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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7376 |
7376
Arlington Capital Management
Arlington Heights,
Illinois
| $115M | -$16.9M | -13% | 18.2% | 154% | 109 | 57.8% | 0.9 |
|
| 7377 |
7377
AG Asset Advisory
Los Angeles,
California
| $115M | +$17.6M | +18% | 19.3% | – | 22 | 4.55% | 0.5 |
|
| 7378 |
7378
Yorktown Energy Partners XI
New York
| $115M | +$19.3M | +20% | 28.2% | 105% | 3 | 0% | 4.8 |
|
| 7379 |
7379
Atlantic Family Wealth
Coral Gables,
Florida
| $115M | +$6.2M | +6% | 4.47% | – | 55 | 21.82% | 0.4 |
|
| 7380 |
7380
Chiron Capital Management
Tallahassee,
Florida
| $115M | +$4.9M | +4% | 1.52% | – | 125 | 13.6% | 2.2 |
|
| 7381 |
7381
Arbor Capital Management (Alaska)
Anchorage,
Alaska
| $115M | +$11.7M | +11% | 12.3% | 62.7% | 112 | 16.96% | 2.2 |
|
| 7382 |
7382
venBio Partners
San Francisco,
California
| $115M | -$8.8M | -7% | 1.43% | 564% | 7 | 14.29% | 2.7 |
|
| 7383 |
7383
Allium Financial Advisors
Lake Oswego,
Oregon
| $115M | +$5.06M | +5% | 8.17% | – | 93 | 13.98% | 0.2 |
|
| 7384 |
7384
Archvest Wealth Advisors
Concord,
California
| $115M | -$6.14M | -5% | 8.6% | 47.8% | 68 | 20.59% | 2.1 |
|
| 7385 |
RIP
7385
Reliant Investment Partners
Pinehurst,
North Carolina
| $115M | +$16.6M | +17% | 15.9% | – | 113 | 17.7% | 0.4 |
|
| 7386 |
7386
Tandem Investment Partners
Bordentown,
New Jersey
| $115M | +$13.4M | +13% | 7.58% | – | 69 | 7.25% | 0.5 |
|
| 7387 |
7387
Maxele Advisors
Webster Groves,
Missouri
| $115M | +$11.2M | +11% | 11.1% | – | 103 | 7.77% | 2.6 |
|
| 7388 |
7388
William Howard & Co Financial Advisors
Memphis,
Tennessee
| $115M | +$7.92M | +7% | 7.43% | – | 56 | 7.14% | 1.1 |
|
| 7389 |
7389
Kingdom Financial Group
Peoria,
Arizona
| $114M | -$22M | -16% | 5.18% | 46.2% | 75 | 66.67% | 0.7 |
|
| 7390 |
7390
Shade Tree Advisors
Saratoga Springs,
New York
| $114M | +$13.5M | +13% | 8.97% | – | 19 | 15.79% | 0.5 |
|
| 7391 |
7391
Kropog Financial Group
Mandeville,
Louisiana
| $114M | +$9.13M | +9% | 11.3% | – | 33 | 27.27% | 0.4 |
|
| 7392 |
CAS
7392
CTC Alternative Strategies
Chicago,
Illinois
| $114M | +$32.5M | +40% | 14.7% | 111% | 203 | 84.24% | 0.1 |
|
| 7393 |
7393
Barden Capital Management
Austin,
Texas
| $114M | +$1.74M | +2% | 10.6% | 80.1% | 63 | 15.87% | 2.6 |
|
| 7394 |
7394
University of Pittsburgh
Pittsburgh,
Pennsylvania
| $114M | +$12.8M | +13% | 11.2% | 69.2% | 1 | 0% | 2.5 |
|
| 7395 |
CWMA
7395
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
| $114M | +$13.7M | +14% | 7.83% | – | 50 | 6% | 0.5 |
|
| 7396 |
7396
Sellaronda Global Management
New York
| $114M | +$13.7M | +14% | 7.85% | – | 12 | 41.67% | 0.4 |
|
| 7397 |
7397
Crossingbridge Advisors
Pleasantville,
New York
| $114M | -$76.1M | -40% | 1.05% | – | 122 | 61.48% | 0.3 |
|
| 7398 |
7398
Sheets Smith Investment Management
Houston,
Texas
| $114M | +$13.6M | +14% | 25.5% | – | 83 | 63.86% | 0.3 |
|
| 7399 |
RPGNY
7399
Retirement Planning Group (New York)
Malta,
New York
| $114M | +$15.5M | +16% | 7.41% | – | 77 | 9.09% | 0.4 |
|
| 7400 |
7400
BluePath Capital Management
Atlanta,
Georgia
| $114M | +$17.7M | +18% | 17.7% | 101% | 97 | 28.87% | 1.2 |
|