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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6151 |
6151
Hara Capital
Bellevue,
Washington
| $200M | +$20.7M | +12% | 23% | 65.4% | 325 | 12.62% | 1.5 |
|
| 6152 |
6152
Main Line Retirement Advisors
Whitefish,
Montana
| $200M | +$2.71M | +1% | 0.81% | 47.6% | 48 | 4.17% | 1.9 |
|
| 6153 |
6153
Soviero Asset Management
New York
| $200M | -$8.57M | -4% | 14.7% | 676% | 92 | 67.39% | 0.3 |
|
| 6154 |
6154
Ravenstone Capital Management
Toronto,
| $200M | -$19M | -9% | 7.98% | 63% | 58 | 32.76% | 2.3 |
|
| 6155 |
6155
Freshford Capital Management
Rye Brook,
New York
| $200M | -$49.1M | -20% | 8.47% | 97.3% | 24 | 45.83% | 0.7 |
|
| 6156 |
6156
AGP Franklin
Franklin,
Tennessee
| $200M | -$13M | -6% | 1.94% | – | 104 | 25.96% | 0.8 |
|
| 6157 |
6157
Guinness Atkinson Asset Management
Pasadena,
California
| $200M | -$12.1M | -6% | 3.16% | 148% | 126 | 4.76% | 5.4 |
|
| 6158 |
6158
Constitution Capital
Shelton,
Connecticut
| $200M | -$11.4M | -5% | 0.04% | 91.1% | 67 | 13.43% | 3.7 |
|
| 6159 |
6159
Note Advisors
Buffalo,
New York
| $200M | +$5.14M | +3% | 0.52% | – | 86 | 5.81% | 1.1 |
|
| 6160 |
6160
Nordflint Capital Partners Fondsmaeglerselskab
Copenhagen O,
Denmark
| $200M | +$16.3M | +9% | 52.6% | – | 1 | 0% | 1.3 |
|
| 6161 |
6161
Bellevue Asset Management
Bellevue,
Washington
| $200M | -$109M | -35% | 6.71% | 56.7% | 503 | 29.42% | 4.7 |
|
| 6162 |
6162
LRZ Capital
Miami,
Florida
| $200M | -$21.7M | -10% | 11.8% | – | 19 | 21.05% | 0.2 |
|
| 6163 |
6163
Allen Wealth Management
Boone,
North Carolina
| $200M | +$33.6M | +20% | 8.48% | 60.3% | 63 | 11.11% | 1.8 |
|
| 6164 |
6164
Kerusso Capital Management
Winston Salem,
North Carolina
| $200M | -$16.6M | -8% | 3.74% | – | 56 | 10.71% | 1.4 |
|
| 6165 |
6165
Tandem Capital Management
Woodcliff Lake,
New Jersey
| $200M | -$20.1M | -9% | 3.99% | 128% | 120 | 12.5% | 3.7 |
|
| 6166 |
6166
Charter Capital Management
Brookfield,
Wisconsin
| $200M | +$6.06M | +3% | 0.77% | – | 71 | 11.27% | 0.6 |
|
| 6167 |
6167
Arena Capital Advisors
Los Angeles,
California
| $200M | +$34.3M | +21% | 2.63% | 127% | 25 | 32% | 1.5 |
|
| 6168 |
SF
6168
Sun Financial
Midvale,
Utah
| $200M | +$20.2M | +11% | 1.22% | – | 164 | 7.32% | 0.2 |
|
| 6169 |
6169
Beech Hill Advisors
New York
| $200M | -$9.3M | -4% | 3.6% | 117% | 96 | 3.13% | 5.4 |
|
| 6170 |
6170
Fortis Advisors
Wayne,
Pennsylvania
| $200M | +$15.2M | +8% | 4.63% | 72.8% | 138 | 25.36% | 3 |
|
| 6171 |
6171
Fairfield University
Fairfield,
Connecticut
| $200M | +$1.05M | +0.5% | 3.67% | 61.9% | 4 | 25% | 6.4 |
|
| 6172 |
6172
Sitrin Capital Management
Century City,
California
| $200M | -$11.2M | -5% | 1.55% | 139% | 41 | 12.2% | 4.7 |
|
| 6173 |
6173
Friedenthal Financial
Marlton,
New Jersey
| $199M | +$5.01M | +3% | 2.76% | 105% | 327 | 48.62% | 1.9 |
|
| 6174 |
6174
Northern Capital Management (Washington)
Spokane,
Washington
| $199M | +$10.2M | +5% | 3.5% | 90.9% | 54 | 9.26% | 2.9 |
|
| 6175 |
6175
Brooks Moore & Associates
Chattanooga,
Tennessee
| $199M | -$4.01M | -2% | 2.54% | 63.7% | 115 | 13.04% | 4.4 |
|