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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4551 |
4551
Barnett & Company
Chattanooga,
Tennessee
| $123M | +$19.3M | +19% | 21.7% | 65.9% | 384 | 33.85% | 3 |
|
| 4552 |
4552
Cooper/Haims Advisors
Victor,
New York
| $123M | +$8.29M | +7% | 17.7% | 53.1% | 54 | 18.52% | 1.7 |
|
| 4553 |
4553
Manchester Financial
Westlake Village,
California
| $123M | -$12.3M | -9% | 21.9% | 73% | 594 | 15.49% | 0.5 |
|
| 4554 |
4554
Highline Capital Management
New York
| $123M | -$288M | -70% | 38.2% | 198% | 33 | 66.67% | 0.3 |
|
| 4555 |
4555
ICW Investment Advisors
Scottsdale,
Arizona
| $123M | +$17.7M | +17% | 15.8% | 50.1% | 124 | 7.26% | 0.5 |
|
| 4556 |
4556
Sloane Robinson
London,
United Kingdom
| $123M | +$46.5M | +61% | 71.8% | 175% | 18 | 38.89% | 0.9 |
|
| 4557 |
4557
Mader & Shannon Wealth Management
Kansas City,
Missouri
| $123M | +$9.8M | +9% | 11.1% | 53.1% | 24 | 45.83% | 0.7 |
|
| 4558 |
4558
Beirne Wealth Consulting Services
Shelton,
Connecticut
| $123M | +$30.3M | +33% | 30.5% | 81.9% | 88 | 30.68% | 1.1 |
|
| 4559 |
4559
Naman Capital
Sao Paulo,
Brazil
| $123M | +$24.8M | +25% | 12.9% | 89.9% | 18 | 16.67% | 1 |
|
| 4560 |
4560
Sturgeon Ventures
London,
United Kingdom
| $123M | +$43.3M | +55% | 41.5% | 85.9% | 41 | 26.83% | 1 |
|
| 4561 |
4561
Orleans Capital Management
Mandeville,
Louisiana
| $122M | +$105M | +586% | 20.4% | 94.6% | 103 | 94.17% | 0.2 |
|
| 4562 |
4562
Howard Wealth Management
Madison,
Connecticut
| $122M | +$27.3M | +29% | 15.1% | 60.3% | 111 | 14.41% | 0.4 |
|
| 4563 |
4563
Cincinnati Casualty Company
Fairfield,
Ohio
| $122M | +$13.5M | +12% | 13.9% | 56% | 25 | 4% | 5.2 |
|
| 4564 |
4564
General Industrial Partners
London,
United Kingdom
| $122M | +$11.4M | +10% | 34.5% | – | 7 | 57.14% | 0.1 |
|
| 4565 |
4565
Boardman Bay Capital Management
New York
| $122M | +$15.1M | +14% | 52.9% | 145% | 84 | 58.33% | 0.8 |
|
| 4566 |
4566
Verger Capital Management
Winston-Salem,
North Carolina
| $122M | -$6.64M | -5% | 15% | 58.3% | 15 | 13.33% | 3.4 |
|
| 4567 |
4567
Chapman Investment Management
San Anselmo,
California
| $122M | +$28.8M | +31% | 28.1% | 44% | 43 | 16.28% | 0.4 |
|
| 4568 |
4568
CornerStone Partners
Charlottesville,
Virginia
| $122M | +$34.7M | +40% | 20.3% | – | 10 | 0% | 0.5 |
|
| 4569 |
4569
VeraBank
Henderson,
Texas
| $122M | +$19.1M | +19% | 17.2% | 60.6% | 106 | 14.15% | 1.2 |
|
| 4570 |
4570
Game Creek Capital
Boston,
Massachusetts
| $122M | +$14.3M | +13% | 19.1% | 176% | 65 | 44.62% | 1.3 |
|
| 4571 |
4571
DG Capital Management
New York
| $122M | +$58.6M | +92% | 69.3% | 76.7% | 31 | 61.29% | 0.5 |
|
| 4572 |
4572
SunTx Capital Management
Dallas,
Texas
| $122M | -$106M | -46% | 5.15% | – | 1 | 0% | 0.5 |
|
| 4573 |
4573
IDG-Accel China Growth Fund III Associates
Hong Kong
| $122M | -$67.3M | -36% | 40% | – | 8 | 0% | 0.5 |
|
| 4574 |
4574
Peachtree Investment Partners
Indian River Shores,,
Florida
| $122M | +$21.9M | +22% | 25.2% | 92.2% | 81 | 30.86% | 1 |
|
| 4575 |
4575
Private Wealth Group
Tampa,
Florida
| $122M | +$36.7M | +43% | 8.08% | 52.9% | 30 | 20% | 1.2 |
|