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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
2751
Aperture Investors
New York
| $791M | -$84.1M | -10% | 11.9% | 211% | 104 | 34.62% | 1.4 |
|
| 2752 |
2752
Murchinson
Toronto,
Ontario, Canada
| $791M | +$170M | +27% | 10.4% | 107% | 141 | 80.14% | 0.2 |
|
| 2753 |
2753
Parkway Wealth Management
Plano,
Texas
| $791M | +$45.1M | +6% | 1.13% | – | 148 | 17.57% | 0.2 |
|
| 2754 |
2754
Alpha Wave Global
New York
| $791M | -$25.2M | -3% | 1.82% | 226% | 24 | 25% | 2 |
|
| 2755 |
2755
Atlas Venture Life Science Advisors
Cambridge,
Massachusetts
| $790M | -$75.1M | -9% | 1.35% | 484% | 8 | 25% | 3 |
|
| 2756 |
2756
Avenir Tech
Hong Kong
| $790M | -$300M | -28% | 23.7% | – | 33 | 51.52% | 0.7 |
|
| 2757 |
IBOK
2757
Independence Bank of Kentucky
Owensboro,
Kentucky
| $789M | -$14.5M | -2% | 1.13% | 94.3% | 742 | 18.46% | 4.3 |
|
| 2758 |
2758
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
| $789M | +$67.8M | +9% | 11.2% | 165% | 53 | 49.06% | 2.1 |
|
| 2759 |
VH
2759
V3 Holding
Rye,
New York
| $789M | -$116M | -13% | 12.8% | – | 1 | 0% | 1.3 |
|
| 2760 |
2760
Strategic Wealth Investment Group
Louisville,
Kentucky
| $788M | -$25.6M | -3% | 3.38% | – | 99 | 11.11% | 2.3 |
|
| 2761 |
SBCM
2761
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $788M | -$125M | -14% | 2% | 72.3% | 48 | 6.25% | 6.9 |
|
| 2762 |
2762
Fideuram Asset Management (Ireland)
Dublin 1,
| $787M | -$472M | -38% | 2.64% | – | 735 | 48.3% | 0.2 |
|
| 2763 |
2763
Greenland Capital Management
New York
| $787M | -$158M | -17% | 3.1% | 210% | 440 | 62.5% | 0.5 |
|
| 2764 |
2764
Roble Belko & Company
Sewickley,
Pennsylvania
| $787M | +$23.4M | +3% | 1.43% | 53.3% | 529 | 13.04% | 4.3 |
|
| 2765 |
2765
New England Asset Management
Farmington,
Connecticut
| $786M | +$21.4M | +3% | 0.87% | 55.6% | 127 | 25.2% | 7 |
|
| 2766 |
2766
JT Stratford LLC
Gainesville,
Georgia
| $786M | +$6.62M | +0.9% | 0.54% | 103% | 338 | 23.67% | 3 |
|
| 2767 |
2767
Lake Street Private Wealth
Chicago,
Illinois
| $785M | -$32M | -4% | 2.08% | 105% | 298 | 16.11% | 3.6 |
|
| 2768 |
2768
McGowan Group Asset Management
Dallas,
Texas
| $785M | -$20.7M | -3% | 7.37% | 69.8% | 158 | 27.85% | 3 |
|
| 2769 |
SM
2769
Sciencast Management
Princeton,
New Jersey
| $785M | +$61.9M | +9% | 1.75% | 72.5% | 424 | 75.94% | 0.2 |
|
| 2770 |
GA
2770
GFS Advisors
Houston,
Texas
| $785M | -$57.3M | -7% | 0.98% | 109% | 181 | 16.02% | 3.3 |
|
| 2771 |
2771
Ardsley Advisory Partners
Stamford,
Connecticut
| $784M | -$127M | -14% | 11.5% | 555% | 214 | 63.08% | 0.6 |
|
| 2772 |
2772
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
| $784M | -$31.8M | -4% | 0.15% | – | 917 | 15.16% | 1.5 |
|
| 2773 |
2773
Nellore Capital Management
Redwood City,
California
| $783M | -$111M | -12% | 16.8% | 73.8% | 12 | 16.67% | 3.7 |
|
| 2774 |
MO
2774
McMillan Office
St. Clair Shores,
Michigan
| $782M | -$49.2M | -6% | 4.1% | – | 507 | 4.73% | 0.2 |
|
| 2775 |
2775
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $781M | -$82.3M | -10% | 6.7% | 22.7% | 38 | 21.05% | 5.8 |
|