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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4376 |
4376
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $230M | +$41.5M | +22% | 6.28% | 44.2% | 120 | 31.67% | 1.5 |
|
| 4377 |
4377
Guidance Capital
Lousville,
Kentucky
| $230M | – | – | 3.46% | 62.6% | 154 | – | 0 |
|
| 4378 |
4378
Jeppson Wealth Management
Manhattan Beach,
California
| $230M | +$120K | +0.1% | 5.09% | 107% | 209 | 12.92% | 2 |
|
| 4379 |
4379
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $230M | -$7.5M | -3% | 0.27% | 58.7% | 32 | 12.5% | 4.7 |
|
| 4380 |
4380
Westmount Partners
Los Angeles,
California
| $230M | +$13.4M | +6% | 8.2% | 101% | 194 | 8.25% | 0.5 |
|
| 4381 |
4381
Websterrogers Financial Advisors
Florence,
South Carolina
| $230M | +$12.2M | +6% | 2.8% | 42.9% | 66 | 18.18% | 1.5 |
|
| 4382 |
4382
TFB Advisors
Overland Park,
Kansas
| $230M | +$98M | +75% | 6.2% | 80.4% | 240 | 47.92% | 0.3 |
|
| 4383 |
4383
G2 Capital Management
Columbus,
Ohio
| $230M | -$4.65M | -2% | 6% | 55.1% | 55 | 21.82% | 1.3 |
|
| 4384 |
4384
Richard W. Paul & Associates
Novi,
Michigan
| $230M | +$12.3M | +6% | 6.19% | 65.2% | 570 | 7.37% | 0.5 |
|
| 4385 |
RA
4385
Rovida Advisors
Fort Lauderdale,
Florida
| $229M | -$27M | -11% | 1.99% | 24.8% | 24 | 33.33% | 1.8 |
|
| 4386 |
4386
Strengthening Families & Communities LLC
Boston,
Massachusetts
| $229M | – | – | 7.32% | 116% | 459 | – | 1 |
|
| 4387 |
4387
Cederberg Capital
London,
United Kingdom
| $229M | -$64.9M | -22% | 4.3% | 273% | 6 | 50% | 1.8 |
|
| 4388 |
4388
Teramo Advisors
Naples,
Florida
| $229M | -$2.24M | -1% | 13.3% | 72.1% | 18 | 16.67% | 0.9 |
|
| 4389 |
4389
Anfield Capital Management
Irvine,
California
| $229M | +$13M | +6% | 5.35% | 65.3% | 77 | 25.97% | 1.5 |
|
| 4390 |
4390
TNF
Billings,
Montana
| $229M | +$6.84M | +3% | 4.3% | 21.3% | 99 | 2.02% | 1.6 |
|
| 4391 |
4391
Shaker Financial Services
Arlington,
Virginia
| $229M | +$172K | +0.1% | 1.22% | 12.9% | 174 | 21.26% | 1.6 |
|
| 4392 |
4392
Unique Wealth
Clearwater,
Florida
| $229M | +$22.7M | +11% | 6.46% | 68.5% | 80 | 27.5% | 0.4 |
|
| 4393 |
4393
Endeavour Capital Advisors
Greenwich,
Connecticut
| $229M | +$10.3M | +5% | 4.3% | 105% | 42 | 14.29% | 2.7 |
|
| 4394 |
4394
Holowesko Partners
Nassau,
Bahamas
| $229M | +$38.1M | +20% | 1.85% | 51.1% | 29 | 13.79% | 3.6 |
|
| 4395 |
4395
Mathes Company
New York
| $229M | – | – | 10.2% | 121% | 125 | – | 5.5 |
|
| 4396 |
4396
First Sabrepoint Capital Management
Dallas,
Texas
| $229M | -$9.6M | -4% | 7.84% | 218% | 34 | 44.12% | 1.1 |
|
| 4397 |
GFI
4397
Global Frontier Investments
Charleston,
South Carolina
| $228M | +$5.86M | +3% | 5.21% | – | 17 | 5.88% | 2.4 |
|
| 4398 |
4398
Oarsman Capital
Milwaukee,
Wisconsin
| $228M | +$14.5M | +7% | 6.58% | 70.6% | 183 | 9.29% | 4.6 |
|
| 4399 |
4399
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| $228M | +$23.9M | +12% | 8.54% | 130% | 131 | 12.98% | 2.9 |
|
| 4400 |
4400
Ameraudi Asset Management
New York
| $228M | -$1.26M | -0.5% | 3.76% | 47.1% | 62 | 19.35% | 1.8 |
|