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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
EMG Holdings
Old Greenwich,
Connecticut
| $208M | +$39.6M | +24% | 2.84% | 4.17% | 35 | 51.43% | 1.3 |
|
| 5402 |
5402
Ridgepath Capital Management
Knoxville,
Tennessee
| $208M | -$9.19M | -4% | 0.01% | 73.5% | 52 | 17.31% | 0.8 |
|
| 5403 |
5403
Shaker Investments
Cleveland,
Ohio
| $208M | -$31.3M | -13% | 5.22% | 216% | 109 | 32.11% | 2.2 |
|
| 5404 |
5404
Plum Street Advisors
New Orleans,
Louisiana
| $208M | +$5.04M | +2% | 0.67% | – | 84 | 4.76% | 1 |
|
| 5405 |
TSM
5405
Two Star Manager
Miami Beach,
Florida
| $208M | -$6.27M | -3% | 4.54% | – | 18 | 27.78% | 0.9 |
|
| 5406 |
5406
Holistic Financial Partners
Indianapolis,
Indiana
| $208M | +$6.14M | +3% | 1.77% | 95.7% | 131 | 12.21% | 3.5 |
|
| 5407 |
5407
5th Street Advisors
Southport,
Connecticut
| $207M | +$15.1M | +8% | 1.28% | 52.2% | 48 | 39.58% | 1.2 |
|
| 5408 |
BOCM
5408
Bontempo Ohly Capital Management
Bethesda,
Maryland
| $207M | +$1.9M | +0.9% | 3.48% | 49.6% | 42 | 45.24% | 4 |
|
| 5409 |
5409
Amtrust Financial Services
New York
| $207M | -$14.3M | -6% | 3.45% | 61.9% | 15 | 0% | 3.2 |
|
| 5410 |
LP
5410
LGL Partners
Philadelphia,
Pennsylvania
| $207M | -$482M | -70% | 2.6% | 68.9% | 132 | 64.39% | 4.4 |
|
| 5411 |
SC
5411
Slotnik Capital
Dallas,
Texas
| $207M | -$13.8M | -6% | 19% | – | 31 | 70.97% | 0.2 |
|
| 5412 |
PL
5412
Polianta Ltd
St Helier,
Jersey
| $207M | -$2.15M | -1% | 3.39% | 31.6% | 111 | 69.37% | 0.6 |
|
| 5413 |
KIM
5413
Kane Investment Management
Los Gatos,
California
| $207M | +$28.1M | +16% | 10% | – | 108 | 28.7% | 0.2 |
|
| 5414 |
5414
Balanced Wealth Group
Westlake,
Ohio
| $207M | -$15.9M | -7% | 4.21% | – | 70 | 11.43% | 1.2 |
|
| 5415 |
5415
Fourth Dimension Wealth
Middleburg Heights,
Ohio
| $207M | +$15.2M | +8% | 2.59% | – | 668 | 13.92% | 0.2 |
|
| 5416 |
5416
Eastover Investment Advisors
Charlotte,
North Carolina
| $207M | -$6.86M | -3% | 1.99% | 105% | 49 | 8.16% | 2.9 |
|
| 5417 |
5417
First Financial Corp
Terre Haute,
Indiana
| $207M | -$7.8M | -4% | 0.9% | 95.3% | 406 | 17.24% | 7 |
|
| 5418 |
5418
Apis Capital Advisors
New York
| $207M | +$56.6M | +38% | 7.57% | 1,532% | 45 | 42.22% | 0.8 |
|
| 5419 |
5419
ParaFi Capital
New York
| $207M | -$213M | -51% | 21.2% | – | 14 | 42.86% | 0.2 |
|
| 5420 |
5420
Hahn Capital Management
Walnut Creek,
California
| $207M | -$21.4M | -9% | 0.21% | 71.7% | 29 | 0% | 7 |
|
| 5421 |
5421
Benchmark Wealth Management
Old Lyme,
Connecticut
| $207M | +$3.57M | +2% | 0.85% | 42.7% | 68 | 25% | 3.1 |
|
| 5422 |
5422
Ayrshire Capital Management
Westport,
Connecticut
| $207M | +$1.62M | +0.8% | 2.5% | 84.8% | 53 | 13.21% | 3.3 |
|
| 5423 |
5423
Starr Indemnity & Liability Company
New York
| $206M | +$3.98M | +2% | 7.85% | – | 7 | 57.14% | 0.2 |
|
| 5424 |
5424
Seneca Financial Advisors
Rochester,
New York
| $206M | +$4.93M | +2% | 0.86% | 50.9% | 58 | 10.34% | 2.9 |
|
| 5425 |
5425
Peak XV Partners Operations
Trianon,
Mauritius
| $206M | -$23.5M | -10% | 14.9% | – | 3 | 0% | 0.8 |
|