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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
Aurdan Capital Management
Wayne,
Pennsylvania
| $324M | +$9.8M | +3% | 1.85% | – | 90 | 4.44% | 0.9 |
|
| 4777 |
4777
Weybosset Research & Management
Province,
Rhode Island
| $324M | +$14.5M | +5% | 6.95% | 74.8% | 36 | 5.56% | 5.9 |
|
| 4778 |
4778
Rossby Financial
Melbourne,
Florida
| $324M | +$17.4M | +6% | 4.13% | – | 1,883 | 25.07% | 0.5 |
|
| 4779 |
4779
Blue Owl Capital Holdings
New York
| $324M | +$1.9M | +0.6% | 19.2% | 145% | 89 | 29.21% | 1 |
|
| 4780 |
4780
Flagship Pioneering
Cambridge,
Massachusetts
| $324M | +$31.4M | +11% | 11.6% | 13.3% | 4 | 0% | 6.5 |
|
| 4781 |
4781
Brady Family Wealth
Saint Louis,
Missouri
| $324M | +$971K | +0.3% | 3.27% | 74.7% | 114 | 8.77% | 2.7 |
|
| 4782 |
4782
Nepsis Inc
Minneapolis,
Minnesota
| $324M | +$8.28M | +3% | 2.04% | 131% | 32 | 12.5% | 4 |
|
| 4783 |
4783
Kingdom Financial Group
Peoria,
Arizona
| $324M | +$160M | +98% | 1.8% | 49.9% | 752 | 86.57% | 0.1 |
|
| 4784 |
4784
Moseley Investment Management
Bradenton,
Florida
| $324M | -$5.01M | -2% | 1.83% | 96.6% | 181 | 11.6% | 3.9 |
|
| 4785 |
4785
Penobscot Wealth Management
Portland,
Maine
| $324M | +$12M | +4% | 1.48% | 56.7% | 108 | 7.41% | 2.2 |
|
| 4786 |
4786
Donoghue Forlines
Boston,
Massachusetts
| $323M | -$1.13M | -0.3% | 8.08% | 229% | 146 | 54.11% | 0.6 |
|
| 4787 |
GPC
4787
Guardian Point Capital
Charlottesville,
Virginia
| $323M | +$63.1M | +24% | 12.8% | 142% | 13 | 23.08% | 2.3 |
|
| 4788 |
4788
Cloverfields Capital Group
Minneapolis,
Minnesota
| $323M | +$3.18M | +1% | 0.75% | 101% | 100 | 14% | 2.5 |
|
| 4789 |
BC
4789
Bruce & Co
Chicago,
Illinois
| $323M | -$412K | -0.1% | 6.38% | 94.5% | 39 | 0% | 6.9 |
|
| 4790 |
4790
Genesis Private Wealth
Ashburn,
Virginia
| $322M | +$84.3M | +35% | 1.97% | – | 197 | 28.43% | 0.6 |
|
| 4791 |
4791
Acima Private Wealth
Richmond,
Virginia
| $322M | +$2.86M | +0.9% | 1.41% | 51.1% | 179 | 1.68% | 5.7 |
|
| 4792 |
4792
Prairiewood Capital
Fargo,
North Dakota
| $322M | +$20.5M | +7% | 0.41% | 42.6% | 83 | 14.46% | 3 |
|
| 4793 |
4793
Darwin Wealth Management
Tampa,
Florida
| $322M | +$7.16M | +2% | 2.36% | 56.8% | 694 | 17.72% | 1.4 |
|
| 4794 |
4794
Sycale Advisors
New York
| $322M | -$212M | -40% | 5.04% | 31.5% | 25 | 40% | 1.3 |
|
| 4795 |
SAMT
4795
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| $322M | -$3.27M | -1% | 2.31% | 68.4% | 85 | 12.94% | 4.1 |
|
| 4796 |
4796
Permit Capital
West Conshohocken,
Pennsylvania
| $321M | +$2.37M | +0.7% | 2.85% | 121% | 20 | 5% | 5.3 |
|
| 4797 |
4797
Core Wealth Management
Jupiter,
Florida
| $321M | +$10.5M | +3% | 1.99% | 44.5% | 41 | 17.07% | 1.6 |
|
| 4798 |
4798
Patriot Financial Partners GP II
Radnor,
Pennsylvania
| $321M | +$4.54M | +1% | 5.54% | – | 12 | 8.33% | 0.3 |
|
| 4799 |
4799
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $321M | +$11.2M | +4% | 2.96% | 87.3% | 350 | 19.43% | 3.1 |
|
| 4800 |
4800
Purus Wealth Management
Newport Beach,
California
| $321M | +$7.28M | +2% | 3.79% | 174% | 154 | 9.09% | 2.8 |
|