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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
Keywise Capital Management (HK)
Hong Kong
| $210M | +$93.4M | +80% | 2.75% | 684% | 20 | 60% | 0.8 |
|
| 4152 |
4152
Anfield Capital Management
Irvine,
California
| $210M | -$11.2M | -5% | 5.06% | 65.3% | 94 | 7.45% | 1.1 |
|
| 4153 |
4153
TPB Wealth Advisors
San Antonio,
Texas
| $210M | -$12.4M | -6% | 7.41% | – | 51 | 15.69% | 1.2 |
|
| 4154 |
4154
Shorepoint Capital Partners
Norwood,
Massachusetts
| $210M | -$27M | -11% | 6.4% | – | 85 | 15.29% | 2.7 |
|
| 4155 |
4155
RV Capital
Schindellegi,
Switzerland
| $210M | -$12.5M | -6% | 5.32% | 250% | 6 | 0% | 2.2 |
|
| 4156 |
4156
Cardinal Point Wealth Management Partners
Irvine,
California
| $210M | +$971K | +0.5% | 4.29% | – | 53 | 13.21% | 0.6 |
|
| 4157 |
4157
Mill Road Capital Management
Greenwich,
Connecticut
| $209M | -$29.7M | -12% | 7.42% | 85.1% | 27 | 3.7% | 2.2 |
|
| 4158 |
4158
Gradient Capital Advisors
San Diego,
California
| $209M | +$991K | +0.5% | 4.79% | 78.5% | 131 | 15.27% | 2.9 |
|
| 4159 |
4159
Oakview Capital Management
Dallas,
Texas
| $209M | +$10.3M | +5% | 4.96% | 21.2% | 16 | 12.5% | 2 |
|
| 4160 |
4160
Foundry Group
Boulder,
Colorado
| $209M | -$11.8M | -5% | 35.1% | – | 4 | 0% | 0.8 |
|
| 4161 |
4161
CWS Financial Advisors
Kalamazoo,
Michigan
| $209M | -$9.8M | -4% | 3.06% | 55.7% | 164 | 18.29% | 2.3 |
|
| 4162 |
4162
Avalon Capital Management
Port Of Redwood City,
California
| $209M | -$35.5M | -15% | 2.63% | 151% | 66 | 22.73% | 1.5 |
|
| 4163 |
4163
Aryeh Capital Management
Toronto,
Ontario, Canada
| $209M | -$39.6M | -16% | 10.2% | 87.7% | 11 | 36.36% | 1 |
|
| 4164 |
4164
Element Capital Management
New York
| $209M | +$9.5M | +5% | 6.26% | 49.4% | 145 | 16.55% | 0.5 |
|
| 4165 |
HIM
4165
Hotaling Investment Management
Wayne,
Pennsylvania
| $208M | -$21.8M | -9% | 3.28% | 52.6% | 128 | 18.75% | 2.5 |
|
| 4166 |
4166
GSI Capital Advisors
Newport Beach,
California
| $208M | -$19M | -8% | 9.01% | 39.7% | 37 | 29.73% | 1.1 |
|
| 4167 |
4167
Cisco Systems
San Jose,
California
| $208M | +$2.77M | +1% | 4.35% | 210% | 4 | 25% | 0.6 |
|
| 4168 |
4168
Seafarer Capital Partners
Larkspur,
California
| $208M | -$23.1M | -10% | 6.46% | 43% | 7 | 14.29% | 1 |
|
| 4169 |
4169
VisionPoint Advisory Group
Dallas,
Texas
| $208M | -$44.8M | -18% | 2.74% | 79.3% | 110 | 20.91% | 1.1 |
|
| 4170 |
4170
Herold Advisors
New York
| $208M | -$16.4M | -7% | 5.95% | 90.2% | 200 | 8.5% | 0.9 |
|
| 4171 |
4171
Geometric Wealth Advisors
Washington,
District of Columbia
| $208M | +$7.62M | +4% | 7.58% | 62.1% | 32 | 6.25% | 0.6 |
|
| 4172 |
4172
Windward Private Wealth Management
Overland Park,
Kansas
| $208M | -$9.9M | -5% | 5.61% | 35.5% | 48 | 6.25% | 1.6 |
|
| 4173 |
4173
Snow Lake Capital
Central,
Hong Kong
| $208M | +$148M | +248% | 15.3% | – | 9 | 77.78% | 0.1 |
|
| 4174 |
SSI
4174
Scott & Selber Inc
Houston,
Texas
| $208M | -$11.9M | -5% | 4.51% | 202% | 101 | 9.9% | 3.3 |
|
| 4175 |
4175
Norman Fields Gottscho Capital Management
New York
| $207M | -$11.3M | -5% | 4.18% | 96.9% | 76 | 15.79% | 4.6 |
|