% | 7.5% | – | 92 | 30.43% | 1.6 |
|
| 4057 |
4057
Hilltop National Bank
Casper,
Wyoming
| $468M | +$47.9M | +11% | 21.4% | – | 835 | 8.38% | 1.8 |
|
| 4058 |
4058
Diversified Management
Milwaukee,
Wisconsin
| $468M | -$115M | -20% | 25.1% | – | 271 | 40.22% | 0.5 |
|
| 4059 |
4059
Paradigm Asset Management
New York
| $468M | +$41.6M | +10% | 18.3% | 73.8% | 494 | 29.35% | 3.4 |
|
| 4060 |
4060
Kelly Lawrence W & Associates
Pasadens,
California
| $468M | +$108M | +30% | 52% | 123% | 128 | 3.13% | 6.4 |
|
| 4061 |
4061
Sequent Planning
Omaha,
Nebraska
| $468M | +$54.4M | +13% | 10% | – | 271 | 11.44% | 1.2 |
|
| 4062 |
MAM
4062
Mystic Asset Management
Warwick,
Rhode Island
| $468M | +$36.5M | +8% | 16.7% | 114% | 231 | 8.23% | 3 |
|
| 4063 |
4063
Trustees of Columbia University in the City of New York
New York
| $468M | -$423M | -47% | 14.3% | – | 4 | 50% | 2.1 |
|
| 4064 |
4064
Quattro Financial Advisors
The Woodlands,
Texas
| $468M | +$137M | +41% | 7.37% | 77.6% | 105 | 24.76% | 2 |
|
| 4065 |
4065
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $468M | +$28.8M | +7% | 10.1% | 34.2% | 39 | 7.69% | 7.7 |
|
| 4066 |
4066
Truffle Hound Capital
Bethesda,
Maryland
| $468M | +$81.7M | +21% | 1.72% | – | 64 | 39.06% | 0.8 |
|
| 4067 |
4067
Guidance Capital
Lousville,
Kentucky
| $468M | +$21.7M | +5% | 13.2% | 62.6% | 243 | 9.88% | 1.5 |
|
| 4068 |
4068
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $468M | +$34.1M | +8% | 7.08% | 57.2% | 72 | 12.5% | 4.5 |
|
| 4069 |
4069
Steamboat Capital Partners
Rye,
New York
| $468M | +$65M | +16% | 44.9% | 280% | 64 | 20.31% | 2.2 |
|
| 4070 |
4070
Brave Asset Management
Summit,
New Jersey
| $467M | +$40.8M | +10% | 16.3% | 76.3% | 173 | 22.54% | 5.6 |
|
| 4071 |
4071
Mizuho Bank
Tokyo,
Japan
| $467M | +$97.9M | +26% | 8.97% | 99.8% | 8 | 75% | 2.2 |
|
| 4072 |
4072
Talaria Asset Management
Melbourne,
Australia
| $467M | -$28M | -6% | 0.44% | – | 12 | 0% | 0.9 |
|
| 4073 |
4073
Kelly Financial Services
Braintree,
Massachusetts
| $467M | +$53.4M | +13% | 12.8% | 64.3% | 147 | 17.01% | 3 |
|
| 4074 |
4074
Stokes Capital Advisors
Greenwood,
South Carolina
| $467M | +$20.9M | +5% | 8.37% | 61.3% | 121 | 16.53% | 3.3 |
|
| 4075 |
4075
ADW Capital Management
Miami Beach,
Florida
| $467M | +$210M | +81% | 12.4% | 78.2% | 12 | 16.67% | 2 |
|