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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5401 |
5401
BCK Partners
Corning,
New York
| $167M | +$9.46M | +6% | 5.11% | 46% | 28 | 0% | 0.9 |
|
| 5402 |
5402
Manhattan West Asset Management
Los Angeles,
California
| $167M | – | – | 7.83% | 65.6% | 113 | – | 0 |
|
| 5403 |
5403
Birch Capital Management
Dallas,
Texas
| $167M | +$19.5M | +13% | 14.5% | 62% | 84 | 2.38% | 1.8 |
|
| 5404 |
5404
Running Point Capital Advisors
El Segundo,
California
| $167M | -$58.7M | -26% | 5.76% | 52.1% | 181 | 42.54% | 0.7 |
|
| 5405 |
5405
Ribbit Capital GP IV
Palo Alto,
California
| $167M | – | – | 31.5% | – | 2 | – | 0 |
|
| 5406 |
5406
Samalin Investment Counsel
Chappaqua,
New York
| $167M | +$12.8M | +8% | 7.78% | 68.3% | 266 | 15.04% | 1.3 |
|
| 5407 |
5407
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| $167M | – | – | 11.2% | 83.9% | 135 | – | 0 |
|
| 5408 |
REMS
5408
Real Estate Management Services
| $167M | +$3.95M | +2% | 9.27% | 67.2% | 38 | 7.89% | 2.8 |
|
| 5409 |
5409
Avory & Company
Miami,
Florida
| $166M | +$4.58M | +3% | 0.74% | 74.9% | 20 | 30% | 0.5 |
|
| 5410 |
5410
Maltin Wealth Management
Ridgewood,
New Jersey
| $166M | +$3.55M | +2% | 4.85% | 58.2% | 124 | 21.77% | 1.3 |
|
| 5411 |
5411
Alcosta Capital Management
San Ramon,
California
| $166M | +$2.42M | +1% | 15.1% | 175% | 34 | 32.35% | 0.8 |
|
| 5412 |
5412
Cape Ann Savings Bank
Glocuster,
Massachusetts
| $166M | +$11.7M | +8% | 8.69% | 72.7% | 93 | 11.83% | 4.6 |
|
| 5413 |
MA
5413
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $166M | -$5.68M | -3% | 4.41% | 166% | 76 | 10.53% | 5.8 |
|
| 5414 |
5414
Zeal Asset Management
Central,
Hong Kong
| $166M | -$167M | -50% | 19.1% | 26.9% | 6 | 16.67% | 1 |
|
| 5415 |
5415
Craft Ventures GP I
San Francisco,
California
| $166M | – | – | 26% | – | 1 | – | 0 |
|
| 5416 |
5416
Legacy CG
Plano,
Texas
| $166M | – | – | 7.42% | 62.6% | 55 | – | 0 |
|
| 5417 |
5417
Argus Investors Counsel
New York
| $166M | +$13.3M | +9% | 10.1% | 132% | 99 | 10.1% | 4.1 |
|
| 5418 |
5418
Cassady Schiller Wealth Management
Cincinnati,
Ohio
| $166M | – | – | 8.29% | 21.8% | 670 | – | 0 |
|
| 5419 |
5419
S.A. Mason
Holland,
Michigan
| $166M | +$14.3M | +9% | 10.2% | 116% | 328 | 4.27% | 1.7 |
|
| 5420 |
5420
Motive Wealth Advisors
Birmingham,
Michigan
| $166M | +$18M | +12% | 6.99% | 73.4% | 81 | 11.11% | 0.5 |
|
| 5421 |
5421
Arkfeld Wealth Strategies
Omaha,
Nebraska
| $166M | -$199K | -0.1% | 5.42% | 90.8% | 78 | 7.69% | 1.5 |
|
| 5422 |
5422
Boyar Asset Management
New York
| $166M | +$14.2M | +9% | 7.47% | 75.5% | 86 | 2.33% | 4.9 |
|
| 5423 |
5423
Penbrook Management
New York
| $166M | +$5.05M | +3% | 9.95% | 107% | 106 | 7.55% | 4.6 |
|
| 5424 |
5424
Solstein Capital
Menlo Park,
California
| $166M | -$8.32M | -5% | 8.89% | 102% | 495 | 22.83% | 0.7 |
|
| 5425 |
5425
Ciovacco Capital Management
Atlanta,
Georgia
| $166M | +$20.3M | +14% | 10.4% | 88.5% | 31 | 12.9% | 0.7 |
|