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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2326 |
2326
Barber Financial Group
Lenexa,
Kansas
| $611M | -$141M | -19% | 10.3% | 39% | 185 | 38.92% | 2.6 |
|
| 2327 |
2327
Linse Capital
San Juan,
Puerto Rico
| $611M | -$421M | -41% | 31.3% | – | 2 | 0% | 0.5 |
|
| 2328 |
2328
Aveo Capital Partners
Englewood,
Colorado
| $610M | +$42.9M | +8% | 9.81% | 19.1% | 311 | 25.72% | 1.4 |
|
| 2329 |
2329
Creative Financial Designs
Kokomo,
Indiana
| $609M | -$48M | -7% | 12.3% | 56.2% | 1,381 | 15.13% | 2.1 |
|
| 2330 |
2330
Ardsley Advisory Partners
Stamford,
Connecticut
| $608M | +$8.42M | +1% | 6.74% | 555% | 185 | 64.86% | 0.7 |
|
| 2331 |
2331
Heartwood Wealth Advisors
Richmond,
Virginia
| $608M | -$63.9M | -10% | 11.3% | 59.4% | 132 | 23.48% | 1.6 |
|
| 2332 |
2332
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $608M | -$118M | -16% | 10.8% | 83.4% | 360 | 18.06% | 4.4 |
|
| 2333 |
2333
MIG Capital
Newport Beach,
California
| $608M | -$368M | -38% | 22.4% | 118% | 29 | 37.93% | 1.7 |
|
| 2334 |
JCM
2334
JS Capital Management
New York
| $606M | -$681M | -53% | 44.6% | 52.4% | 29 | 44.83% | 1.5 |
|
| 2335 |
2335
Blueshift Asset Management
Red Bank,
New Jersey
| $606M | -$492M | -45% | 19% | 38.8% | 1,098 | 70.31% | 0.3 |
|
| 2336 |
BFM
2336
Blacksheep Fund Management
Co. Dublin,
Ireland
| $606M | -$41.1M | -6% | 21.9% | 71.5% | 7 | 42.86% | 1.6 |
|
| 2337 |
2337
CastleKnight Management
New York
| $605M | -$95.9M | -14% | 19.3% | 259% | 310 | 37.42% | 0.3 |
|
| 2338 |
2338
Cortland Associates
St Louis,
Missouri
| $605M | -$180M | -23% | 11.2% | 57.1% | 63 | 19.05% | 4.9 |
|
| 2339 |
2339
Lindbrook Capital
Calabasas,
California
| $605M | -$43.1M | -7% | 15.4% | 35.8% | 2,904 | 19.11% | 1.8 |
|
| 2340 |
2340
Battery Management Corp
Boston,
Massachusetts
| $603M | -$53.4M | -8% | 17.4% | 45.1% | 9 | 11.11% | 1 |
|
| 2341 |
2341
Berkshire Money Management
Dalton,
Massachusetts
| $602M | -$94.2M | -14% | 12.8% | 61.8% | 50 | 46% | 1.8 |
|
| 2342 |
2342
Royal Fund Management
Lady Lake,
Florida
| $602M | -$88.6M | -13% | 14% | 103% | 232 | 26.72% | 3 |
|
| 2343 |
2343
EHP Funds Inc
Toronto,
Canada
| $601M | +$722K | +0.1% | 5.93% | 173% | 493 | 47.46% | 0.2 |
|
| 2344 |
2344
Abbrea Capital
Greenbrae,
California
| $601M | -$113M | -16% | 12.3% | 38% | 240 | 6.67% | 3.7 |
|
| 2345 |
2345
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| $600M | -$377M | -39% | 39.2% | 312% | 2 | 50% | 0.4 |
|
| 2346 |
2346
Professional Advisory Services
Vero Beach,
Florida
| $600M | -$96.4M | -14% | 14% | 69.3% | 82 | 14.63% | 5.3 |
|
| 2347 |
2347
Aperture Investors
New York
| $600M | -$172M | -22% | 16.2% | 211% | 108 | 42.59% | 0.8 |
|
| 2348 |
2348
L & S Advisors
Los Angeles,
California
| $599M | -$245M | -29% | 10.6% | 231% | 314 | 33.76% | 2.1 |
|
| 2349 |
2349
EJF Capital
Arlington,
Virginia
| $599M | -$336M | -36% | 22.7% | 127% | 145 | 33.79% | 1.4 |
|
| 2350 |
2350
Plante Moran Financial Advisors
Southfield,
Michigan
| $598M | +$63.1M | +12% | 11.7% | 62.8% | 1,077 | 31.38% | 3.3 |
|