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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
4826
APEIRON Capital Ltd
Hong Kong
| $163M | -$62.7M | -28% | 13.5% | 487% | 14 | 7.14% | 0.9 |
|
| 4827 |
HIC
4827
Harbor Island Capital
Topsfield,
Massachusetts
| $163M | -$44.8M | -22% | 22.1% | 218% | 16 | 12.5% | 3.9 |
|
| 4828 |
4828
CM Wealth Advisors
Beachwood,
Ohio
| $163M | – | – | 13.3% | 64.7% | 72 | – | 0 |
|
| 4829 |
4829
Round Hill Asset Management
Pasadena,
California
| $163M | -$26.4M | -14% | 11% | 43.2% | 60 | 3.33% | 4.1 |
|
| 4830 |
4830
Cabot-Wellington
Boston,
Massachusetts
| $163M | -$38.9M | -19% | 16.4% | 65% | 9 | 11.11% | 5.4 |
|
| 4831 |
4831
AREX Capital Management
New York
| $163M | -$9.9M | -6% | 4.01% | 36.2% | 16 | 12.5% | 1.1 |
|
| 4832 |
4832
EPIQ Partners
Minneapolis,
Minnesota
| $163M | -$22.7M | -12% | 10.9% | 49.6% | 91 | 10.99% | 1.9 |
|
| 4833 |
4833
United Fire Group
Cedar Rapids,
Iowa
| $163M | -$31M | -16% | 9.93% | 27.4% | 47 | 2.13% | 7.1 |
|
| 4834 |
4834
Abacus FCF Advisors
Orlando,
Florida
| $163M | -$136M | -45% | 11.6% | 197% | 189 | 33.86% | 1.3 |
|
| 4835 |
4835
O'Keefe Stevens Advisory
Rochester,
New York
| $163M | -$41.9M | -20% | 20% | 208% | 39 | 10.26% | 3.9 |
|
| 4836 |
4836
Hel Ved Capital Management
Central,
Hong Kong
| $163M | – | – | 7.15% | 1,351% | 12 | – | 0.6 |
|
| 4837 |
4837
Pelion Inc
Salt Lake City,
Utah
| $163M | -$174M | -52% | 51.2% | 16.9% | 4 | 0% | 0.5 |
|
| 4838 |
4838
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $163M | -$10.4M | -6% | 14% | 53.5% | 62 | 29.03% | 2.3 |
|
| 4839 |
4839
Half Sky Capital (UK)
London,
United Kingdom
| $163M | -$36.3M | -18% | 20.4% | 13% | 9 | 22.22% | 0.9 |
|
| 4840 |
4840
Augustine Asset Management
Jacksonville,
Florida
| $163M | -$36.3M | -18% | 12.1% | 316% | 98 | 11.22% | 3.2 |
|
| 4841 |
CPA
4841
Capital Performance Advisors
Walnut Creek,
California
| $163M | -$12.5M | -7% | 14.4% | 71% | 61 | 31.15% | 0.4 |
|
| 4842 |
4842
Ledge Wealth Management
Sartell,
Minnesota
| $163M | +$1.85M | +1% | 10.8% | – | 76 | 14.47% | 0.2 |
|
| 4843 |
4843
Veery Capital
Wilmington,
Delaware
| $163M | -$18.1M | -10% | 13.1% | 63.4% | 85 | 18.82% | 1.3 |
|
| 4844 |
4844
Cribstone Capital Management
Augusta,
Maine
| $163M | -$20.1M | -11% | 12.1% | 22.4% | 591 | 32.49% | 2.5 |
|
| 4845 |
4845
Scholtz & Company
Stamford,
Connecticut
| $163M | -$90.7M | -36% | 16% | 89.2% | 60 | 41.67% | 2.2 |
|
| 4846 |
4846
Core Wealth Advisors (Florida)
Lakeland,
Florida
| $163M | -$15.7M | -9% | 12.7% | 59.7% | 245 | 30.2% | 1.4 |
|
| 4847 |
4847
Wealth Management Resources
Smithfield,
Rhode Island
| $163M | +$17.9M | +12% | 7.92% | 37.7% | 46 | 19.57% | 0.5 |
|
| 4848 |
4848
Safeguard Investment Advisory Group
Corona,
California
| $163M | +$16M | +11% | 16.7% | 84.3% | 95 | 8.42% | 1.2 |
|
| 4849 |
4849
First City Capital Management
Savannah,
Georgia
| $162M | -$19.1M | -10% | 7.86% | 76.5% | 173 | 9.25% | 5.2 |
|
| 4850 |
4850
Harvest Group Wealth Management
Waltham,
Massachusetts
| $162M | -$13.6M | -8% | 10.4% | 28.1% | 223 | 45.74% | 0.6 |
|