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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
5101
Half Sky Capital (UK)
London,
United Kingdom
| $156M | +$1.53M | +1% | 13.9% | 13% | 10 | 30% | 0.8 |
|
| 5102 |
5102
Pinnbrook Capital Management
New York
| $156M | -$7.95M | -5% | 17.8% | 913% | 68 | 82.35% | 0.2 |
|
| 5103 |
5103
Exane Asset Management
Paris,
France
| $156M | +$6.11M | +4% | 14.7% | 74.5% | 11 | 63.64% | 1.1 |
|
| 5104 |
5104
Blue Square Asset Management
New York
| $156M | +$8.67M | +6% | 0.66% | 104% | 35 | 54.29% | 1.3 |
|
| 5105 |
5105
Whitford Management
New York
| $156M | – | – | 8.95% | 76.2% | 30 | – | 0 |
|
| 5106 |
WHAM
5106
Windmill Hill Asset Management
Waddesdon,
United Kingdom
| $156M | -$15.8M | -9% | 5.99% | 98.1% | 33 | 36.36% | 0.6 |
|
| 5107 |
5107
Bayshore Asset Management
Coral Gables,
Florida
| $155M | +$23M | +17% | 11.5% | 62.3% | 31 | 6.45% | 0.8 |
|
| 5108 |
5108
Harbor Group
Bedford,
New Hampshire
| $155M | +$17.7M | +13% | 7.64% | 43% | 59 | 18.64% | 1.4 |
|
| 5109 |
5109
Peoples Bank (Ohio)
Marietta,
Ohio
| $155M | +$5.99M | +4% | 7.92% | 78.9% | 128 | 20.31% | 3.7 |
|
| 5110 |
5110
Tradewinds LLC
Raleigh,
North Carolina
| $155M | +$17.5M | +13% | 4.78% | – | 215 | 95.81% | 0 |
|
| 5111 |
5111
Slocum, Gordon & Co
Newport,
Rhode Island
| $155M | – | – | 14.7% | 65.3% | 142 | – | 0 |
|
| 5112 |
TL
5112
TowerView LLC
New York
| $155M | -$18.8M | -11% | 14.3% | 17.9% | 38 | 50% | 3 |
|
| 5113 |
5113
Field & Main Bank
Henderson,
Kentucky
| $155M | +$6.19M | +4% | 9.86% | 107% | 277 | 9.39% | 4.5 |
|
| 5114 |
5114
1492 Capital Management
Milwaukee,
Wisconsin
| $155M | +$16.2M | +12% | 19% | 332% | 127 | 34.65% | 1.4 |
|
| 5115 |
5115
Laurel Wealth Planning
Edina,
Minnesota
| $155M | +$19.2M | +14% | 8.46% | 53.1% | 224 | 4.02% | 1.4 |
|
| 5116 |
5116
Two Point Capital Management
Pittsford,
New York
| $155M | – | – | 11.6% | – | 22 | – | 0 |
|
| 5117 |
AAG
5117
Avalon Advisory Group
Wexford,
Pennsylvania
| $155M | -$4.66M | -3% | 4.75% | 46% | 9 | 22.22% | 2.9 |
|
| 5118 |
5118
Newton One Investments
Newark,
Delaware
| $155M | +$14.5M | +10% | 6.27% | 42% | 124 | 8.06% | 1.6 |
|
| 5119 |
5119
Greenhaven Road Investment Management
Greenwich,
Connecticut
| $155M | -$11.4M | -7% | 1.81% | 70.2% | 43 | 25.58% | 1.4 |
|
| 5120 |
5120
Bouvel Investment Partners
Phoenixville,
Pennsylvania
| $155M | +$4.95M | +3% | 5.54% | 199% | 69 | 5.8% | 1.6 |
|
| 5121 |
5121
Soundmark Wealth Management
Kirkland,
Washington
| $155M | +$12.3M | +9% | 8.85% | 17.2% | 61 | 9.84% | 1.6 |
|
| 5122 |
5122
MBE Wealth Management
Tomah,
Wisconsin
| $155M | +$17.9M | +13% | 6.81% | 66.5% | 67 | 11.94% | 1.8 |
|
| 5123 |
5123
Catterton Management Company
Greenwich,
Connecticut
| $155M | -$167M | -52% | 15.9% | 13.2% | 3 | 0% | 1.8 |
|
| 5124 |
5124
GoalVest Advisory
New York
| $155M | +$12.3M | +9% | 7.86% | 94.8% | 274 | 16.42% | 1.3 |
|
| 5125 |
FSA
5125
Financial Services Advisory
Rockville,
Maryland
| $155M | +$127M | +465% | 6.8% | 82.5% | 35 | 77.14% | 0.4 |
|