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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 |
GFI
4076
Global Frontier Investments
Charleston,
South Carolina
| $291M | +$60.3M | +26% | 16.6% | – | 16 | 0% | 2.9 |
|
| 4077 |
4077
Whitcomb & Hess
Ashland,
Ohio
| $291M | +$23.4M | +9% | 8.01% | 54% | 49 | 20.41% | 1.7 |
|
| 4078 |
4078
FCA Corp
Houston,
Texas
| $291M | +$22.7M | +8% | 9.12% | 57.4% | 187 | 10.16% | 4.3 |
|
| 4079 |
4079
SimplyRich
Carlsbad,
California
| $291M | +$84.6M | +41% | 10.2% | 98.3% | 181 | 24.31% | 3 |
|
| 4080 |
4080
El Puerto de Liverpool
Cuajimalpa, Ciudad De Mexico,
Mexico
| $291M | +$55.3M | +23% | 23.5% | – | 1 | 0% | 1 |
|
| 4081 |
4081
Syntrinsic
Denver,
Colorado
| $291M | +$78.7M | +37% | 10.5% | – | 92 | 19.57% | 0.2 |
|
| 4082 |
4082
Oak Hill Wealth Advisors
Lansdowne,
Virginia
| $291M | +$31.1M | +12% | 10.3% | 48% | 107 | 4.67% | 0.9 |
|
| 4083 |
4083
Almitas Capital
Santa Monica,
California
| $290M | +$81.4M | +39% | 7.03% | 86.1% | 133 | 46.62% | 0.8 |
|
| 4084 |
SIM
4084
SW Investment Management
Telluride,
Colorado
| $290M | +$65.3M | +29% | 18.6% | 143% | 12 | 16.67% | 1.4 |
|
| 4085 |
4085
St. Clair Advisors
Mayfield Hts,
Ohio
| $290M | +$36.5M | +14% | 11% | 77.5% | 80 | 2.5% | 1.7 |
|
| 4086 |
4086
Ballast Inc
Lexington,
Kentucky
| $290M | +$39.1M | +16% | 9.98% | 71.3% | 121 | 9.92% | 3.7 |
|
| 4087 |
4087
Stone House Investment Management
Tunkhannock,
Pennsylvania
| $290M | +$2.56M | +0.9% | 8.64% | 57.9% | 383 | 28.98% | 0.8 |
|
| 4088 |
4088
Clare Market Investments
Dallas,
Texas
| $290M | +$34.6M | +14% | 14.4% | – | 157 | 24.84% | 2.1 |
|
| 4089 |
4089
Lifeworks Advisors
Grand Rapids,
Michigan
| $290M | +$32.8M | +13% | 8.36% | 80.4% | 207 | 17.39% | 1.1 |
|
| 4090 |
4090
Hillman Capital Management
Bethesda,
Maryland
| $290M | +$29.9M | +12% | 14.4% | 20.2% | 56 | 10.71% | 2.9 |
|
| 4091 |
4091
Polymer Capital Management (HK)
Hong Kong
| $289M | – | – | 18.6% | – | 113 | – | 0 |
|
| 4092 |
4092
PL Capital Advisors
Naples,
Florida
| $289M | +$39.5M | +16% | 23.8% | 100% | 34 | 0% | 4.5 |
|
| 4093 |
4093
Wildcat Capital Management
New York
| $289M | +$40.2M | +16% | 22.4% | 77.7% | 24 | 33.33% | 1.9 |
|
| 4094 |
4094
Colony Family Offices
Charlotte,
North Carolina
| $289M | +$54.8M | +23% | 8.09% | 53.9% | 67 | 40.3% | 1.2 |
|
| 4095 |
4095
Three Bridge Wealth Advisors
Los Altos,
California
| $289M | +$48.2M | +20% | 44.6% | 169% | 99 | 12.12% | 1.4 |
|
| 4096 |
4096
Quattro Financial Advisors
The Woodlands,
Texas
| $289M | +$59.3M | +26% | 11.6% | 77.6% | 90 | 24.44% | 1.7 |
|
| 4097 |
4097
Park Edge Advisors
Cleveland,
Ohio
| $289M | +$10.6M | +4% | 12% | 61.1% | 124 | 27.42% | 0.7 |
|
| 4098 |
4098
TSP Capital Management Group
Summit,
New Jersey
| $289M | +$29.3M | +11% | 17.2% | 186% | 47 | 0% | 4.1 |
|
| 4099 |
4099
Signal Advisors Wealth
Detroit,
Michigan
| $288M | – | – | 9.61% | 70.5% | 225 | – | 0 |
|
| 4100 |
4100
JSF Financial
Los Angeles,
California
| $288M | +$30.2M | +12% | 12.3% | 91% | 120 | 25.83% | 2.2 |
|