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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5626 |
5626
Mudita Advisors
London,
United Kingdom
| $137M | +$6.33M | +5% | 1.4% | 143% | 17 | 0% | 1.4 |
|
| 5627 |
CSA
5627
Cottage Street Advisors
Marion,
Massachusetts
| $137M | -$1.11M | -0.8% | 1% | 95.8% | 90 | 12.22% | 2.3 |
|
| 5628 |
FP
5628
Factorial Partners
Mt. Kisco,
New York
| $137M | -$7.96M | -5% | 4.55% | 88.7% | 94 | 12.77% | 2.8 |
|
| 5629 |
CCM
5629
Conway Capital Management
Burbank,
California
| $137M | -$5.19M | -4% | 3.48% | 139% | 46 | 17.39% | 2.1 |
|
| 5630 |
5630
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| $137M | -$8.71M | -6% | 4.21% | – | 111 | 11.71% | 1.7 |
|
| 5631 |
5631
Blackhawk Capital Partners
Thiensville,
Wisconsin
| $137M | -$7.13M | -5% | 1.86% | 87.2% | 96 | 20.83% | 1.5 |
|
| 5632 |
5632
Anabranch Capital Management
Stamford,
Connecticut
| $137M | +$656K | +0.5% | 7.41% | 139% | 7 | 0% | 2.3 |
|
| 5633 |
SM
5633
Sabby Management
Miami Beach,
Florida
| $137M | +$14.4M | +12% | 24.4% | 95.5% | 116 | 49.14% | 0.7 |
|
| 5634 |
5634
Register Financial Advisors
Atlanta,
Georgia
| $137M | -$3.55M | -3% | 2.31% | 130% | 617 | 14.1% | 0.6 |
|
| 5635 |
5635
Penbrook Management
New York
| $136M | -$1.5M | -1% | 1.53% | 107% | 104 | 7.69% | 5.3 |
|
| 5636 |
AFC
5636
AFT Forsyth & Company
West Palm Beach,
Florida
| $136M | -$4.6M | -3% | 2.18% | 135% | 137 | 10.22% | 6.5 |
|
| 5637 |
5637
Western Financial Corp
San Diego,
California
| $136M | -$10.4M | -7% | 5.01% | 275% | 122 | 25.41% | 1.2 |
|
| 5638 |
5638
Heronetta Management
New York
| $136M | -$424K | -0.3% | 1.27% | 59.7% | 24 | 4.17% | 6.2 |
|
| 5639 |
5639
McCarthy Asset Management
Redwood Shores,
California
| $136M | -$10.6M | -7% | 2.66% | – | 39 | 12.82% | 2.2 |
|
| 5640 |
5640
Spreng Capital Management
Bucyrus,
Ohio
| $136M | +$8.98M | +7% | 3.74% | 72.5% | 83 | 7.23% | 3.1 |
|
| 5641 |
5641
BOS Asset Management
Springfield,
Illinois
| $136M | +$7.51M | +6% | 1.91% | 70.3% | 151 | 20.53% | 0.6 |
|
| 5642 |
ECM
5642
EMC Capital Management
Houston,
Texas
| $136M | +$7.06M | +5% | 0.91% | – | 305 | 14.1% | 1.4 |
|
| 5643 |
SA
5643
Stonebridge Advisors
Wilton,
Connecticut
| $136M | -$977K | -0.7% | 3.78% | 3.35% | 5 | 20% | 1.2 |
|
| 5644 |
5644
ViaWealth
Leawood,
Kansas
| $136M | +$2.12M | +2% | 2.4% | 77.2% | 164 | 13.41% | 0.7 |
|
| 5645 |
5645
SummerHaven Investment Management
Stamford,
Connecticut
| $136M | -$21.1M | -13% | 2.12% | 150% | 280 | 59.29% | 1 |
|
| 5646 |
5646
Trivant Custom Portfolio Group
San Diego,
California
| $136M | -$5.76M | -4% | 3% | 86.1% | 225 | 17.33% | 0.4 |
|
| 5647 |
5647
Lexington Partners
New York
| $136M | -$12.2M | -8% | 2.78% | 1.27% | 7 | 42.86% | 2.9 |
|
| 5648 |
5648
TAGStone Capital
Charlotte,
North Carolina
| $136M | -$2.7M | -2% | 2.68% | 58.3% | 81 | 4.94% | 1.5 |
|
| 5649 |
5649
Milestones Administradora de Recursos
Jaragua Do Sul,
Brazil
| $136M | -$4.66M | -3% | 2.34% | 116% | 10 | 0% | 1.5 |
|
| 5650 |
5650
Hein Park Capital Management
New York
| $136M | +$65.7M | +94% | 8.75% | 122% | 4 | 50% | 0.8 |
|