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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
Greencape Capital
Melbourne,
Australia
| $273M | -$7.13M | -3% | 5.98% | 98.1% | 6 | 0% | 0.9 |
|
| 2852 |
2852
Fort Point Capital Partners
San Francisco,
California
| $273M | +$58.3M | +27% | 0.23% | 62.2% | 179 | 34.64% | 1.2 |
|
| 2853 |
2853
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| $273M | +$25M | +10% | 1.51% | 79.4% | 41 | 41.46% | 1.7 |
|
| 2854 |
2854
Peak Asset Management
Louisville,
Colorado
| $272M | -$1.22M | -0.4% | 0.56% | 70.1% | 137 | 8.76% | 2.5 |
|
| 2855 |
2855
CenterStar Asset Management
Chicago,
Illinois
| $272M | +$107M | +65% | 1.42% | 104% | 1,317 | 0% | 0.1 |
|
| 2856 |
JCM
2856
JD Capital Management
Darien,
Connecticut
| $272M | -$51.4M | -16% | 0.37% | 47.8% | 21 | 42.86% | 0.8 |
|
| 2857 |
2857
White Pine Capital
Bloomington,
Minnesota
| $272M | -$2.16M | -0.8% | 1.5% | 143% | 264 | 25% | 2.8 |
|
| 2858 |
2858
Perigon Wealth Management
San Francisco,
California
| $271M | +$3.46M | +1% | 1.15% | 104% | 732 | 21.17% | 1.4 |
|
| 2859 |
2859
Hamilton Capital
Columbus,
Ohio
| $271M | +$3.72M | +1% | 0.17% | – | 34 | 23.53% | 0.2 |
|
| 2860 |
2860
Contravisory Investment Management
Norwell,
Massachusetts
| $271M | -$4.81M | -2% | 1.05% | 135% | 513 | 46.39% | 0.7 |
|
| 2861 |
2861
Trust Company
Manhattan,
Kansas
| $271M | +$28.7M | +12% | 1.47% | 40.6% | 386 | 13.21% | 2.1 |
|
| 2862 |
2862
Mosaic Family Wealth
St. Louis,
Missouri
| $270M | -$4.44M | -2% | 1.62% | 85.2% | 720 | 10.56% | 1.7 |
|
| 2863 |
MPEM
2863
Marathon Partners Equity Management
New York
| $270M | +$22M | +9% | 2.86% | – | 27 | 22.22% | 2.4 |
|
| 2864 |
2864
Oasis Management Company
Grand Cayman,
Cayman Islands
| $270M | +$189M | +233% | 4.24% | 368% | 23 | 65.22% | 0.4 |
|
| 2865 |
2865
America First Investment Advisors
Omaha,
Nebraska
| $270M | -$22.1M | -8% | 2.42% | 78.2% | 131 | 19.85% | 3.6 |
|
| 2866 |
2866
Truvvo Partners
New York
| $270M | -$25.1M | -9% | 2.62% | 21.1% | 132 | 36.36% | 1.6 |
|
| 2867 |
2867
Lyell Wealth Management
Menlo Park,
California
| $270M | +$18.5M | +7% | 5.3% | 128% | 113 | 11.5% | 1 |
|
| 2868 |
2868
Foundation Asset Management
White Plains,
New York
| $270M | -$62.5M | -19% | 3.49% | 126% | 32 | 56.25% | 1.1 |
|
| 2869 |
2869
Alatus Capital
Geneva,
Switzerland
| $270M | +$3.07M | +1% | 1.78% | 33% | 2 | 0% | 0.3 |
|
| 2870 |
2870
Noesis Capital Mangement
Boca Raton,
Florida
| $270M | -$8.11M | -3% | 1.91% | 139% | 110 | 14.55% | 3.3 |
|
| 2871 |
SM
2871
Salzhauer Michael
| $270M | +$15.1M | +6% | 1.32% | 107% | 174 | 9.77% | 2.6 |
|
| 2872 |
2872
Strid Group
Newtown Square,
Pennsylvania
| $270M | -$3.56M | -1% | 0.52% | 50.4% | 31 | 25.81% | 1.3 |
|
| 2873 |
2873
Northwestern University
Evanston,
Illinois
| $269M | +$47.6M | +21% | 0.27% | 28.2% | 3 | 0% | 1.6 |
|
| 2874 |
2874
RFG Advisory
Birmingham,
Alabama
| $269M | +$54.8M | +26% | 1.63% | 52.3% | 213 | 26.29% | 1 |
|
| 2875 |
2875
Valley National Advisers
Bethlehem,
Pennsylvania
| $269M | -$18.6M | -6% | 1.64% | 87.2% | 742 | 8.63% | 2.3 |
|