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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4526 |
4526
Trellis Advisors
Ellensburg,
Washington
| $176M | -$6.74M | -4% | 5.21% | 23.3% | 77 | 9.09% | 3.2 |
|
| 4527 |
4527
Lifeworks Advisors
Grand Rapids,
Michigan
| $176M | +$18M | +11% | 5.96% | 80.4% | 161 | 34.78% | 0.5 |
|
| 4528 |
4528
Drake & Associates
Waukesha,
Wisconsin
| $176M | -$1.16M | -0.7% | 4.97% | 47.9% | 71 | 18.31% | 0.2 |
|
| 4529 |
4529
Founders Circle Capital
Campbell,
California
| $176M | +$11M | +7% | 11.7% | 28% | 12 | 8.33% | 1.1 |
|
| 4530 |
4530
EdgeRock Capital
Denver,
Colorado
| $176M | +$29.5M | +20% | 4.14% | 71.3% | 428 | 87.85% | 0 |
|
| 4531 |
4531
Lapides Asset Management
Greenwich,
Connecticut
| $176M | -$24.9M | -12% | 4.54% | 63% | 62 | 17.74% | 3.3 |
|
| 4532 |
4532
East Coast Asset Management
Essex,
Massachusetts
| $176M | -$35.5M | -17% | 7.63% | 153% | 60 | 5% | 7.8 |
|
| 4533 |
4533
Platform Technology Partners
New York
| $175M | -$7.7M | -4% | 4.53% | – | 215 | 16.28% | 2 |
|
| 4534 |
4534
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| $175M | -$12.8M | -7% | 5.39% | 13% | 46 | 17.39% | 4.7 |
|
| 4535 |
4535
Malaga Cove Capital
Pv Estates,
California
| $175M | -$3.72M | -2% | 1.36% | 97.3% | 174 | 16.09% | 2 |
|
| 4536 |
4536
HighVista Strategies
Boston,
Massachusetts
| $175M | +$9.44M | +6% | 7.61% | 622% | 129 | 27.13% | 0.6 |
|
| 4537 |
PI
4537
Pennant Investors
Summit,
New Jersey
| $175M | -$56.8M | -25% | 7.61% | 372% | 18 | 11.11% | 2.1 |
|
| 4538 |
4538
MGG Investment Group
New York
| $175M | +$23.6M | +16% | 21% | 44.1% | 2 | 0% | 0.8 |
|
| 4539 |
4539
Jacobsen Capital Management
Salt Lake City,
Utah
| $175M | -$13.2M | -7% | 5.82% | 86.7% | 56 | 14.29% | 2.6 |
|
| 4540 |
HRC
4540
Hoertkorn Richard Charles
| $175M | -$6.99M | -4% | 2.89% | 172% | 85 | 10.59% | 6.2 |
|
| 4541 |
4541
Wilshire Advisors
Santa Monica,
California
| $175M | -$16.4M | -9% | 6.97% | 118% | 13 | 30.77% | 1.4 |
|
| 4542 |
4542
Calton & Associates
Tampa,
Florida
| $175M | -$5.3M | -3% | 4.52% | 73.9% | 254 | 22.83% | 3 |
|
| 4543 |
4543
Beech Hill Advisors
New York
| $175M | -$12.6M | -7% | 2.15% | 105% | 88 | 12.5% | 4 |
|
| 4544 |
4544
Rovin Capital
Mesa,
Arizona
| $174M | +$25.7M | +17% | 3.6% | 63.8% | 125 | 15.2% | 1 |
|
| 4545 |
4545
Ceeto Capital Group
Coral Gables,
Florida
| $174M | -$8.58M | -5% | 4.03% | 94.4% | 164 | 9.15% | 3.2 |
|
| 4546 |
4546
First Bankers Trust
Louisville,
Kentucky
| $174M | -$16.5M | -9% | 5.48% | 78.9% | 113 | 5.31% | 6.6 |
|
| 4547 |
4547
Element Pointe Advisors
Miami,
Florida
| $174M | -$66.5M | -28% | 4.3% | 75.1% | 77 | 29.87% | 2 |
|
| 4548 |
4548
Weaver Consulting Group
Huntington Beach,
California
| $174M | -$4.64M | -3% | 5.34% | 56.4% | 176 | 10.8% | 2.3 |
|
| 4549 |
4549
SkyKnight Capital
San Francisco,
California
| $174M | +$4.23M | +2% | 2.93% | 11% | 3 | 0% | 0.8 |
|
| 4550 |
HCM
4550
Highlander Capital Management
Short Hills,
New Jersey
| $174M | -$11.7M | -6% | 4.11% | 34.4% | 664 | 4.22% | 4.8 |
|