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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
2401
L.J. Altfest & Co
New York
| $358M | +$14.5M | +4% | 7.33% | 90.3% | 183 | 31.69% | 2 |
|
| 2402 |
2402
Main Management ETF Advisors
San Francisco,
California
| $358M | -$39.4M | -10% | 14.2% | 97.2% | 14 | 42.86% | 0.7 |
|
| 2403 |
2403
WMS Partners
Towson,
Maryland
| $358M | -$533M | -60% | 11.5% | 10.8% | 228 | 23.68% | 3.6 |
|
| 2404 |
2404
North Growth Management
Vancouver,
British Columbia, Canada
| $358M | -$37.5M | -9% | 13.3% | 243% | 48 | 18.75% | 0.9 |
|
| 2405 |
2405
MV Capital Management
Bethesda,
Maryland
| $357M | -$44.6M | -11% | 9.03% | 67.6% | 369 | 18.16% | 2.7 |
|
| 2406 |
TCOT
2406
Trust Company of Toledo
Holland,
Ohio
| $357M | -$35.2M | -9% | 6.85% | 109% | 191 | 11.52% | 4.4 |
|
| 2407 |
2407
Verdence Capital Advisors
Hunt Valley,
Maryland
| $357M | -$45.9M | -11% | 11.3% | 104% | 276 | 18.12% | 0.9 |
|
| 2408 |
JWBC
2408
J.W. Burns & Co
Dewitt,
New York
| $357M | -$68.8M | -16% | 11.7% | 95.4% | 172 | 11.63% | 4.2 |
|
| 2409 |
2409
Bluescape Energy Partners
Dallas,
Texas
| $357M | +$19.8M | +6% | 5.88% | 57.9% | 1 | 0% | 1 |
|
| 2410 |
2410
Roundview Capital
Princeton,
New Jersey
| $357M | -$48.6M | -12% | 10.2% | 77.7% | 232 | 18.53% | 3.1 |
|
| 2411 |
CC
2411
Claybrook Capital
Wellesley,
Massachusetts
| $356M | +$185M | +108% | 12.4% | 7.15% | 854 | 88.88% | 0.1 |
|
| 2412 |
2412
Well Done LLC
Holland,
Michigan
| $356M | +$2.26M | +0.6% | 12.4% | 80.4% | 760 | 82.63% | 0.3 |
|
| 2413 |
2413
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| $355M | +$101M | +40% | 3.5% | 98.1% | 52 | 61.54% | 0.3 |
|
| 2414 |
2414
PrairieView Partners
St. Paul,
Minnesota
| $355M | -$26.7M | -7% | 9.54% | 34% | 45 | 4.44% | 0.9 |
|
| 2415 |
2415
Woodmont Investment Counsel
Nashville,
Tennessee
| $355M | -$11.2M | -3% | 10.2% | 66.8% | 185 | 18.38% | 3.5 |
|
| 2416 |
2416
Edge Wealth Management
New York
| $355M | -$61.7M | -15% | 9.43% | 75.3% | 674 | 20.33% | 2.4 |
|
| 2417 |
2417
LaFleur & Godfrey
Grand Rapids,
Michigan
| $355M | -$60.4M | -15% | 9.61% | 85.2% | 64 | 6.25% | 4.2 |
|
| 2418 |
2418
Crosslink Capital
Menlo Park,
California
| $354M | -$42.9M | -11% | 13.8% | 135% | 30 | 20% | 2.4 |
|
| 2419 |
2419
Private Ocean
San Rafael,
California
| $354M | +$129M | +58% | 6.53% | 2.82% | 394 | 24.11% | 2.1 |
|
| 2420 |
2420
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $354M | -$145M | -29% | 12.5% | 145% | 96 | 20.83% | 2.3 |
|
| 2421 |
2421
Glovista Investments
Jersey City,
New Jersey
| $354M | -$30.7M | -8% | 6.22% | 2.48% | 112 | 40.18% | 2.2 |
|
| 2422 |
2422
Muzinich & Co
New York
| $353M | -$57.1M | -14% | 14.4% | 13.5% | 64 | 40.63% | 2 |
|
| 2423 |
2423
Aisling Capital
New York
| $353M | -$110M | -24% | 19.3% | 386% | 9 | 0% | 3.8 |
|
| 2424 |
2424
Stairway Partners
Chicago,
Illinois
| $352M | -$53.8M | -13% | 13.2% | 48.1% | 10 | 0% | 4.7 |
|
| 2425 |
2425
West Coast Financial
Santa Barbara,
California
| $352M | -$81.3M | -19% | 12.4% | 22.2% | 143 | 32.17% | 3.4 |
|