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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4576 |
SL
4576
SOF Ltd
George Town,
Cayman Islands
| $220M | +$196K | +0.1% | 0.09% | 42.3% | 1 | 0% | 5.3 |
|
| 4577 |
4577
TrueFG
Cedar Park,
Texas
| $220M | -$6.43M | -3% | 5.12% | 54.2% | 38 | 5.26% | 1.9 |
|
| 4578 |
4578
SimpliFi Inc
San Diego,
California
| $220M | -$8.96M | -4% | 3.04% | 27.9% | 35 | 11.43% | 1.7 |
|
| 4579 |
4579
Kabouter Management
Chicago,
Illinois
| $220M | -$139M | -39% | 13.5% | 12.9% | 10 | 0% | 0.8 |
|
| 4580 |
4580
Malaga Cove Capital
Pv Estates,
California
| $220M | -$35.7M | -14% | 6.03% | 97.3% | 189 | 21.69% | 1.8 |
|
| 4581 |
4581
Lexington Partners
New York
| $220M | -$15.2M | -6% | 5.55% | 1.27% | 6 | 0% | 1 |
|
| 4582 |
AWAM
4582
Appian Way Asset Management
New York
| $220M | -$11.9M | -5% | 11.4% | 49.4% | 52 | 71.15% | 0.3 |
|
| 4583 |
4583
Rench Wealth Management
Denton,
Texas
| $220M | -$1.89M | -0.9% | 2.71% | 106% | 41 | 4.88% | 6.4 |
|
| 4584 |
4584
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $220M | -$135M | -38% | 4.29% | 51.1% | 691 | 65.7% | 1.8 |
|
| 4585 |
4585
Snider Financial Group
Bellevue,
Washington
| $220M | -$16M | -7% | 5.69% | 87% | 70 | 10% | 0.7 |
|
| 4586 |
ODFS
4586
O'Donnell Financial Services
San Rafael,
California
| $220M | +$3.21M | +1% | 2.12% | 61% | 45 | 15.56% | 0.5 |
|
| 4587 |
4587
Cadent Capital Advisors
Tulsa,
Oklahoma
| $220M | -$6.69M | -3% | 5.92% | 106% | 151 | 27.81% | 0.9 |
|
| 4588 |
4588
Paulson Wealth Management
Wheaton,
Illinois
| $219M | -$4.65M | -2% | 5.07% | 57.1% | 91 | 8.79% | 2.5 |
|
| 4589 |
4589
Madison International Realty Holdings
New York
| $219M | -$2.71M | -1% | 0.38% | – | 3 | 0% | 4.2 |
|
| 4590 |
4590
Martin Capital Partners
Eugene,
Oregon
| $219M | +$7.19M | +3% | 1.6% | 42.3% | 71 | 4.23% | 2.7 |
|
| 4591 |
4591
Ceeto Capital Group
Coral Gables,
Florida
| $219M | -$20.6M | -9% | 1.65% | 94.4% | 163 | 14.11% | 3 |
|
| 4592 |
4592
Ramius Advisors
New York
| $219M | -$66.4M | -23% | 21.5% | 187% | 392 | 91.84% | 0.2 |
|
| 4593 |
4593
Highland Management Partners 9
Cambridge,
Massachusetts
| $219M | -$86.2M | -28% | 27.6% | – | 5 | 20% | 0.3 |
|
| 4594 |
4594
Soapstone Management
Bethesda,
Maryland
| $219M | +$1.12M | +0.5% | 0.19% | 30.3% | 20 | 35% | 1.5 |
|
| 4595 |
4595
Centerpoint Advisors
Needham,
Massachusetts
| $219M | -$9.23M | -4% | 5.03% | 74.2% | 487 | 17.04% | 1.9 |
|
| 4596 |
4596
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $218M | -$6.95M | -3% | 4.06% | 65% | 33 | 21.21% | 2.6 |
|
| 4597 |
BOC
4597
Barbara Oil Co
Chicago,
Illinois
| $218M | -$13.1M | -6% | 3.04% | 76.9% | 88 | 5.68% | 5.9 |
|
| 4598 |
4598
TFG Advisers
Auburn Hills,
Michigan
| $218M | -$11.3M | -5% | 3.93% | 61.8% | 208 | 4.33% | 2.5 |
|
| 4599 |
4599
Golden Gate Private Equity
San Francisco,
California
| $218M | -$280M | -56% | 37.5% | 8.72% | 6 | 33.33% | 1.1 |
|
| 4600 |
CSWG
4600
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| $218M | +$3.47M | +2% | 5.29% | 67.3% | 93 | 26.88% | 1.3 |
|