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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4476 |
4476
AH Capital Management
Menlo Park,
California
| $313M | -$388M | -55% | 1.02% | – | 14 | 35.71% | 1 |
|
| 4477 |
4477
Lancaster Investment Management
London,
United Kingdom
| $313M | +$178M | +132% | 20.1% | 0.78% | 8 | 25% | 1.1 |
|
| 4478 |
4478
Global View Capital Management
Waukesha,
Wisconsin
| $313M | +$37.5M | +14% | 15.3% | – | 137 | 39.42% | 0.3 |
|
| 4479 |
4479
Tucker Asset Management
Littleton,
Colorado
| $313M | +$4.03M | +1% | 9.21% | 64.2% | 361 | 34.35% | 2.2 |
|
| 4480 |
4480
Chase Investment Counsel
Charlottesville,
Virginia
| $313M | +$39.8M | +15% | 23.7% | 350% | 153 | 35.29% | 1.5 |
|
| 4481 |
4481
Fairway Wealth
Independence,
Ohio
| $313M | +$42.2M | +16% | 7.22% | – | 227 | 22.91% | 0.8 |
|
| 4482 |
4482
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| $313M | +$40.3M | +15% | 11.5% | 70.6% | 112 | 16.07% | 2.9 |
|
| 4483 |
4483
Phraction Management
Colchester,
Connecticut
| $313M | +$14.1M | +5% | 10.4% | 106% | 84 | 25% | 2.1 |
|
| 4484 |
4484
Grandview Asset Management
Harrisburg,
Pennsylvania
| $312M | +$49.1M | +19% | 20.7% | 200% | 137 | 11.68% | 1.9 |
|
| 4485 |
4485
Valley Forge Investment Consultants
Audubon,
Pennsylvania
| $312M | +$31.2M | +11% | 9.34% | 61.9% | 97 | 15.46% | 3 |
|
| 4486 |
4486
DoubleLine ETF Adviser
Tampa,
Florida
| $312M | +$10.8M | +4% | 7.21% | 51.6% | 197 | 36.55% | 0.6 |
|
| 4487 |
4487
Blueprint Financial Advisors
Greensboto,
North Carolina
| $312M | +$128M | +69% | 6.24% | – | 60 | 63.33% | 0.1 |
|
| 4488 |
4488
Cable Car Capital
San Francisco,
California
| $312M | +$224M | +254% | 10.7% | – | 74 | 31.08% | 0.6 |
|
| 4489 |
4489
Absolute Gestao de Investimentos
Sao Paulo,
Brazil
| $312M | +$75.9M | +32% | 13.8% | – | 82 | 78.05% | 0.2 |
|
| 4490 |
4490
Golden Reserve Retirement
Dublin,
Ohio
| $312M | +$60.3M | +24% | 11.6% | – | 27 | 70.37% | 0.1 |
|
| 4491 |
ATI
4491
ARK & TLK Investments
Oklahoma City,
Oklahoma
| $312M | +$27.7M | +10% | 8.42% | 62.2% | 119 | 8.4% | 1.3 |
|
| 4492 |
4492
Stempoint Capital
New York
| $312M | -$2.13M | -0.7% | 8.95% | – | 82 | 60.98% | 0.5 |
|
| 4493 |
4493
Highland Financial Advisors
Wayne,
New Jersey
| $312M | +$32M | +11% | 10.9% | 70% | 57 | 12.28% | 2.1 |
|
| 4494 |
AB
4494
Atlas Brown
Louisville,
Kentucky
| $311M | +$26.5M | +9% | 11% | 115% | 224 | 5.8% | 6.3 |
|
| 4495 |
4495
Bayberry Capital Partners
New York
| $311M | -$51.2M | -14% | 6.68% | 99.7% | 32 | 59.38% | 0.6 |
|
| 4496 |
4496
Granite Bay Wealth Management
Portsmouth,
New Hampshire
| $311M | +$23.3M | +8% | 7.02% | – | 79 | 21.52% | 1.3 |
|
| 4497 |
4497
Matthew 25 Management Corp
Ambler,
Pennsylvania
| $311M | +$39.8M | +15% | 22.9% | 141% | 21 | 14.29% | 6.4 |
|
| 4498 |
4498
Bard Associates
Chicago,
Illinois
| $311M | +$43M | +16% | 14.6% | 241% | 188 | 12.77% | 5.6 |
|
| 4499 |
4499
JRM Investment Counsel
Omaha,
Nebraska
| $311M | +$17.7M | +6% | 1.49% | 65.5% | 21 | 9.52% | 5.5 |
|
| 4500 |
4500
Cadent Capital Advisors
Tulsa,
Oklahoma
| $311M | +$30.4M | +11% | 10.6% | 106% | 168 | 19.05% | 2.1 |
|