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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 |
5426
Grey Rock Energy Management
Dallas,
Texas
| $260M | -$39.2M | -13% | 13.1% | – | 1 | 0% | 1 |
|
| 5427 |
5427
VMS Asset Management
Hong Kong,
| $260M | – | – | 12% | – | 42 | – | 0 |
|
| 5428 |
5428
Formula Growth
Montreal,
Quebec, Canada
| $260M | -$21.5M | -8% | 7.12% | 118% | 151 | 36.42% | 3 |
|
| 5429 |
5429
Engle Capital Management
Greenwich,
Connecticut
| $259M | -$24.4M | -9% | 6.99% | 398% | 37 | 64.86% | 0.4 |
|
| 5430 |
5430
First Sabrepoint Capital Management
Dallas,
Texas
| $259M | -$56.8M | -18% | 0.42% | 218% | 47 | 59.57% | 1.3 |
|
| 5431 |
5431
Penney Financial
Houston,
Texas
| $259M | +$35.8M | +16% | 1.54% | 54.8% | 51 | 7.84% | 1.4 |
|
| 5432 |
HCM
5432
Hall Capital Management
Barrington,
Rhode Island
| $259M | +$5.42M | +2% | 1% | – | 102 | 7.84% | 6.4 |
|
| 5433 |
5433
Delap Wealth Advisory
Lake Oswego,
Oregon
| $259M | +$21.5M | +9% | 2.79% | 73% | 96 | 14.58% | 1.7 |
|
| 5434 |
5434
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| $259M | -$38.2M | -13% | 4.97% | 62.1% | 136 | 29.41% | 1.3 |
|
| 5435 |
5435
LTS One Management
New York
| $259M | -$21.7M | -8% | 5.94% | 67.9% | 16 | 18.75% | 0.8 |
|
| 5436 |
5436
Ceera Investments
Bellaire,
Texas
| $259M | -$61.7M | -19% | 1.3% | 56.1% | 111 | 22.52% | 2.4 |
|
| 5437 |
5437
Bluestem Financial Advisors
Champaign,
Illinois
| $259M | +$3.33M | +1% | 1.24% | 42.2% | 30 | 3.33% | 4.7 |
|
| 5438 |
5438
Continuum Wealth Advisors
Saratoga Springs,
New York
| $259M | +$24.3M | +10% | 3.15% | 69% | 86 | 29.07% | 1.5 |
|
| 5439 |
SM
5439
Samjo Management
New York
| $259M | -$3.04M | -1% | 4.91% | – | 61 | 11.48% | 1.6 |
|
| 5440 |
5440
Gallacher Capital Management
Lone Tree,
Colorado
| $259M | +$5.75M | +2% | 2.88% | 82.8% | 310 | 9.68% | 1.6 |
|
| 5441 |
5441
Pivotal bioVenture Partners Investment Advisor
San Francisco,
California
| $259M | +$85.7M | +50% | 32.3% | 667% | 12 | 16.67% | 2.2 |
|
| 5442 |
5442
InvesTrust
Oklahoma City,
Oklahoma
| $259M | -$14.4M | -5% | 2.89% | – | 98 | 7.14% | 0.9 |
|
| 5443 |
5443
Ducere Wealth Management
Newport Beach,
California
| $259M | – | – | 2.91% | – | 130 | – | 0 |
|
| 5444 |
5444
Enstar Group
Hamilton,
Bermuda
| $259M | -$12M | -4% | 2.08% | 29.5% | 12 | 16.67% | 3.3 |
|
| 5445 |
5445
Intrepid Capital Management
Jacksonville Beach,
Florida
| $259M | +$4.52M | +2% | 4.05% | 70.2% | 115 | 11.3% | 2.5 |
|
| 5446 |
5446
Beach Point Capital Management
Santa Monica,
California
| $258M | +$37.5M | +17% | 10.8% | 84.1% | 24 | 54.17% | 1.1 |
|
| 5447 |
AC
5447
AMS Capital
Sao Paulo,
Brazil
| $258M | +$14M | +6% | 2.71% | 63.1% | 19 | 57.89% | 1.1 |
|
| 5448 |
5448
Abound Financial
Granite Bay,
California
| $258M | +$8.5M | +3% | 1.95% | – | 278 | 75.54% | 0.2 |
|
| 5449 |
5449
Weitzel Financial Services
Dubuque,
Iowa
| $258M | +$12.3M | +5% | 1.78% | 46.3% | 48 | 2.08% | 3.2 |
|
| 5450 |
5450
Riverwater Partners
Milwaukee,
Wisconsin
| $258M | +$17.4M | +7% | 2.03% | 112% | 227 | 11.01% | 2 |
|