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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5126 |
5126
Shaker Investments
Cleveland,
Ohio
| $239M | -$1.15M | -0.5% | 7.03% | 216% | 102 | 24.51% | 2.5 |
|
| 5127 |
5127
Forager Capital Management
Birmingham,
Alabama
| $239M | -$15.5M | -6% | 1.34% | 52.6% | 14 | 14.29% | 2.3 |
|
| 5128 |
5128
KFA Private Wealth Group
Tysons,
Virginia
| $239M | +$29.3M | +14% | 1.34% | 62.8% | 92 | 13.04% | 2.7 |
|
| 5129 |
5129
Invenio Wealth Partners
Coral Gables,
Florida
| $239M | +$7.61M | +3% | 1.37% | 55.5% | 105 | 12.38% | 1.1 |
|
| 5130 |
5130
Thomas Story & Son
Culver,
Indiana
| $239M | -$6.48M | -3% | 0.8% | 101% | 53 | 5.66% | 7.2 |
|
| 5131 |
5131
Nightview Capital
Austin,
Texas
| $239M | +$110M | +86% | 47.9% | 170% | 9 | 66.67% | 3 |
|
| 5132 |
5132
Hanover Advisors
Seneca,
South Carolina
| $238M | +$202K | +0.1% | 0.7% | – | 97 | 10.31% | 0.9 |
|
| 5133 |
5133
EntryPoint Capital
New York
| $238M | +$62.2M | +35% | 0.51% | – | 1,009 | 72.35% | 0.3 |
|
| 5134 |
5134
Machina Capital
Paris,
France
| $238M | -$13.8M | -5% | 1.92% | 42.5% | 376 | 56.91% | 0.4 |
|
| 5135 |
5135
Strategic Equity Management
Tucson,
Arizona
| $237M | +$26.5M | +13% | 1.26% | 74.9% | 59 | 20.34% | 1.3 |
|
| 5136 |
5136
Eos Management LP
New York
| $237M | -$48.5M | -17% | 12% | 149% | 45 | 15.56% | 3 |
|
| 5137 |
5137
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $237M | +$281K | +0.1% | 0.86% | 66.8% | 108 | 6.48% | 6.2 |
|
| 5138 |
5138
Davis Investment Partners
Charlotte,
North Carolina
| $237M | -$1.49M | -0.6% | 0.53% | 97.8% | 133 | 18.8% | 1.4 |
|
| 5139 |
5139
Gold Investment Management
Edmonton,
Alberta, Canada
| $237M | -$1.75M | -0.7% | 1.01% | 117% | 215 | 3.26% | 1 |
|
| 5140 |
5140
Barrett & Company
Providence,
Rhode Island
| $237M | +$6.21M | +3% | 1.11% | 83.6% | 625 | 9.92% | 1.9 |
|
| 5141 |
PIP
5141
Palisades Investment Partners
Santa Monica,
California
| $237M | +$7.26M | +3% | 10.4% | – | 46 | 23.91% | 0.4 |
|
| 5142 |
5142
Twin Peaks Wealth Advisors
Burlingame,
California
| $237M | +$19.9M | +9% | 3.75% | – | 147 | 15.65% | 0.8 |
|
| 5143 |
5143
United Bank (Georgia)
Zebulon,
Georgia
| $237M | +$19.9M | +9% | 0.38% | 93.7% | 112 | 11.61% | 4.6 |
|
| 5144 |
5144
Elevation Wealth Partners
Santa Rosa,
California
| $237M | +$3.71M | +2% | 0.06% | 69.9% | 534 | 16.85% | 1.2 |
|
| 5145 |
5145
Intrepid Financial Planning Group
Carmel,
Indiana
| $237M | +$3.16M | +1% | 3.54% | 92.5% | 132 | 11.36% | 1.9 |
|
| 5146 |
5146
GPM Growth Investors
Bloomfield Hills,
Michigan
| $237M | -$3.69M | -2% | 0.8% | – | 46 | 8.7% | 3.1 |
|
| 5147 |
5147
Teramo Advisors
Naples,
Florida
| $237M | -$71.3M | -23% | 3.04% | 72.1% | 7 | 0% | 2.3 |
|
| 5148 |
5148
BIP Alliance
Atlanta,
Georgia
| $236M | – | – | 0.45% | – | 48 | – | 0 |
|
| 5149 |
KLP
5149
Kent Lake PR
Anasco,
Puerto Rico
| $236M | -$15.4M | -6% | 7.38% | – | 61 | 54.1% | 0.2 |
|
| 5150 |
5150
Absolute Gestao de Investimentos
Sao Paulo,
Brazil
| $236M | -$68.5M | -22% | 8.2% | – | 68 | 75% | 0.2 |
|