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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4776 |
4776
PCJ Investment Counsel
Toronto,
Ontario, Canada
| $241M | -$61.5M | -20% | 2.15% | 164% | 91 | 32.97% | 2.5 |
|
| 4777 |
4777
Westshore Wealth
Newport Beach,
California
| $241M | +$305K | +0.1% | 1.98% | 58.8% | 107 | 17.76% | 2.5 |
|
| 4778 |
4778
Greencape Capital
Melbourne,
Australia
| $241M | -$8.55M | -3% | 9.19% | 98.1% | 3 | 0% | 3.3 |
|
| 4779 |
4779
Brown Miller Wealth Management
Mclean,
Virginia
| $241M | +$13.9M | +6% | 7.83% | 102% | 126 | 6.35% | 2.6 |
|
| 4780 |
4780
Team Hewins
Redwood City,
California
| $241M | -$7.7M | -3% | 3.04% | 60.5% | 35 | 25.71% | 0.6 |
|
| 4781 |
4781
Highview Capital Management
Buffalo Grove,
Illinois
| $241M | +$18.3M | +8% | 6.11% | 123% | 132 | 27.27% | 1.4 |
|
| 4782 |
4782
Stone House Capital Management
Bay Harbor Islands,
Florida
| $241M | -$35.2M | -13% | 3% | 151% | 4 | 25% | 1.4 |
|
| 4783 |
4783
Main Street Group
Glen Allen,
Virginia
| $241M | +$11.1M | +5% | 5.51% | – | 984 | 12.4% | 0.5 |
|
| 4784 |
4784
PL Capital Advisors
Naples,
Florida
| $241M | -$22M | -8% | 5.63% | 100% | 33 | 21.21% | 4.7 |
|
| 4785 |
4785
Almitas Capital
Santa Monica,
California
| $241M | -$1.57M | -0.6% | 0.05% | 86.1% | 92 | 42.39% | 1 |
|
| 4786 |
4786
Kennicott Capital Management
Corte Madera,
California
| $240M | +$14.4M | +6% | 4.56% | 98% | 43 | 6.98% | 2.5 |
|
| 4787 |
4787
Miller Equity Capital Advisors
Irving,
Texas
| $240M | -$1.79M | -0.7% | 1.05% | 23.7% | 56 | 1.79% | 3.6 |
|
| 4788 |
4788
One Charles Private Wealth Services
Hingham,
Massachusetts
| $240M | +$10.7M | +5% | 2.11% | 99.7% | 152 | 6.58% | 2 |
|
| 4789 |
4789
Veracity Capital
Atlanta,
Georgia
| $240M | -$17.2M | -7% | 3.74% | 149% | 218 | 16.51% | 2.5 |
|
| 4790 |
MHP
4790
Manatuck Hill Partners
Westport,
Connecticut
| $240M | +$12.6M | +6% | 8.26% | 556% | 149 | 46.98% | 1.2 |
|
| 4791 |
4791
Rovin Capital
Mesa,
Arizona
| $240M | -$3.95M | -2% | 1.66% | 63.8% | 166 | 12.65% | 1.7 |
|
| 4792 |
4792
Lansing Street Advisors
Ambler,
Pennsylvania
| $240M | +$17.4M | +8% | 2.05% | – | 109 | 12.84% | 1.3 |
|
| 4793 |
4793
Bridgefront Capital
Austin,
Texas
| $240M | +$108M | +82% | 3.46% | 52.1% | 697 | 82.35% | 0.1 |
|
| 4794 |
4794
Teton Advisors
Rye,
New York
| $239M | -$44.3M | -16% | 5.47% | 139% | 226 | 6.19% | 7.4 |
|
| 4795 |
4795
Tempus Wealth Planning
Irvine,
California
| $239M | +$12.1M | +5% | 4.04% | 95% | 219 | 18.72% | 2.1 |
|
| 4796 |
4796
Greenstone Partners & Co
Larkspur,
California
| $239M | +$16.6M | +7% | 6.61% | 527% | 9 | 0% | 2.9 |
|
| 4797 |
4797
Equita Financial Network
Fort Washington,
Pennsylvania
| $239M | +$16.7M | +7% | 0.41% | 50.5% | 83 | 21.69% | 0.6 |
|
| 4798 |
4798
Eldred Rock Partners
San Antonio,
Texas
| $239M | +$55.8M | +30% | 0.5% | 109% | 30 | 13.33% | 0.4 |
|
| 4799 |
4799
Invesco LLC (Illinois)
Des Plaines,
Illinois
| $239M | +$4.09M | +2% | 5.05% | 122% | 157 | 5.1% | 0.9 |
|
| 4800 |
4800
Global Financial Private Client
Sarasota,
Florida
| $239M | +$6.53M | +3% | 2.76% | 100% | 721 | 7.91% | 3.3 |
|