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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
4151
Vise Technologies
New York
| $266M | -$103M | -28% | 4.12% | – | 267 | 55.06% | 0.1 |
|
| 4152 |
4152
Cowbird Capital
New York
| $266M | -$33.7M | -11% | 12.4% | 21.3% | 13 | 23.08% | 1.1 |
|
| 4153 |
4153
ETF Portfolio Partners
Leawood,
Kansas
| $266M | +$3.28M | +1% | 5.08% | 50.2% | 53 | 15.09% | 3.4 |
|
| 4154 |
4154
GSI Capital Advisors
Newport Beach,
California
| $266M | +$37M | +16% | 2.66% | 39.7% | 41 | 34.15% | 1 |
|
| 4155 |
4155
Shaker Financial Services
Arlington,
Virginia
| $266M | -$17.6M | -6% | 8.36% | 12.9% | 186 | 34.41% | 1.4 |
|
| 4156 |
PI
4156
Pennant Investors
Summit,
New Jersey
| $265M | -$28.9M | -10% | 4.63% | 372% | 21 | 14.29% | 1.6 |
|
| 4157 |
4157
Lowell Blake & Associates
Boston,
Massachusetts
| $265M | +$10.5M | +4% | 4.96% | 44.2% | 57 | 5.26% | 1.7 |
|
| 4158 |
4158
Wittenberg Investment Management
Carlisle,
Massachusetts
| $265M | -$10.2M | -4% | 4.1% | 89.9% | 85 | 12.94% | 3.5 |
|
| 4159 |
AC
4159
AMS Capital
Sao Paulo,
Brazil
| $265M | -$182M | -41% | 5.6% | 63.1% | 36 | 66.67% | 0.9 |
|
| 4160 |
LIC
4160
Laurus Investment Counsel
Toronto,
Canada
| $265M | -$121M | -31% | 9.36% | 14.1% | 45 | 11.11% | 2.4 |
|
| 4161 |
4161
Fiducient Advisors
Chicago,
Illinois
| $265M | -$64.8M | -20% | 4.89% | 52.3% | 66 | 19.7% | 1.6 |
|
| 4162 |
4162
Financial & Tax Architects
St Louis,
Missouri
| $265M | +$19.9M | +8% | 0.57% | 50.2% | 109 | 32.11% | 0.7 |
|
| 4163 |
4163
CWS Financial Advisors
Kalamazoo,
Michigan
| $265M | -$18.9M | -7% | 2.6% | 55.7% | 159 | 8.81% | 1.8 |
|
| 4164 |
4164
Fort LP
Chevy Chase,
Maryland
| $264M | -$44.2M | -14% | 5.67% | 56.8% | 300 | 14.67% | 2.3 |
|
| 4165 |
4165
Richmond Hill Investments
New York
| $264M | -$41.7M | -14% | 12.7% | 55.2% | 10 | 40% | 3.4 |
|
| 4166 |
4166
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $264M | -$13.3M | -5% | 8.96% | 38.5% | 217 | 21.2% | 2.6 |
|
| 4167 |
4167
Guidance Point Advisors
Wellesley,
Massachusetts
| $264M | -$11.9M | -4% | 6.94% | 71.8% | 98 | 15.31% | 2.2 |
|
| 4168 |
HCA
4168
Hyperion Capital Advisors
New York
| $264M | -$184M | -41% | 13.3% | 86.1% | 63 | 19.05% | 1.5 |
|
| 4169 |
4169
Arlington Financial Advisors
Santa Barbara,
California
| $264M | -$31.4M | -11% | 1.59% | 67.6% | 81 | 35.8% | 3 |
|
| 4170 |
CPFP
4170
Clear Perspectives Financial Planning
Cincinnati,
Ohio
| $264M | +$16.5M | +7% | 1.04% | – | 253 | 22.92% | 1 |
|
| 4171 |
4171
Onyx Bridge Wealth Group
Tarrytown,
New York
| $264M | -$33.1M | -11% | 4.97% | 74.6% | 186 | 20.97% | 0.8 |
|
| 4172 |
4172
Cooper Financial Group
Irvine,
California
| $263M | -$1.63M | -0.6% | 3.12% | 87.2% | 278 | 28.42% | 1.5 |
|
| 4173 |
4173
Godsey & Gibb Inc
Richmond,
Virginia
| $263M | -$48.6M | -16% | 4.33% | 87.5% | 160 | 76.25% | 0.2 |
|
| 4174 |
4174
13D Management
New York
| $263M | +$2.06M | +0.8% | 3.39% | 157% | 35 | 22.86% | 1.5 |
|
| 4175 |
4175
Leonard Rickey Investment Advisors
Yakima,
Washington
| $263M | -$10.5M | -4% | 4.76% | 60.4% | 76 | 13.16% | 2.6 |
|