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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4676 |
4676
Paradigm Operations
San Francisco,
California
| $174M | -$309M | -64% | 75.2% | 230% | 1 | 0% | 0.5 |
|
| 4677 |
4677
KPS Global Asset Management (UK)
London,
United Kingdom
| $174M | -$228M | -57% | 41.4% | 373% | 5 | 0% | 2.1 |
|
| 4678 |
4678
Accel Wealth Management
Waverly,
Iowa
| $174M | -$19.3M | -10% | 12.5% | 82.4% | 1,086 | 13.9% | 1.1 |
|
| 4679 |
4679
Kestrel Investment Management
San Mateo,
California
| $174M | -$37.3M | -18% | 12.1% | 89.2% | 44 | 20.45% | 1.5 |
|
| 4680 |
4680
Exane Derivatives
Paris,
France
| $174M | -$181M | -51% | 14.2% | 42.7% | 1,070 | 34.02% | 2.5 |
|
| 4681 |
4681
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $174M | -$24.7M | -12% | 8.47% | 92.4% | 446 | 14.8% | 4.2 |
|
| 4682 |
4682
Apexium Financial
Dallas,
Texas
| $174M | -$16.7M | -9% | 16.4% | 89.6% | 108 | 22.22% | 1.8 |
|
| 4683 |
4683
Vesey Street Capital Partners
New York
| $174M | -$227M | -57% | 56.7% | 47.8% | 1 | 0% | 0.5 |
|
| 4684 |
CL
4684
COWA LLC
Tulsa,
Oklahoma
| $174M | -$27.6M | -14% | 10.7% | 65.5% | 140 | 17.86% | 1.1 |
|
| 4685 |
4685
Unio Capital
Princeton,
New Jersey
| $174M | -$58.1M | -25% | 14.9% | 97.8% | 63 | 25.4% | 3 |
|
| 4686 |
4686
Cape Ann Asset Management
London,
United Kingdom
| $174M | +$2.58M | +2% | 5.98% | 199% | 9 | 22.22% | 1.2 |
|
| 4687 |
4687
Hurlow Wealth Management Group
Bloomington,
Indiana
| $174M | +$10.5M | +6% | 13.5% | 55.8% | 101 | 13.86% | 2.9 |
|
| 4688 |
4688
Heritage Investment Group
Pompano Beach,
Florida
| $174M | +$35.3M | +26% | 12% | 51.2% | 91 | 17.58% | 0.4 |
|
| 4689 |
4689
Highside Global Management
Dallas,
Texas
| $173M | -$39.8M | -19% | 22% | 11.1% | 19 | 26.32% | 0.8 |
|
| 4690 |
PK
4690
Pflug Koory
Omaha,
Nebraska
| $173M | -$25.2M | -13% | 13.5% | – | 480 | 9.17% | 3.9 |
|
| 4691 |
4691
&Partners
Nashville,
Tennessee
| $173M | -$5.03M | -3% | 14.1% | 78.4% | 220 | 25% | 1.7 |
|
| 4692 |
IAS
4692
Investment Advisory Services
The Woodlands,
Texas
| $173M | -$6.15M | -3% | 11.9% | 65.4% | 104 | 12.5% | 1.9 |
|
| 4693 |
4693
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| $173M | -$48.9M | -22% | 12.4% | 151% | 102 | 25.49% | 1.7 |
|
| 4694 |
4694
Seldon Capital
San Francisco,
California
| $173M | +$2.9M | +2% | 9.57% | 604% | 300 | 7% | 0.5 |
|
| 4695 |
4695
West Branch Capital
Amherst,
Massachusetts
| $173M | -$36.4M | -17% | 15.7% | 156% | 472 | 11.02% | 1.3 |
|
| 4696 |
TA
4696
Tamarack Advisers
Carlsbad,
California
| $173M | -$38.5M | -18% | 9.99% | 46.5% | 58 | 50% | 1.2 |
|
| 4697 |
4697
Topel & Distasi Wealth Management
Berkeley,
California
| $173M | -$66M | -28% | 13.1% | 40% | 72 | 9.72% | 0.5 |
|
| 4698 |
GCM
4698
Gabalex Capital Management
New York
| $172M | -$44.7M | -21% | 12.7% | 24.9% | 16 | 6.25% | 4.9 |
|
| 4699 |
4699
Rede Wealth
Charlottesville,
Virginia
| $172M | -$40.6M | -19% | 17.1% | 84.4% | 118 | 27.12% | 1.2 |
|
| 4700 |
4700
AUA Capital Management
Camp Hill,
Pennsylvania
| $172M | -$13.8M | -7% | 11.4% | 70.2% | 390 | 5.64% | 2.8 |
|