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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4076 |
4076
Lumbard & Kellner
Hollis,
New Hampshire
| $255M | -$3.37M | -1% | 2.6% | 137% | 110 | 18.18% | 3.1 |
|
| 4077 |
4077
Silverleafe Capital Partners
Germantown,
Tennessee
| $255M | -$5.39M | -2% | 1.31% | 87.7% | 90 | 20% | 1.4 |
|
| 4078 |
4078
Covenant Partners
Nashville,
Tennessee
| $254M | -$10.6M | -4% | 0.38% | 70.3% | 206 | 8.25% | 1.8 |
|
| 4079 |
TF
4079
TRH Financial
North Liberty,
Iowa
| $254M | +$23M | +10% | 0.53% | – | 73 | 10.96% | 1.5 |
|
| 4080 |
VST
4080
Van Strum & Towne
San Francisco,
California
| $254M | +$45M | +22% | 0.65% | 62.2% | 107 | 12.15% | 3.7 |
|
| 4081 |
HPC
4081
Hobart Private Capital
Charlotte,
North Carolina
| $253M | +$10.5M | +4% | 0.69% | 60% | 134 | 35.82% | 1.8 |
|
| 4082 |
4082
MONECO Advisors
Fairfield,
Connecticut
| $253M | +$36.2M | +17% | 0.56% | 70.5% | 266 | 18.8% | 1.4 |
|
| 4083 |
4083
Enterprise Bank & Trust
Lowell,
Massachusetts
| $253M | +$50K | +0% | 1.16% | 65.9% | 100 | 6% | 1.9 |
|
| 4084 |
4084
Norman Fields Gottscho Capital Management
New York
| $253M | +$2.83M | +1% | 0.52% | 96.9% | 72 | 5.56% | 3.9 |
|
| 4085 |
4085
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| $253M | +$10.5M | +4% | 0.88% | 68% | 90 | 16.67% | 2.5 |
|
| 4086 |
MHR
4086
Matthew Hamilton Rosenberg
| $253M | +$61M | +32% | 0.88% | 52% | 699 | 18.45% | 1.1 |
|
| 4087 |
4087
Banco BTG Pactual
Rio De Janeiro,
Brazil
| $253M | +$101M | +67% | 4.42% | 135% | 137 | 54.01% | 0.4 |
|
| 4088 |
4088
Roberts Wealth Advisors
Palo Alto,
California
| $253M | – | – | 0.07% | 81.1% | 91 | – | 0 |
|
| 4089 |
4089
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| $252M | +$24.8M | +11% | 0.68% | 44% | 71 | 9.86% | 1.5 |
|
| 4090 |
4090
Capital Impact Advisors
Boston,
Massachusetts
| $252M | -$57.6M | -19% | 0.4% | – | 137 | 18.25% | 1.8 |
|
| 4091 |
4091
Richard P. Slaughter Associates
Austin,
Texas
| $252M | -$6.43M | -2% | 2.72% | 55.7% | 129 | 14.73% | 1.2 |
|
| 4092 |
GA
4092
Gagnon Advisors
New York
| $252M | -$11M | -4% | 5.11% | 129% | 39 | 28.21% | 3.2 |
|
| 4093 |
4093
NWK Group
San Francisco,
California
| $252M | +$1.38M | +0.6% | 1.95% | 268% | 102 | 24.51% | 1.3 |
|
| 4094 |
KFO
4094
Kopp Family Office
Bloomington,
Minnesota
| $252M | +$10.3M | +4% | 5.44% | 47.9% | 14 | 7.14% | 1.1 |
|
| 4095 |
4095
Investment Security Group
Denver,
Colorado
| $252M | -$1.08M | -0.4% | 0.79% | – | 18 | 0% | 1 |
|
| 4096 |
4096
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $252M | -$386K | -0.2% | 1.9% | 81% | 98 | 7.14% | 4.6 |
|
| 4097 |
4097
Yorktown Energy Partners VIII
New York
| $252M | +$77.7M | +45% | 15.2% | 15.2% | 3 | 33.33% | 3.3 |
|
| 4098 |
TLP
4098
Tri Locum Partners
New York
| $252M | -$53.9M | -18% | 21% | 357% | 44 | 70.45% | 0.2 |
|
| 4099 |
4099
Fourthstone LLC
St Louis,
Missouri
| $252M | +$16.3M | +7% | 5.22% | 104% | 70 | 31.43% | 0.7 |
|
| 4100 |
SIM
4100
SW Investment Management
Telluride,
Colorado
| $251M | -$10.1M | -4% | 1.78% | 143% | 10 | 0% | 0.7 |
|