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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
4426
Private Capital Management (Colorado)
Denver,
Colorado
| $132M | +$22.5M | +21% | 21.6% | 20% | 106 | 25.47% | 1.1 |
|
| 4427 |
4427
Bronson Point Management
Fairfield,
Connecticut
| $132M | +$74.8M | +130% | 25.7% | 7.56% | 43 | 67.44% | 0.4 |
|
| 4428 |
4428
Sequent Asset Management
Houston,
Texas
| $132M | +$9.7M | +8% | 12.8% | 51.3% | 63 | 7.94% | 3.4 |
|
| 4429 |
4429
Wealthsimple US
Brooklyn,
New York
| $131M | +$17.6M | +15% | 12.1% | – | 35 | 25.71% | 0.4 |
|
| 4430 |
4430
Davis Rea
Toronto,
Ontario, Canada
| $131M | +$27.8M | +27% | 20.7% | 66.9% | 49 | 10.2% | 3.7 |
|
| 4431 |
4431
Jacobsen Capital Management
Salt Lake City,
Utah
| $131M | – | – | 19.8% | 97.3% | 57 | – | 0.8 |
|
| 4432 |
LWMM
4432
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| $131M | +$23.6M | +22% | 21.3% | 89.1% | 99 | 9.09% | 0.4 |
|
| 4433 |
4433
Invesco Senior Secured Management
New York
| $131M | -$44.6M | -25% | 25.7% | 18.1% | 21 | 4.76% | 1.8 |
|
| 4434 |
VAM
4434
Velanne Asset Management
London,
United Kingdom
| $131M | +$21.5M | +20% | 20.4% | 29.6% | 22 | 13.64% | 1.2 |
|
| 4435 |
4435
Briaud Financial Planning
College Station,
Texas
| $131M | +$61.3M | +88% | 10.4% | 113% | 20 | 30% | 0.4 |
|
| 4436 |
SWMG
4436
Signature Wealth Management Group
Atlanta,
Georgia
| $131M | +$17.1M | +15% | 14% | – | 75 | 18.67% | 1.8 |
|
| 4437 |
4437
Argent Advisors
Monroe,
Louisiana
| $131M | +$30.9M | +31% | 15.4% | 63.1% | 146 | 32.88% | 0.4 |
|
| 4438 |
4438
Swiss Re
Zurich,
Switzerland
| $131M | -$442M | -77% | 19.3% | – | 4 | 50% | 3.3 |
|
| 4439 |
4439
Hollow Brook Wealth Management
Katonah,
New York
| $131M | +$23.7M | +22% | 24.4% | 92.8% | 45 | 17.78% | 4 |
|
| 4440 |
4440
Sycale Advisors
New York
| $131M | -$4.04M | -3% | 22.3% | 31.5% | 19 | 36.84% | 0.3 |
|
| 4441 |
ACM
4441
Asymmetry Capital Management
San Francisco,
California
| $131M | +$39.1M | +43% | 28.3% | 300% | 43 | 58.14% | 0.5 |
|
| 4442 |
JHCM
4442
Juniper Hill Capital Management
Menlo Park,
California
| $131M | +$22.5M | +21% | 2.3% | 33.6% | 5 | 60% | 0.2 |
|
| 4443 |
4443
Addison Capital
Conshohocken,
Pennsylvania
| $130M | -$6.71M | -5% | 25% | 59.7% | 123 | 30.08% | 3.3 |
|
| 4444 |
4444
First City Capital Management
Savannah,
Georgia
| $130M | +$28.2M | +28% | 16.1% | 76.5% | 148 | 26.35% | 4.2 |
|
| 4445 |
4445
Congress Park Capital
Saratoga Springs,
New York
| $130M | +$19.4M | +17% | 28.3% | 99.9% | 104 | 30.77% | 1.7 |
|
| 4446 |
AW
4446
Alpha Windward
Westwood,
Massachusetts
| $130M | +$17.4M | +15% | 22.3% | 33.6% | 532 | 48.87% | 2.9 |
|
| 4447 |
KLCM
4447
KG&L Capital Management
Saint Francisville,
Louisiana
| $130M | +$29.6M | +29% | 19.2% | 91.9% | 103 | 19.42% | 1.1 |
|
| 4448 |
4448
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $130M | +$14.5M | +13% | 18.7% | 103% | 78 | 42.31% | 1.8 |
|
| 4449 |
4449
Bull Street Advisors
Savannah,
Georgia
| $130M | +$18.3M | +16% | 13.3% | 48.5% | 88 | 7.95% | 0.7 |
|
| 4450 |
TI
4450
Truehand Inc
Strafford,
New Hampshire
| $130M | +$23.7M | +22% | 22.5% | 86.9% | 214 | 13.55% | 1.3 |
|