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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
4401
Bullseye Asset Management
Denver,
Colorado
| $252M | -$36.3M | -13% | 4.25% | 81% | 104 | 9.62% | 1.4 |
|
| 4402 |
4402
Long Road Investment Counsel
Kalamazoo,
Michigan
| $252M | +$24.6M | +11% | 11.2% | 64.4% | 78 | 6.41% | 5.3 |
|
| 4403 |
4403
Tenere Capital
New York
| $252M | – | – | 8.79% | 131% | 25 | – | 0 |
|
| 4404 |
GA
4404
Gagnon Advisors
New York
| $252M | -$356K | -0.1% | 8.15% | 214% | 36 | 8.33% | 3.4 |
|
| 4405 |
4405
Income Research & Management
Boston,
Massachusetts
| $251M | +$10.8M | +4% | 0.01% | 1.19% | 18 | 16.67% | 1.6 |
|
| 4406 |
4406
S.R. Schill & Associates
Mercer Island,
Washington
| $251M | +$17.1M | +7% | 10.8% | 42.7% | 95 | 28.42% | 2.6 |
|
| 4407 |
4407
Allegheny Financial Group
Pittsburgh,
Pennsylvania
| $251M | +$32.5M | +15% | 9.84% | 72.7% | 161 | 8.7% | 0.7 |
|
| 4408 |
4408
Navalign LLC
Encino,
California
| $251M | +$14.5M | +6% | 8.13% | 50.7% | 125 | 7.2% | 0.7 |
|
| 4409 |
4409
Carnegie Mellon University
Pittsburgh,
Pennsylvania
| $250M | – | – | 15.5% | 61.6% | 6 | – | 0 |
|
| 4410 |
4410
Brightlight Capital Management
Westport,
Connecticut
| $250M | +$16.4M | +7% | 7.02% | 202% | 15 | 40% | 1.2 |
|
| 4411 |
4411
Biechele Royce Advisors
Fishers,
Indiana
| $250M | +$23.7M | +10% | 12.1% | 39.2% | 64 | 9.38% | 2.3 |
|
| 4412 |
4412
Chase Investment Counsel
Charlottesville,
Virginia
| $250M | +$17.2M | +7% | 13% | 350% | 123 | 23.58% | 1.7 |
|
| 4413 |
4413
Peloton Wealth Strategists
Indianapolis,
Indiana
| $249M | +$5.2M | +2% | 5.01% | 51.3% | 95 | 14.74% | 2.5 |
|
| 4414 |
4414
Tealwood Asset Management
Minneapolis,
Minnesota
| $249M | +$2.1M | +0.8% | 8.6% | 128% | 143 | 17.48% | 2.2 |
|
| 4415 |
4415
Veracity Capital
Atlanta,
Georgia
| $249M | +$16M | +7% | 9.05% | 149% | 281 | 25.27% | 1.2 |
|
| 4416 |
4416
Affinity Investment Advisors
Newport Beach,
California
| $249M | +$26.2M | +12% | 12.2% | 189% | 194 | 17.53% | 2 |
|
| 4417 |
4417
KCS Wealth Advisory
Los Angeles,
California
| $249M | +$37.6M | +18% | 9.19% | 45.3% | 169 | 17.16% | 2.5 |
|
| 4418 |
4418
Alpha Paradigm Partners
Chicago,
Illinois
| $249M | -$494K | -0.2% | 3.79% | – | 720 | 54.17% | 0.4 |
|
| 4419 |
4419
Sovereign Financial Group
Stamford,
Connecticut
| $249M | +$75M | +43% | 7.91% | 90.7% | 220 | 29.09% | 0.7 |
|
| 4420 |
4420
Dynamo Administracao de Recursos
Rio De Janeiro,
Brazil
| $249M | -$56.9M | -19% | 19.1% | 350% | 14 | 14.29% | 1.5 |
|
| 4421 |
4421
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $249M | +$24.6M | +11% | 10.8% | 87.3% | 80 | 7.5% | 5.7 |
|
| 4422 |
E
4422
ETFidea
Syracuse,
New York
| $249M | – | – | 7.65% | 22.7% | 109 | – | 0 |
|
| 4423 |
4423
Nicollet Investment Management
Minneapolis,
Minnesota
| $249M | +$11.2M | +5% | 12% | 104% | 68 | 8.82% | 3 |
|
| 4424 |
4424
Grandview Asset Management
Harrisburg,
Pennsylvania
| $249M | +$151M | +156% | 13.6% | 200% | 142 | 58.45% | 0.5 |
|
| 4425 |
HCM
4425
Hawkeye Capital Management
Miami Beach,
Florida
| $249M | – | – | 1.23% | – | 42 | – | 0.1 |
|