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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 |
4576
Prostatis Group
Hanover,
Maryland
| $239M | +$34.6M | +17% | 9.38% | 72.9% | 142 | 29.58% | 1.2 |
|
| 4577 |
4577
Cabot-Wellington
Boston,
Massachusetts
| $239M | +$66.1M | +38% | 11.1% | 73.1% | 3 | 0% | 6 |
|
| 4578 |
4578
Compass Rose Asset Management
New York
| $239M | +$65.2M | +37% | 11.5% | 41% | 12 | 91.67% | 0.1 |
|
| 4579 |
KLCM
4579
KG&L Capital Management
Saint Francisville,
Louisiana
| $239M | +$32M | +15% | 11.3% | 91.9% | 182 | 21.98% | 2.4 |
|
| 4580 |
BE
4580
Bonness Enterprises
Washington,
District of Columbia
| $239M | +$20.8M | +10% | 11.2% | 98.6% | 40 | 5% | 10 |
|
| 4581 |
KM
4581
KP Management
Edina,
Minnesota
| $239M | – | – | 18.5% | – | 83 | – | 0 |
|
| 4582 |
4582
Quantum Private Wealth
Tampa,
Florida
| $239M | +$30.1M | +14% | 17.1% | 240% | 191 | 10.99% | 1.6 |
|
| 4583 |
4583
OLIO Financial Planning
Mclean,
Virginia
| $239M | +$25.8M | +12% | 9% | 52.9% | 57 | 15.79% | 1.5 |
|
| 4584 |
4584
Tejara Capital
London,
United Kingdom
| $239M | +$62.3M | +35% | 7.71% | 17.3% | 79 | 34.18% | 0.6 |
|
| 4585 |
4585
AYAL Capital Advisors
Toronto,
Ontario, Canada
| $239M | – | – | 11.4% | – | 36 | – | 0 |
|
| 4586 |
4586
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| $239M | +$30.5M | +15% | 15.9% | 83.8% | 121 | 12.4% | 2.8 |
|
| 4587 |
4587
Windward Private Wealth Management
Overland Park,
Kansas
| $239M | +$17.5M | +8% | 7.36% | 35.5% | 51 | 13.73% | 2.5 |
|
| 4588 |
4588
Tranquility Partners
Brentwood,
Tennessee
| $239M | +$5.24M | +2% | 11.9% | 77.3% | 216 | 10.65% | 2.8 |
|
| 4589 |
4589
Game Creek Capital
Boston,
Massachusetts
| $239M | +$77M | +48% | 11% | 176% | 70 | 18.57% | 2.8 |
|
| 4590 |
4590
Red Lighthouse Investment Management
New York
| $239M | +$26M | +12% | 11% | 71.1% | 98 | 4.08% | 0.9 |
|
| 4591 |
4591
TFG Advisers
Auburn Hills,
Michigan
| $238M | +$25.5M | +12% | 11.5% | 61.8% | 206 | 9.22% | 3.7 |
|
| 4592 |
MCF
4592
MKA Charitable Fund
San Francisco,
California
| $238M | – | – | 0.78% | 17.1% | 1 | – | 0 |
|
| 4593 |
4593
Hunting Hill Global Capital
New York
| $238M | -$61.8M | -21% | 7.42% | 132% | 162 | 59.26% | 0.4 |
|
| 4594 |
4594
Avalon Capital Management
Port Of Redwood City,
California
| $238M | +$42.2M | +22% | 10.5% | 163% | 103 | 42.72% | 1.4 |
|
| 4595 |
4595
SR One Capital Management
Wayne,
Pennsylvania
| $238M | +$43M | +22% | 58.4% | 656% | 6 | 16.67% | 1.4 |
|
| 4596 |
4596
Richard W. Paul & Associates
Novi,
Michigan
| $238M | +$19.5M | +9% | 11.5% | 65.2% | 546 | 14.65% | 0.9 |
|
| 4597 |
4597
Selway Asset Management
| $238M | +$20.7M | +10% | 10.1% | 36.5% | 84 | 11.9% | 4.9 |
|
| 4598 |
4598
Greenhaven Road Investment Management
Greenwich,
Connecticut
| $238M | +$38.6M | +19% | 18% | 70.2% | 28 | 28.57% | 1.6 |
|
| 4599 |
4599
Bear Mountain Capital
Seattle,
Washington
| $238M | – | – | 8.89% | 43% | 235 | – | 0 |
|
| 4600 |
4600
Bishop & Co Investment Management
Erie,
Pennsylvania
| $238M | -$1.99B | -89% | 10.7% | 53.7% | 24 | 100% | 5.8 |
|