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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
4101
NovaPoint Capital
Atlanta,
Georgia
| $252M | -$16.4M | -6% | 3.38% | 94% | 143 | 12.59% | 2.5 |
|
| 4102 |
4102
Hill Island Financial
Grand Rapids,
Michigan
| $252M | -$12.3M | -5% | 4.16% | 78.3% | 58 | 10.34% | 1.4 |
|
| 4103 |
4103
272 Capital
Dallas,
Texas
| $252M | -$20.7M | -8% | 5.11% | 222% | 93 | 52.69% | 0.5 |
|
| 4104 |
4104
Lantz Financial
Naperville,
Illinois
| $251M | -$4.07M | -2% | 2.72% | 74.3% | 194 | 6.19% | 2.7 |
|
| 4105 |
4105
Weybosset Research & Management
Province,
Rhode Island
| $251M | -$21.9M | -8% | 6.04% | 74.8% | 47 | 17.02% | 4.6 |
|
| 4106 |
4106
EnCap Energy Capital Fund X
Houston,
Texas
| $251M | -$129M | -34% | 25% | – | 1 | 0% | 0.3 |
|
| 4107 |
4107
Scott Capital Advisors
Portland,
Oregon
| $251M | +$18.6M | +8% | 3.71% | 50.9% | 48 | 10.42% | 1.3 |
|
| 4108 |
4108
Ballast Inc
Lexington,
Kentucky
| $251M | -$10.3M | -4% | 3.52% | 71.3% | 120 | 8.33% | 3.8 |
|
| 4109 |
HCM
4109
Hudson Capital Management
Ramsey,
New Jersey
| $251M | -$9.18M | -4% | 2.06% | 66.8% | 71 | 12.68% | 3.3 |
|
| 4110 |
4110
Hartree Partners
New York
| $251M | +$49.9M | +25% | 9.76% | 138% | 73 | 58.9% | 0.4 |
|
| 4111 |
4111
Knuff & Co
Foster City,
California
| $251M | -$16M | -6% | 6.04% | 85.8% | 125 | 4.8% | 3.6 |
|
| 4112 |
4112
Fairhaven Wealth Management
Oak Brook,
Illinois
| $251M | -$10.8M | -4% | 4.32% | – | 127 | 11.81% | 2.8 |
|
| 4113 |
4113
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $251M | -$19.7M | -7% | 3.35% | 101% | 152 | 11.84% | 5.1 |
|
| 4114 |
4114
Ballast Advisors
Woodbury,
Minnesota
| $251M | -$14.8M | -6% | 3% | 66.7% | 193 | 14.51% | 3 |
|
| 4115 |
4115
Silver Heights Capital Management
Toronto,
Ontario, Canada
| $251M | -$66.7M | -21% | 17.3% | 39.8% | 5 | 0% | 6.1 |
|
| 4116 |
4116
Pivotal bioVenture Partners Investment Advisor
San Francisco,
California
| $251M | -$52.6M | -17% | 19% | 667% | 13 | 15.38% | 1.9 |
|
| 4117 |
4117
Empower Annuity Insurance Company
Hartford,
Connecticut
| $251M | -$15M | -6% | 5.66% | 0.86% | 1 | 0% | 0.8 |
|
| 4118 |
4118
Birinyi Associates
Westport,
Connecticut
| $251M | -$23.3M | -9% | 2.88% | 133% | 57 | 14.04% | 6.4 |
|
| 4119 |
4119
Kaydan Wealth Management
Fenton,
Michigan
| $251M | +$11.9M | +5% | 0.66% | 58% | 98 | 13.27% | 1.5 |
|
| 4120 |
4120
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
| $250M | +$18.7M | +8% | 3.55% | 41.2% | 97 | 12.37% | 1.2 |
|
| 4121 |
4121
Brown University
Providence,
Rhode Island
| $250M | -$19.2M | -7% | 5.31% | 37.9% | 7 | 14.29% | 1.5 |
|
| 4122 |
4122
PL Capital Advisors
Naples,
Florida
| $250M | -$564K | -0.2% | 1.84% | 100% | 35 | 5.71% | 4.2 |
|
| 4123 |
4123
Semmax Financial Advisors
Winston Salem,
North Carolina
| $250M | – | – | 3.24% | – | 368 | – | 2.8 |
|
| 4124 |
4124
Whitener Capital Management
Rocky Mount,
North Carolina
| $250M | -$11M | -4% | 3.7% | 113% | 152 | 8.55% | 4 |
|
| 4125 |
4125
High Net Worth Advisory Group
Naples,
Florida
| $250M | -$8.2M | -3% | 2.85% | 75.7% | 202 | 9.41% | 1.6 |
|