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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4726 |
4726
Headwater Capital
Hong Kong,
China
| $288M | +$65.8M | +30% | 18.2% | – | 17 | 64.71% | 0.2 |
|
| 4727 |
4727
Kelleher Financial Advisors
New York
| $288M | +$37.2M | +15% | 7.55% | 72.4% | 144 | 15.97% | 4 |
|
| 4728 |
BDA
4728
Borer Denton & Associates
Blue Bell,
Pennsylvania
| $288M | +$5.39M | +2% | 4.97% | 44.2% | 60 | 5% | 2.9 |
|
| 4729 |
4729
Purus Wealth Management
Newport Beach,
California
| $288M | +$52.9M | +23% | 19.7% | 174% | 142 | 17.61% | 2.6 |
|
| 4730 |
4730
Maestria Partners
Atlanta,
Georgia
| $288M | +$51.2M | +22% | 27.6% | – | 15 | 13.33% | 0.4 |
|
| 4731 |
4731
GoodHaven Capital Management
Millburn,
New Jersey
| $288M | -$7.43M | -3% | 1.22% | 80.7% | 26 | 3.85% | 5.4 |
|
| 4732 |
4732
American Assets Inc
San Diego,
California
| $288M | -$881K | -0.3% | 4.4% | 63.2% | 26 | 26.92% | 3.3 |
|
| 4733 |
4733
EHP Funds Inc
Toronto,
Canada
| $288M | +$161M | +126% | 40.8% | 173% | 60 | 75% | 0.3 |
|
| 4734 |
4734
Halter Ferguson Financial
Carmel,
Indiana
| $288M | +$92.3M | +47% | 22.8% | 131% | 35 | 25.71% | 1.2 |
|
| 4735 |
4735
Addison Capital
Conshohocken,
Pennsylvania
| $288M | +$32.4M | +13% | 9.52% | 59.7% | 147 | 5.44% | 4.5 |
|
| 4736 |
4736
KKM Financial
Chicago,
Illinois
| $288M | +$51M | +22% | 10.3% | – | 158 | 9.49% | 1.2 |
|
| 4737 |
4737
First International Bank & Trust
Watford City,
North Dakota
| $287M | -$28.7M | -9% | 4.73% | 38.6% | 76 | 25% | 2.4 |
|
| 4738 |
4738
Front Row Advisors
Tiburon,
California
| $287M | +$27.2M | +10% | 17.5% | 142% | 567 | 14.64% | 5 |
|
| 4739 |
4739
Cherrydale Wealth Management
Hoboken,
New Jersey
| $287M | +$34.5M | +14% | 11.1% | 80.8% | 82 | 19.51% | 1.9 |
|
| 4740 |
4740
Cutler Capital Management
Worcester,
Massachusetts
| $287M | -$100K | -0% | 0% | 39.7% | 122 | 12.3% | 3.5 |
|
| 4741 |
4741
Ceeto Capital Group
Coral Gables,
Florida
| $287M | +$24.2M | +9% | 8.87% | 94.4% | 191 | 16.23% | 4.5 |
|
| 4742 |
4742
Tekne Capital Management
New York
| $287M | +$25.1M | +10% | 18.9% | 516% | 7 | 57.14% | 1.4 |
|
| 4743 |
4743
Claris Advisors
St. Louis,
Missouri
| $287M | +$19M | +7% | 8.36% | 65.7% | 87 | 31.03% | 1.9 |
|
| 4744 |
4744
State of New Jersey Common Pension Fund A
Trenton,
New Jersey
| $287M | +$216M | +303% | 2.65% | – | 2 | 50% | 0.5 |
|
| 4745 |
4745
Silverleafe Capital Partners
Germantown,
Tennessee
| $287M | -$3.88M | -1% | 6.45% | 87.7% | 100 | 24% | 2.2 |
|
| 4746 |
4746
Union Heritage Capital
Bloomfield Hills,
Michigan
| $287M | +$18.5M | +7% | 11.1% | 82.1% | 64 | 0% | 3.5 |
|
| 4747 |
4747
IronBridge Private Wealth
Austin,
Texas
| $287M | +$33M | +13% | 21% | 122% | 55 | 29.09% | 1.9 |
|
| 4748 |
4748
GPI Capital
New York
| $287M | +$44.3M | +18% | 21.3% | 261% | 4 | 0% | 3.8 |
|
| 4749 |
4749
First United Bank & Trust
Oakland,
Maryland
| $287M | +$19.2M | +7% | 8.64% | 78% | 406 | 5.42% | 3.4 |
|
| 4750 |
4750
Foursixthree Capital
New York
| $287M | -$76.1M | -21% | 10.2% | – | 24 | 37.5% | 0.5 |
|