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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 |
TLP
4226
Tri Locum Partners
New York
| $256M | +$1.99M | +0.8% | 5.96% | 357% | 61 | 72.13% | 0.2 |
|
| 4227 |
4227
Eagle Strategies
New York
| $256M | -$535K | -0.2% | 4.54% | 77.7% | 153 | 16.99% | 0.2 |
|
| 4228 |
SCP
4228
Syntal Capital Partners
Midland,
Texas
| $256M | +$22.7M | +10% | 12.8% | 102% | 107 | 32.71% | 1.8 |
|
| 4229 |
SHFA
4229
SS&H Financial Advisors
Troy,
Michigan
| $256M | – | – | 3.26% | – | 127 | – | 0 |
|
| 4230 |
4230
Oak Family Advisors
Chicago,
Illinois
| $256M | -$11.8M | -4% | 0.7% | 81.9% | 165 | 23.64% | 0.8 |
|
| 4231 |
4231
Ursa Fund Management
Danville,
California
| $256M | -$3.98B | -94% | 1.93% | 93.5% | 115 | 65.22% | 0.2 |
|
| 4232 |
4232
Roberts Wealth Advisors
Palo Alto,
California
| $255M | -$22.4M | -8% | 6.57% | 81.1% | 98 | 10.2% | 0.5 |
|
| 4233 |
GAMC
4233
Garner Asset Management Corp
Plano,
Texas
| $255M | +$9.31M | +4% | 0.04% | 103% | 182 | 7.14% | 3.3 |
|
| 4234 |
4234
Magnolia Capital Advisors
Jackson,
Mississippi
| $255M | -$86.2M | -25% | 3.39% | 78.7% | 234 | 27.35% | 0.8 |
|
| 4235 |
EE
4235
EWG Elevate
Roseville,
California
| $255M | +$51.3M | +25% | 1.77% | 76% | 111 | 37.84% | 1.1 |
|
| 4236 |
4236
Spectrum Asset Management (California)
Newport Beach,
California
| $255M | -$100M | -28% | 1.16% | 68.3% | 131 | 21.37% | 2.4 |
|
| 4237 |
4237
Silver Heights Capital Management
Toronto,
Ontario, Canada
| $255M | -$13.4M | -5% | 5.52% | 39.8% | 5 | 0% | 4.6 |
|
| 4238 |
4238
Astoria Strategic Wealth
Conroe,
Texas
| $255M | -$7.16M | -3% | 5.17% | 42.1% | 40 | 10% | 1.6 |
|
| 4239 |
4239
Enterprise Bank & Trust
Lowell,
Massachusetts
| $255M | -$31.4M | -11% | 5.2% | 65.9% | 98 | 10.2% | 2.3 |
|
| 4240 |
PH
4240
Pinnacle Holdings
Tulsa,
Oklahoma
| $255M | +$16.6M | +7% | 6.79% | 79.6% | 267 | 23.97% | 3.7 |
|
| 4241 |
4241
MY.Alpha Management HK Advisors
Hong Kong
| $255M | -$95.9M | -27% | 13.7% | 423% | 15 | 46.67% | 0.2 |
|
| 4242 |
4242
First United Bank & Trust
Oakland,
Maryland
| $254M | -$16.4M | -6% | 4.07% | 78% | 171 | 9.36% | 4.3 |
|
| 4243 |
4243
Altrafin AG
Zurich,
| $254M | -$22.3M | -8% | 6.28% | 97.6% | 94 | 11.7% | 0.2 |
|
| 4244 |
4244
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| $254M | -$226M | -47% | 22% | 39.2% | 5 | 20% | 0.7 |
|
| 4245 |
AFS
4245
Aft Forsyth & Sober
Valrico,
Florida
| $254M | -$31M | -11% | 0.31% | 94.6% | 98 | 19.39% | 1.8 |
|
| 4246 |
4246
Sovereign Investment Advisors
Phoenix,
Arizona
| $254M | -$2.8M | -1% | 0.49% | 43.7% | 30 | 6.67% | 1.9 |
|
| 4247 |
4247
Alpha Paradigm Partners
Chicago,
Illinois
| $254M | +$4.85M | +2% | 1.12% | – | 722 | 54.85% | 0.4 |
|
| 4248 |
4248
Semmax Financial Advisors
Winston Salem,
North Carolina
| $254M | -$16.8M | -6% | 0.3% | – | 315 | 16.51% | 2.4 |
|
| 4249 |
4249
Black Swift Group
Boulder,
Colorado
| $254M | -$94.4M | -27% | 6.11% | 139% | 121 | 46.28% | 0.8 |
|
| 4250 |
4250
Henry James International Management
New York
| $254M | -$70.9M | -22% | 5.68% | 125% | 150 | 22% | 2.8 |
|