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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4926 |
4926
Nixon Capital
Austin,
Texas
| $148M | -$7.75M | -5% | 4.62% | 118% | 22 | 31.82% | 1.1 |
|
| 4927 |
4927
ShankerValleau Wealth Advisors
Skokie,
Illinois
| $148M | -$5.96M | -4% | 6.63% | 60.3% | 17 | 17.65% | 0.7 |
|
| 4928 |
4928
Wela Strategies
Atlanta,
Georgia
| $148M | -$22.7M | -13% | 5.99% | 51.3% | 49 | 16.33% | 2.8 |
|
| 4929 |
4929
Matrix Private Capital Group
New York
| $148M | -$27.7M | -16% | 5.28% | 62.5% | 255 | 25.49% | 2 |
|
| 4930 |
4930
Silverlake Wealth Management
Williston,
Vermont
| $148M | -$5.62M | -4% | 6.39% | 73.3% | 217 | 9.68% | 0.7 |
|
| 4931 |
4931
Impala Asset Management
Palm Beach,
Florida
| $148M | +$42.3M | +40% | 2.01% | 62.6% | 32 | 65.63% | 1.1 |
|
| 4932 |
GIS
4932
Grayhawk Investment Strategies
Calgary,
Alberta, Canada
| $147M | -$80.4M | -35% | 7.81% | 20.3% | 158 | 12.66% | 0.2 |
|
| 4933 |
4933
Bond Capital Management
San Francisco,
California
| $147M | -$98.4M | -40% | 7.56% | 47.5% | 5 | 0% | 0.5 |
|
| 4934 |
4934
Rose Park Advisors
Boston,
Massachusetts
| $147M | -$18.6M | -11% | 30.7% | 11.8% | 1 | 0% | 0.8 |
|
| 4935 |
TCM
4935
Trybe Capital Management
Greenwich,
Connecticut
| $147M | +$25.5M | +21% | 5.94% | 681% | 12 | 8.33% | 1.3 |
|
| 4936 |
LAM
4936
Lountzis Asset Management
Wyomissing,
Pennsylvania
| $147M | -$2.13M | -1% | 2.87% | 144% | 33 | 12.12% | 2.1 |
|
| 4937 |
SFI
4937
Sonic Fund II
Honolulu,
Hawaii
| $147M | -$16.6M | -10% | 1.7% | 119% | 27 | 0% | 1.8 |
|
| 4938 |
4938
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| $147M | -$418K | -0.3% | 0.03% | 76.8% | 12 | 16.67% | 1.7 |
|
| 4939 |
JAMH
4939
Junson Asset Management (HK)
Hong Kong
| $147M | -$165M | -53% | 0.9% | – | 56 | 57.14% | 0.5 |
|
| 4940 |
4940
Round Hill Asset Management
Pasadena,
California
| $147M | -$16.2M | -10% | 9.1% | 43.2% | 60 | 3.33% | 4.4 |
|
| 4941 |
4941
Astoria Portfolio Advisors
New York
| $147M | +$10.1M | +7% | 4.46% | 75.4% | 179 | 25.14% | 0.5 |
|
| 4942 |
4942
Macellum Advisors
New York
| $147M | -$95.5M | -39% | 29.6% | – | 4 | 25% | 0.8 |
|
| 4943 |
4943
Blue Square Asset Management
New York
| $147M | +$100M | +216% | 0.13% | 104% | 47 | 42.55% | 1.4 |
|
| 4944 |
4944
Milestones Administradora de Recursos
Jaragua Do Sul,
Brazil
| $147M | +$9.9M | +7% | 2.9% | 116% | 21 | 19.05% | 0.5 |
|
| 4945 |
4945
Armor Investment Advisors
Raleigh,
North Carolina
| $147M | -$7.48M | -5% | 6% | 56.6% | 173 | 11.56% | 3.9 |
|
| 4946 |
4946
Smart Money Group
Eastland,
Texas
| $147M | +$2.58M | +2% | 4.68% | 58.9% | 51 | 21.57% | 2.6 |
|
| 4947 |
4947
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| $147M | -$18.1M | -11% | 4.77% | 58.9% | 74 | 22.97% | 1.3 |
|
| 4948 |
4948
LRT Capital Management
Austin,
Texas
| $147M | +$13.8M | +10% | 1.48% | 76.2% | 66 | 10.61% | 0.5 |
|
| 4949 |
4949
Scott Capital Advisors
Portland,
Oregon
| $146M | -$1.31M | -0.9% | 5.05% | 50.9% | 41 | 17.07% | 0.7 |
|
| 4950 |
PCR
4950
Potrero Capital Research
San Francisco,
California
| $146M | -$25.6M | -15% | 9.39% | 226% | 59 | 28.81% | 1.2 |
|