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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4226 |
GDS
4226
Gimbel Daniel Scott
| $272M | -$43.4M | -14% | 4% | 57.1% | 3 | 0% | 1 |
|
| 4227 |
4227
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| $271M | +$78.1M | +40% | 9.24% | 63.5% | 229 | 34.5% | 0.6 |
|
| 4228 |
4228
Hi-Line Capital Management
Watertown,
South Dakota
| $271M | -$8.64M | -3% | 1.24% | 57.5% | 28 | 7.14% | 2 |
|
| 4229 |
4229
Baker Hughes Holdings
Houston,
Texas
| $271M | -$132M | -33% | 32.5% | 38.6% | 2 | 0% | 1 |
|
| 4230 |
4230
Dark Forest Capital Management
San Juan,
Puerto Rico
| $271M | -$10.8M | -4% | 0.6% | 63% | 1,929 | 58.37% | 0.2 |
|
| 4231 |
4231
AlpInvest Partners
Amsterdam,
Netherlands
| $271M | +$13.8M | +5% | 6.59% | 178% | 31 | 67.74% | 0.3 |
|
| 4232 |
4232
Hillman Company
Pittsburgh,
Pennsylvania
| $271M | -$16.7M | -6% | 6.32% | 118% | 12 | 16.67% | 1.2 |
|
| 4233 |
4233
First United Bank & Trust
Oakland,
Maryland
| $271M | +$25.4M | +10% | 9.98% | 78% | 170 | 7.06% | 4.1 |
|
| 4234 |
4234
Semmax Financial Advisors
Winston Salem,
North Carolina
| $271M | -$18.8M | -7% | 4.49% | – | 293 | 6.83% | 2.4 |
|
| 4235 |
4235
Boltwood Capital Management
Walnut Creek,
California
| $271M | +$22.7M | +9% | 7.43% | 63% | 158 | 5.7% | 4.7 |
|
| 4236 |
4236
Physicians Financial Services
Raleigh,
North Carolina
| $270M | +$23.6M | +10% | 12.4% | 116% | 119 | 5.88% | 4.3 |
|
| 4237 |
4237
Ellsworth Advisors
Hudson,
Ohio
| $270M | +$50.8M | +23% | 8.12% | 131% | 187 | 44.39% | 0.8 |
|
| 4238 |
SCM
4238
Stormborn Capital Management
Greenwich,
Connecticut
| $270M | -$34.9M | -11% | 8.58% | 256% | 50 | 52% | 0.5 |
|
| 4239 |
4239
Capital Planning
Bellevue,
Washington
| $270M | +$25.2M | +10% | 7.79% | 81.2% | 76 | 14.47% | 0.8 |
|
| 4240 |
4240
MilWealth Group
Milwaukee,
Wisconsin
| $270M | +$9.9M | +4% | 3.15% | 39.6% | 182 | 16.48% | 1 |
|
| 4241 |
4241
Covenant Partners
Nashville,
Tennessee
| $270M | +$15.4M | +6% | 7.43% | 70.3% | 202 | 6.93% | 2 |
|
| 4242 |
4242
Norman Fields Gottscho Capital Management
New York
| $270M | +$16.5M | +7% | 11.6% | 96.9% | 76 | 13.16% | 4 |
|
| 4243 |
4243
High Probability Advisors
Pittsford,
New York
| $269M | +$22.5M | +9% | 5.37% | 52.6% | 42 | 9.52% | 0.8 |
|
| 4244 |
4244
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| $269M | +$27M | +11% | 9.64% | 100% | 207 | 10.14% | 2.1 |
|
| 4245 |
4245
ML&R Wealth Management
Austin,
Texas
| $269M | – | – | 7.65% | – | 51 | – | 0 |
|
| 4246 |
4246
Stordahl Capital Management
Greenwood Village,
Colorado
| $269M | +$18.1M | +7% | 6.34% | 54% | 50 | 8% | 3.1 |
|
| 4247 |
4247
Visa Foundation
San Francisco,
California
| $269M | – | – | 9.78% | 58.1% | 1 | – | 0 |
|
| 4248 |
4248
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| $269M | +$9.9M | +4% | 12.8% | 96.7% | 1 | 0% | 2 |
|
| 4249 |
4249
TMD Wealth Management
Scottsdale,
Arizona
| $269M | +$29.8M | +12% | 3.68% | 2.41% | 52 | 21.15% | 0.7 |
|
| 4250 |
4250
G2 Capital Management
Columbus,
Ohio
| $269M | – | – | 5.9% | 55.1% | 95 | – | 0 |
|