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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
Numerai
San Francisco,
California
| $490M | +$192M | +64% | 1.16% | 52.7% | 233 | 64.81% | 0.2 |
|
| 2852 |
2852
Tortoise Index Solutions
Overland Park,
Kansas
| $490M | -$34.3M | -7% | 2.2% | 52.2% | 67 | 4.48% | 5.2 |
|
| 2853 |
2853
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $489M | +$21M | +4% | 3.09% | 51.1% | 800 | 8.63% | 2.1 |
|
| 2854 |
2854
Strategies Wealth Advisors
Grand Rapids,
Michigan
| $489M | +$34.6M | +8% | 5.39% | 64.6% | 87 | 13.79% | 1.2 |
|
| 2855 |
2855
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $489M | +$14M | +3% | 3.73% | 34.2% | 39 | 2.56% | 6.7 |
|
| 2856 |
2856
Strategic Point Investment Advisors
Providence,
Rhode Island
| $488M | +$38.1M | +8% | 3.91% | 51.9% | 35 | 14.29% | 3.3 |
|
| 2857 |
2857
Strategic Investment Solutions
Orland Park,
Illinois
| $487M | -$23.2M | -5% | 0.72% | – | 1,092 | 24.54% | 0.3 |
|
| 2858 |
2858
Polunin Capital Partners
London,
United Kingdom
| $487M | +$4.3M | +0.9% | 5.08% | 268% | 30 | 20% | 0.8 |
|
| 2859 |
2859
Meridian Wealth Partners
Exton,
Pennsylvania
| $487M | +$27.7M | +6% | 4.4% | 54.2% | 100 | 12% | 2.3 |
|
| 2860 |
2860
North Growth Management
Vancouver,
British Columbia, Canada
| $487M | +$17.7M | +4% | 7.22% | 243% | 50 | 12% | 2.9 |
|
| 2861 |
2861
Stevens Capital Management
Radnor,
Pennsylvania
| $487M | +$83.7M | +21% | 3.08% | 108% | 315 | 60.95% | 0.3 |
|
| 2862 |
2862
Strid Group
Newtown Square,
Pennsylvania
| $487M | +$33.6M | +7% | 4.63% | 50.4% | 48 | 12.5% | 3.2 |
|
| 2863 |
2863
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| $486M | +$48.4M | +11% | 6.75% | 80.8% | 96 | 21.88% | 2.5 |
|
| 2864 |
2864
Dividend Assets Capital
Ridgeland,
South Carolina
| $486M | +$14.8M | +3% | 4.44% | 67.4% | 600 | 22.5% | 3.3 |
|
| 2865 |
2865
M Holdings Securities
Portland,
Oregon
| $485M | -$481M | -50% | 7.29% | 83.9% | 476 | 58.4% | 2.1 |
|
| 2866 |
2866
Battery Management Corp
Boston,
Massachusetts
| $485M | -$209M | -30% | 9.5% | 45.1% | 8 | 12.5% | 1.9 |
|
| 2867 |
2867
Pacific Global Investment Management
Glendale,
California
| $484M | +$26.2M | +6% | 8.57% | 48% | 222 | 8.11% | 5.8 |
|
| 2868 |
2868
RW Investment Management
Eagle,
Idaho
| $483M | +$123M | +34% | 2.51% | – | 87 | 3.45% | 0.5 |
|
| 2869 |
2869
SONA Asset Management (US)
New York
| $482M | +$17.3M | +4% | 1.71% | 41% | 173 | 23.7% | 1 |
|
| 2870 |
2870
Johnson Bixby & Associates
Vancouver,
Washington
| $482M | +$29.4M | +6% | 3.11% | 48.7% | 99 | 8.08% | 1.9 |
|
| 2871 |
2871
O'Neil Global Advisors
Los Angeles,
California
| $482M | +$288M | +149% | 29.6% | 1,833% | 112 | 78.57% | 0.2 |
|
| 2872 |
2872
Sabadell Asset Management
Sant Cugat Del Valles,
Spain
| $482M | +$11.2M | +2% | 8.05% | – | 106 | 9.43% | 1.6 |
|
| 2873 |
2873
Pertento Partners
London,
United Kingdom
| $481M | +$78.9M | +20% | 6.29% | 196% | 18 | 11.11% | 0.9 |
|
| 2874 |
2874
Archon Capital Management
Seattle,
Washington
| $481M | +$36.2M | +8% | 8.21% | 222% | 43 | 32.56% | 1.8 |
|
| 2875 |
2875
Viola Ventures VC Management 4
Herzliya,
Israel
| $481M | +$13.8M | +3% | 27.4% | 79.1% | 5 | 0% | 0.5 |
|