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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
2851
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| $273M | -$40.2M | -13% | 6.33% | 88.9% | 66 | 50% | 0.8 |
|
| 2852 |
2852
Strid Group
Newtown Square,
Pennsylvania
| $273M | +$22.9M | +9% | 4.85% | 50.4% | 37 | 32.43% | 0.8 |
|
| 2853 |
2853
Evermay Wealth Management
Arlington,
Virginia
| $273M | +$42.7M | +19% | 6% | 56.2% | 142 | 29.58% | 1.8 |
|
| 2854 |
PCM
2854
Prime Capital Management
Hong Kong
| $273M | +$72M | +36% | 1.57% | 579% | 5 | 0% | 2 |
|
| 2855 |
2855
Oslo Asset Management AS
Oslo,
Norway
| $272M | +$29.8M | +12% | 5.4% | 82.7% | 17 | 11.76% | 1.6 |
|
| 2856 |
2856
Beaconlight Capital
New York
| $272M | +$83M | +44% | 17.7% | 282% | 27 | 55.56% | 0.5 |
|
| 2857 |
MH
2857
Marble Holdings
Wilmington,
Delaware
| $272M | – | – | 2.58% | – | 1 | – | 0 |
|
| 2858 |
2858
Community Bank of Raymore
Raymore,
Missouri
| $272M | +$8.42M | +3% | 3.41% | 91.9% | 49 | 2.04% | 2.5 |
|
| 2859 |
2859
American Economic Planning Group
Warren,
New Jersey
| $272M | +$5.9M | +2% | 4.57% | 25.9% | 87 | 17.24% | 1.9 |
|
| 2860 |
2860
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $271M | +$14.8M | +6% | 6.91% | 76.1% | 170 | 9.41% | 3.2 |
|
| 2861 |
2861
Veritas Investment Management (UK)
London,
United Kingdom
| $271M | -$12.9M | -5% | 5.45% | 151% | 51 | 13.73% | 2.8 |
|
| 2862 |
2862
Ironwood Investment Counsel
Scottsdale,
Arizona
| $271M | +$23.8M | +10% | 6.79% | 64% | 151 | 8.61% | 2.8 |
|
| 2863 |
2863
Marquette Asset Management
Minneapolis,
Minnesota
| $270M | +$9.5M | +4% | 5.14% | 69.6% | 85 | 28.24% | 3.8 |
|
| 2864 |
RGREA
2864
Ranger Global Real Estate Advisors
Denver,
Colorado
| $270M | +$27.9M | +12% | 3.72% | 18% | 32 | 21.88% | 0.7 |
|
| 2865 |
2865
Permanens Capital
New York
| $270M | -$7.9M | -3% | 5.48% | 76.9% | 12 | 8.33% | 2 |
|
| 2866 |
2866
Tealwood Asset Management
Minneapolis,
Minnesota
| $270M | -$8.69M | -3% | 3.32% | 128% | 102 | 7.84% | 1.8 |
|
| 2867 |
2867
Portland Global Advisors
Portland,
Maine
| $270M | +$8.67M | +3% | 5.13% | 43.4% | 103 | 5.83% | 3.5 |
|
| 2868 |
MP
2868
Mediatel Partners
Fort Worth,
Texas
| $270M | +$8.87M | +3% | 3.43% | 11.6% | 2 | 0% | 4.5 |
|
| 2869 |
2869
ARS Wealth Advisors
St. Petersburg,
Florida
| $270M | +$12M | +5% | 5.3% | 62.5% | 128 | 11.72% | 2.2 |
|
| 2870 |
SGH
2870
Sivik Global Healthcare
Greenwich,
Connecticut
| $269M | -$24.5M | -8% | 6.88% | 83.8% | 93 | 47.31% | 1.1 |
|
| 2871 |
2871
Nightview Capital
Austin,
Texas
| $269M | – | – | 9% | 170% | 13 | – | 0 |
|
| 2872 |
2872
Barry Investment Advisors
New Bedford,
Massachusetts
| $269M | -$1.75M | -0.6% | 2.76% | 66.7% | 79 | 21.52% | 2 |
|
| 2873 |
TAA
2873
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $269M | -$8.71M | -3% | 3.24% | 312% | 22 | 54.55% | 0.4 |
|
| 2874 |
WA
2874
WealthTrust Axiom
Wayne,
Pennsylvania
| $269M | +$6.05M | +2% | 2.96% | 125% | 227 | 5.29% | 3.3 |
|
| 2875 |
2875
Financial Enhancement Group
Anderson,
Indiana
| $269M | +$19.9M | +8% | 3.79% | 62.2% | 86 | 32.56% | 1.1 |
|