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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
Sterling Financial Planning
Sparta,
New Jersey
| $317M | +$17.8M | +6% | 6.86% | 59.3% | 118 | 3.39% | 3.5 |
|
| 4677 |
4677
Rhino Investment Partners
West Conshohocken,
Pennsylvania
| $317M | -$48.1M | -13% | 6.98% | 110% | 37 | 27.03% | 1.2 |
|
| 4678 |
4678
Bain Capital Credit
Boston,
Massachusetts
| $317M | +$41.5M | +15% | 2.68% | 14.4% | 7 | 28.57% | 2.5 |
|
| 4679 |
4679
IronBridge Private Wealth
Austin,
Texas
| $317M | +$30.1M | +11% | 13.7% | 122% | 51 | 25.49% | 1.8 |
|
| 4680 |
4680
Hayek Kallen Investment Management
Fairhope,
Alabama
| $317M | +$22.8M | +8% | 9.73% | 71.9% | 97 | 6.19% | 6.3 |
|
| 4681 |
4681
Glynn Capital Management
Menlo Park,
California
| $317M | -$128M | -29% | 3.54% | 252% | 50 | 36% | 4.2 |
|
| 4682 |
4682
Hi-Line Capital Management
Watertown,
South Dakota
| $317M | +$34.4M | +12% | 8.62% | 57.5% | 42 | 16.67% | 2.2 |
|
| 4683 |
4683
Veery Capital
Wilmington,
Delaware
| $317M | +$26M | +9% | 6.4% | 63.4% | 97 | 6.19% | 2.9 |
|
| 4684 |
4684
Watershed Private Wealth
Oak Brook,
Illinois
| $316M | +$41.7M | +15% | 8.46% | 80.3% | 115 | 11.3% | 1.9 |
|
| 4685 |
4685
Ravenswood Partners
Mclean,
Virginia
| $316M | – | – | 10.8% | – | 36 | – | 0 |
|
| 4686 |
4686
Maestria Partners
Atlanta,
Georgia
| $316M | +$28.5M | +10% | 1.84% | – | 15 | 13.33% | 0.7 |
|
| 4687 |
4687
Patriot Financial Partners GP II
Radnor,
Pennsylvania
| $316M | – | – | 4.31% | – | 12 | – | 0 |
|
| 4688 |
4688
Quattro Financial Advisors
The Woodlands,
Texas
| $316M | +$32M | +11% | 7.56% | 77.6% | 89 | 13.48% | 1.9 |
|
| 4689 |
4689
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| $316M | +$27.1M | +9% | 6.86% | 61.6% | 94 | 9.57% | 2.4 |
|
| 4690 |
4690
Quantessence Capital
New York
| $316M | -$23.5M | -7% | 20% | – | 324 | 90.74% | 0.1 |
|
| 4691 |
4691
First Sabrepoint Capital Management
Dallas,
Texas
| $316M | +$35.3M | +13% | 19.7% | 218% | 48 | 50% | 1 |
|
| 4692 |
KM
4692
KP Management
Edina,
Minnesota
| $316M | +$44.1M | +16% | 12.5% | – | 77 | 29.87% | 1.2 |
|
| 4693 |
4693
Cove Private Wealth
Oyster Bay Cove,
New York
| $316M | +$32.1M | +11% | 10.1% | 126% | 163 | 9.2% | 1 |
|
| 4694 |
4694
Armor Investment Advisors
Raleigh,
North Carolina
| $316M | +$50.3M | +19% | 5.56% | 62% | 158 | 8.86% | 5.2 |
|
| 4695 |
4695
Sterling Financial Group
Pasadena,
California
| $316M | +$17.6M | +6% | 5.45% | 49.6% | 78 | 15.38% | 1.8 |
|
| 4696 |
4696
Meredith Wealth Planning
Maryville,
Illinois
| $316M | +$40.1M | +15% | 7.85% | 66.5% | 64 | 7.81% | 1.7 |
|
| 4697 |
4697
Whelan Financial
Fresno,
California
| $315M | +$38.9M | +14% | 6.26% | 64.6% | 97 | 32.99% | 1.3 |
|
| 4698 |
4698
Altrafin AG
Zurich,
| $315M | +$19.3M | +7% | 5.59% | 97.6% | 51 | 7.84% | 2.5 |
|
| 4699 |
4699
Nepsis Inc
Minneapolis,
Minnesota
| $315M | -$43.9M | -12% | 7.57% | 131% | 32 | 15.63% | 4.2 |
|
| 4700 |
4700
Palo Duro Investment Partners
Chicago,
Illinois
| $315M | +$12.4M | +4% | 1.03% | 62.8% | 25 | 24% | 1.2 |
|