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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5426 |
GL
5426
GHE LLC
Memphis,
Tennessee
| $148M | -$1.5M | -1% | 0.54% | 188% | 55 | 0% | 1.6 |
|
| 5427 |
5427
Northland Capital Management
Virginia,
Minnesota
| $148M | +$12.3M | +9% | 2.82% | 37.5% | 35 | 28.57% | 0.8 |
|
| 5428 |
5428
Indus Capital Partners
New York
| $148M | +$97.9M | +197% | 7.89% | 117% | 8 | 50% | 1.8 |
|
| 5429 |
5429
Investmark Advisory Group
Shelton,
Connecticut
| $148M | -$2.34M | -2% | 3.46% | 73.8% | 111 | 9.91% | 1.4 |
|
| 5430 |
5430
Agate Pass Investment Management
Bainbridge Island,
Washington
| $148M | -$17.2M | -10% | 2.12% | 76% | 93 | 9.68% | 1.6 |
|
| 5431 |
5431
Birchcreek Wealth Management
Miami Township,
Ohio
| $148M | +$4.26M | +3% | 2.73% | 80.7% | 140 | 12.86% | 1.8 |
|
| 5432 |
5432
Straight Path Wealth Management
Jenison,
Michigan
| $148M | +$1.81M | +1% | 2.29% | 70.4% | 85 | 15.29% | 1.1 |
|
| 5433 |
5433
Carl P. Sherr & Co
Worcester,
Massachusetts
| $147M | -$4.87M | -3% | 4.02% | 68.8% | 117 | 5.98% | 2.7 |
|
| 5434 |
5434
Friedenthal Financial
Marlton,
New Jersey
| $147M | -$2.36M | -2% | 1.81% | 105% | 149 | 61.74% | 2 |
|
| 5435 |
5435
Black Maple Capital Management
Milwaukee,
Wisconsin
| $147M | -$20.8M | -12% | 1.58% | 35.7% | 132 | 41.67% | 0.5 |
|
| 5436 |
5436
Cherry Creek Investment Advisors
Englewood,
Colorado
| $147M | -$1.46M | -1% | 0.88% | 151% | 101 | 17.82% | 1.8 |
|
| 5437 |
5437
Jacobs Asset Management
New York
| $147M | +$20.4M | +16% | 1.75% | 114% | 40 | 42.5% | 1.5 |
|
| 5438 |
5438
Powers Advisory Group
Highland,
Illinois
| $147M | -$3.64M | -2% | 3.51% | 49.8% | 91 | 4.4% | 1.6 |
|
| 5439 |
5439
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| $147M | -$15M | -9% | 2.88% | 83.9% | 117 | 14.53% | 1.5 |
|
| 5440 |
5440
AREX Capital Management
New York
| $147M | +$12.2M | +9% | 0.85% | 36.2% | 13 | 30.77% | 1.8 |
|
| 5441 |
AGC
5441
Alden Global Capital
Brandon,
Florida
| $147M | +$21.2M | +17% | 0.59% | 99.8% | 31 | 74.19% | 0.3 |
|
| 5442 |
5442
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| $147M | -$4.34M | -3% | 1.24% | 961% | 53 | 28.3% | 0.5 |
|
| 5443 |
5443
Virtus Investment Advisers
Hartford,
Connecticut
| $147M | -$239K | -0.2% | 0.81% | 172% | 300 | 33% | 0.7 |
|
| 5444 |
5444
Institutional Venture Management XVI
Menlo Park,
California
| $147M | -$177M | -55% | 19.9% | 523% | 6 | 50% | 2 |
|
| 5445 |
MWA
5445
Miller Wealth Advisors
Ridgeway,
Colorado
| $147M | -$1.32M | -0.9% | 0.26% | 117% | 76 | 2.63% | 1.3 |
|
| 5446 |
5446
Constitution Capital
Shelton,
Connecticut
| $147M | -$28.9M | -16% | 5.51% | 91.1% | 67 | 10.45% | 2.2 |
|
| 5447 |
5447
Resurgent Financial Advisors
Atlanta,
Georgia
| $147M | -$4.65M | -3% | 2.03% | 86.4% | 536 | 16.23% | 0.9 |
|
| 5448 |
5448
Derbend Asset Management
Peachtree City,
Georgia
| $147M | -$1.15M | -0.8% | 3.73% | 23.9% | 109 | 37.61% | 1.3 |
|
| 5449 |
5449
Adalta Capital Management
New York
| $147M | -$2.88M | -2% | 2.68% | 80.4% | 92 | 10.87% | 3.4 |
|
| 5450 |
5450
Berkeley Inc
Boise,
Idaho
| $146M | -$1.99M | -1% | 2.89% | 49.4% | 84 | 9.52% | 2.1 |
|