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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
Artia Global Partners
Miami,
Florida
| $280M | -$87.1M | -24% | 4.81% | 725% | 57 | 56.14% | 0.8 |
|
| 4652 |
4652
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $280M | +$10.8M | +4% | 0.76% | 44.2% | 168 | 48.21% | 1.3 |
|
| 4653 |
4653
Two Point Capital Management
Pittsford,
New York
| $280M | +$5.67M | +2% | 0.31% | – | 26 | 3.85% | 1.8 |
|
| 4654 |
4654
Unio Capital
Princeton,
New Jersey
| $280M | +$32.3M | +13% | 1.16% | 97.8% | 37 | 32.43% | 4.4 |
|
| 4655 |
4655
Sicart Associates
New York
| $280M | -$5.2M | -2% | 3.51% | 113% | 73 | 5.48% | 4.3 |
|
| 4656 |
4656
Compass Advisory Group
Melville,
New York
| $279M | +$22.2M | +9% | 0.16% | 49.2% | 77 | 12.99% | 2.6 |
|
| 4657 |
4657
Long Walk Management
Greenwich,
Connecticut
| $279M | +$37.7M | +16% | 29.4% | 302% | 11 | 9.09% | 1.2 |
|
| 4658 |
4658
BOS Asset Management
Springfield,
Illinois
| $279M | +$7.62M | +3% | 1.27% | 70.3% | 176 | 15.34% | 1.4 |
|
| 4659 |
4659
Millstreet Capital Management
Boston,
Massachusetts
| $279M | -$12.2M | -4% | 1.81% | – | 3 | 0% | 1 |
|
| 4660 |
4660
Corbyn Investment Management
Lutherville,
Maryland
| $279M | +$17.2M | +7% | 2.73% | 71% | 69 | 5.8% | 4.7 |
|
| 4661 |
4661
Gill Capital Partners
Denver,
Colorado
| $279M | -$458K | -0.2% | 0.53% | 59% | 139 | 8.63% | 3.6 |
|
| 4662 |
WHGC
4662
Wealth High Governance Capital
Sao Paulo,
Brazil
| $279M | -$6.07M | -2% | 26% | 622% | 65 | 67.69% | 0.2 |
|
| 4663 |
CAGAS
4663
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| $279M | +$27.2M | +11% | 1.63% | 54.8% | 179 | 18.44% | 2.1 |
|
| 4664 |
4664
Selkirk Management
Chatham,
New Jersey
| $279M | +$33.8M | +14% | 13.4% | 245% | 17 | 5.88% | 5 |
|
| 4665 |
4665
Forge First Asset Management
Toronto, Ontario,
Canada
| $278M | +$95.9M | +53% | 4.2% | 112% | 50 | 54% | 0.6 |
|
| 4666 |
4666
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| $278M | +$62M | +29% | 12.7% | 22.2% | 5 | 20% | 1.4 |
|
| 4667 |
4667
TFG Advisers
Auburn Hills,
Michigan
| $278M | -$28.8K | -0% | 0.1% | 61.8% | 214 | 6.54% | 4.3 |
|
| 4668 |
4668
Rovin Capital
Mesa,
Arizona
| $278M | +$7.7M | +3% | 0.7% | 63.8% | 180 | 16.11% | 1.9 |
|
| 4669 |
4669
Henry James International Management
New York
| $278M | -$9.15M | -3% | 0.76% | 125% | 101 | 5.94% | 5.1 |
|
| 4670 |
4670
Clayton Financial Group
St. Louis,
Missouri
| $278M | +$10.5M | +4% | 0.46% | 69.8% | 126 | 6.35% | 0.7 |
|
| 4671 |
4671
Bouvel Investment Partners
Phoenixville,
Pennsylvania
| $277M | +$11.6M | +4% | 6.98% | 199% | 84 | 15.48% | 2.5 |
|
| 4672 |
4672
Kelly Financial Services
Braintree,
Massachusetts
| $277M | +$4.68M | +2% | 0.77% | 64.3% | 127 | 22.05% | 3.6 |
|
| 4673 |
4673
Beirne Wealth Consulting Services
Shelton,
Connecticut
| $277M | -$7.45M | -3% | 2.06% | 81.9% | 107 | 12.15% | 3.2 |
|
| 4674 |
4674
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| $277M | -$7.16M | -3% | 3.84% | 106% | 306 | 20.92% | 1.4 |
|
| 4675 |
4675
Veracity Capital
Atlanta,
Georgia
| $277M | +$13.3M | +5% | 9.93% | 149% | 236 | 17.37% | 2.5 |
|