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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5951 |
5951
Horizon Financial Services
Winston Salem,
North Carolina
| $156M | +$14M | +10% | 4.3% | 42.6% | 261 | 78.54% | 0.5 |
|
| 5952 |
5952
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
| $156M | +$11.8M | +8% | 7.51% | 68.7% | 231 | 25.11% | 0.8 |
|
| 5953 |
KAM
5953
Kinney Asset Management
Chicago,
Illinois
| $156M | +$10.9M | +8% | 15.2% | 10.1% | 4 | 0% | 3.4 |
|
| 5954 |
5954
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| $156M | -$11.1M | -7% | 4.93% | 261% | 76 | 48.68% | 1.7 |
|
| 5955 |
5955
Pivotal bioVenture Partners Investment Advisor
San Francisco,
California
| $156M | -$239M | -61% | 57.4% | 667% | 13 | 15.38% | 2.5 |
|
| 5956 |
5956
Garrison Point Advisors
Walnut Creek,
California
| $156M | +$13.7M | +10% | 11% | 81.5% | 150 | 3.33% | 4 |
|
| 5957 |
5957
Solas Capital Management
Darien,
Connecticut
| $156M | -$5.56M | -3% | 19.2% | 62.5% | 26 | 38.46% | 2 |
|
| 5958 |
5958
Hudson Canyon Capital Management
New York
| $155M | +$18.1M | +13% | 16.9% | 182% | 56 | 7.14% | 2.6 |
|
| 5959 |
5959
Von Berge Wealth Management Group
San Diego,
California
| $155M | +$25.3M | +19% | 8.33% | 60.5% | 74 | 20.27% | 1.7 |
|
| 5960 |
II
5960
Ironclad Investments
Maitland,
Florida
| $155M | +$5.18M | +3% | 10.1% | – | 3 | 0% | 0.3 |
|
| 5961 |
PHM
5961
Prospect Hill Management
Short Hills,
New Jersey
| $155M | -$12.3M | -7% | 3.82% | 85.1% | 16 | 12.5% | 2.6 |
|
| 5962 |
BWA
5962
BlueChip Wealth Advisors
Milton,
Georgia
| $155M | +$12.4M | +9% | 6.88% | 62.2% | 132 | 20.45% | 0.2 |
|
| 5963 |
5963
Omega Fund Management
Boston,
Massachusetts
| $155M | +$31.6M | +26% | 73.9% | 106% | 14 | 21.43% | 2.8 |
|
| 5964 |
5964
Flagship Private Wealth
Woburn,
Massachusetts
| $155M | +$25.1M | +19% | 7.98% | 70.2% | 93 | 16.13% | 2.2 |
|
| 5965 |
5965
Heronetta Management
New York
| $155M | +$13.7M | +10% | 10.7% | 59.7% | 23 | 0% | 6.4 |
|
| 5966 |
5966
Eliot Finkel Investment Counsel
Beverly Hills,
California
| $155M | +$5.95M | +4% | 7.51% | 85.5% | 30 | 3.33% | 4.8 |
|
| 5967 |
5967
SQN Investors
Menlo Park,
California
| $155M | -$4.91M | -3% | 3.98% | – | 24 | 50% | 1.2 |
|
| 5968 |
5968
LCM Capital Management
Chicago,
Illinois
| $155M | +$16.5M | +12% | 14.8% | 128% | 95 | 8.42% | 2.6 |
|
| 5969 |
5969
Delphi Financial Group
Wilmington,
Delaware
| $155M | -$15.9M | -9% | 8.94% | 66.3% | 23 | 8.7% | 1.8 |
|
| 5970 |
5970
Burns Matteson Capital Management
Corning,
New York
| $155M | +$12.3M | +9% | 9.48% | 137% | 180 | 38.89% | 1.2 |
|
| 5971 |
5971
Eschler Asset Management
London,
United Kingdom
| $155M | +$28.5M | +23% | 21.8% | 274% | 127 | 64.57% | 0.3 |
|
| 5972 |
5972
Continental Grain Company
New York
| $154M | +$10.7M | +7% | 5.51% | 5.73% | 3 | 33.33% | 2.5 |
|
| 5973 |
5973
Intrepid Capital Management
Jacksonville Beach,
Florida
| $154M | +$8.07M | +6% | 7.18% | 70.2% | 120 | 29.17% | 2.2 |
|
| 5974 |
5974
Cohen Investment Advisors
Bedford,
New Hampshire
| $154M | +$18.5M | +14% | 8.93% | 90.6% | 77 | 1.3% | 3.1 |
|
| 5975 |
5975
Lakeridge Wealth Management
Mentor,
Ohio
| $154M | +$16M | +12% | 8.94% | – | 140 | 10.71% | 0.2 |
|