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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5701 |
SGL
5701
Sonic GP LLC
Honolulu,
Hawaii
| $131M | -$2.35M | -2% | 3.73% | – | 25 | 0% | 0.3 |
|
| 5702 |
5702
Western Pacific Wealth Management
Lake Forest,
Illinois
| $131M | +$10.5M | +9% | 8.64% | 91.4% | 315 | 12.7% | 0.8 |
|
| 5703 |
5703
Founders Capital Management (Texas)
Houston,
Texas
| $131M | -$2.3M | -2% | 4.1% | 131% | 412 | 7.77% | 3.3 |
|
| 5704 |
5704
Brainard Capital Management
Austin,
Texas
| $131M | +$12.8M | +11% | 15.6% | – | 115 | 19.13% | 0.2 |
|
| 5705 |
5705
Financial Avengers
Oakland,
California
| $131M | +$8.42M | +7% | 14.2% | 108% | 189 | 5.82% | 1.7 |
|
| 5706 |
5706
Penbrook Management
New York
| $131M | +$13.2M | +11% | 13.6% | 107% | 98 | 6.12% | 5.3 |
|
| 5707 |
CNFG
5707
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| $130M | +$2.2M | +2% | 2.09% | 52.6% | 76 | 1.32% | 5.5 |
|
| 5708 |
5708
Sterling Financial Group
Pasadena,
California
| $130M | $0 | 0% | 3.67% | 49.6% | 52 | 0% | 0.3 |
|
| 5709 |
5709
Silphium Asset Management
London,
United Kingdom
| $130M | +$30.3M | +30% | 9.31% | 118% | 55 | 67.27% | 0.4 |
|
| 5710 |
5710
Robinson Value Management
San Antonio,
Texas
| $130M | +$14M | +12% | 4.54% | 79.3% | 77 | 16.88% | 3 |
|
| 5711 |
5711
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
| $130M | +$8.59M | +7% | 5.75% | 68.7% | 258 | 39.15% | 0.2 |
|
| 5712 |
GIM
5712
Greenwich Investment Management
Norwalk,
Connecticut
| $130M | +$4.71M | +4% | 1.05% | – | 50 | 18% | 3 |
|
| 5713 |
5713
Flight Deck Capital
San Francisco,
California
| $130M | +$25.1M | +24% | 17.1% | 379% | 19 | 36.84% | 0.8 |
|
| 5714 |
5714
Campbell Capital Management
Miami,
Florida
| $130M | +$32.8M | +34% | 13.5% | – | 36 | 25% | 2 |
|
| 5715 |
5715
Berkshire Partners
Boston,
Massachusetts
| $130M | -$410M | -76% | 30.9% | 79% | 3 | 66.67% | 1.3 |
|
| 5716 |
5716
Omnia Family Wealth
Aventura,
Florida
| $130M | +$6.45M | +5% | 9.71% | 80.6% | 75 | 20% | 4.2 |
|
| 5717 |
5717
Davidson Trust Company
Seattle,
Washington
| $130M | +$16.8M | +15% | 4.13% | 77% | 122 | 12.3% | 2.5 |
|
| 5718 |
5718
Gould Capital
Tacoma,
Washington
| $130M | +$4.56M | +4% | 7.01% | 60.1% | 209 | 5.74% | 1.2 |
|
| 5719 |
5719
Lodestone Wealth Management
Spokane,
Washington
| $130M | +$5.76M | +5% | 5.94% | 87.1% | 127 | 8.66% | 0.2 |
|
| 5720 |
5720
NewView Capital Partners I
Burlingame,
California
| $130M | -$58M | -31% | 18.6% | 20.8% | 4 | 25% | 1.1 |
|
| 5721 |
5721
Boyar Asset Management
New York
| $130M | +$7.01M | +6% | 6.48% | 75.5% | 79 | 6.33% | 6.2 |
|
| 5722 |
5722
Lederer & Associates Investment Counsel
Long Beach,
California
| $130M | +$7.29M | +6% | 8.42% | 92.7% | 88 | 1.14% | 5 |
|
| 5723 |
5723
Khrom Capital Management
Miami Beach,
Florida
| $130M | +$24.9M | +24% | 0.42% | 35.6% | 12 | 33.33% | 0.8 |
|
| 5724 |
5724
Lakeside Advisors
Seattle,
Washington
| $130M | +$7.53M | +6% | 8.42% | 83.7% | 61 | 6.56% | 1.1 |
|
| 5725 |
5725
Ascension Capital Advisors
Houston,
Texas
| $129M | +$26M | +25% | 4.75% | 59.3% | 37 | 5.41% | 2.1 |
|