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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7976 |
7976
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $126M | +$6.9M | +6% | 8.35% | 38.5% | 64 | 7.81% | 3.5 |
|
| 7977 |
7977
Midway Capital Research & Management
Chicago,
Illinois
| $126M | +$19.8M | +19% | 26.5% | – | 118 | 4.24% | 0.4 |
|
| 7978 |
7978
Clio Asset Management
Charlottesville,
Virginia
| $126M | +$6.46M | +5% | 5.38% | 60.6% | 18 | 27.78% | 1.6 |
|
| 7979 |
7979
Smith Partners Wealth Management
Greensboro,
North Carolina
| $126M | +$14.1M | +13% | 10.2% | – | 84 | 22.62% | 0.4 |
|
| 7980 |
7980
Heights Point Management
New York
| $126M | +$17.8M | +17% | 38% | – | 29 | 55.17% | 0.3 |
|
| 7981 |
7981
Milestones Private Investment Advisors
Fairport,
New York
| $126M | +$12.1M | +11% | 14% | – | 82 | 10.98% | 0.9 |
|
| 7982 |
7982
Katamaran Capital
London,
United Kingdom
| $126M | +$1.24M | +1% | 42.3% | – | 44 | 50% | 0.5 |
|
| 7983 |
7983
Signet Private Wealth
Chicago,
Illinois
| $125M | +$20.7M | +20% | 25.4% | – | 148 | 34.46% | 0.4 |
|
| 7984 |
7984
Graetz Wealth
Jenison,
Michigan
| $125M | +$13.4M | +12% | 10.7% | – | 89 | 15.73% | 0.4 |
|
| 7985 |
JMNC
7985
J. Mark Nickell & Co
Brentwood,
Tennessee
| $125M | +$14.6M | +13% | 10.1% | – | 38 | 36.84% | 0.4 |
|
| 7986 |
7986
Bretton Capital Management
San Francisco,
California
| $125M | +$16M | +15% | 12.4% | – | 20 | 10% | 1.6 |
|
| 7987 |
7987
Summerhill Capital Management
Toronto,
Ontario, Canada
| $125M | +$10.7M | +9% | 38.7% | – | 36 | 52.78% | 1.7 |
|
| 7988 |
AV
7988
Alamea Verwaltungs
Edison,
New Jersey
| $125M | -$9.8M | -7% | 4.53% | – | 107 | 55.14% | 0.5 |
|
| 7989 |
7989
EMG Holdings
Old Greenwich,
Connecticut
| $125M | -$271M | -68% | 16% | 4.17% | 37 | 70.27% | 1 |
|
| 7990 |
7990
E6 Portfolios
Midvale,
Utah
| $125M | +$29.2M | +30% | 10.5% | – | 97 | 40.21% | 0.3 |
|
| 7991 |
7991
O'Domhnaill Enterprises
Cody,
Wyoming
| $125M | +$1.01M | +0.8% | 0.08% | – | 65 | 21.54% | 0.4 |
|
| 7992 |
7992
Index Technologies Group
New York
| $125M | +$33.3M | +36% | 23.2% | – | 283 | 55.12% | 0.2 |
|
| 7993 |
7993
Shuttleworth & Co
Powell,
Ohio
| $125M | +$14.6M | +13% | 14.7% | – | 53 | 5.66% | 0.7 |
|
| 7994 |
7994
Barnes Dennig Private Wealth Management
Cincinnati,
Ohio
| $125M | +$24.1M | +24% | 36% | – | 397 | 30.73% | 0.8 |
|
| 7995 |
7995
Dougherty & Associates
Spring Hill,
Florida
| $125M | +$16.1M | +15% | 17.7% | – | 53 | 3.77% | 0.5 |
|
| 7996 |
YC
7996
Yunqi Capital
Hong Kong
| $125M | +$32.5M | +35% | 33.1% | 71.4% | 5 | 40% | 1.8 |
|
| 7997 |
7997
Broussard Financial Group
Kaplan,
Louisiana
| $125M | -$136K | -0.1% | 1.09% | – | 36 | 22.22% | 0.4 |
|
| 7998 |
7998
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
| $125M | +$11.8M | +10% | 10.4% | – | 102 | 28.43% | 0.9 |
|
| 7999 |
7999
DAG Ventures
Palo Alto,
California
| $125M | -$4.01M | -3% | 3.04% | – | 3 | 0% | 1.8 |
|
| 8000 |
8000
Cornerstone Financial Management
Burlington,
Massachusetts
| $125M | +$15.7M | +14% | 12.6% | – | 1,565 | 22.36% | 0.4 |
|