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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 |
4226
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| $316M | +$8.16M | +3% | 0.62% | 52.9% | 1,162 | 85.46% | 0.4 |
|
| 4227 |
4227
Quantedge Capital
Singapore
| $316M | +$42.1M | +15% | 1.17% | 110% | 150 | 39.33% | 1.1 |
|
| 4228 |
4228
Passive Capital Management
Baltimore,
Maryland
| $316M | +$31.6M | +11% | 0.55% | 37.7% | 86 | 27.91% | 1.8 |
|
| 4229 |
RI
4229
Rinkey Investments
San Diego,
California
| $316M | +$3.12M | +1% | 0.5% | 42.1% | 104 | 22.12% | 1.3 |
|
| 4230 |
4230
Donoghue Forlines
Boston,
Massachusetts
| $315M | +$16.5M | +6% | 3.83% | 229% | 153 | 68.63% | 0.6 |
|
| 4231 |
4231
Cypress Point Wealth Management
Dallas,
Texas
| $315M | -$5.85M | -2% | 2.67% | 255% | 71 | 7.04% | 1.8 |
|
| 4232 |
4232
Running Point Capital Advisors
El Segundo,
California
| $315M | +$23.1M | +8% | 1.43% | 52.1% | 188 | 16.49% | 2.3 |
|
| 4233 |
4233
Triune Financial Partners
Overland Park,
Kansas
| $315M | -$2.76M | -0.9% | 0.37% | 66.6% | 39 | 10.26% | 2.5 |
|
| 4234 |
4234
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| $315M | +$36.6M | +13% | 0.47% | 22.2% | 6 | 16.67% | 1.3 |
|
| 4235 |
4235
Lion Street Advisors
Austin,
Texas
| $315M | +$1.11M | +0.4% | 1.84% | 38% | 280 | 12.14% | 2 |
|
| 4236 |
4236
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| $315M | -$17.5M | -5% | 2.17% | 245% | 391 | 51.66% | 1.1 |
|
| 4237 |
4237
Physicians Financial Services
Raleigh,
North Carolina
| $314M | -$14.9M | -5% | 4.02% | 116% | 112 | 10.71% | 6.4 |
|
| 4238 |
4238
Core Wealth Advisors (Florida)
Lakeland,
Florida
| $314M | +$11M | +4% | 2.5% | 59.7% | 73 | 23.29% | 2.4 |
|
| 4239 |
NICM
4239
Neo Ivy Capital Management
New York
| $314M | -$182M | -37% | 4.52% | – | 441 | 80.27% | 0.2 |
|
| 4240 |
4240
Bank of Stockton
Stockton,
California
| $314M | -$15.2M | -5% | 2.37% | 99.2% | 145 | 4.14% | 5.8 |
|
| 4241 |
4241
Ballast Advisors
Woodbury,
Minnesota
| $314M | -$10.8M | -3% | 1.35% | 66.7% | 165 | 3.03% | 4.2 |
|
| 4242 |
4242
Stempoint Capital
New York
| $314M | -$86.9M | -22% | 10.5% | – | 86 | 66.28% | 0.3 |
|
| 4243 |
4243
FCA Corp
Houston,
Texas
| $314M | -$6.62M | -2% | 0.65% | 57.4% | 196 | 14.8% | 4.9 |
|
| 4244 |
4244
Integral Investment Advisors
Turlock,
California
| $313M | +$4.47M | +1% | 3.14% | 69% | 165 | 13.94% | 1.8 |
|
| 4245 |
4245
Segra Capital Management
Palm Beach,
Florida
| $313M | +$49.4M | +19% | 27% | 19% | 14 | 28.57% | 0.8 |
|
| 4246 |
CSWG
4246
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| $313M | -$822K | -0.3% | 2.32% | 76% | 84 | 25% | 3.4 |
|
| 4247 |
4247
Magnitude Capital
New York
| $313M | +$25.7M | +9% | 8.93% | – | 1 | 0% | 1.3 |
|
| 4248 |
4248
Boyd Watterson Asset Management
Cleveland,
Ohio
| $313M | -$46.9M | -13% | 2.92% | 116% | 439 | 3.42% | 3.7 |
|
| 4249 |
IAM
4249
Infinitum Asset Management
Fort Lauderdale,
Florida
| $313M | +$124M | +65% | 8.15% | – | 26 | 34.62% | 0.2 |
|
| 4250 |
4250
Aspen Capital Management
Boise,
Idaho
| $313M | – | – | 1.04% | – | 66 | – | 0 |
|