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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4876 |
4876
Transatlantique Private Wealth
New York
| $229M | +$14.9M | +7% | 10.1% | 88.6% | 224 | 12.5% | 1.3 |
|
| 4877 |
4877
Kaye Capital Management
El Segundo,
California
| $229M | +$5.79M | +3% | 5.68% | – | 39 | 15.38% | 1 |
|
| 4878 |
4878
TIFF Advisory Services
Radnor,
Pennsylvania
| $229M | +$18.1M | +9% | 8.3% | 86.3% | 26 | 23.08% | 1.5 |
|
| 4879 |
4879
Keystone Financial Services (Colorado)
Loveland,
Colorado
| $229M | +$17.6M | +8% | 7.7% | 66% | 92 | 17.39% | 1.5 |
|
| 4880 |
KLC
4880
Kent Lake Capital
Reno,
Nevada
| $229M | -$29.8M | -12% | 8.05% | 92.1% | 62 | 54.84% | 0.7 |
|
| 4881 |
4881
Newbridge Financial Services Group
Boca Raton,
Florida
| $229M | +$24.4M | +12% | 15.9% | 189% | 1,337 | 28.05% | 2 |
|
| 4882 |
4882
Alaethes Wealth
Glenbrook,
Nevada
| $229M | +$17.6M | +8% | 11.2% | 96.4% | 120 | 14.17% | 2 |
|
| 4883 |
4883
Beddow Capital Management
Jackson,
Wyoming
| $229M | +$14M | +6% | 6.65% | 50.7% | 61 | 9.84% | 4.7 |
|
| 4884 |
4884
Accuvest Global Advisors
Provo,
Utah
| $229M | +$135M | +144% | 21.9% | 163% | 127 | 52.76% | 0.9 |
|
| 4885 |
4885
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $229M | +$23.8M | +12% | 7.54% | 82% | 87 | 25.29% | 2.7 |
|
| 4886 |
4886
TTP Investments
San Jose,
California
| $229M | -$3.59M | -2% | 15.2% | 232% | 35 | 22.86% | 1.7 |
|
| 4887 |
4887
Davis Investment Partners
Charlotte,
North Carolina
| $228M | +$22M | +11% | 8.97% | 97.8% | 124 | 17.74% | 1 |
|
| 4888 |
4888
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $228M | +$29.6M | +15% | 41.2% | 282% | 37 | 35.14% | 1.6 |
|
| 4889 |
4889
Rakuten Securities
Tokyo,
Japan
| $228M | +$102M | +80% | 60% | 999% | 773 | 28.46% | 0.2 |
|
| 4890 |
4890
Yeomans Consulting Group
Marietta,
Georgia
| $228M | +$27.5M | +14% | 7.46% | – | 84 | 35.71% | 0.2 |
|
| 4891 |
4891
Ceera Investments
Bellaire,
Texas
| $228M | +$16M | +8% | 6.92% | 56.1% | 90 | 12.22% | 1.7 |
|
| 4892 |
4892
Monte Financial Group
Guilford,
Connecticut
| $228M | +$14M | +7% | 10.5% | 66.7% | 86 | 6.98% | 3.3 |
|
| 4893 |
4893
Libra Wealth
Los Gatos,
California
| $228M | +$27M | +13% | 7.18% | 58.2% | 56 | 8.93% | 1.5 |
|
| 4894 |
SC
4894
Schulhoff & Co
Cincinnati,
Ohio
| $228M | +$18.3M | +9% | 8.56% | 51.8% | 127 | 5.51% | 7.2 |
|
| 4895 |
4895
Buska Wealth Management
Wausau,
Wisconsin
| $228M | – | – | 7.75% | – | 52 | – | 0 |
|
| 4896 |
4896
Socha Financial Group
Corning,
New York
| $228M | +$19.6M | +9% | 8.25% | 88.4% | 34 | 23.53% | 1.3 |
|
| 4897 |
FFG
4897
Fortem Financial Group
Palm Desert,
California
| $228M | +$26.8M | +13% | 12.6% | 183% | 172 | 9.88% | 2.1 |
|
| 4898 |
4898
Atlantic Investment Management
New York
| $228M | +$8.77M | +4% | 8.45% | 28.8% | 11 | 9.09% | 1.7 |
|
| 4899 |
4899
Hengistbury Investment Partners
London,
United Kingdom
| $228M | -$19.2M | -8% | 4.43% | 108% | 6 | 16.67% | 3.5 |
|
| 4900 |
4900
Pinnacle Financial Group
Western Springs,
Illinois
| $228M | +$32.4M | +17% | 6.44% | 59.1% | 66 | 6.06% | 1.8 |
|