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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
2901
Schnieders Capital Management
Pasadena,
California
| $446M | +$9.6M | +2% | 7.3% | 103% | 211 | 11.85% | 4.9 |
|
| 2902 |
2902
Insight Wealth Partners
Plano,
Texas
| $446M | +$312M | +233% | 0.02% | 56.2% | 63 | 9.52% | 2 |
|
| 2903 |
2903
FengHe Fund Management
Singapore
| $446M | -$293M | -40% | 11.4% | 779% | 21 | 52.38% | 0.3 |
|
| 2904 |
2904
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $445M | +$149M | +50% | 0.33% | 69.7% | 90 | 44.44% | 4.1 |
|
| 2905 |
2905
Archon Capital Management
Seattle,
Washington
| $445M | +$101M | +29% | 33.6% | 222% | 46 | 45.65% | 1.7 |
|
| 2906 |
2906
Coerente Capital Management
Toronto,
Ontario, Canada
| $445M | -$8.82M | -2% | 2.2% | 54.7% | 36 | 0% | 1.9 |
|
| 2907 |
2907
Columbia Asset Management
Ann Arbor,
Michigan
| $445M | +$32.7M | +8% | 6.86% | 94.1% | 166 | 4.22% | 5.9 |
|
| 2908 |
2908
Curated Wealth Partners
El Segundo,
California
| $444M | +$32.2M | +8% | 9.14% | 39.9% | 142 | 14.79% | 1.6 |
|
| 2909 |
2909
Octavia Wealth Advisors
Cincinnati,
Ohio
| $444M | +$38.8M | +10% | 7.21% | 67.9% | 198 | 12.12% | 1.7 |
|
| 2910 |
2910
Y.D. More Investments
Ramat Gan,
Israel
| $444M | +$31M | +8% | 11.5% | 309% | 438 | 26.48% | 0.2 |
|
| 2911 |
2911
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $443M | +$17.2M | +4% | 9.04% | 195% | 72 | 4.17% | 5.3 |
|
| 2912 |
SRFM
2912
Shannon River Fund Management
New York
| $443M | +$35.6M | +9% | 28.7% | 554% | 37 | 45.95% | 0.8 |
|
| 2913 |
2913
MidWestOne Financial Group
Iowa City,
Iowa
| $443M | -$5.35M | -1% | 2.34% | 62.7% | 276 | 21.38% | 2.2 |
|
| 2914 |
2914
Jackson Thornton Wealth Management
Montgomery,
Alabama
| $443M | +$24.1M | +6% | 3.64% | 64.4% | 38 | 23.68% | 0.8 |
|
| 2915 |
2915
Sloy Dahl & Holst
Vancouver,
Washington
| $443M | +$156M | +54% | 49.6% | 132% | 71 | 9.86% | 1.9 |
|
| 2916 |
2916
Wilsey Asset Management
San Diego,
California
| $442M | +$21.8M | +5% | 3.97% | 66.9% | 29 | 17.24% | 3.2 |
|
| 2917 |
2917
Sunflower Bank
Dallas,
Texas
| $442M | -$17.1M | -4% | 0.03% | 42.7% | 112 | 3.57% | 2.4 |
|
| 2918 |
2918
Faithward Advisors
Lancaster,
Pennsylvania
| $441M | -$18.5M | -4% | 8.12% | 119% | 347 | 34.58% | 1.3 |
|
| 2919 |
TF
2919
TimeScale Financial
Danvers,
Massachusetts
| $441M | +$96.8M | +28% | 5.67% | 31.3% | 679 | 20.62% | 2.6 |
|
| 2920 |
EVM
2920
Evelyn V. Moreno
| $441M | +$8.72M | +2% | 10.6% | 39.4% | 168 | 30.95% | 3.3 |
|
| 2921 |
JC
2921
JBF Capital
Aspen,
Colorado
| $441M | +$35.7M | +9% | 9.15% | 93.6% | 81 | 38.27% | 1.5 |
|
| 2922 |
2922
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| $441M | +$69.2M | +19% | 1.15% | 47.9% | 127 | 11.02% | 1 |
|
| 2923 |
2923
D.L. Carlson Investment Group
Concord,
New Hampshire
| $441M | -$25.8M | -6% | 9.32% | 113% | 144 | 17.36% | 3.9 |
|
| 2924 |
2924
Ikarian Capital
Dallas,
Texas
| $441M | +$26.2M | +6% | 16.4% | 5,184% | 138 | 52.9% | 0.7 |
|
| 2925 |
2925
Elk River Wealth Management
Denver,
Colorado
| $441M | +$27.5M | +7% | 6.02% | 81.8% | 114 | 10.53% | 1.9 |
|