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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
2501
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| $718M | +$61.6M | +9% | 5.01% | 47% | 204 | 3.43% | 3.1 |
|
| 2502 |
JWBC
2502
J.W. Burns & Co
Dewitt,
New York
| $718M | +$42.5M | +6% | 8.67% | 95.4% | 191 | 5.76% | 6.8 |
|
| 2503 |
2503
RW Investment Management
Eagle,
Idaho
| $718M | +$62.3M | +10% | 4.68% | – | 89 | 7.87% | 1.1 |
|
| 2504 |
2504
Pale Fire Capital SE
Prague,
Czech Republic
| $718M | +$77.8M | +12% | 5.98% | 223% | 84 | 50% | 0.5 |
|
| 2505 |
2505
Savoie Capital
Chicago,
Illinois
| $718M | +$280M | +64% | 22.9% | – | 93 | 37.63% | 0.3 |
|
| 2506 |
2506
DLD Asset Management
New York
| $717M | -$110M | -13% | 0.21% | 10.3% | 97 | 50.52% | 0.6 |
|
| 2507 |
2507
Analog Century Management
New York
| $717M | +$285M | +66% | 24.1% | 785% | 26 | 19.23% | 1.8 |
|
| 2508 |
2508
Summit Financial Strategies
Columbus,
Ohio
| $717M | +$62.5M | +10% | 7.83% | 59.4% | 152 | 7.89% | 3.3 |
|
| 2509 |
2509
Arden Trust
Wilmington,
Delaware
| $717M | +$35.7M | +5% | 6.85% | 22.5% | 259 | 8.88% | 4.5 |
|
| 2510 |
2510
Certified Advisory Corp
Altamonte Springs,
Florida
| $717M | +$57.5M | +9% | 7.13% | 62.9% | 281 | 11.39% | 3.3 |
|
| 2511 |
2511
CoreView Capital Management
Hong Kong
| $715M | -$145M | -17% | 6.07% | 50.9% | 9 | 11.11% | 1.7 |
|
| 2512 |
2512
V-Square Quantitative Management
Chicago,
Illinois
| $715M | +$149M | +26% | 12.9% | 111% | 583 | 2.92% | 0.7 |
|
| 2513 |
2513
Stanley-Laman Group
Berwyn,
Pennsylvania
| $713M | +$59.6M | +9% | 5.59% | 114% | 258 | 13.57% | 2 |
|
| 2514 |
2514
Sphera Funds Management
Tel Aviv,
Israel
| $712M | +$90.4M | +15% | 34.6% | 245% | 126 | 38.89% | 0.9 |
|
| 2515 |
2515
Provenance Wealth Advisors
Fort Lauderdale,
Florida
| $711M | -$30.9M | -4% | 7.56% | 64.3% | 635 | 20.79% | 0.4 |
|
| 2516 |
2516
Allen Capital Group
Grand Island,
Nebraska
| $710M | +$77.4M | +12% | 7.03% | 62.8% | 210 | 18.1% | 1 |
|
| 2517 |
2517
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $710M | +$74.9M | +12% | 4.72% | 40.2% | 131 | 9.16% | 3.4 |
|
| 2518 |
2518
American Financial Advisors
Marietta,
Georgia
| $710M | +$33.9M | +5% | 6.3% | 52.7% | 156 | 10.26% | 2.6 |
|
| 2519 |
2519
Redwood Capital Management
New York
| $710M | +$157M | +28% | 5.32% | 313% | 24 | 37.5% | 3.4 |
|
| 2520 |
2520
Adams Natural Resources Fund
Baltimore,
Maryland
| $709M | +$78.5M | +12% | 13.3% | 50.6% | 56 | 3.57% | 6.7 |
|
| 2521 |
2521
Hill Investment Group Partners
St. Louis,
Missouri
| $708M | +$28.8M | +4% | 4.66% | 50.6% | 72 | 9.72% | 1.6 |
|
| 2522 |
2522
WFM Asia
Road Town, Tortola,
British Virgin Islands
| $708M | -$27.6M | -4% | 4.07% | 89.9% | 11 | 18.18% | 3 |
|
| 2523 |
2523
FCPM III Services
Naarden,
Netherlands
| $707M | +$368M | +108% | 108% | – | 6 | 0% | 0.3 |
|
| 2524 |
2524
Jag Capital Management
St Louis,
Missouri
| $707M | +$53.9M | +8% | 19.6% | 269% | 154 | 23.38% | 3.3 |
|
| 2525 |
2525
L.J. Altfest & Co
New York
| $706M | +$16.5M | +2% | 5.58% | 95.6% | 333 | 16.22% | 3.3 |
|