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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
Little House Capital
Braintree,
Massachusetts
| $387M | -$11.1M | -3% | 0.1% | 118% | 124 | 21.77% | 2.9 |
|
| 4227 |
SSI
4227
Scott & Selber Inc
Houston,
Texas
| $387M | -$11.4M | -3% | 0.22% | 202% | 95 | 6.32% | 5.3 |
|
| 4228 |
HCM
4228
Hudson Capital Management
Ramsey,
New Jersey
| $387M | -$11.6M | -3% | 0.35% | 66.8% | 81 | 22.22% | 4.2 |
|
| 4229 |
WA
4229
WP Advisors
San Francisco,
California
| $387M | -$15M | -4% | 2.11% | 113% | 121 | 9.09% | 4.8 |
|
| 4230 |
4230
Cadent Capital Advisors
Tulsa,
Oklahoma
| $386M | -$3.26M | -0.8% | 3.7% | 106% | 216 | 28.24% | 2 |
|
| 4231 |
4231
Decagon Asset Management
London,
United Kingdom
| $386M | +$126M | +49% | 1.07% | – | 104 | 71.15% | 0.3 |
|
| 4232 |
4232
World Equity Group
Schaumburg,
Illinois
| $386M | +$27.8M | +8% | 0.41% | 117% | 396 | 24.75% | 1.6 |
|
| 4233 |
4233
Truffle Hound Capital
Bethesda,
Maryland
| $386M | +$2.13M | +0.6% | 18.2% | – | 63 | 36.51% | 0.7 |
|
| 4234 |
4234
Gradient Capital Advisors
San Diego,
California
| $386M | -$2.25M | -0.6% | 0.37% | 78.5% | 180 | 5% | 4.7 |
|
| 4235 |
4235
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| $386M | +$2.94M | +0.8% | 1.43% | 52.9% | 1,353 | 6.58% | 1.2 |
|
| 4236 |
4236
Siena Capital Partners
Chicago,
Illinois
| $385M | +$13M | +3% | 1.68% | 44.2% | 106 | 11.32% | 4.2 |
|
| 4237 |
4237
Goodman Advisory Group
Needham,
Massachusetts
| $385M | -$20.9M | -5% | 2.16% | 101% | 211 | 26.07% | 1 |
|
| 4238 |
4238
Polunin Capital Partners
London,
United Kingdom
| $385M | -$264M | -41% | 13.4% | 268% | 25 | 40% | 1.9 |
|
| 4239 |
4239
City State Bank
Norwalk,
Iowa
| $385M | +$20.2M | +6% | 0.32% | 79.1% | 800 | 6.13% | 3.2 |
|
| 4240 |
VI
4240
VectorGlobal IAG
Miami,
Florida
| $385M | – | – | 2.36% | – | 134 | – | 0 |
|
| 4241 |
4241
GSG Advisors
Mount Laurel,
New Jersey
| $385M | -$2.42M | -0.6% | 3.03% | 99.3% | 145 | 13.1% | 1.8 |
|
| 4242 |
4242
Diametric Capital
Boston,
Massachusetts
| $385M | +$11.7M | +3% | 1.96% | 175% | 618 | 64.08% | 0.3 |
|
| 4243 |
4243
Garda Capital Partners
Wayzata,
Minnesota
| $385M | +$263M | +217% | 19.3% | 34.1% | 25 | 96% | 0 |
|
| 4244 |
4244
Brand Asset Management Group
Chesterfield,
Missouri
| $385M | +$27M | +8% | 0.36% | 70.2% | 215 | 30.7% | 2.6 |
|
| 4245 |
HH
4245
HWG Holdings
Houston,
Texas
| $385M | -$28.2M | -7% | 7.24% | – | 68 | 50% | 2 |
|
| 4246 |
4246
TOBAM
Paris,
France
| $384M | -$23M | -6% | 2.24% | 76.5% | 292 | 27.05% | 2.9 |
|
| 4247 |
4247
Pinnbrook Capital Management
New York
| $384M | -$331M | -46% | 31.4% | 913% | 127 | 81.89% | 0.3 |
|
| 4248 |
4248
Delta Financial Advisors
New Orleans,
Louisiana
| $384M | -$753K | -0.2% | 1.47% | 107% | 155 | 7.74% | 4.2 |
|
| 4249 |
4249
Davis Rea
Toronto,
Ontario, Canada
| $384M | -$15.8M | -4% | 7.35% | 66.9% | 60 | 16.67% | 4.4 |
|
| 4250 |
4250
Accel Wealth Management
Waverly,
Iowa
| $383M | +$17.7M | +5% | 0.24% | 82.4% | 302 | 10.93% | 2.8 |
|