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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4851 |
SCM
4851
Stonehill Capital Management
New York
| $350M | +$153M | +77% | 1.3% | 117% | 21 | 57.14% | 0.5 |
|
| 4852 |
4852
Attestor Capital
Grand Cayman,
Cayman Islands
| $350M | -$29.4M | -8% | 11.6% | – | 9 | 66.67% | 0.4 |
|
| 4853 |
4853
Oxler Private Wealth
Rye Brook,
New York
| $350M | +$30.6M | +10% | 13.7% | 119% | 97 | 9.28% | 4 |
|
| 4854 |
4854
PKO BP Bankowy Universal Pension Society
Warsaw,
Poland
| $350M | +$136M | +64% | 133% | – | 13 | 0% | 1.3 |
|
| 4855 |
4855
Kirkwood Financial Services
San Antonio,
Texas
| $350M | +$58.1M | +20% | 16.3% | – | 43 | 11.63% | 0.9 |
|
| 4856 |
4856
Your Advocates Ltd
Houston,
Texas
| $350M | +$22M | +7% | 7.96% | 50% | 249 | 22.89% | 3.1 |
|
| 4857 |
4857
Yukon Wealth Management
Overland Park,
Kansas
| $349M | +$182M | +109% | 13.3% | – | 135 | 43.7% | 0.7 |
|
| 4858 |
4858
Arrowroot Family Office
Marina Del Rey,
California
| $349M | +$46.8M | +15% | 11.1% | – | 182 | 18.68% | 1.9 |
|
| 4859 |
4859
Denver Wealth Management
Denver,
Colorado
| $349M | +$58.6M | +20% | 16.3% | 64.4% | 117 | 21.37% | 2.5 |
|
| 4860 |
4860
Planned Solutions
Folsom,
California
| $349M | +$43.4M | +14% | 14.8% | 68.3% | 164 | 20.73% | 2.7 |
|
| 4861 |
4861
Robinswood Financial
Kirkland,
Washington
| $349M | +$31.1M | +10% | 7.84% | 43.2% | 457 | 12.25% | 2 |
|
| 4862 |
4862
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $349M | +$47.8M | +16% | 12.7% | 59.6% | 150 | 12.67% | 3.1 |
|
| 4863 |
4863
Riverview Capital Advisers
Boston,
Massachusetts
| $349M | +$49.1M | +16% | 28.2% | 84.8% | 95 | 16.84% | 2.6 |
|
| 4864 |
4864
Auour Investments
Woburn,
Massachusetts
| $349M | +$30.8M | +10% | 7.66% | 39.2% | 98 | 10.2% | 2.2 |
|
| 4865 |
4865
Future Fund LLC
Chicago,
Illinois
| $349M | +$64.4M | +23% | 20.1% | 93.1% | 137 | 21.17% | 1.1 |
|
| 4866 |
TIM
4866
Timelo Investment Management
Aurora,
Ontario, Canada
| $349M | +$222M | +175% | 2.9% | 104% | 65 | 46.15% | 0.4 |
|
| 4867 |
4867
Parkshore Wealth Management
Granite Bay,
California
| $348M | +$49M | +16% | 10.7% | – | 72 | 4.17% | 1.3 |
|
| 4868 |
4868
PCJ Investment Counsel
Toronto,
Ontario, Canada
| $348M | -$4.17M | -1% | 4.56% | 164% | 68 | 22.06% | 3.3 |
|
| 4869 |
4869
Tieton Capital Management
Yakima,
Washington
| $348M | +$49.2M | +16% | 18.5% | 172% | 38 | 10.53% | 5.4 |
|
| 4870 |
4870
Pines Wealth Management
Southern Pines,
North Carolina
| $348M | +$38.8M | +13% | 17.9% | – | 232 | 12.5% | 1.3 |
|
| 4871 |
4871
First United Bank & Trust
Oakland,
Maryland
| $348M | +$39.7M | +13% | 14.1% | 78% | 425 | 8.24% | 3.9 |
|
| 4872 |
4872
Dorval Corp
Maple Grove,
Minnesota
| $347M | +$25.2M | +8% | 5.69% | 29.6% | 49 | 8.16% | 1.7 |
|
| 4873 |
4873
Highview Capital Management
Buffalo Grove,
Illinois
| $347M | +$72.3M | +26% | 24.7% | 123% | 133 | 35.34% | 2.1 |
|
| 4874 |
SAMT
4874
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| $347M | +$27.1M | +8% | 11.3% | 68.4% | 84 | 14.29% | 4.2 |
|
| 4875 |
CAM
4875
CPA Asset Management
West Palm Beach,
Florida
| $347M | +$49.1M | +16% | 8.73% | 53.3% | 102 | 7.84% | 2.4 |
|