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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
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $275M | +$15.1M | +6% | 2.66% | 119% | 56 | 16.07% | 1.3 |
|
| 4077 |
4077
NovaPoint Capital
Atlanta,
Georgia
| $275M | -$4.24M | -2% | 2.07% | 94% | 151 | 14.57% | 1.6 |
|
| 4078 |
4078
Radnor Financial Advisors
Wayne,
Pennsylvania
| $275M | -$6.63M | -2% | 7.24% | 3.04% | 27 | 7.41% | 1.7 |
|
| 4079 |
4079
Wambolt & Associates
Littleton,
Colorado
| $275M | -$2.07M | -0.7% | 3.44% | 62.2% | 248 | 7.66% | 2.2 |
|
| 4080 |
4080
OpenView Management
Boston,
Massachusetts
| $274M | -$245M | -47% | 29% | – | 3 | 0% | 0.3 |
|
| 4081 |
TCM
4081
Tao Capital Management
San Francisco,
California
| $274M | -$53.1M | -16% | 18.5% | 314% | 18 | 22.22% | 1 |
|
| 4082 |
4082
Canvas Wealth Advisors
Shawnee,
Kansas
| $274M | -$3.73M | -1% | 6.19% | 115% | 164 | 31.71% | 0.7 |
|
| 4083 |
WAM
4083
WT Asset Management
Hong Kong
| $274M | -$233M | -46% | 16.3% | 2,732% | 16 | 62.5% | 0.4 |
|
| 4084 |
4084
Boyd Watterson Asset Management
Cleveland,
Ohio
| $274M | -$26.6M | -9% | 3.59% | 101% | 159 | 13.84% | 4.2 |
|
| 4085 |
GPC
4085
Guardian Point Capital
Charlottesville,
Virginia
| $274M | -$158M | -37% | 12.8% | 142% | 20 | 45% | 2 |
|
| 4086 |
4086
Platte River Wealth Advisors
Louisville,
Colorado
| $274M | -$18M | -6% | 5.63% | 28.6% | 88 | 6.82% | 2 |
|
| 4087 |
4087
Atticus Wealth Management
Palm Beach Gardens,
Florida
| $274M | +$17.6M | +7% | 4.55% | 73.9% | 629 | 32.43% | 1 |
|
| 4088 |
4088
Washington Harbour Partners
Arlington,
Virginia
| $274M | -$130M | -32% | 13.7% | 162% | 32 | 59.38% | 0.4 |
|
| 4089 |
4089
Southport Capital Management
Chattanooga,
Tennessee
| $274M | -$295M | -52% | 7.67% | 80% | 358 | 46.93% | 2.5 |
|
| 4090 |
4090
Greylock 15
Menlo Park,
California
| $274M | -$98.4M | -26% | 35.2% | 17.8% | 4 | 25% | 0.5 |
|
| 4091 |
4091
Amtrust Financial Services
New York
| $274M | +$65M | +31% | 5.15% | 61.9% | 18 | 16.67% | 1.2 |
|
| 4092 |
4092
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| $274M | -$5.91M | -2% | 1.77% | 239% | 377 | 41.11% | 0.7 |
|
| 4093 |
4093
Waypoint Wealth Partners
Mill Valley,
California
| $274M | -$18.6M | -6% | 4.2% | 52.1% | 56 | 21.43% | 1 |
|
| 4094 |
4094
PCJ Investment Counsel
Toronto,
Ontario, Canada
| $274M | -$10.2M | -4% | 12.8% | 164% | 93 | 50.54% | 2.1 |
|
| 4095 |
4095
Anfield Capital Management
Irvine,
California
| $273M | -$16.5M | -6% | 1.78% | 65.3% | 140 | 60.71% | 0.7 |
|
| 4096 |
SA
4096
SoftVest Advisors
Abilene,
Texas
| $273M | -$56.7M | -17% | 11.7% | 178% | 11 | 45.45% | 1.2 |
|
| 4097 |
4097
PhiloSmith Capital
Stamford,
Connecticut
| $273M | +$13.8M | +5% | 2.67% | 47% | 30 | 3.33% | 4.3 |
|
| 4098 |
4098
FengHe Fund Management
Singapore
| $273M | +$129M | +90% | 16.7% | 902% | 16 | 50% | 0.4 |
|
| 4099 |
WCM
4099
W Capital Management
New York
| $273M | +$40M | +17% | 17.7% | – | 8 | 50% | 0.2 |
|
| 4100 |
4100
TRV GP IV
Boston,
Massachusetts
| $273M | -$74.8M | -22% | 14.6% | 1,102% | 5 | 0% | 2 |
|