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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
4201
Madrona Venture Group
Seattle,
Washington
| $216M | -$122M | -36% | 35.9% | 233% | 6 | 0% | 0.8 |
|
| 4202 |
4202
AlphaCore Capital
La Jolla,
California
| $215M | -$42.3M | -16% | 15.2% | 85.9% | 182 | 35.71% | 0.9 |
|
| 4203 |
4203
First Washington Corp
Seattle,
Washington
| $215M | -$32.4M | -13% | 20.3% | 142% | 66 | 16.67% | 3.7 |
|
| 4204 |
4204
Horan Capital Advisors
Cincinnati,
Ohio
| $215M | -$33.3M | -13% | 12.6% | 26.6% | 97 | 9.28% | 4.1 |
|
| 4205 |
4205
Black Swift Group
Boulder,
Colorado
| $215M | -$38.5M | -15% | 14.2% | 139% | 108 | 49.07% | 0.9 |
|
| 4206 |
4206
MSH Capital Advisors
Scottsdale,
Arizona
| $215M | -$27.1M | -11% | 14.1% | 66.5% | 206 | 11.17% | 0.5 |
|
| 4207 |
AFS
4207
Aft Forsyth & Sober
Valrico,
Florida
| $215M | -$38.9M | -15% | 15% | 94.6% | 93 | 10.75% | 1.9 |
|
| 4208 |
TA
4208
TrueWealth Advisors
Birmingham,
Alabama
| $215M | -$7.73M | -3% | 10.4% | 60.9% | 203 | 28.57% | 1 |
|
| 4209 |
4209
Stonepine Capital Management
Bend,
Oregon
| $215M | -$26.2M | -11% | 15.7% | 231% | 31 | 29.03% | 1.1 |
|
| 4210 |
4210
McElhenny Sheffield Capital Management
Dallas,
Texas
| $215M | -$71.6M | -25% | 4.27% | 86.3% | 123 | 30.89% | 0.6 |
|
| 4211 |
GFI
4211
Global Frontier Investments
Charleston,
South Carolina
| $215M | -$43.9M | -17% | 15.4% | – | 21 | 4.76% | 1.5 |
|
| 4212 |
4212
Allegheny Financial Group
Pittsburgh,
Pennsylvania
| $215M | -$21.7M | -9% | 11% | 71.1% | 172 | 9.88% | 1.1 |
|
| 4213 |
4213
Ballast Inc
Lexington,
Kentucky
| $214M | -$44.9M | -17% | 12.4% | 71.3% | 114 | 10.53% | 3.1 |
|
| 4214 |
4214
SC&H Financial Advisors
Sparks,
Maryland
| $214M | +$4.18M | +2% | 13.9% | 66.2% | 161 | 23.6% | 0.4 |
|
| 4215 |
CWM
4215
Cordatus Wealth Management
Newtown,
Pennsylvania
| $214M | -$70.1M | -25% | 9.16% | 108% | 178 | 39.89% | 0.8 |
|
| 4216 |
4216
Delta Accumulation LLC
Sausalito,
California
| $214M | -$1.08B | -83% | 25.7% | 96.5% | 142 | 44.37% | 0.4 |
|
| 4217 |
4217
Prudent Man Advisors
Naperville,
Illinois
| $214M | -$32.4M | -13% | 12.1% | 82.8% | 193 | 21.76% | 1.6 |
|
| 4218 |
HCA
4218
Hyperion Capital Advisors
New York
| $214M | -$49.8M | -19% | 18.6% | 86.1% | 65 | 20% | 1.7 |
|
| 4219 |
SC
4219
Schulhoff & Co
Cincinnati,
Ohio
| $214M | -$23M | -10% | 7.24% | 51.8% | 124 | 8.87% | 6.4 |
|
| 4220 |
HPC
4220
Hobart Private Capital
Charlotte,
North Carolina
| $214M | -$45.6M | -18% | 15.4% | 60% | 44 | 29.55% | 1.6 |
|
| 4221 |
4221
L.M. Kohn & Company
Cincinnati,
Ohio
| $214M | -$45.4M | -18% | 14.5% | 97.9% | 259 | 16.99% | 0.2 |
|
| 4222 |
4222
Shilanski & Associates
Anchorage,
Alaska
| $214M | -$24.5M | -10% | 9% | 84.2% | 138 | 33.33% | 1.5 |
|
| 4223 |
LJHT
4223
Laurie J. Hall Trustee
| $214M | -$46.3M | -18% | 13.8% | 105% | 328 | 3.35% | 5.2 |
|
| 4224 |
CCM
4224
Chimera Capital Management
New York
| $214M | +$11.9M | +6% | 15.7% | – | 98 | 79.59% | 0.1 |
|
| 4225 |
4225
Mass General Brigham
Somerville,
Massachusetts
| $214M | -$21.3M | -9% | 13.5% | – | 5 | 40% | 1.8 |
|