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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5801 |
5801
Income Research & Management
Boston,
Massachusetts
| $128M | -$33.1M | -21% | 0% | 1.19% | 16 | 37.5% | 2.3 |
|
| 5802 |
5802
Privium Fund Management (UK)
London,
United Kingdom
| $128M | +$793K | +0.6% | 1.52% | 37.1% | 95 | 46.32% | 0.5 |
|
| 5803 |
5803
Peak Planning Group
Centennial,
Colorado
| $128M | -$6.87M | -5% | 2.35% | 105% | 78 | 7.69% | 2.3 |
|
| 5804 |
5804
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
| $128M | -$4.51M | -3% | 3.9% | 68.7% | 184 | 11.96% | 0.7 |
|
| 5805 |
5805
HPS Investment Partners
New York
| $127M | -$15.3M | -11% | 23.1% | 55.9% | 8 | 37.5% | 1.9 |
|
| 5806 |
5806
Hatteras Investment Partners
Raleigh,
North Carolina
| $127M | -$20.9M | -14% | 13.7% | – | 1 | 0% | 0.3 |
|
| 5807 |
5807
Boyar Asset Management
New York
| $127M | -$7.81M | -6% | 3.81% | 75.5% | 81 | 2.47% | 6.3 |
|
| 5808 |
5808
Lauterbach Financial Advisors
El Paso,
Texas
| $127M | -$3.51M | -3% | 2.17% | 76.5% | 62 | 4.84% | 1.4 |
|
| 5809 |
5809
Tilson Financial Group
New Providence,
New Jersey
| $127M | +$68.5M | +116% | 2.74% | 39.3% | 61 | 57.38% | 0.3 |
|
| 5810 |
5810
Plustick Management
Charlottesville,
Virginia
| $127M | +$7.8M | +7% | 11.1% | 1,667% | 26 | 26.92% | 0.9 |
|
| 5811 |
5811
McGinn Penninger Investment Management
Alexandria,
Virginia
| $127M | -$11.4M | -8% | 4.23% | 51.9% | 28 | 14.29% | 2.3 |
|
| 5812 |
5812
Scissortail Wealth Management
Tulsa,
Oklahoma
| $127M | +$5.06M | +4% | 0.73% | 65% | 57 | 49.12% | 0.7 |
|
| 5813 |
5813
Goldstream Capital Management
Central,
Hong Kong
| $127M | -$12.4M | -9% | 1.82% | 686% | 55 | 20% | 0.5 |
|
| 5814 |
5814
Chicago Wealth Management
Chicago,
Illinois
| $127M | -$4.28M | -3% | 3.24% | 134% | 44 | 18.18% | 1.6 |
|
| 5815 |
5815
Arrowroot Family Office
Marina Del Rey,
California
| $127M | -$5.2M | -4% | 3.69% | – | 129 | 15.5% | 0.4 |
|
| 5816 |
5816
Heartland Bank & Trust
Bloomington,
Illinois
| $127M | -$1.25M | -1% | 1.54% | 105% | 132 | 4.55% | 1.3 |
|
| 5817 |
5817
Wealthspan Partners
Davenport,
Iowa
| $127M | -$164K | -0.1% | 3.37% | 65% | 83 | 16.87% | 1.4 |
|
| 5818 |
5818
William Marsh Rice University
Houston,
Texas
| $127M | -$20.3M | -14% | 4.86% | 1.81% | 6 | 33.33% | 2.2 |
|
| 5819 |
5819
Evergreen Wealth Management
Williamston,
Michigan
| $127M | -$1.13M | -0.9% | 1.79% | 62.1% | 56 | 7.14% | 0.7 |
|
| 5820 |
5820
Cascade Investment Advisors
Oregon City,
Oregon
| $126M | -$7.52M | -6% | 2.98% | 71.4% | 117 | 16.24% | 4 |
|
| 5821 |
5821
ShariaPortfolio
Lake Mary,
Florida
| $126M | – | – | 4.2% | 254% | 37 | – | 0 |
|
| 5822 |
5822
Salvus Wealth Management
Red Bank,
New Jersey
| $126M | -$3.73M | -3% | 3.48% | 108% | 109 | 11.93% | 2 |
|
| 5823 |
5823
GEM Asset Management
Plymouth,
Michigan
| $126M | -$3.22M | -2% | 5.34% | 62.9% | 81 | 4.94% | 0.7 |
|
| 5824 |
KC
5824
Kades & Cheifetz
Berwyn,
Pennsylvania
| $126M | -$4.13M | -3% | 3.49% | – | 79 | 11.39% | 0.7 |
|
| 5825 |
5825
William Allan Corp
Fort Collins,
Colorado
| $126M | -$4.28M | -3% | 3.83% | 94.2% | 48 | 4.17% | 1.5 |
|