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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
PhiloSmith Capital
Stamford,
Connecticut
| $360M | +$281K | +0.1% | 0.47% | 47% | 23 | 0% | 7 |
|
| 4327 |
4327
Owls Nest Partners IA
Chadds Ford,
Pennsylvania
| $360M | -$62.5M | -15% | 8.92% | 105% | 19 | 36.84% | 2.3 |
|
| 4328 |
4328
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| $360M | +$19.2M | +6% | 8.79% | 76.5% | 117 | 5.98% | 6.3 |
|
| 4329 |
4329
PCJ Investment Counsel
Toronto,
Ontario, Canada
| $359M | +$66.7M | +23% | 23.2% | 164% | 74 | 25.68% | 3 |
|
| 4330 |
4330
Opal Wealth Advisors
Jericho,
New York
| $359M | -$1.19M | -0.3% | 5.95% | 62.3% | 574 | 67.07% | 2.2 |
|
| 4331 |
4331
Centennial Wealth Advisory
Traverse City,
Michigan
| $359M | +$44.9M | +14% | 5.89% | 63% | 161 | 7.45% | 1.8 |
|
| 4332 |
4332
Hunting Hill Global Capital
New York
| $359M | -$7.78M | -2% | 21.6% | 132% | 152 | 34.87% | 0.9 |
|
| 4333 |
4333
EdgeRock Capital
Denver,
Colorado
| $359M | +$43.1M | +14% | 6.89% | 71.3% | 126 | 17.46% | 1 |
|
| 4334 |
4334
Science & Technology Partners
New York
| $359M | -$22.7M | -6% | 36.7% | – | 51 | 66.67% | 0.3 |
|
| 4335 |
4335
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $359M | +$22.7M | +7% | 7.9% | 81% | 97 | 6.19% | 6.2 |
|
| 4336 |
4336
BLKBRD Asset Management
Old Greenwich,
Connecticut
| $359M | +$181M | +102% | 14.3% | – | 32 | 56.25% | 0.2 |
|
| 4337 |
4337
Prasad Wealth Partners
Independence,
Ohio
| $359M | +$17.2M | +5% | 6.47% | – | 146 | 19.86% | 0.6 |
|
| 4338 |
4338
Skaana Management
Brooklyn,
New York
| $359M | +$28.6M | +9% | 11.4% | 269% | 200 | 27% | 0.9 |
|
| 4339 |
4339
Westbourne Investment Advisors
Annapolis,
Maryland
| $359M | +$29.1M | +9% | 9.5% | 107% | 121 | 15.7% | 3.5 |
|
| 4340 |
BPIA
4340
Broad Peak Investment Advisers
Singapore
| $359M | +$37.7M | +12% | 42% | – | 20 | 60% | 0.2 |
|
| 4341 |
4341
Vista Investment Partners
Oklahoma City,
Oklahoma
| $358M | +$11.4M | +3% | 8.01% | 112% | 166 | 13.25% | 1.3 |
|
| 4342 |
MKC
4342
M. Kraus & Co
Shelburne,
Vermont
| $358M | +$17.5M | +5% | 7.68% | 65.9% | 84 | 2.38% | 6.3 |
|
| 4343 |
4343
Umpqua Bank
Lake Oswego,
Oregon
| $358M | +$29.5M | +9% | 8.45% | – | 169 | 11.24% | 1.3 |
|
| 4344 |
4344
Sara-Bay Financial
Sarasota,
Florida
| $358M | +$78.3M | +28% | 31.6% | 233% | 89 | 24.72% | 2.8 |
|
| 4345 |
4345
Truffle Hound Capital
Bethesda,
Maryland
| $357M | -$33.3M | -9% | 9.46% | – | 63 | 26.98% | 0.5 |
|
| 4346 |
4346
Aikya Investment Management
London,
United Kingdom
| $357M | +$23.7M | +7% | 11% | – | 4 | 0% | 1.4 |
|
| 4347 |
4347
Ruedi Wealth Management
Champaign,
Illinois
| $357M | +$20.1M | +6% | 5.56% | 44.9% | 55 | 3.64% | 2.5 |
|
| 4348 |
4348
Evernest Financial Advisors
Carmel,
Indiana
| $357M | +$47.9M | +15% | 8.11% | – | 197 | 17.77% | 2.3 |
|
| 4349 |
4349
Haverford Financial Services
Radnor,
Pennsylvania
| $356M | +$18.5M | +5% | 8.08% | 57.9% | 45 | 4.44% | 6.1 |
|
| 4350 |
4350
Fairway Wealth
Independence,
Ohio
| $356M | +$43.6M | +14% | 6.05% | 51.5% | 199 | 31.16% | 1.1 |
|