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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
5076
Heronetta Management
New York
| $139M | -$3.69M | -3% | 4.94% | 59.7% | 24 | 0% | 6.4 |
|
| 5077 |
5077
Pavion Blue Capital
Newport Beach,
California
| $139M | -$8.67M | -6% | 6.13% | 77.6% | 92 | 6.52% | 2.2 |
|
| 5078 |
5078
Leeward Financial Partners
Bellevue,
Washington
| $139M | -$6.24M | -4% | 5.09% | 97.9% | 69 | 10.14% | 0.7 |
|
| 5079 |
5079
Kelleher Financial Advisors
New York
| $139M | -$82.8M | -37% | 4.92% | 72.4% | 149 | 29.53% | 3.5 |
|
| 5080 |
SV
5080
Stilwell Value
New York
| $139M | -$5.59M | -4% | 7.35% | 87.9% | 42 | 16.67% | 3.6 |
|
| 5081 |
5081
Main Management Fund Advisors
San Francisco,
California
| $139M | -$2.16M | -2% | 5.25% | 80% | 9 | 22.22% | 0.7 |
|
| 5082 |
5082
Acute Investment Advisory
Mesa,
Arizona
| $139M | +$10.6M | +8% | 2.97% | 15% | 37 | 54.05% | 0.4 |
|
| 5083 |
5083
BCK Capital Management
Stamford,
Connecticut
| $139M | +$10.4M | +8% | 15.8% | 161% | 126 | 46.03% | 0.5 |
|
| 5084 |
HPC
5084
Hobart Private Capital
Charlotte,
North Carolina
| $139M | -$74.8M | -35% | 5.56% | 60% | 40 | 20% | 1.8 |
|
| 5085 |
5085
Adalta Capital Management
New York
| $139M | -$14.8M | -10% | 5.78% | 80.4% | 102 | 14.71% | 2.7 |
|
| 5086 |
5086
Values First Advisors
Gray,
Tennessee
| $139M | -$1.6M | -1% | 0.29% | 87.6% | 165 | 10.3% | 1.8 |
|
| 5087 |
5087
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| $139M | -$6.53M | -4% | 4.04% | 38.1% | 25 | 20% | 1.3 |
|
| 5088 |
5088
One01 Capital
Burlingame,
California
| $139M | -$51M | -27% | 4.68% | 123% | 19 | 57.89% | 0.4 |
|
| 5089 |
PWP
5089
Pursue Wealth Partners
Clayton,
California
| $139M | -$18M | -11% | 4.57% | 108% | 127 | 23.62% | 0.6 |
|
| 5090 |
5090
Brightlight Capital Management
Westport,
Connecticut
| $139M | -$20.6M | -13% | 9.31% | 202% | 13 | 30.77% | 1.7 |
|
| 5091 |
5091
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $139M | -$11.6M | -8% | 7.6% | 60.5% | 8 | 0% | 1.9 |
|
| 5092 |
5092
1492 Capital Management
Milwaukee,
Wisconsin
| $139M | -$13.2M | -9% | 1.56% | 332% | 132 | 34.85% | 1.4 |
|
| 5093 |
5093
Prime Movers Lab
Jackson,
Wyoming
| $139M | -$48.9M | -26% | 18.1% | – | 5 | 0% | 0.7 |
|
| 5094 |
5094
Beta Wealth Group
San Diego,
California
| $139M | -$10.4M | -7% | 5.14% | 45.4% | 98 | 19.39% | 1.1 |
|
| 5095 |
5095
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
| $139M | – | – | 8.36% | 31.7% | 43 | – | 0 |
|
| 5096 |
5096
Pensionfund DSM Netherlands
Sittard,
Netherlands
| $139M | -$19.6M | -12% | 10.9% | 36.9% | 82 | 6.1% | 5.9 |
|
| 5097 |
5097
Greenfield Savings Bank
Greenfield,
Massachusetts
| $138M | -$10.7M | -7% | 5.39% | 108% | 142 | 7.75% | 0.2 |
|
| 5098 |
5098
AllSquare Wealth Management
Albany,
New York
| $138M | -$8.62M | -6% | 5.66% | 62.4% | 546 | 5.13% | 4 |
|
| 5099 |
5099
Retirement Planning Company of New England
Warwick,
Rhode Island
| $138M | -$8.33M | -6% | 5.67% | 125% | 222 | 9.91% | 0.7 |
|
| 5100 |
5100
Pacifica Partners
Surrey,
Canada
| $138M | -$6.72M | -5% | 6.25% | 127% | 515 | 10.87% | 1.9 |
|