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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
4326
Soapstone Management
Bethesda,
Maryland
| $224M | -$13.3M | -6% | 5.29% | 30.3% | 18 | 5.56% | 2 |
|
| 4327 |
4327
Gill Capital Partners
Denver,
Colorado
| $224M | +$11.9M | +6% | 4.43% | 59% | 135 | 11.11% | 2.6 |
|
| 4328 |
BCH
4328
Berkshire Capital Holdings
San Jose,
California
| $223M | +$35M | +19% | 51.1% | 2,748% | 97 | 13.4% | 2.2 |
|
| 4329 |
4329
Golden Gate Private Equity
San Francisco,
California
| $223M | +$8.5M | +4% | 3.97% | 8.72% | 3 | 0% | 2 |
|
| 4330 |
4330
Jackson Square Capital
San Francisco,
California
| $223M | +$11M | +5% | 14.2% | 423% | 133 | 29.32% | 2.1 |
|
| 4331 |
AIA
4331
AIMZ Investment Advisors
Los Altos,
California
| $223M | +$11.4M | +5% | 8.84% | 81.3% | 114 | 4.39% | 6.1 |
|
| 4332 |
4332
Ardmore Road Asset Management
New York
| $223M | +$30.5M | +16% | 26% | 245% | 41 | 63.41% | 0.3 |
|
| 4333 |
4333
Hendley & Co
Zanesville,
Ohio
| $223M | -$1.85M | -0.8% | 3.26% | 64.9% | 54 | 5.56% | 5.8 |
|
| 4334 |
4334
Abound Wealth Management
Franklin,
Tennessee
| $223M | +$18.7M | +9% | 5.65% | 65.7% | 762 | 10.76% | 0.6 |
|
| 4335 |
SA
4335
SAM Advisors
Oakhurst,
California
| $223M | -$4.08M | -2% | 6.4% | 57.5% | 35 | 5.71% | 1.1 |
|
| 4336 |
LA
4336
LFL Advisers
Evanston,
Illinois
| $223M | +$11.9M | +6% | 8.24% | 83% | 11 | 0% | 4.8 |
|
| 4337 |
4337
Everhart Financial Group
Dublin,
Ohio
| $223M | +$23.8M | +12% | 8.55% | 123% | 214 | 20.56% | 1.1 |
|
| 4338 |
4338
Kozak & Associates
Highlands Ranch,
Colorado
| $223M | +$21.7M | +11% | 11.9% | 111% | 357 | 8.12% | 1.5 |
|
| 4339 |
GFI
4339
Global Frontier Investments
Charleston,
South Carolina
| $223M | -$4.84M | -2% | 0.74% | – | 18 | 5.56% | 2.1 |
|
| 4340 |
4340
AlphaMark Advisors
Ft. Wright,
Kentucky
| $223M | +$23.2M | +12% | 4.68% | 26.4% | 695 | 21.87% | 3.5 |
|
| 4341 |
4341
Shilanski & Associates
Anchorage,
Alaska
| $222M | -$6.35M | -3% | 3.28% | 84.2% | 130 | 37.69% | 0.8 |
|
| 4342 |
4342
TNF
Billings,
Montana
| $222M | +$2.5M | +1% | 5.91% | 21.3% | 108 | 11.11% | 1.3 |
|
| 4343 |
4343
Wind River Trust Company
Jackson,
Wyoming
| $222M | +$13.3M | +6% | 6.13% | 62.1% | 9 | 0% | 7.6 |
|
| 4344 |
4344
Hilltop Partners
Mishawaka,
Indiana
| $222M | +$34.4M | +18% | 4.11% | 64.9% | 69 | 21.74% | 0.2 |
|
| 4345 |
4345
Forge First Asset Management
Toronto, Ontario,
Canada
| $222M | -$33.3M | -13% | 7.5% | 112% | 55 | 65.45% | 0.1 |
|
| 4346 |
4346
TrueFG
Cedar Park,
Texas
| $222M | +$11.7M | +6% | 4.34% | 54.2% | 37 | 0% | 2.8 |
|
| 4347 |
4347
Droms Strauss Advisors
St. Louis,
Missouri
| $222M | +$3.74M | +2% | 7.95% | 74.5% | 67 | 8.96% | 2.1 |
|
| 4348 |
4348
BCS Wealth Management
Johnson City,
Tennessee
| $221M | -$17.5M | -7% | 3.97% | 51% | 203 | 27.59% | 1.8 |
|
| 4349 |
4349
Collaborative Holdings Management
New York
| $221M | +$171M | +342% | 9.89% | 591% | 22 | 68.18% | 0.3 |
|
| 4350 |
4350
Accuvest Global Advisors
Provo,
Utah
| $221M | -$80.5M | -27% | 14.1% | 163% | 143 | 37.76% | 1 |
|