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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4901 |
4901
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $169M | +$15.6M | +10% | 13.7% | 304% | 253 | 40.32% | 2.7 |
|
| 4902 |
LWMM
4902
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| $169M | +$20.5M | +14% | 7.83% | 105% | 78 | 11.54% | 2.5 |
|
| 4903 |
4903
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $169M | -$31.1M | -16% | 7.05% | 38.5% | 155 | 59.35% | 2.4 |
|
| 4904 |
4904
Soviero Asset Management
New York
| $169M | -$101M | -37% | 53.3% | 676% | 41 | 60.98% | 0.7 |
|
| 4905 |
4905
Element Capital Management
New York
| $168M | -$40.3M | -19% | 16% | 49.4% | 159 | 98.74% | 0.3 |
|
| 4906 |
4906
HighVista Strategies
Boston,
Massachusetts
| $168M | -$6.63M | -4% | 13.3% | 622% | 139 | 43.17% | 0.7 |
|
| 4907 |
4907
O'Keefe Stevens Advisory
Rochester,
New York
| $168M | +$20.5M | +14% | 12.9% | 208% | 40 | 10% | 3.8 |
|
| 4908 |
BOCM
4908
Bontempo Ohly Capital Management
Bethesda,
Maryland
| $168M | +$17.3M | +11% | 12.2% | 49.6% | 31 | 3.23% | 4.4 |
|
| 4909 |
4909
Point Break Capital Management
Miami,
Florida
| $168M | -$43.9M | -21% | 26.5% | – | 10 | 50% | 1.7 |
|
| 4910 |
4910
Fortis Capital Advisors
Prairie Village,
Kansas
| $168M | – | – | 5.71% | 127% | 664 | – | 0 |
|
| 4911 |
MAM
4911
Milestone Asset Management
Pittsburgh,
Pennsylvania
| $168M | – | – | 5.17% | 64.4% | 70 | – | 0 |
|
| 4912 |
4912
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
| $168M | +$19.5M | +13% | 5.72% | 53.8% | 67 | 19.4% | 0.8 |
|
| 4913 |
4913
Fluent Financial
Dallas,
Texas
| $168M | -$14.4M | -8% | 6.35% | 46.9% | 77 | 22.08% | 1.3 |
|
| 4914 |
4914
Reliant Investment Management
Memphis,
Tennessee
| $168M | +$27.2M | +19% | 16.3% | 129% | 58 | 12.07% | 2.7 |
|
| 4915 |
4915
SummerHaven Investment Management
Stamford,
Connecticut
| $168M | +$23.2M | +16% | 18.9% | 150% | 199 | 0% | 0.9 |
|
| 4916 |
MFC
4916
Mechanics Financial Corp
Mansfield,
Ohio
| $168M | +$14.5M | +9% | 9.83% | 81.6% | 226 | 3.98% | 1 |
|
| 4917 |
4917
St. Johns Investment Management
Jacksonville,
Florida
| $168M | +$15.3M | +10% | 8.86% | 91.9% | 185 | 5.95% | 5.4 |
|
| 4918 |
CCM
4918
Consolidated Capital Management
Burbank,
California
| $168M | +$8.37M | +5% | 5.02% | 166% | 59 | 6.78% | 2.3 |
|
| 4919 |
4919
Helen Stephens Group
Fort Worth,
Texas
| $168M | +$24.9M | +17% | 7.01% | 53.4% | 72 | 23.61% | 0.7 |
|
| 4920 |
4920
Sterling Financial Planning
Sparta,
New Jersey
| $168M | +$25M | +17% | 9.06% | 59.3% | 91 | 9.89% | 1.7 |
|
| 4921 |
4921
UG Investment Advisers
Taipei,
Taiwan
| $168M | – | – | 9.4% | 172% | 26 | – | 0.5 |
|
| 4922 |
4922
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| $167M | +$9.7M | +6% | 6.99% | 58.7% | 52 | 3.85% | 3 |
|
| 4923 |
KLC
4923
Kent Lake Capital
Reno,
Nevada
| $167M | +$14.7M | +10% | 24% | 92.1% | 58 | 70.69% | 0.4 |
|
| 4924 |
4924
Strengthening Families & Communities LLC
Boston,
Massachusetts
| $167M | -$24.6M | -13% | 9.75% | 116% | 562 | 37.01% | 0.8 |
|
| 4925 |
4925
Littlejohn & Co
Greenwich,
Connecticut
| $167M | -$25.4M | -13% | 4.31% | 56.2% | 97 | 49.48% | 1 |
|