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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4651 |
4651
Altai Capital Management
West Hollywood,
California
| $228M | -$79.2M | -26% | 4.66% | 24.9% | 16 | 31.25% | 0.6 |
|
| 4652 |
DLG
4652
Daniel L. Goodwin
| $228M | +$12.2M | +6% | 8.95% | 72.6% | 121 | 23.14% | 3.3 |
|
| 4653 |
4653
Platform Technology Partners
New York
| $228M | +$7.04M | +3% | 9.83% | – | 257 | 19.07% | 1.4 |
|
| 4654 |
4654
Lowe Wealth Advisors
Columbia,
Maryland
| $227M | +$16.4M | +8% | 7.57% | 63.3% | 323 | 9.91% | 4 |
|
| 4655 |
4655
Riverstone Advisors
New Braunfels,
Texas
| $227M | +$10.5M | +5% | 2.83% | 104% | 45 | 22.22% | 1.8 |
|
| 4656 |
4656
First Bankers Trust
Louisville,
Kentucky
| $227M | +$28.1M | +14% | 13.8% | 78.9% | 117 | 2.56% | 5.8 |
|
| 4657 |
4657
Annandale Capital
Dallas,
Texas
| $227M | +$60.8M | +37% | 4.36% | 57.2% | 113 | 25.66% | 0.6 |
|
| 4658 |
4658
Avalon Capital Management
Port Of Redwood City,
California
| $227M | +$48.6M | +27% | 8.97% | 163% | 68 | 48.53% | 1 |
|
| 4659 |
DI
4659
Disciplined Investments
Tulsa,
Oklahoma
| $227M | +$20.7M | +10% | 5.13% | 51.4% | 508 | 13.78% | 1.3 |
|
| 4660 |
4660
TrueFG
Cedar Park,
Texas
| $227M | +$6.07M | +3% | 5.95% | 54.2% | 39 | 5.13% | 1.7 |
|
| 4661 |
4661
Keystone Wealth Partners
Chandler,
Arizona
| $227M | +$45.1M | +25% | 3.76% | – | 37 | 40.54% | 0.6 |
|
| 4662 |
4662
Cisco Systems
San Jose,
California
| $227M | – | – | 9.25% | 210% | 2 | – | 0 |
|
| 4663 |
4663
Gill Capital Partners
Denver,
Colorado
| $226M | +$5.81M | +3% | 4.14% | 59% | 127 | 9.45% | 1.9 |
|
| 4664 |
4664
Roman Butler Fullerton & Co
St Louis,
Missouri
| $226M | +$12.1M | +6% | 12.2% | 134% | 192 | 10.94% | 2.1 |
|
| 4665 |
4665
Cadent Capital Advisors
Tulsa,
Oklahoma
| $226M | +$1.55M | +0.7% | 7.35% | 106% | 135 | 11.11% | 0.9 |
|
| 4666 |
AIP
4666
Ahrens Investment Partners
Lafayette,
Louisiana
| $226M | +$16.8M | +8% | 7.94% | 82.3% | 1,065 | 80.38% | 0.5 |
|
| 4667 |
4667
Valley Forge Investment Consultants
Audubon,
Pennsylvania
| $226M | +$39.8M | +21% | 7.19% | 67.9% | 81 | 7.41% | 0.8 |
|
| 4668 |
4668
Keating Investment Counselors
Delray Beach,
Florida
| $226M | +$12.3M | +6% | 7.57% | 50% | 61 | 1.64% | 5.6 |
|
| 4669 |
4669
Ativo Capital Management
Chicago,
Illinois
| $226M | +$12.6M | +6% | 10.3% | 63.2% | 128 | 14.06% | 2.7 |
|
| 4670 |
4670
MGG Investment Group
New York
| $226M | – | – | 1.37% | 44.1% | 2 | – | 0 |
|
| 4671 |
PGF
4671
Pelham Global Financials
London,
United Kingdom
| $226M | -$84M | -27% | 5.15% | 24.5% | 15 | 33.33% | 1.2 |
|
| 4672 |
4672
Round Rock Advisors
Wilton,
Connecticut
| $226M | +$90.5M | +67% | 8.75% | 87.4% | 121 | 51.24% | 0.4 |
|
| 4673 |
CCM
4673
Consolidated Capital Management
Burbank,
California
| $226M | +$13M | +6% | 6.8% | 166% | 43 | 6.98% | 2.6 |
|
| 4674 |
4674
Omega Financial Group
Santa Barbara,
California
| $226M | +$15.8M | +8% | 5.06% | 47% | 69 | 8.7% | 2.3 |
|
| 4675 |
HIC
4675
Harbor Island Capital
Topsfield,
Massachusetts
| $226M | +$35.6M | +19% | 17.7% | 218% | 15 | 0% | 3.6 |
|