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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5226 |
EP
5226
Elkhorn Partners
Omaha,
Nebraska
| $178M | +$12.2M | +7% | 9.44% | 32.2% | 44 | 13.64% | 4.1 |
|
| 5227 |
5227
Founders Fund Growth Management
San Francisco,
California
| $177M | – | – | 17.6% | 48.9% | 4 | – | 0 |
|
| 5228 |
RWG
5228
Regal Wealth Group
Seal Beach,
California
| $177M | +$10.9M | +7% | 6.99% | 17% | 51 | 3.92% | 4.8 |
|
| 5229 |
5229
Armor Investment Advisors
Raleigh,
North Carolina
| $177M | +$18M | +11% | 6.45% | 62% | 167 | 8.98% | 3.6 |
|
| 5230 |
5230
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
| $177M | -$145K | -0.1% | 2.35% | 34.5% | 43 | 0% | 1.5 |
|
| 5231 |
5231
Cape Ann Asset Management
London,
United Kingdom
| $177M | -$22.1M | -11% | 2.86% | 199% | 10 | 40% | 1.3 |
|
| 5232 |
5232
Your Advocates Ltd
Houston,
Texas
| $177M | +$22.6M | +15% | 1.2% | 53.6% | 230 | 18.7% | 1 |
|
| 5233 |
5233
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| $177M | +$26M | +17% | 9.31% | 62% | 299 | 11.71% | 1.3 |
|
| 5234 |
5234
SR One Capital Management
Wayne,
Pennsylvania
| $177M | – | – | 18% | 656% | 2 | – | 0 |
|
| 5235 |
5235
Centennial Wealth Advisory
Traverse City,
Michigan
| $177M | +$9.48M | +6% | 6.94% | 63% | 99 | 22.22% | 0.6 |
|
| 5236 |
5236
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| $177M | +$5.26M | +3% | 5.46% | 38.4% | 13 | 30.77% | 1.5 |
|
| 5237 |
HCM
5237
Hall Capital Management
Barrington,
Rhode Island
| $177M | +$20.2M | +13% | 11.6% | – | 98 | 6.12% | 4.4 |
|
| 5238 |
5238
XTX Topco
George Town,
Cayman Islands
| $177M | -$121M | -41% | 2.49% | 87.3% | 1,117 | 84.06% | 0.1 |
|
| 5239 |
5239
Camarda Financial Advisors
Fleming Island,
Florida
| $177M | +$28.3M | +19% | 11.1% | 196% | 116 | 57.76% | 0.9 |
|
| 5240 |
5240
TL Private Wealth
Southlake,
Texas
| $177M | -$6.35M | -3% | 5.75% | 50.6% | 51 | 3.92% | 1.7 |
|
| 5241 |
SI
5241
Saxon Interests
Houston,
Texas
| $177M | – | – | 8.32% | 81.2% | 125 | – | 0 |
|
| 5242 |
CSA
5242
Cottage Street Advisors
Marion,
Massachusetts
| $177M | +$27.9M | +19% | 10.1% | 95.8% | 109 | 22.94% | 3 |
|
| 5243 |
5243
One Charles Private Wealth Services
Hingham,
Massachusetts
| $177M | +$2.97M | +2% | 5.06% | 99.7% | 136 | 23.53% | 0.6 |
|
| 5244 |
5244
Passive Capital Management
Baltimore,
Maryland
| $177M | – | – | 5.82% | 37.7% | 48 | – | 0 |
|
| 5245 |
5245
Baron Financial Group
Fair Lawn,
New Jersey
| $176M | +$11.8M | +7% | 3.5% | 55.5% | 226 | 3.1% | 1.2 |
|
| 5246 |
5246
NEPC LLC
Boston,
Massachusetts
| $176M | -$164M | -48% | 4.06% | 21.3% | 52 | 42.31% | 1.4 |
|
| 5247 |
5247
Marlowe Partners
New York
| $176M | +$8.41M | +5% | 6.83% | 16.3% | 10 | 40% | 1.4 |
|
| 5248 |
5248
Anabranch Capital Management
Stamford,
Connecticut
| $176M | +$2.16M | +1% | 3.97% | 139% | 8 | 12.5% | 0.8 |
|
| 5249 |
CI
5249
Carroll Investors
Mt Pleasant,
South Carolina
| $176M | – | – | 11.9% | 241% | 202 | – | 0 |
|
| 5250 |
5250
Beddow Capital Management
Jackson,
Wyoming
| $176M | +$9.18M | +5% | 3.1% | 50.7% | 53 | 11.32% | 3.9 |
|