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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4351 |
4351
Altrafin AG
Zurich,
| $260M | +$30.1M | +13% | 15.3% | 97.6% | 68 | 16.18% | 1.6 |
|
| 4352 |
4352
White Pine Capital
Bloomington,
Minnesota
| $259M | +$10.3M | +4% | 11.4% | 143% | 211 | 6.64% | 6.1 |
|
| 4353 |
4353
PCJ Investment Counsel
Toronto,
Ontario, Canada
| $259M | +$42.6M | +20% | 13.8% | 164% | 80 | 27.5% | 2.5 |
|
| 4354 |
4354
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| $259M | -$184M | -42% | 11.4% | 88.9% | 84 | 52.38% | 0.8 |
|
| 4355 |
4355
Hemington Wealth Management
Falls Church,
Virginia
| $259M | +$48.7M | +23% | 10.8% | 76.1% | 111 | 20.72% | 2 |
|
| 4356 |
4356
Chesapeake Wealth Management
Williamsburg,
Virginia
| $259M | +$19.2M | +8% | 9.76% | 65.9% | 157 | 9.55% | 4.5 |
|
| 4357 |
KLC
4357
Kent Lake Capital
Reno,
Nevada
| $259M | -$1.12M | -0.4% | 22% | 92.1% | 65 | 47.69% | 0.6 |
|
| 4358 |
4358
Jentner Corp
Akron,
Ohio
| $259M | +$98M | +61% | 9.47% | 38.9% | 52 | 19.23% | 3.4 |
|
| 4359 |
4359
Investment Management Associates
Greenwood Village,
Colorado
| $259M | +$18.9M | +8% | 9.77% | 50.4% | 39 | 28.21% | 2 |
|
| 4360 |
4360
Wynnefield Capital
New York
| $259M | +$40.7M | +19% | 14.5% | 52.1% | 25 | 24% | 3.3 |
|
| 4361 |
4361
Legacy Capital Group California
Los Gatos,
California
| $259M | +$25.8M | +11% | 12.8% | 129% | 321 | 32.09% | 0.5 |
|
| 4362 |
4362
FC Advisory
West Chester,
Pennsylvania
| $259M | +$21M | +9% | 9.31% | 46.6% | 99 | 10.1% | 4.2 |
|
| 4363 |
4363
Shoker Investment Counsel
Oxford,
Ohio
| $259M | +$28.1M | +12% | 9.41% | 88.9% | 92 | 4.35% | 5.5 |
|
| 4364 |
4364
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| $259M | +$19M | +8% | 10.3% | 67.5% | 102 | 10.78% | 2 |
|
| 4365 |
4365
Perry Creek Capital
New York
| $258M | -$2.39M | -0.9% | 22.7% | 51.2% | 15 | 6.67% | 2.9 |
|
| 4366 |
4366
Simplicity Wealth
Summit,
New Jersey
| $258M | +$87.5M | +51% | 8.44% | 82.2% | 190 | 56.32% | 0.4 |
|
| 4367 |
4367
ForthRight Wealth Management
Alpharetta,
Georgia
| $258M | +$26.1M | +11% | 9.37% | 44.6% | 59 | 5.08% | 2 |
|
| 4368 |
ZCM
4368
Zenyatta Capital Management
Dover,
Delaware
| $258M | +$74M | +40% | 14.2% | – | 40 | 57.5% | 0.6 |
|
| 4369 |
4369
Bridge City Capital
Lake Oswego,
Oregon
| $258M | +$60.3M | +30% | 12.1% | 120% | 113 | 16.81% | 3.6 |
|
| 4370 |
4370
Glenorchy Capital
Boorolite,
Australia
| $258M | – | – | 6.86% | – | 73 | – | 0 |
|
| 4371 |
4371
Hi-Line Capital Management
Watertown,
South Dakota
| $258M | -$13.4M | -5% | 9.27% | 57.5% | 39 | 2.56% | 2.4 |
|
| 4372 |
TA
4372
TrueWealth Advisors
Birmingham,
Alabama
| $258M | +$20.9M | +9% | 9.34% | 60.9% | 210 | 12.86% | 1.8 |
|
| 4373 |
4373
Founders Financial Alliance
Raleigh,
North Carolina
| $258M | +$28.9M | +13% | 11.2% | 84.9% | 498 | 6.02% | 2.4 |
|
| 4374 |
4374
Syverson Strege & Co
West Des Moines,
Iowa
| $258M | +$34.3M | +15% | 10.1% | 74% | 70 | 15.71% | 2.3 |
|
| 4375 |
4375
Kendall Capital Management
Rockville,
Maryland
| $257M | +$31.9M | +14% | 11.6% | 130% | 210 | 10.95% | 2.9 |
|