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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5726 |
5726
Melone Private Wealth
Auburn Hills,
Michigan
| $221M | +$25.3M | +13% | 4.29% | 30.4% | 56 | 10.71% | 2.9 |
|
| 5727 |
5727
Lunate Capital
Al Maryah Island, Abu Dhabi,
United Arab Emirates
| $221M | +$42.6M | +24% | 14.8% | – | 7 | 28.57% | 0.4 |
|
| 5728 |
5728
Patron Partners
Houston,
Texas
| $221M | +$18.7M | +9% | 6.01% | 90.2% | 182 | 8.79% | 3.2 |
|
| 5729 |
5729
Catawba River Capital
Lake Wylie,
South Carolina
| $220M | +$23.7M | +12% | 8.23% | 89.5% | 20 | 10% | 2.7 |
|
| 5730 |
5730
Vawter Financial
Columbus,
Ohio
| $220M | +$212M | +2,389% | 6.03% | 48% | 118 | 80.51% | 0.4 |
|
| 5731 |
5731
Endowment Wealth Management
Appleton,
Wisconsin
| $220M | +$26.4M | +14% | 3.99% | 70.7% | 164 | 9.15% | 2.3 |
|
| 5732 |
5732
Adalta Capital Management
New York
| $220M | +$21M | +11% | 8.57% | 80.4% | 107 | 14.02% | 4 |
|
| 5733 |
5733
Aspect Partners
Fairfax,
Virginia
| $220M | +$17.4M | +9% | 6.96% | 66.7% | 742 | 22.91% | 1.2 |
|
| 5734 |
5734
Banyan Capital Management
Atlanta,
Georgia
| $220M | +$25.7M | +13% | 1.42% | 42.5% | 56 | 66.07% | 1.5 |
|
| 5735 |
5735
Logan Stone Capital
Chicago,
Illinois
| $220M | +$7.63M | +4% | 11.7% | 43.9% | 97 | 51.55% | 1 |
|
| 5736 |
5736
Spider Management Company
Richmond,
Virginia
| $220M | -$44.4M | -17% | 6.8% | – | 2 | 0% | 1.6 |
|
| 5737 |
VM
5737
VPR Management
Houston,
Texas
| $220M | +$7.04M | +3% | 7.84% | 54.5% | 61 | 3.28% | 3.5 |
|
| 5738 |
5738
Harold Davidson & Associates
Los Angeles,
California
| $220M | +$65.7M | +43% | 10.6% | – | 68 | 13.24% | 0.6 |
|
| 5739 |
5739
Dogwood Wealth Management
Lenexa,
Kansas
| $220M | +$15.2M | +7% | 6.06% | – | 818 | 23.59% | 0.7 |
|
| 5740 |
5740
Alternative Investment Advisors
Maitland,
Florida
| $220M | +$18.5M | +9% | 7.95% | 78.6% | 66 | 31.82% | 1.2 |
|
| 5741 |
5741
Westfuller Advisors
New York
| $220M | +$44.6M | +25% | 6.69% | – | 761 | 84.63% | 0.2 |
|
| 5742 |
5742
Beaton Management Company
Haverhill,
Massachusetts
| $220M | +$15.2M | +7% | 8.76% | 95.9% | 145 | 8.97% | 5.6 |
|
| 5743 |
5743
Green Court Capital Management
Hong Kong
| $220M | +$68.7M | +45% | 22.9% | 33.4% | 4 | 0% | 0.8 |
|
| 5744 |
5744
MYeCFO
La Jolla,
California
| $220M | +$15.9M | +8% | 7.44% | 58.5% | 64 | 12.5% | 2.1 |
|
| 5745 |
DFS
5745
Dixon Fnancial Services
Lafayette,
California
| $220M | +$21.6M | +11% | 7.97% | 76.6% | 48 | 16.67% | 2.1 |
|
| 5746 |
5746
Brentview Investment Management
Northfield,
Illinois
| $219M | +$21.4M | +11% | 9% | – | 69 | 8.7% | 0.6 |
|
| 5747 |
5747
Cairn Investment Group
Vancouver,
Washington
| $219M | +$27.9M | +15% | 5.85% | 67.4% | 71 | 5.63% | 3.6 |
|
| 5748 |
5748
Ballast Asset Management
Dallas,
Texas
| $219M | +$26.8M | +14% | 14.6% | 123% | 57 | 10.53% | 1.4 |
|
| 5749 |
LA
5749
Latitude Advisors
Vero Beach,
Florida
| $219M | +$20.3M | +10% | 7.58% | 79.6% | 226 | 14.16% | 2.5 |
|
| 5750 |
5750
Baypointe Partners
Stamford,
Connecticut
| $219M | +$134M | +157% | 2.05% | – | 31 | 32.26% | 0.3 |
|