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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 |
NAH
4326
Neumann Advisory (HK)
Central,
Hong Kong
| $262M | +$13.5M | +5% | 3.93% | 77.3% | 14 | 0% | 3.9 |
|
| 4327 |
4327
Patriot Financial Partners
Radnor,
Pennsylvania
| $262M | +$51.7M | +25% | 34.7% | 16.6% | 10 | 10% | 3.8 |
|
| 4328 |
4328
Family Legacy Inc
Greenville,
South Carolina
| $262M | +$22.6M | +9% | 10.5% | 89% | 120 | 8.33% | 4.5 |
|
| 4329 |
4329
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| $262M | +$23.9M | +10% | 8.69% | 52.9% | 182 | 17.58% | 2.3 |
|
| 4330 |
DMKJ
4330
David M. Knott Jr
| $262M | -$290K | -0.1% | 8.55% | 169% | 143 | 29.37% | 1.4 |
|
| 4331 |
4331
Sicart Associates
New York
| $261M | +$6.5M | +3% | 8.93% | 113% | 74 | 9.46% | 3.6 |
|
| 4332 |
4332
VELA Investment Management
New Albany,
Ohio
| $261M | +$33.8M | +15% | 8.48% | 56.8% | 166 | 22.29% | 1.2 |
|
| 4333 |
4333
Regimen Wealth
Atlanta,
Georgia
| $261M | +$17.8M | +7% | 7.61% | 34.4% | 70 | 31.43% | 0.7 |
|
| 4334 |
SVCM
4334
Saturn V Capital Management
Austin,
Texas
| $261M | +$22.3M | +9% | 40.7% | 1,083% | 26 | 34.62% | 0.5 |
|
| 4335 |
BDA
4335
Borer Denton & Associates
Blue Bell,
Pennsylvania
| $261M | +$19.2M | +8% | 9.43% | 44.2% | 62 | 6.45% | 1.6 |
|
| 4336 |
4336
Summit Financial Group
Moorefield,
West Virginia
| $261M | +$23.3M | +10% | 10.3% | 26.1% | 184 | 3.26% | 4.3 |
|
| 4337 |
4337
Astor Investment Management
Chicago,
Illinois
| $261M | -$4.59M | -2% | 5.3% | 23.3% | 33 | 33.33% | 1.4 |
|
| 4338 |
4338
Regis Acquisition
Denver,
Colorado
| $261M | +$24.2M | +10% | 13.1% | – | 43 | 9.3% | 0.7 |
|
| 4339 |
LJHT
4339
Laurie J. Hall Trustee
| $261M | +$26M | +11% | 10.8% | 105% | 271 | 9.96% | 6.4 |
|
| 4340 |
4340
Curran Financial Partners
Daniel Island,
South Carolina
| $261M | +$31.5M | +14% | 9% | 53.5% | 90 | 27.78% | 1.9 |
|
| 4341 |
4341
Bridger Management
New York
| $261M | -$12M | -4% | 17.8% | 103% | 42 | 52.38% | 1.8 |
|
| 4342 |
4342
Stone Summit Wealth
Miami,
Florida
| $261M | +$27.4M | +12% | 11.4% | 67% | 142 | 4.93% | 1.7 |
|
| 4343 |
4343
Riverview Capital Advisers
Boston,
Massachusetts
| $261M | +$34.8M | +15% | 13.7% | 84.8% | 88 | 20.45% | 1.5 |
|
| 4344 |
4344
Heirloom Wealth Management
Greenwood Village,
Colorado
| $261M | +$35.6M | +16% | 11.1% | 81.8% | 59 | 23.73% | 1.1 |
|
| 4345 |
4345
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| $260M | +$23.6M | +10% | 15.7% | 245% | 376 | 43.35% | 0.9 |
|
| 4346 |
4346
Coyle Financial Counsel
Glenview,
Illinois
| $260M | +$21.4M | +9% | 9.42% | 67.3% | 72 | 16.67% | 3 |
|
| 4347 |
4347
DGS Capital Management
Jersey City,
New Jersey
| $260M | +$55.7M | +27% | 36.8% | 177% | 261 | 16.86% | 1.3 |
|
| 4348 |
4348
First Washington Corp
Seattle,
Washington
| $260M | +$12.6M | +5% | 19.8% | 142% | 62 | 17.74% | 3.8 |
|
| 4349 |
AFS
4349
Aft Forsyth & Sober
Valrico,
Florida
| $260M | +$22.7M | +10% | 11.2% | 94.6% | 88 | 13.64% | 3.1 |
|
| 4350 |
4350
Silver Heights Capital Management
Toronto,
Ontario, Canada
| $260M | +$8.84M | +4% | 0.2% | 39.8% | 5 | 0% | 6.3 |
|