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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5251 |
5251
Sandbar Asset Management
London,
United Kingdom
| $167M | -$33.6M | -17% | 0.39% | 128% | 73 | 57.53% | 0.7 |
|
| 5252 |
5252
AllSquare Wealth Management
Albany,
New York
| $167M | -$5.18M | -3% | 3.21% | 62.4% | 543 | 10.31% | 3.7 |
|
| 5253 |
5253
Sterneck Capital Management
Kansas City,
Missouri
| $167M | -$2.51M | -1% | 3.88% | 61.5% | 112 | 13.39% | 3.7 |
|
| 5254 |
5254
Brookmont Capital Management
Dallas,
Texas
| $167M | -$22.6M | -12% | 9.16% | 32.2% | 61 | 6.56% | 5.1 |
|
| 5255 |
5255
Signet Investment Advisory Group
Providence,
Rhode Island
| $166M | -$9.6M | -5% | 1.12% | 59.6% | 86 | 3.49% | 2.4 |
|
| 5256 |
5256
Orion Capital Management
Coronado,
California
| $166M | -$9.8M | -6% | 6.07% | 75.3% | 428 | 17.52% | 0.9 |
|
| 5257 |
SIP
5257
Scott Investment Partners
Henley-On-Thames,
United Kingdom
| $166M | +$6.05M | +4% | 1.74% | 44% | 44 | 0% | 1.2 |
|
| 5258 |
5258
Crestwood Capital Management
New York
| $166M | -$57.2M | -26% | 15.6% | 203% | 25 | 32% | 2.4 |
|
| 5259 |
5259
Red Cedar Capital
Omaha,
Nebraska
| $166M | -$9.45M | -5% | 3.61% | 43% | 177 | 6.21% | 3.1 |
|
| 5260 |
5260
Bennett Selby Investments
Falmouth,
Maine
| $166M | -$7.14M | -4% | 8.82% | 82.1% | 70 | 27.14% | 1 |
|
| 5261 |
5261
Michael & Susan Dell Foundation
New York
| $166M | +$27.4M | +20% | 9.71% | 238% | 5 | 40% | 0.9 |
|
| 5262 |
5262
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
| $166M | -$194M | -54% | 53.9% | 407% | 1 | 0% | 0.3 |
|
| 5263 |
5263
DB Wealth Management Group
San Diego,
California
| $166M | -$3.14M | -2% | 4.09% | 19% | 402 | 32.84% | 1 |
|
| 5264 |
5264
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
| $166M | +$12.2M | +8% | 4.39% | 65.3% | 119 | 33.61% | 0.8 |
|
| 5265 |
5265
Mountain Lake Investment Management
Boca Raton,
Florida
| $166M | -$43.5M | -21% | 36.4% | 64% | 30 | 30% | 1.7 |
|
| 5266 |
5266
Norris Financial Group
Greenville,
South Carolina
| $166M | -$113K | -0.1% | 2.19% | 142% | 109 | 44.04% | 0.9 |
|
| 5267 |
5267
G2VP I Associates
Portola Valley,
California
| $166M | -$13.6M | -8% | 7.57% | – | 1 | 0% | 0.3 |
|
| 5268 |
5268
City State Bank
Norwalk,
Iowa
| $166M | +$3.26M | +2% | 1.47% | 79.1% | 718 | 12.95% | 0.2 |
|
| 5269 |
5269
Texas Capital Bancshares
Dallas,
Texas
| $165M | -$1.77M | -1% | 3.91% | 175% | 91 | 17.58% | 2.1 |
|
| 5270 |
SSCM
5270
Summit Street Capital Management
New York
| $165M | +$4.95M | +3% | 3.25% | 217% | 32 | 3.13% | 3.7 |
|
| 5271 |
5271
First National Bank of South Miami
South Miami,
Florida
| $165M | +$6K | +0% | 3.63% | 35.2% | 361 | 5.26% | 2.3 |
|
| 5272 |
5272
TPG Financial Advisors
Portland,
Oregon
| $165M | +$2.01M | +1% | 4.9% | – | 38 | 2.63% | 2.3 |
|
| 5273 |
5273
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
| $165M | +$25.1M | +18% | 7.29% | 96.2% | 67 | 74.63% | 0.1 |
|
| 5274 |
5274
Field & Main Bank
Henderson,
Kentucky
| $165M | -$8.19M | -5% | 2.67% | 107% | 236 | 5.93% | 4.8 |
|
| 5275 |
5275
Solas Capital Management
Darien,
Connecticut
| $165M | +$24.9M | +18% | 2.34% | 62.5% | 31 | 48.39% | 1 |
|