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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5276 |
5276
Brick & Kyle Associates
Newtown,
Pennsylvania
| $218M | -$17.1M | -7% | 3.12% | 116% | 63 | 17.46% | 5.6 |
|
| 5277 |
5277
Alta Wealth Advisors
Woburn,
Massachusetts
| $218M | -$10.7M | -5% | 3.78% | 120% | 150 | 18% | 2.4 |
|
| 5278 |
5278
Flynn Zito Capital Management
Garden City,
New York
| $218M | +$2.81M | +1% | 2.95% | 109% | 134 | 13.43% | 1.6 |
|
| 5279 |
DI
5279
Disciplined Investments
Tulsa,
Oklahoma
| $218M | +$15M | +7% | 0.33% | 51.4% | 128 | 4.69% | 3.5 |
|
| 5280 |
5280
1776 Wealth
Atlanta,
Georgia
| $218M | +$88.2K | +0% | 5.7% | 90.4% | 142 | 3.52% | 2.8 |
|
| 5281 |
5281
APEIRON Capital Ltd
Hong Kong
| $218M | -$50.7M | -19% | 21.6% | 362% | 17 | 58.82% | 0.8 |
|
| 5282 |
5282
Anchor Capital Management Group
Aliso Viejo,
California
| $217M | -$58.9M | -21% | 5.43% | – | 19 | 5.26% | 0.2 |
|
| 5283 |
5283
Altman Advisors
Chicago,
Illinois
| $217M | -$17.5M | -7% | 0.54% | 143% | 103 | 15.53% | 2.3 |
|
| 5284 |
MHP
5284
Manatuck Hill Partners
Westport,
Connecticut
| $217M | -$27.1M | -11% | 4.14% | 556% | 135 | 49.63% | 1.3 |
|
| 5285 |
5285
Verisail Partners
Chamblee,
Georgia
| $217M | +$3.27M | +2% | 0.11% | – | 35 | 8.57% | 0.2 |
|
| 5286 |
5286
Aspen Investment Management
Grand Rapids,
Michigan
| $217M | +$1.52M | +0.7% | 0.67% | 92.6% | 155 | 14.84% | 6.5 |
|
| 5287 |
KLP
5287
Kent Lake PR
Anasco,
Puerto Rico
| $217M | -$19.8M | -8% | 12.3% | – | 48 | 52.08% | 0.3 |
|
| 5288 |
5288
Punch Card Management
Winter Park,
Florida
| $217M | -$98.5M | -31% | 12.8% | 41% | 4 | 0% | 3.7 |
|
| 5289 |
5289
Swan Capital
Pensacola,
Florida
| $217M | +$11.6M | +6% | 1.1% | 47.9% | 425 | 20.94% | 0.7 |
|
| 5290 |
5290
Wealthspan Partners
Davenport,
Iowa
| $217M | +$7.18M | +3% | 0.07% | 65% | 116 | 8.62% | 2 |
|
| 5291 |
5291
Pines Wealth Management
Southern Pines,
North Carolina
| $216M | -$13.6M | -6% | 1.33% | – | 218 | 15.14% | 0.2 |
|
| 5292 |
5292
Metropolitan Life Insurance Company (MetLife)
New York
| $216M | -$36.1M | -14% | 2.73% | 50.8% | 10 | 20% | 8.7 |
|
| 5293 |
HRC
5293
Hoertkorn Richard Charles
| $216M | -$27M | -11% | 3.63% | 182% | 82 | 3.66% | 7.9 |
|
| 5294 |
5294
Brown University
Providence,
Rhode Island
| $216M | -$18.5M | -8% | 6.36% | 40.1% | 15 | 26.67% | 1.6 |
|
| 5295 |
5295
1 North Wealth Services
Annapolis,
Maryland
| $216M | -$20M | -8% | 0.6% | – | 276 | 76.81% | 0.9 |
|
| 5296 |
5296
Tealwood Asset Management
Minneapolis,
Minnesota
| $216M | -$25.7M | -11% | 0.59% | 128% | 144 | 17.36% | 3.2 |
|
| 5297 |
5297
Alight Capital Management
New York
| $216M | -$90.3M | -29% | 7.48% | 466% | 71 | 57.75% | 0.8 |
|
| 5298 |
5298
Mendon Capital Advisors
Key Largo,
Florida
| $216M | +$12.9M | +6% | 6.21% | – | 59 | 35.59% | 2.2 |
|
| 5299 |
5299
Intrepid Financial Planning Group
Carmel,
Indiana
| $216M | -$20.8M | -9% | 3.72% | 92.5% | 129 | 13.95% | 2 |
|
| 5300 |
5300
FIDELIS iM
Medford,
Oregon
| $216M | +$12.2M | +6% | 1.1% | 44.8% | 23 | 13.04% | 2.6 |
|