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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
Kaleidoscope Capital
Boston,
Massachusetts
| $262M | -$88.2M | -25% | 17.2% | – | 11 | 0% | 2.8 |
|
| 5402 |
5402
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $262M | +$1.19M | +0.5% | 4.07% | 73.6% | 30 | 10% | 5.2 |
|
| 5403 |
5403
Wills Financial Group
Richmond,
Virginia
| $262M | +$17.8M | +7% | 2.28% | 57.5% | 76 | 15.79% | 5.1 |
|
| 5404 |
5404
Twin Securities
New York
| $262M | +$60.4M | +30% | 30.8% | 506% | 26 | 76.92% | 0.2 |
|
| 5405 |
5405
True Wind Capital Management
San Francisco,
California
| $262M | -$11.2M | -4% | 3.76% | 59.6% | 2 | 0% | 4 |
|
| 5406 |
5406
BCU Wealth Advisors
Vernon Hills,
Illinois
| $261M | +$14.1M | +6% | 2.24% | 57.7% | 63 | 6.35% | 1.4 |
|
| 5407 |
5407
Kondo Wealth Advisors
Pasadena,
California
| $261M | +$13.4M | +5% | 2.54% | – | 73 | 9.59% | 0.9 |
|
| 5408 |
5408
Landmark Wealth Management (New York)
Melville,
New York
| $261M | +$9.47M | +4% | 1.41% | 42.7% | 89 | 5.62% | 2.1 |
|
| 5409 |
5409
1492 Capital Management
Milwaukee,
Wisconsin
| $261M | +$13.9M | +6% | 7.38% | 332% | 136 | 33.82% | 1.4 |
|
| 5410 |
5410
Richards, Merrill & Peterson
Spokane,
Washington
| $261M | +$29.3M | +13% | 2.62% | – | 280 | 25.71% | 0.7 |
|
| 5411 |
AC
5411
Athos Capital
Hong Kong
| $261M | +$101M | +63% | 7.57% | 110% | 44 | 43.18% | 0.9 |
|
| 5412 |
5412
Fedenia Advisers
Madison,
Wisconsin
| $261M | +$9.17M | +4% | 7% | – | 185 | 27.03% | 0.6 |
|
| 5413 |
HIC
5413
Harbor Island Capital
Topsfield,
Massachusetts
| $261M | +$27.2M | +12% | 13.4% | 218% | 15 | 0% | 7 |
|
| 5414 |
5414
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $261M | +$455K | +0.2% | 1.48% | 98.6% | 155 | 16.13% | 4.8 |
|
| 5415 |
5415
Wittenberg Investment Management
Carlisle,
Massachusetts
| $261M | +$8.67M | +3% | 7.8% | 89.9% | 78 | 11.54% | 5.7 |
|
| 5416 |
GAMC
5416
Garner Asset Management Corp
Plano,
Texas
| $261M | +$12.5M | +5% | 2.64% | 103% | 426 | 63.85% | 1.9 |
|
| 5417 |
5417
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| $260M | +$5.57M | +2% | 5.23% | 83% | 130 | 6.92% | 6.4 |
|
| 5418 |
5418
Compass Capital Corp
Braintree,
Massachusetts
| $260M | +$31.1M | +14% | 2.99% | – | 201 | 29.85% | 0.7 |
|
| 5419 |
DI
5419
Disciplined Investments
Tulsa,
Oklahoma
| $260M | +$8.71M | +3% | 2.76% | 51.4% | 138 | 11.59% | 3.9 |
|
| 5420 |
TW
5420
Titan Wealth
St Peter Port,
| $260M | – | – | 3% | – | 66 | – | 0 |
|
| 5421 |
5421
Green Court Capital Management
Hong Kong
| $260M | +$40.2M | +18% | 16% | 33.4% | 4 | 0% | 1.1 |
|
| 5422 |
5422
Decagon Asset Management
London,
United Kingdom
| $260M | +$62M | +31% | 17.8% | – | 84 | 61.9% | 0.3 |
|
| 5423 |
5423
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| $260M | -$200K | -0.1% | 1.22% | 68.8% | 135 | 8.89% | 3 |
|
| 5424 |
5424
Applied Capital
Little Rock,
Arkansas
| $260M | +$11.7M | +5% | 2.11% | 52.6% | 53 | 11.32% | 2.6 |
|
| 5425 |
5425
TL Private Wealth
Southlake,
Texas
| $260M | +$10.5M | +4% | 1.1% | 50.6% | 46 | 6.52% | 4 |
|