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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2476 |
2476
Octavia Wealth Advisors
Cincinnati,
Ohio
| $734M | +$57.4M | +8% | 3.9% | 67.9% | 227 | 9.69% | 2.3 |
|
| 2477 |
2477
GAMMA Investing
Foster City,
California
| $734M | +$243M | +49% | 4.35% | 139% | 3,583 | 10.75% | 0.4 |
|
| 2478 |
2478
LVZ Inc
Holland,
Michigan
| $734M | -$1.85M | -0.3% | 0.08% | 52.9% | 153 | 12.42% | 2.9 |
|
| 2479 |
PS
2479
Portfolio Strategies
Monsey,
New York
| $733M | -$738M | -50% | 9.31% | 120% | 146 | 74.66% | 3.6 |
|
| 2480 |
2480
Red Cedar Investment Management
Grand Rapids,
Michigan
| $733M | -$68M | -8% | 2.07% | 81.4% | 87 | 17.24% | 2.6 |
|
| 2481 |
2481
Sphera Funds Management
Tel Aviv,
Israel
| $733M | +$21.5M | +3% | 4.24% | 245% | 138 | 39.13% | 0.9 |
|
| 2482 |
2482
Professional Advisory Services
Vero Beach,
Florida
| $732M | -$4.6M | -0.6% | 0.09% | 69.3% | 81 | 8.64% | 5.8 |
|
| 2483 |
2483
Alley Investment Management Company
Lake Forest,
Illinois
| $732M | +$5.62M | +0.8% | 0.61% | 54.6% | 86 | 3.49% | 2 |
|
| 2484 |
2484
L.J. Altfest & Co
New York
| $732M | +$25.7M | +4% | 3.08% | 90.3% | 348 | 20.69% | 3.4 |
|
| 2485 |
2485
Broad Run Investment Management
Arlington,
Virginia
| $730M | -$83.9M | -10% | 13.6% | 202% | 26 | 3.85% | 5.9 |
|
| 2486 |
2486
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $730M | -$7.14M | -1% | 0.61% | 74.8% | 214 | 6.54% | 5.1 |
|
| 2487 |
2487
Cahill Financial Advisors
Edina,
Minnesota
| $730M | -$3.04M | -0.4% | 1.01% | 55.9% | 268 | 5.97% | 4.5 |
|
| 2488 |
2488
Summit Creek Advisors
Minneapolis,
Minnesota
| $730M | -$63.2M | -8% | 0.45% | 68.8% | 72 | 11.11% | 3.8 |
|
| 2489 |
2489
Jag Capital Management
St Louis,
Missouri
| $730M | +$23.1M | +3% | 8.41% | 230% | 154 | 20.13% | 3.5 |
|
| 2490 |
2490
Naspers
South Africa
| $730M | -$361M | -33% | 28.6% | 88.2% | 4 | 0% | 2.5 |
|
| 2491 |
2491
Great Lakes Retirement
Sandusky,
Ohio
| $729M | +$53.9M | +8% | 4.5% | 108% | 706 | 68.84% | 0.6 |
|
| 2492 |
2492
Allen Capital Group
Grand Island,
Nebraska
| $729M | +$18.9M | +3% | 1.22% | 56.9% | 221 | 10.86% | 1.2 |
|
| 2493 |
2493
Financial Management Professionals
Austin,
Texas
| $729M | +$50.1M | +7% | 1.44% | 67.3% | 1,091 | 14.57% | 3.4 |
|
| 2494 |
2494
Nemes Rush Group
Novi,
Michigan
| $728M | +$29.7M | +4% | 4.6% | 111% | 700 | 18.71% | 0.9 |
|
| 2495 |
2495
Pekin Hardy Strauss
Chicago,
Illinois
| $728M | -$3.59M | -0.5% | 0.65% | 102% | 353 | 16.71% | 4.1 |
|
| 2496 |
2496
Kora Management
Brooklyn,
New York
| $727M | +$245M | +51% | 22.4% | 307% | 7 | 14.29% | 2 |
|
| 2497 |
2497
KWB Wealth
Redlands,
California
| $727M | -$16.2M | -2% | 1.26% | 54.8% | 129 | 0% | 1.9 |
|
| 2498 |
2498
Vantagepoint Investment Advisers
Washington,
District of Columbia
| $727M | +$122M | +20% | 0.21% | 32.7% | 10 | 30% | 1.8 |
|
| 2499 |
2499
Lodestar Private Asset Management
Alamo,
California
| $727M | +$25.8M | +4% | 2.29% | 58.3% | 217 | 6.45% | 1.3 |
|
| 2500 |
2500
Silicon Valley Capital Partners
San Jose,
California
| $727M | +$56.6M | +8% | 6.49% | 103% | 321 | 9.03% | 1.6 |
|