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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4951 |
4951
Greenfield Seitz Capital Management
Dallas,
Texas
| $336M | +$4.22M | +1% | 7.19% | 88.5% | 116 | 12.07% | 2 |
|
| 4952 |
4952
Red Lighthouse Investment Management
New York
| $336M | +$39.5M | +13% | 12.5% | 63.4% | 85 | 5.88% | 2.1 |
|
| 4953 |
4953
Adirondack Trust Company
Saratoga Springs,
New York
| $336M | +$38M | +13% | 16.7% | 96.7% | 576 | 8.68% | 6.2 |
|
| 4954 |
4954
OneAscent Wealth Management
Birmingham,
Alabama
| $336M | +$33.1M | +11% | 11.6% | 50.6% | 186 | 24.73% | 1.7 |
|
| 4955 |
4955
Jessup Wealth Management
Dayton,
Ohio
| $335M | +$61.3M | +22% | 35.5% | 181% | 86 | 15.12% | 1.8 |
|
| 4956 |
4956
Persistent Asset Partners
Hong Kong
| $335M | +$66.9M | +25% | 61.4% | – | 938 | 79.96% | 0.1 |
|
| 4957 |
PI
4957
Pennant Investors
Summit,
New Jersey
| $335M | -$26.1M | -7% | 13.5% | 372% | 18 | 16.67% | 3.3 |
|
| 4958 |
4958
TPG Financial Advisors
Portland,
Oregon
| $335M | +$27.4M | +9% | 8.28% | – | 86 | 17.44% | 3.4 |
|
| 4959 |
4959
Seaview Investment Managers
Miami,
Florida
| $335M | +$57.4M | +21% | 33.6% | 148% | 94 | 23.4% | 1.3 |
|
| 4960 |
4960
Spinecap SAS
Paris,
France
| $335M | +$62.2M | +23% | 7.51% | – | 16 | 6.25% | 1 |
|
| 4961 |
4961
BHK Investment Advisors
Birmingham,
Alabama
| $335M | +$35.5M | +12% | 14.3% | 54.6% | 83 | 9.64% | 4.5 |
|
| 4962 |
4962
Trustees of Dartmouth College
Hanover,
New Hampshire
| $335M | +$83M | +33% | 12.8% | 52.5% | 13 | 30.77% | 1.5 |
|
| 4963 |
4963
Arkfeld Wealth Strategies
Omaha,
Nebraska
| $334M | +$18.3M | +6% | 8.32% | 90.8% | 124 | 11.29% | 3.4 |
|
| 4964 |
WHGC
4964
Wealth High Governance Capital
Sao Paulo,
Brazil
| $334M | +$1.2M | +0.4% | 61.2% | 622% | 65 | 75.38% | 0.2 |
|
| 4965 |
4965
Core Alternative Capital
Peachtree Corners,
Georgia
| $334M | -$4.59M | -1% | 16.9% | 74.5% | 208 | 4.81% | 4.3 |
|
| 4966 |
4966
Saiph Capital
Wyckoff,
New Jersey
| $334M | +$69.8M | +26% | 12.3% | 52.4% | 135 | 46.67% | 1.2 |
|
| 4967 |
4967
Slagle Financial
Edwardsville,
Illinois
| $334M | +$31.1M | +10% | 12.8% | 77.9% | 148 | 32.43% | 1.8 |
|
| 4968 |
4968
Henry James International Management
New York
| $334M | +$56.9M | +21% | 27.8% | 125% | 99 | 13.13% | 5.9 |
|
| 4969 |
4969
Elevation Wealth Partners
Santa Rosa,
California
| $334M | +$54.7M | +20% | 14.8% | 69.9% | 1,366 | 25.77% | 1.2 |
|
| 4970 |
AFA
4970
Alta Fundamental Advisers
New York
| $333M | +$68.2M | +26% | 17.8% | 340% | 30 | 36.67% | 1.7 |
|
| 4971 |
GDS
4971
Gimbel Daniel Scott
| $333M | -$102M | -23% | 23.3% | 57.1% | 2 | 0% | 5.5 |
|
| 4972 |
4972
Costello Asset Management
Feasterville,
Pennsylvania
| $333M | +$44M | +15% | 12.4% | 65.9% | 727 | 8.12% | 1.9 |
|
| 4973 |
4973
S&T Bank
Indiana,
Pennsylvania
| $333M | +$65.4M | +24% | 57.2% | 193% | 453 | 11.04% | 2.4 |
|
| 4974 |
4974
Goepper Burkhardt
Greenville,
South Carolina
| $333M | +$33.8M | +11% | 11.1% | 50.4% | 104 | 11.54% | 3.3 |
|
| 4975 |
4975
Vista Investment Management
Pittsburgh,
Pennsylvania
| $333M | +$32.1M | +11% | 12.8% | 54.4% | 180 | 3.33% | 5.6 |
|