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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5876 |
5876
Lindenwold Advisors
Reading,
Pennsylvania
| $187M | -$11.2M | -6% | 0.54% | 75% | 122 | 14.75% | 2.2 |
|
| 5877 |
PCP
5877
Perbak Capital Partners
London,
United Kingdom
| $187M | +$44.8M | +31% | 2.76% | – | 68 | 58.82% | 0.2 |
|
| 5878 |
5878
Worth Asset Management
Dallas,
Texas
| $187M | +$3.31M | +2% | 3.97% | 115% | 175 | 46.29% | 1 |
|
| 5879 |
5879
Brookmont Capital Management
Dallas,
Texas
| $187M | -$7.37M | -4% | 2.51% | 32.2% | 56 | 3.57% | 7 |
|
| 5880 |
5880
Wayfinding Financial
Lynnwood,
Washington
| $187M | +$52.6M | +39% | 0.39% | 68.3% | 141 | 76.6% | 0.4 |
|
| 5881 |
5881
Battery Global Advisors
Boston,
Massachusetts
| $187M | +$3.05M | +2% | 5.73% | – | 135 | 1.48% | 0.4 |
|
| 5882 |
5882
Quantitative Strategies
Calabasas,
California
| $187M | -$1.57M | -0.8% | 1.8% | – | 23 | 21.74% | 1.1 |
|
| 5883 |
YP
5883
YANKCOM Partnership
Yankton,
South Dakota
| $187M | – | – | 1% | – | 266 | – | 0 |
|
| 5884 |
5884
Fairfield University
Fairfield,
Connecticut
| $187M | +$34M | +22% | 0.6% | 61.9% | 3 | 0% | 7.3 |
|
| 5885 |
5885
NVP Associates
Menlo Park,
California
| $187M | +$10.8M | +6% | 34% | 953% | 8 | 0% | 1.6 |
|
| 5886 |
5886
Vision One Management Partners
Miami,
Florida
| $187M | +$39.8M | +27% | 2.9% | – | 11 | 36.36% | 0.5 |
|
| 5887 |
5887
PFS Partners
Mine Hill,
New Jersey
| $187M | +$9.9M | +6% | 0.27% | 65.2% | 465 | 7.96% | 2.2 |
|
| 5888 |
5888
Tandem Capital Management
Woodcliff Lake,
New Jersey
| $187M | -$3.11M | -2% | 1.07% | 128% | 119 | 9.24% | 3 |
|
| 5889 |
5889
Presidio Capital Management
San Diego,
California
| $187M | +$30.3M | +19% | 0.36% | 56.1% | 74 | 10.81% | 1.2 |
|
| 5890 |
CWMGP
5890
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| $187M | +$18M | +11% | 2.7% | 85.4% | 79 | 17.72% | 1.8 |
|
| 5891 |
5891
Siemens Pension Trust
Munich Germany,
Germany
| $187M | -$80.3M | -30% | 30.1% | 25.4% | 1 | 0% | 2 |
|
| 5892 |
5892
New Perspectives Inc
Ridgeland,
Mississippi
| $187M | -$1.18M | -0.6% | 0.12% | – | 37 | 5.41% | 2.1 |
|
| 5893 |
PCMK
5893
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $187M | -$6.7M | -3% | 2.45% | 87.5% | 61 | 14.75% | 6.6 |
|
| 5894 |
5894
Semanteon Capital Management
Newton,
Massachusetts
| $186M | +$39.5M | +27% | 2.61% | – | 339 | 74.34% | 0.2 |
|
| 5895 |
5895
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $186M | -$1.81M | -1% | 6.68% | 92.4% | 453 | 10.38% | 5.2 |
|
| 5896 |
CIS
5896
Custom Index Systems
New York
| $186M | +$1.65M | +0.9% | 1.81% | – | 280 | 26.07% | 0.6 |
|
| 5897 |
5897
Eagle Bluffs Wealth Management
Columbia,
Missouri
| $186M | +$570K | +0.3% | 0.99% | 95.5% | 76 | 6.58% | 2.3 |
|
| 5898 |
5898
Motive Wealth Advisors
Birmingham,
Michigan
| $186M | +$19.7M | +12% | 0.48% | 73.4% | 76 | 15.79% | 2 |
|
| 5899 |
5899
Bridger Management
New York
| $186M | -$13.8M | -7% | 1.12% | 103% | 33 | 27.27% | 1.8 |
|
| 5900 |
5900
BluePath Capital Management
Atlanta,
Georgia
| $186M | +$24.1M | +15% | 2.85% | 106% | 111 | 17.12% | 1 |
|