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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
Brasada Capital Management
Houston,
Texas
| $518M | +$89.5M | +21% | 12.7% | 76.5% | 154 | 33.12% | 2.3 |
|
| 2902 |
2902
Strategic Point Investment Advisors
Providence,
Rhode Island
| $517M | +$48.9M | +10% | 9.31% | 58.2% | 35 | 8.57% | 3.7 |
|
| 2903 |
KWMG
2903
King Wealth Management Group
Naples,
Florida
| $517M | +$42.9M | +9% | 11.5% | 86% | 151 | 11.92% | 5.5 |
|
| 2904 |
BIM
2904
Bridgecreek Investment Management
Tulsa,
Oklahoma
| $516M | +$26.9M | +5% | 12.8% | 48.4% | 103 | 14.56% | 4.9 |
|
| 2905 |
2905
Adventist Health System West
Roseville,
California
| $516M | +$43.6M | +9% | 9.32% | 60.2% | 5 | 0% | 3.3 |
|
| 2906 |
2906
B.O.S.S. Retirement Advisors
Lehi,
Utah
| $516M | +$51.3M | +11% | 11.4% | 78.2% | 269 | 23.42% | 0.8 |
|
| 2907 |
2907
MIC Capital Management (UK)
London,
United Kingdom
| $515M | +$76.7M | +17% | 18% | 67.2% | 21 | 19.05% | 1.6 |
|
| 2908 |
2908
Boussard & Gavaudan Investment Management
London,
United Kingdom
| $514M | -$342M | -40% | 6.93% | 25.8% | 126 | 53.17% | 0.9 |
|
| 2909 |
2909
Tarbox Family Office
Newport Beach,
California
| $514M | +$31.4M | +7% | 10.7% | 66.4% | 104 | 11.54% | 6.8 |
|
| 2910 |
2910
China Universal Asset Management Company
Shanghai,
China
| $514M | +$169M | +49% | 18.1% | 292% | 503 | 26.84% | 1.1 |
|
| 2911 |
2911
Viking Fund Management
Minot,
North Dakota
| $514M | +$17.8M | +4% | 8.15% | 105% | 124 | 11.29% | 3.9 |
|
| 2912 |
2912
Permanens Capital
New York
| $513M | -$71.6M | -12% | 9.13% | 76.9% | 47 | 53.19% | 3.3 |
|
| 2913 |
TA
2913
TCM Advisors
Martinsburg,
West Virginia
| $513M | +$402M | +360% | 10.8% | 56.1% | 63 | 0% | 1.4 |
|
| 2914 |
2914
CVA Family Office
Denver,
Colorado
| $513M | +$74.5M | +17% | 9.83% | 71.6% | 1,045 | 78.37% | 0.7 |
|
| 2915 |
2915
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $513M | +$212M | +71% | 10.3% | 116% | 315 | 46.67% | 1.1 |
|
| 2916 |
2916
Relyea Zuckerberg Hanson
Stamford,
Connecticut
| $513M | +$74.1M | +17% | 11.6% | 95.9% | 240 | 22.5% | 2.1 |
|
| 2917 |
JC
2917
JBF Capital
Aspen,
Colorado
| $511M | +$58.6M | +13% | 12.9% | 93.6% | 81 | 27.16% | 1.8 |
|
| 2918 |
2918
Well Done LLC
Holland,
Michigan
| $511M | +$59.9M | +13% | 10.2% | 80.4% | 186 | 16.13% | 3.6 |
|
| 2919 |
2919
Genesis Investment Management
London,
United Kingdom
| $510M | -$206M | -29% | 19.7% | 47.4% | 14 | 0% | 3.4 |
|
| 2920 |
2920
Tamar Securities
Woodland Hills,
California
| $510M | +$94.7M | +23% | 14.4% | 84.8% | 76 | 7.89% | 2.1 |
|
| 2921 |
DGM
2921
Darwin Global Management
St. Helier,
Jersey
| $509M | +$225M | +79% | 49% | 2,582% | 10 | 90% | 0.1 |
|
| 2922 |
2922
Bay Colony Advisors
Concord,
Massachusetts
| $509M | +$93.6M | +22% | 9.33% | 91.8% | 416 | 21.63% | 2.4 |
|
| 2923 |
NM
2923
Newtyn Management
New York
| $509M | +$104M | +26% | 11.6% | 52% | 55 | 29.09% | 1.6 |
|
| 2924 |
CM
2924
Capital Management
Glen Allen,
Virginia
| $509M | +$66.4M | +15% | 15.9% | 63.6% | 74 | 13.51% | 3.9 |
|
| 2925 |
2925
Dividend Assets Capital
Ridgeland,
South Carolina
| $508M | +$26.4M | +5% | 10.3% | 67.4% | 505 | 8.12% | 3.9 |
|