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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4176 |
4176
Tenzing Global Management
San Francisco,
California
| $218M | -$60.3M | -22% | 25.2% | 273% | 15 | 20% | 1.4 |
|
| 4177 |
PH
4177
Pinnacle Holdings
Tulsa,
Oklahoma
| $218M | -$36.2M | -14% | 9.78% | 79.6% | 272 | 29.78% | 4 |
|
| 4178 |
4178
Baldrige Asset Management
Allentown,
Pennsylvania
| $218M | -$26.4M | -11% | 12.4% | 43.5% | 333 | 9.61% | 1.4 |
|
| 4179 |
4179
Amtrust Financial Services
New York
| $218M | -$55.6M | -20% | 13.6% | 61.9% | 20 | 5% | 1.3 |
|
| 4180 |
4180
Sandbar Asset Management
London,
United Kingdom
| $218M | +$51.3M | +31% | 9.56% | 128% | 72 | 54.17% | 0.6 |
|
| 4181 |
4181
Verde Capital Management
Clarkston,
Michigan
| $218M | -$34.5M | -14% | 16.5% | 65.8% | 42 | 9.52% | 1.8 |
|
| 4182 |
4182
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $218M | -$26.3M | -11% | 11.2% | 63.9% | 142 | 10.56% | 4.3 |
|
| 4183 |
4183
Graticule Asia Macro Advisors
New York
| $218M | -$468M | -68% | 8.49% | – | 96 | 81.25% | 0.4 |
|
| 4184 |
4184
Ribbit Capital GP II
Palo Alto,
California
| $218M | -$140M | -39% | 39.2% | – | 1 | 0% | 0.5 |
|
| 4185 |
4185
Windward Private Wealth Management
Overland Park,
Kansas
| $218M | -$24.5M | -10% | 9.54% | 35.5% | 46 | 2.17% | 1.4 |
|
| 4186 |
4186
Ogorek Anthony Joseph
Williamsville,
New York
| $218M | -$26.5M | -11% | 10.7% | 61.1% | 259 | 16.99% | 3.1 |
|
| 4187 |
4187
First United Bank & Trust
Oakland,
Maryland
| $218M | -$36.9M | -14% | 13.5% | 78% | 168 | 16.67% | 4.8 |
|
| 4188 |
4188
Blankinship & Foster
Solana Beach,
California
| $217M | -$30.3M | -12% | 13% | 67.1% | 58 | 15.52% | 3.4 |
|
| 4189 |
SCM
4189
Snowhook Capital Management
New York
| $217M | -$71M | -25% | 15.4% | – | 13 | 15.38% | 0.4 |
|
| 4190 |
4190
Eclipse Ventures
Palo Alto,
California
| $217M | -$183M | -46% | 43.5% | – | 3 | 0% | 0.5 |
|
| 4191 |
SHFA
4191
SS&H Financial Advisors
Troy,
Michigan
| $217M | -$39.3M | -15% | 10.7% | – | 130 | 10% | 0.2 |
|
| 4192 |
4192
AlphaMark Advisors
Ft. Wright,
Kentucky
| $216M | -$53.8M | -20% | 11.8% | 26.4% | 692 | 12.28% | 3.4 |
|
| 4193 |
4193
Townsend & Associates
Westminster,
Colorado
| $216M | -$896K | -0.4% | 11.4% | 58% | 87 | 22.99% | 2.2 |
|
| 4194 |
4194
Fairfield Financial Advisors
Wellesley,
Massachusetts
| $216M | -$60.5M | -22% | 10.1% | – | 332 | 13.25% | 0.2 |
|
| 4195 |
4195
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $216M | -$28.2M | -12% | 9.58% | 72.6% | 81 | 7.41% | 6.3 |
|
| 4196 |
4196
Stableford Capital II
Scottsdale,
Arizona
| $216M | -$20.3M | -9% | 9.4% | 66.9% | 139 | 29.5% | 1.7 |
|
| 4197 |
4197
Covenant Partners
Nashville,
Tennessee
| $216M | -$34.9M | -14% | 14.5% | 70.3% | 210 | 23.81% | 2.2 |
|
| 4198 |
4198
Jackson Wealth Management
Lake Mary,
Florida
| $216M | -$504M | -70% | 9.5% | 72.1% | 125 | 41.6% | 2.1 |
|
| 4199 |
4199
West Wealth Group
Irvine,
California
| $216M | -$36M | -14% | 13.8% | 79.8% | 73 | 23.29% | 0.4 |
|
| 4200 |
4200
Beaconlight Capital
New York
| $216M | -$100M | -32% | 18.3% | 282% | 51 | 50.98% | 0.8 |
|