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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 |
BDA
4426
Borer Denton & Associates
Blue Bell,
Pennsylvania
| $275M | -$7.09M | -3% | 1.09% | 44.2% | 61 | 8.2% | 2.1 |
|
| 4427 |
4427
Deepwater Asset Management
Minneapolis,
Minnesota
| $275M | +$9.9M | +4% | 6.44% | 142% | 30 | 36.67% | 0.8 |
|
| 4428 |
4428
Formula Growth
Montreal,
Quebec, Canada
| $275M | -$37.8M | -12% | 3.55% | 118% | 129 | 28.68% | 3.2 |
|
| 4429 |
4429
East Coast Asset Management
Essex,
Massachusetts
| $275M | +$939K | +0.3% | 5.79% | 153% | 70 | 1.43% | 7.6 |
|
| 4430 |
4430
Tejara Capital
London,
United Kingdom
| $275M | +$2.93M | +1% | 4.23% | 17.3% | 92 | 44.57% | 0.7 |
|
| 4431 |
4431
S.E.E.D. Planning Group
Binghamton,
New York
| $275M | +$1.18M | +0.4% | 0.53% | 57.3% | 79 | 11.39% | 3 |
|
| 4432 |
4432
Numerai
San Francisco,
California
| $275M | +$43.5M | +19% | 2.05% | 52.7% | 450 | 75.33% | 0.2 |
|
| 4433 |
4433
WJ Wealth Management
Glendale,
Arizona
| $275M | +$23.6M | +9% | 6.65% | 90.6% | 83 | 21.69% | 1.7 |
|
| 4434 |
4434
Yakira Capital Management
Westport,
Connecticut
| $275M | -$57.6M | -17% | 0.71% | 74.1% | 346 | 32.37% | 1.1 |
|
| 4435 |
4435
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $275M | +$8.25M | +3% | 0.85% | 63.1% | 784 | 7.02% | 1.2 |
|
| 4436 |
4436
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| $274M | +$126M | +85% | 1.99% | 79.6% | 292 | 45.55% | 0.9 |
|
| 4437 |
PA
4437
Paragon Advisors
College Station,
Texas
| $274M | +$26M | +10% | 5.14% | 109% | 82 | 19.51% | 1.7 |
|
| 4438 |
4438
Northwest Capital Management
Lake Oswego,
Oregon
| $274M | -$38.4M | -12% | 2.81% | 57% | 569 | 20.74% | 1.5 |
|
| 4439 |
WC
4439
Weil Company
San Diego,
California
| $274M | +$22M | +9% | 2.36% | 71.7% | 164 | 18.9% | 2.8 |
|
| 4440 |
4440
HighVista Strategies
Boston,
Massachusetts
| $274M | -$6.67M | -2% | 3.78% | 622% | 164 | 36.59% | 0.8 |
|
| 4441 |
EE
4441
EWG Elevate
Roseville,
California
| $274M | +$10.9M | +4% | 3% | 76% | 154 | 32.47% | 1.5 |
|
| 4442 |
SSCM
4442
Summit Street Capital Management
New York
| $274M | +$13.3M | +5% | 1.19% | 217% | 31 | 6.45% | 5.8 |
|
| 4443 |
4443
Phraction Management
Colchester,
Connecticut
| $274M | +$13.7M | +5% | 4.35% | 106% | 68 | 8.82% | 1.6 |
|
| 4444 |
4444
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| $274M | -$6.85M | -2% | 4.95% | 239% | 366 | 38.25% | 1 |
|
| 4445 |
4445
Provident Wealth Management
Brentwood,
Tennessee
| $273M | +$6.37M | +2% | 0.74% | 61.1% | 128 | 21.09% | 2.1 |
|
| 4446 |
BE
4446
Bonness Enterprises
Washington,
District of Columbia
| $273M | -$3.96M | -1% | 0.42% | 98.6% | 38 | 2.63% | 10.5 |
|
| 4447 |
4447
Wealthstream Advisors
New York
| $273M | +$9.9M | +4% | 2.79% | 88.2% | 160 | 15% | 1.4 |
|
| 4448 |
4448
Oak Asset Management
Westlake Village,
California
| $273M | +$5.79M | +2% | 3.69% | 91.8% | 103 | 4.85% | 1.8 |
|
| 4449 |
IAS
4449
Investment Advisory Services
The Woodlands,
Texas
| $273M | +$409K | +0.2% | 1.87% | 74.9% | 122 | 7.38% | 3.1 |
|
| 4450 |
4450
FC Advisory
West Chester,
Pennsylvania
| $273M | +$1.24M | +0.5% | 1.28% | 46.6% | 97 | 4.12% | 4.8 |
|