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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7676 |
7676
Fourthstone LLC
St Louis,
Missouri
| $140M | -$449M | -76% | 14% | 104% | 68 | 72.06% | 1.5 |
|
| 7677 |
7677
Cobalt Capital Management
Short Hills,
New Jersey
| $140M | -$38.1M | -21% | 32.1% | 235% | 37 | 64.86% | 0.7 |
|
| 7678 |
7678
Ethos Capital Management
Newtown,
Pennsylvania
| $140M | +$23.9M | +20% | 31.5% | – | 64 | 20.31% | 0.4 |
|
| 7679 |
7679
Graver Capital Management
Columbus,
Ohio
| $140M | +$8.74M | +7% | 11.1% | – | 26 | 3.85% | 1.4 |
|
| 7680 |
7680
Madison Park Capital Advisors
Seattle,
Washington
| $140M | +$13.1M | +10% | 10.2% | 62.4% | 67 | 10.45% | 1.8 |
|
| 7681 |
7681
Wellington-Altus USA
Winnipeg, Manitoba,
Manitoba, Canada
| $140M | -$29.4M | -17% | 10.8% | – | 737 | 16.28% | 0.5 |
|
| 7682 |
7682
Lesa Sroufe & Co
Seattle,
Washington
| $140M | -$6.68M | -5% | 0.85% | – | 74 | 17.57% | 5.3 |
|
| 7683 |
7683
Vigil Wealth Management
Ponte Vedra Beach,
Florida
| $140M | +$16.5M | +13% | 12.1% | – | 82 | 9.76% | 0.5 |
|
| 7684 |
7684
Mallini Complete Financial Planning
Gainesville,
Florida
| $140M | +$13.9M | +11% | 8.53% | – | 70 | 4.29% | 1.1 |
|
| 7685 |
7685
Armor Advisors
New York
| $140M | -$158M | -53% | 6.13% | 78.5% | 19 | 21.05% | 1.2 |
|
| 7686 |
7686
Delta Wealth Advisors
Indianapolis,
Indiana
| $140M | +$8.58M | +7% | 9.83% | – | 47 | 4.26% | 1.6 |
|
| 7687 |
7687
MFG Wealth Management
Indianapolis,
Indiana
| $140M | +$19.2M | +16% | 22.4% | – | 70 | 22.86% | 0.8 |
|
| 7688 |
7688
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $140M | +$11.9M | +9% | 11.9% | 39.9% | 42 | 4.76% | 2.1 |
|
| 7689 |
SAM
7689
Stenahm Asset Management
Guernsey
| $140M | -$66.2M | -32% | 6.35% | – | 22 | 50% | 1.8 |
|
| 7690 |
7690
Odyssey Capital Advisors
Bala Cynwyd,
Pennsylvania
| $140M | +$28M | +25% | 22.1% | – | 106 | 13.21% | 0.4 |
|
| 7691 |
7691
NorthAvenue LLC
Columbus,
Ohio
| $140M | +$13.8M | +11% | 8.4% | – | 325 | 21.54% | 0.4 |
|
| 7692 |
7692
Sky-Mountain Capital Management
Ketchum,
Idaho
| $140M | +$192K | +0.1% | 3.49% | – | 41 | 12.2% | 1 |
|
| 7693 |
7693
Two Creeks Capital Management
New York
| $140M | -$834M | -86% | 15.7% | 38.8% | 23 | 47.83% | 3.5 |
|
| 7694 |
7694
Stegent Equity Advisors
Houston,
Texas
| $140M | +$22.2M | +19% | 10.7% | 96.4% | 125 | 29.6% | 1.9 |
|
| 7695 |
7695
PCG Asset Management
Gladstone,
New Jersey
| $140M | +$14.4M | +12% | 14.4% | – | 85 | 9.41% | 1.3 |
|
| 7696 |
BIO
7696
Blue Investment Opportunities
Miami Beach,
Florida
| $140M | -$17.3M | -11% | 11% | – | 1 | 0% | 1.3 |
|
| 7697 |
7697
Cadia Private Client
Parsippany,
New Jersey
| $139M | +$16.1M | +13% | 11.4% | – | 84 | 19.05% | 0.4 |
|
| 7698 |
7698
Ares Financial Consulting
Calabasas,
California
| $139M | +$12.1M | +10% | 12.9% | – | 1,171 | 12.3% | 0.4 |
|
| 7699 |
BCP
7699
Balance Capital Partners
New York
| $139M | +$51.4M | +58% | 41.8% | – | 13 | 76.92% | 0.1 |
|
| 7700 |
7700
Hershey Financial Advisers
Lancaster,
Pennsylvania
| $139M | +$23.4M | +20% | 42.3% | – | 107 | 45.79% | 0.7 |
|