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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4276 |
HWC
4276
Hill Winds Capital
High Falls,
New York
| $252M | +$39.2M | +18% | 0.22% | 8.52% | 58 | 53.45% | 0.6 |
|
| 4277 |
4277
Pactiv General Employee Benefit Trust
Lake Forest,
Illinois
| $252M | -$13M | -5% | 4.91% | 15.7% | 1 | 0% | 0.5 |
|
| 4278 |
4278
D. Scott Neal
Lexington,
Kentucky
| $252M | -$13.5M | -5% | 2.75% | 105% | 66 | 16.67% | 2.4 |
|
| 4279 |
4279
West Wealth Group
Irvine,
California
| $252M | -$14M | -5% | 3.84% | 79.8% | 72 | 27.78% | 0.2 |
|
| 4280 |
4280
Fourpath Capital Management
Oklahoma City,
Oklahoma
| $252M | -$8.65M | -3% | 3.44% | 82.1% | 180 | 25% | 0.2 |
|
| 4281 |
4281
Denver PWM
Denver,
Colorado
| $252M | -$10.3M | -4% | 3.78% | 48.6% | 101 | 10.89% | 2.2 |
|
| 4282 |
4282
Berkeley Capital Partners
Milton,
Georgia
| $251M | +$7.46M | +3% | 0.3% | 62.8% | 163 | 18.4% | 2.6 |
|
| 4283 |
4283
Covenant Partners
Nashville,
Tennessee
| $251M | -$18.9M | -7% | 4.47% | 70.3% | 228 | 29.39% | 2 |
|
| 4284 |
4284
Fourthstone LLC
St Louis,
Missouri
| $251M | -$14.7M | -6% | 2.23% | 104% | 50 | 32% | 1.1 |
|
| 4285 |
4285
Financial Strategies Group
Okemos,
Michigan
| $251M | +$5.64M | +2% | 3.94% | 44.9% | 89 | 19.1% | 1.5 |
|
| 4286 |
4286
AXS Investments
Port Chester,
New York
| $251M | -$172M | -41% | 9% | 104% | 189 | 35.45% | 0.4 |
|
| 4287 |
MFGP
4287
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| $251M | -$7.32M | -3% | 5.33% | 65.5% | 61 | 9.84% | 2.7 |
|
| 4288 |
4288
Biechele Royce Advisors
Fishers,
Indiana
| $251M | +$911K | +0.4% | 0.64% | 39.2% | 64 | 0% | 2.5 |
|
| 4289 |
4289
Threadgill Financial
Spring,
Texas
| $251M | +$83M | +49% | 4.42% | 49.3% | 43 | 16.28% | 0.4 |
|
| 4290 |
4290
Wind River Trust Company
Jackson,
Wyoming
| $250M | -$25.6M | -9% | 5.05% | 62.1% | 10 | 10% | 6.6 |
|
| 4291 |
4291
Taylor Hoffman Wealth Management
Richmond,
Virginia
| $250M | -$13.3M | -5% | 4.81% | 47.8% | 140 | 7.14% | 3 |
|
| 4292 |
4292
AMJ Financial Wealth Management
Leesburg,
Virginia
| $250M | -$27.6M | -10% | 0.65% | 167% | 109 | 37.61% | 1.1 |
|
| 4293 |
4293
JRM Investment Counsel
Omaha,
Nebraska
| $249M | +$10.5M | +4% | 4.3% | 65.5% | 19 | 10.53% | 4.8 |
|
| 4294 |
4294
Retirement Capital Strategies
San Jose,
California
| $249M | -$22.9M | -8% | 5.41% | 59% | 83 | 36.14% | 2.4 |
|
| 4295 |
SP
4295
StackLine Partners
New York
| $249M | -$29.8M | -11% | 11.3% | 12.7% | 11 | 9.09% | 2.1 |
|
| 4296 |
4296
Lumature Wealth Partners
Alpharetta,
Georgia
| $249M | -$8.22M | -3% | 6.57% | – | 439 | 13.9% | 1 |
|
| 4297 |
4297
Harbor Advisory Corp
Portsmouth,
New Hampshire
| $249M | +$2.64M | +1% | 3.03% | 63.2% | 84 | 8.33% | 2.2 |
|
| 4298 |
4298
TCG Crossover Management
Palo Alto,
California
| $249M | +$35.5M | +17% | 4.16% | 3,013% | 20 | 25% | 0.2 |
|
| 4299 |
KSCM
4299
Key Square Capital Management
Stamford,
Connecticut
| $249M | +$3.48M | +1% | 6.5% | 50.2% | 54 | 83.33% | 0.2 |
|
| 4300 |
4300
Horan Capital Advisors
Cincinnati,
Ohio
| $249M | -$3.8M | -2% | 3.86% | 26.6% | 97 | 9.28% | 3.9 |
|