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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6276 |
6276
Balance Wealth
Delaware,
Ohio
| $171M | +$16.9M | +11% | 8.95% | – | 121 | 25.62% | 0.2 |
|
| 6277 |
6277
David J. Yvars Group
University Park,
Florida
| $171M | +$43.6M | +34% | 17.7% | 143% | 86 | 25.58% | 2.6 |
|
| 6278 |
NELSF
6278
NewGen Equity Long/Short Fund
Grand Cayman,
Cayman Islands
| $171M | – | – | 36% | – | 24 | – | 0 |
|
| 6279 |
6279
General Partner Inc
Pittsburgh,
Pennsylvania
| $171M | +$17.1M | +11% | 5.25% | 83.1% | 176 | 2.27% | 1.9 |
|
| 6280 |
6280
Washburn Capital Management
Vero Beach,
Florida
| $171M | +$18.5M | +12% | 15% | 123% | 59 | 25.42% | 2.5 |
|
| 6281 |
6281
Ausbil Investment Management
Sydney,
Australia
| $171M | +$6.71M | +4% | 6.2% | 115% | 81 | 30.86% | 1 |
|
| 6282 |
6282
Sterling Investment Counsel
Buffalo,
New York
| $171M | -$122M | -42% | 11.6% | 93.8% | 182 | 27.47% | 2.4 |
|
| 6283 |
6283
Baron Financial Group
Fair Lawn,
New Jersey
| $170M | +$11.5M | +7% | 7.6% | 55.5% | 49 | 4.08% | 3.9 |
|
| 6284 |
6284
BCK Partners
Corning,
New York
| $170M | +$10.2M | +6% | 6.11% | 46% | 28 | 17.86% | 3.7 |
|
| 6285 |
6285
Tribridge Partners Financial
Columbia,
Maryland
| $170M | – | – | 8.23% | – | 60 | – | 0 |
|
| 6286 |
6286
Disciplined Equity Management
Neptune Beach,
Florida
| $170M | +$26.6M | +18% | 6.33% | 72.3% | 66 | 13.64% | 2.3 |
|
| 6287 |
6287
Charter Capital Management
Brookfield,
Wisconsin
| $170M | – | – | 7.2% | – | 62 | – | 0 |
|
| 6288 |
6288
Hardin Capital Partners
Greenville,
South Carolina
| $170M | +$7.16M | +4% | 0.08% | – | 121 | 9.92% | 0.9 |
|
| 6289 |
6289
Innova Wealth Partners
Newtown,
Pennsylvania
| $170M | +$8.79M | +5% | 6.68% | 72.5% | 117 | 23.08% | 0.6 |
|
| 6290 |
6290
Matrix Private Capital Group
New York
| $170M | +$2.86M | +2% | 8.46% | 62.5% | 145 | 13.79% | 4.1 |
|
| 6291 |
6291
Northern Capital Management (Washington)
Spokane,
Washington
| $170M | +$16.6M | +11% | 12% | 80% | 46 | 10.87% | 2.8 |
|
| 6292 |
6292
Aegis Financial
Mc Lean,
Virginia
| $170M | +$52.7M | +45% | 9.48% | 266% | 25 | 8% | 2.6 |
|
| 6293 |
6293
SeaTown Holdings
Singapore
| $170M | +$54M | +47% | 19.5% | 220% | 24 | 50% | 1.1 |
|
| 6294 |
6294
Corient IA
Miami,
Florida
| $170M | +$29.1M | +21% | 15.4% | – | 323 | 14.55% | 0.2 |
|
| 6295 |
6295
First International Bank of Israel
Tel Aviv,
| $170M | – | – | 9.03% | – | 56 | – | 0 |
|
| 6296 |
WBWA
6296
William B. Walkup & Associates
Columbia,
South Carolina
| $170M | +$5.74M | +3% | 2.48% | – | 163 | 1.23% | 1 |
|
| 6297 |
6297
Prepared Retirement Institute
Lansdale,
Pennsylvania
| $170M | +$13.1M | +8% | 6.58% | – | 92 | 14.13% | 1.1 |
|
| 6298 |
6298
Bardin Hill Management Partners
New York
| $170M | -$138M | -45% | 9.08% | 214% | 65 | 83.08% | 0.6 |
|
| 6299 |
6299
Redpoint Management
Woodside,
California
| $170M | -$107M | -39% | 0.98% | 20.6% | 6 | 16.67% | 2.7 |
|
| 6300 |
6300
Flower City Capital
Pittsford,
New York
| $170M | +$17.1M | +11% | 10.8% | 69.5% | 41 | 12.2% | 2.1 |
|