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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4451 |
4451
Norman Fields Gottscho Capital Management
New York
| $251M | +$20.4M | +9% | 10.9% | 96.9% | 64 | 12.5% | 5.8 |
|
| 4452 |
4452
Beach Point Capital Management
Santa Monica,
California
| $251M | +$81.6M | +48% | 41.3% | 84.1% | 15 | 40% | 1.6 |
|
| 4453 |
4453
Hollow Brook Wealth Management
Katonah,
New York
| $251M | +$11.1M | +5% | 7.54% | 97.8% | 90 | 14.44% | 3.3 |
|
| 4454 |
NME
4454
Notis-McConarty Edward
| $251M | +$5.09M | +2% | 9.43% | 91.2% | 93 | 5.38% | 7.6 |
|
| 4455 |
4455
OneAscent Wealth Management
Birmingham,
Alabama
| $251M | +$23M | +10% | 8.49% | 50.6% | 200 | 35% | 0.6 |
|
| 4456 |
4456
Sykon Capital
Harrison,
New York
| $251M | +$17.1M | +7% | 8.81% | 63.7% | 92 | 51.09% | 0.2 |
|
| 4457 |
4457
Blue Zone Wealth Advisors
Los Angeles,
California
| $251M | +$22.6M | +10% | 13.6% | 91.1% | 86 | 9.3% | 2.5 |
|
| 4458 |
4458
First United Bank & Trust
Oakland,
Maryland
| $250M | +$35.4M | +16% | 9.84% | 78% | 442 | 69.23% | 1.9 |
|
| 4459 |
4459
Maytus Capital Management
New York
| $250M | +$70.7M | +39% | 24.3% | 442% | 70 | 74.29% | 0.3 |
|
| 4460 |
4460
Siguler Guff Advisers
New York
| $250M | +$54.6M | +28% | 34.5% | 37.7% | 6 | 0% | 2.3 |
|
| 4461 |
4461
Verde Servicos Internacionais
Sao Paulo,
Brazil
| $250M | -$6.68M | -3% | 12.8% | 130% | 38 | 60.53% | 0.6 |
|
| 4462 |
ATI
4462
ARK & TLK Investments
Oklahoma City,
Oklahoma
| $250M | – | – | 9.99% | 62.2% | 110 | – | 0 |
|
| 4463 |
4463
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| $250M | +$20.7M | +9% | 10.5% | 106% | 43 | 0% | 3.4 |
|
| 4464 |
4464
Detalus Advisors
St. Louis,
Missouri
| $250M | +$36.6M | +17% | 11.5% | 75.7% | 152 | 11.84% | 2.4 |
|
| 4465 |
4465
Second Line Capital
Metairie,
Louisiana
| $250M | – | – | 9.64% | – | 102 | – | 0 |
|
| 4466 |
4466
Operose Advisors
Milwaukee,
Wisconsin
| $250M | -$2.65M | -1% | 10.8% | 68.8% | 779 | 26.7% | 1 |
|
| 4467 |
4467
First Citizens Asset Management
Raleigh,
North Carolina
| $250M | +$14.5M | +6% | 8.77% | 44.2% | 37 | 13.51% | 1 |
|
| 4468 |
4468
Westbourne Investment Advisors
Annapolis,
Maryland
| $250M | +$32.2M | +15% | 16.8% | 107% | 91 | 6.59% | 3.4 |
|
| 4469 |
4469
Hahn Capital Management
Walnut Creek,
California
| $250M | +$1.93M | +0.8% | 14.1% | 71.7% | 32 | 6.25% | 6.5 |
|
| 4470 |
4470
FACT Capital
New York
| $250M | -$2.29M | -0.9% | 14.9% | 227% | 19 | 15.79% | 0.7 |
|
| 4471 |
4471
Northern Right Capital Management
Darien,
Connecticut
| $250M | -$7.17M | -3% | 8.17% | 187% | 32 | 28.13% | 1.8 |
|
| 4472 |
4472
Veracity Capital
Atlanta,
Georgia
| $250M | +$34.1M | +16% | 12.2% | 149% | 231 | 24.68% | 2.1 |
|
| 4473 |
4473
Abound Wealth Management
Franklin,
Tennessee
| $249M | +$14.3M | +6% | 10.2% | 65.7% | 1,417 | 23.5% | 0.8 |
|
| 4474 |
4474
Prosight Management
Dallas,
Texas
| $249M | -$66.5M | -21% | 50.3% | 39.5% | 50 | 50% | 0.9 |
|
| 4475 |
4475
Pecaut & Co
Sioux City,
Iowa
| $249M | +$10.2M | +4% | 6.34% | 62.8% | 106 | 29.25% | 3.4 |
|