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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
2701
LaFleur & Godfrey
Grand Rapids,
Michigan
| $826M | +$1.16M | +0.1% | 3.53% | 98.2% | 150 | 8.67% | 4.9 |
|
| 2702 |
2702
Triata Capital
Hong Kong
| $825M | -$31.7M | -4% | 12.8% | – | 15 | 0% | 0.8 |
|
| 2703 |
2703
De Burlo Group
Boston,
Massachusetts
| $824M | -$5.98M | -0.7% | 4.71% | 147% | 83 | 10.84% | 3.9 |
|
| 2704 |
2704
Octagon Capital Advisors
New York
| $824M | +$164M | +25% | 53.7% | 2,969% | 35 | 45.71% | 1.1 |
|
| 2705 |
2705
Ovata Capital Management
Hong Kong
| $823M | +$323M | +65% | 0.61% | 69.1% | 64 | 53.13% | 0.5 |
|
| 2706 |
2706
Jamison Private Wealth Management
Milton,
Georgia
| $823M | +$33.6M | +4% | 4.77% | 130% | 213 | 2.82% | 1.9 |
|
| 2707 |
BPIM
2707
Brant Point Investment Management
New York
| $823M | -$102M | -11% | 3.43% | 169% | 154 | 37.01% | 2.9 |
|
| 2708 |
2708
RTD Financial Advisors
Philadelphia,
Pennsylvania
| $820M | -$12.6M | -2% | 1.5% | 51.5% | 116 | 10.34% | 3.1 |
|
| 2709 |
2709
Ally Financial
Detroit,
Michigan
| $819M | +$9.14M | +1% | 1.1% | 9.35% | 117 | 16.24% | 2.2 |
|
| 2710 |
2710
One Wealth Advisors
San Francisco,
California
| $818M | +$21.5M | +3% | 2.5% | 66% | 334 | 18.86% | 2 |
|
| 2711 |
2711
BDF Gestion
Paris,
France
| $818M | -$26.8M | -3% | 3.88% | – | 156 | 14.1% | 1.2 |
|
| 2712 |
F1I
2712
Fund 1 Investments
Rincon,
Puerto Rico
| $818M | -$82.4M | -9% | 10.8% | 128% | 76 | 53.95% | 0.8 |
|
| 2713 |
2713
Lake Street Private Wealth
Chicago,
Illinois
| $817M | +$41.7M | +5% | 1.52% | 105% | 291 | 9.28% | 3.4 |
|
| 2714 |
2714
KPS Global Asset Management (UK)
London,
United Kingdom
| $817M | +$28.2M | +4% | 5.34% | 373% | 4 | 0% | 5.6 |
|
| 2715 |
2715
Syquant Capital SAS
Paris,
France
| $817M | +$469M | +135% | 0.36% | 160% | 45 | 80% | 0.1 |
|
| 2716 |
2716
Inspirion Wealth Advisors
Libertyville,
Illinois
| $817M | +$102M | +14% | 0.79% | 52.5% | 183 | 25.68% | 4.5 |
|
| 2717 |
2717
Alpha Wave Global
New York
| $816M | -$172M | -17% | 24% | 226% | 32 | 43.75% | 1.7 |
|
| 2718 |
2718
Embree Financial Group
Chicago,
Illinois
| $816M | +$69.5M | +9% | 2.77% | 87.6% | 260 | 14.23% | 1.4 |
|
| 2719 |
2719
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
| $815M | -$11.3M | -1% | 3.3% | – | 885 | 12.66% | 1.4 |
|
| 2720 |
2720
Cache Advisors
San Francisco,
California
| $814M | +$241M | +42% | 1.57% | – | 125 | 21.6% | 0.7 |
|
| 2721 |
2721
Strategic Wealth Investment Group
Louisville,
Kentucky
| $814M | -$375M | -32% | 2.19% | – | 134 | 33.58% | 2.1 |
|
| 2722 |
2722
Arista Wealth Management
Las Vegas,
Nevada
| $813M | +$9.44M | +1% | 2.59% | 67% | 323 | 39.32% | 0.8 |
|
| 2723 |
2723
City Holding Co
Charleston,
West Virginia
| $813M | +$17.5M | +2% | 3.08% | 89.2% | 643 | 18.82% | 5.9 |
|
| 2724 |
2724
Kera Capital Partners
San Jose,
California
| $811M | +$144M | +22% | 4.04% | – | 597 | 36.52% | 0.4 |
|
| 2725 |
2725
Mass General Brigham
Somerville,
Massachusetts
| $810M | – | – | 5.22% | – | 7 | – | 0.5 |
|