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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
MY.Alpha Management HK Advisors
Hong Kong
| $266M | -$1.01M | -0.4% | 4.44% | 423% | 19 | 36.84% | 0.6 |
|
| 4527 |
4527
Edenbrook Capital
Mt. Kisco,
New York
| $265M | -$159M | -37% | 7.25% | 267% | 18 | 27.78% | 2.4 |
|
| 4528 |
4528
Highline Wealth Partners
Sherman Oaks,
California
| $265M | +$20.1M | +8% | 6.49% | 93.8% | 594 | 32.15% | 1 |
|
| 4529 |
4529
Missouri Trust & Investment Company
Springfield,
Missouri
| $265M | +$6.11M | +2% | 2.35% | 65.1% | 416 | 5.05% | 2.1 |
|
| 4530 |
4530
Sykon Capital
Harrison,
New York
| $265M | -$11.5M | -4% | 1.66% | 63.7% | 110 | 33.64% | 0.6 |
|
| 4531 |
SL
4531
SWF LLC
Omaha,
Nebraska
| $265M | -$9.01M | -3% | 3.29% | 87.4% | 2 | 0% | 3.5 |
|
| 4532 |
4532
Brown University
Providence,
Rhode Island
| $265M | +$13.6M | +5% | 3.3% | 37.9% | 10 | 0% | 1.7 |
|
| 4533 |
LLWM
4533
Life Line Wealth Management
Beverly Hills,
California
| $265M | +$631K | +0.2% | 1% | – | 32 | 37.5% | 0.5 |
|
| 4534 |
SVCM
4534
Saturn V Capital Management
Austin,
Texas
| $265M | +$15.2M | +6% | 5.21% | 1,083% | 29 | 37.93% | 0.6 |
|
| 4535 |
4535
360 Financial
Wayzata,
Minnesota
| $265M | +$7.41M | +3% | 0.75% | 82.5% | 94 | 13.83% | 2.4 |
|
| 4536 |
4536
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $265M | +$1.61M | +0.6% | 2.12% | 44.2% | 155 | 39.35% | 1.4 |
|
| 4537 |
4537
Pecaut & Co
Sioux City,
Iowa
| $264M | -$3.86M | -1% | 3% | 62.8% | 79 | 12.66% | 3.8 |
|
| 4538 |
4538
Valley Forge Investment Consultants
Audubon,
Pennsylvania
| $264M | +$7.86M | +3% | 1.35% | 61.9% | 88 | 9.09% | 2.5 |
|
| 4539 |
LFGO
4539
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
| $264M | +$10.1M | +4% | 2.06% | 64.2% | 76 | 7.89% | 1.3 |
|
| 4540 |
4540
Angelo Gordon & Co
New York
| $264M | -$36.7M | -12% | 5.85% | 90.1% | 74 | 35.14% | 1 |
|
| 4541 |
4541
Promethos Capital
Boston,
Massachusetts
| $264M | +$93.6M | +55% | 4.39% | – | 80 | 16.25% | 0.4 |
|
| 4542 |
4542
White Pine Capital
Bloomington,
Minnesota
| $264M | +$925K | +0.4% | 2.13% | 143% | 219 | 7.76% | 6 |
|
| 4543 |
4543
AllGen Financial Advisors
Orlando,
Florida
| $264M | +$18M | +7% | 0.54% | 39.7% | 42 | 21.43% | 1.9 |
|
| 4544 |
4544
AYAL Capital Advisors
Toronto,
Ontario, Canada
| $263M | +$36.2M | +16% | 1.06% | – | 48 | 64.58% | 0.2 |
|
| 4545 |
CPA
4545
Capital Performance Advisors
Walnut Creek,
California
| $263M | +$1.66M | +0.6% | 0.9% | 71% | 98 | 20.41% | 1.3 |
|
| 4546 |
4546
Empower Annuity Insurance Company
Hartford,
Connecticut
| $263M | -$4.42M | -2% | 1.65% | 0.86% | 1 | 0% | 1.5 |
|
| 4547 |
4547
Cornell Pochily Investment Advisors
Ithaca,
New York
| $263M | +$10.9M | +4% | 4.51% | 97% | 174 | 8.05% | 4.6 |
|
| 4548 |
4548
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| $263M | +$9.9M | +4% | 0.6% | 72.3% | 127 | 9.45% | 3.1 |
|
| 4549 |
4549
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
| $263M | +$9.23M | +4% | 4.4% | 215% | 183 | 19.13% | 1.3 |
|
| 4550 |
4550
Hobbs Group Advisors
Columbia,
South Carolina
| $263M | – | – | 1.21% | – | 605 | – | 0.4 |
|