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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
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2,500
5,000
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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
4501
Bourne Lent Asset Management
Pawling,
New York
| $246M | +$19.4M | +9% | 13.2% | 95.1% | 62 | 4.84% | 6.1 |
|
| 4502 |
4502
Modus Advisors
Excelsior,
Minnesota
| $246M | +$17.1M | +7% | 10.9% | 89.5% | 108 | 19.44% | 2.7 |
|
| 4503 |
4503
Millstreet Capital Management
Boston,
Massachusetts
| $246M | – | – | 50.6% | – | 4 | – | 0 |
|
| 4504 |
4504
Passive Capital Management
Baltimore,
Maryland
| $246M | +$22.6M | +10% | 10.1% | 37.7% | 57 | 10.53% | 1.6 |
|
| 4505 |
4505
TRV GP IV
Boston,
Massachusetts
| $246M | -$19.3M | -7% | 5.37% | 1,102% | 3 | 0% | 3.3 |
|
| 4506 |
4506
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
| $246M | – | – | 10.5% | 84.4% | 468 | – | 0 |
|
| 4507 |
4507
Kaydan Wealth Management
Fenton,
Michigan
| $246M | -$4.53M | -2% | 6.97% | 58% | 101 | 10.89% | 1.6 |
|
| 4508 |
4508
Weaver Consulting Group
Huntington Beach,
California
| $246M | +$24.6M | +11% | 7.95% | 56.4% | 199 | 8.04% | 2.9 |
|
| 4509 |
4509
McElhenny Sheffield Capital Management
Dallas,
Texas
| $246M | +$49.1M | +25% | 12.7% | 86.3% | 104 | 26.92% | 1.4 |
|
| 4510 |
4510
BCGM Wealth Management
Lafayette,
Indiana
| $246M | +$27.9M | +13% | 8.73% | 54.9% | 137 | 14.6% | 1.7 |
|
| 4511 |
4511
Martin Capital Partners
Eugene,
Oregon
| $245M | +$7.67M | +3% | 6.84% | 42.3% | 73 | 5.48% | 3.9 |
|
| 4512 |
4512
Nicollet Investment Management
Minneapolis,
Minnesota
| $245M | +$21.8M | +10% | 12.1% | 104% | 66 | 7.58% | 4.2 |
|
| 4513 |
RA
4513
Rovida Advisors
Fort Lauderdale,
Florida
| $245M | -$17.9M | -7% | 12.3% | 24.8% | 21 | 33.33% | 2.1 |
|
| 4514 |
HI
4514
Handelsinvest Investeringsforvaltning
Herning,
Denmark
| $245M | -$43M | -15% | 14.2% | 37.9% | 369 | 85.09% | 0.4 |
|
| 4515 |
4515
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $245M | +$26.7M | +12% | 9.48% | 63.1% | 844 | 21.8% | 0.9 |
|
| 4516 |
4516
Westmount Partners
Los Angeles,
California
| $245M | +$17.9M | +8% | 12% | 101% | 214 | 14.49% | 0.9 |
|
| 4517 |
4517
Rivermont Capital Management
New York
| $245M | +$21.2M | +9% | 17.3% | 555% | 26 | 42.31% | 0.5 |
|
| 4518 |
4518
Forager Capital Management
Birmingham,
Alabama
| $245M | +$11.8M | +5% | 12% | 52.6% | 14 | 7.14% | 1.8 |
|
| 4519 |
4519
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
| $244M | +$35.9M | +17% | 11.3% | 31.6% | 127 | 25.2% | 1 |
|
| 4520 |
4520
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| $244M | +$33.8M | +16% | 16.2% | 22.2% | 5 | 20% | 1.3 |
|
| 4521 |
RFG
4521
RFP Financial Group
Atlanta,
Georgia
| $244M | +$16.9M | +7% | 9.28% | 53.2% | 1,044 | 27.97% | 0.7 |
|
| 4522 |
4522
Drake & Associates
Waukesha,
Wisconsin
| $244M | +$23.5M | +11% | 8.63% | 47.9% | 83 | 26.51% | 1 |
|
| 4523 |
4523
Lion Street Advisors
Austin,
Texas
| $244M | -$62.2M | -20% | 8.32% | 38% | 273 | 19.05% | 1.1 |
|
| 4524 |
4524
Flagstone Financial Management
Lincoln,
Nebraska
| $244M | +$25.5M | +12% | 8.29% | 46.2% | 44 | 15.91% | 0.8 |
|
| 4525 |
4525
Argonautica Private Wealth Management
Wellesley,
Massachusetts
| $244M | +$21.4M | +10% | 12% | 167% | 182 | 1.65% | 0.8 |
|