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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4801 |
4801
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| $165M | -$15.7M | -9% | 14.5% | 58.7% | 52 | 11.54% | 2.5 |
|
| 4802 |
4802
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| $165M | -$38.9M | -19% | 14.8% | 58.9% | 74 | 17.57% | 1.1 |
|
| 4803 |
4803
Heron Financial Group
New York
| $165M | -$27.5M | -14% | 13.1% | 47.5% | 157 | 15.29% | 2.1 |
|
| 4804 |
BC
4804
Bullfrog Capital
Palo Alto,
California
| $165M | -$142M | -46% | 44.8% | – | 4 | 0% | 0.5 |
|
| 4805 |
4805
Seascape Capital Management
Portsmouth,
New Hampshire
| $165M | -$28M | -15% | 11.7% | 111% | 88 | 11.36% | 1.7 |
|
| 4806 |
PCM
4806
Perritt Capital Management
Chicago,
Illinois
| $165M | -$20.6M | -11% | 11.3% | 80.9% | 204 | 14.71% | 4 |
|
| 4807 |
4807
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
| $165M | -$65.2M | -28% | 19.2% | 1,119% | 13 | 0% | 1.3 |
|
| 4808 |
4808
Robertson Opportunity Capital
Dallas,
Texas
| $165M | -$39.8M | -19% | 14.5% | 93.4% | 27 | 7.41% | 5 |
|
| 4809 |
4809
Founders Circle Capital
Campbell,
California
| $165M | -$64.4M | -28% | 22.9% | 28% | 12 | 0% | 0.8 |
|
| 4810 |
4810
Congress Park Capital
Saratoga Springs,
New York
| $165M | -$34.8M | -17% | 18.1% | 99.9% | 152 | 22.37% | 2.4 |
|
| 4811 |
LWMM
4811
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| $165M | -$27M | -14% | 14.8% | 89.1% | 99 | 22.22% | 1.9 |
|
| 4812 |
4812
Everhart Financial Group
Dublin,
Ohio
| $165M | -$8.47M | -5% | 14.2% | 123% | 197 | 38.07% | 0.7 |
|
| 4813 |
4813
Rye Brook Capital
Greenwich,
Connecticut
| $164M | -$89M | -35% | 15.9% | 77.2% | 33 | 36.36% | 0.8 |
|
| 4814 |
4814
Marshall & Sullivan
Seattle,
Washington
| $164M | -$15.1M | -8% | 13.3% | 82% | 98 | 62.24% | 2.4 |
|
| 4815 |
KCM
4815
Kempner Capital Management
Galveston,
Texas
| $164M | -$18.4M | -10% | 13.8% | 60.9% | 62 | 9.68% | 3.5 |
|
| 4816 |
4816
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $164M | -$10.5M | -6% | 11.1% | 36.2% | 109 | 24.77% | 1.7 |
|
| 4817 |
4817
Peninsula Asset Management
Bradenton,
Florida
| $164M | -$33.5M | -17% | 13.1% | 44.1% | 44 | 0% | 6.7 |
|
| 4818 |
MAM
4818
Mystic Asset Management
Warwick,
Rhode Island
| $164M | -$22M | -12% | 12.9% | 114% | 158 | 8.86% | 0.5 |
|
| 4819 |
4819
Eastover Investment Advisors
Charlotte,
North Carolina
| $164M | -$25.7M | -14% | 10.6% | 105% | 51 | 11.76% | 1.8 |
|
| 4820 |
4820
Accel Growth Fund V Associates
Palo Alto,
California
| $164M | -$21.4M | -12% | 8.32% | 1.17% | 2 | 0% | 1.1 |
|
| 4821 |
SC
4821
Steph & Co
Marinette,
Wisconsin
| $164M | -$4.23M | -3% | 13.6% | 61.6% | 298 | 24.16% | 2.1 |
|
| 4822 |
SFI
4822
Sonic Fund II
Honolulu,
Hawaii
| $164M | -$14.1M | -8% | 17.8% | 119% | 27 | 3.7% | 1.5 |
|
| 4823 |
4823
CTC (Chicago Trading Company)
Chicago,
Illinois
| $164M | -$60.1M | -27% | 25.5% | 192% | 310 | 14.52% | 1.1 |
|
| 4824 |
CC
4824
Codex Capital
New York
| $164M | +$1.04M | +0.6% | 22.4% | 84.4% | 37 | 2.7% | 1.4 |
|
| 4825 |
4825
John W. Brooker & Co
Oakland,
California
| $164M | -$21M | -11% | 9.09% | 43.4% | 199 | 5.03% | 1.9 |
|