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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
2926
Essex Investment Management
Boston,
Massachusetts
| $508M | -$105M | -17% | 17.4% | 370% | 385 | 25.71% | 3.4 |
|
| 2927 |
2927
Running Oak Capital
Edina,
Minnesota
| $508M | +$118M | +30% | 11% | 32.7% | 62 | 12.9% | 2.4 |
|
| 2928 |
2928
Fiduciary Alliance
Greenville,
South Carolina
| $508M | +$74.9M | +17% | 10% | 104% | 196 | 20.92% | 0.7 |
|
| 2929 |
2929
Gratus Wealth Advisors
Virginia Beach,
Virginia
| $507M | – | – | 9.73% | 65.2% | 129 | – | 0 |
|
| 2930 |
2930
ORIX Corp
Tokyo,
Japan
| $506M | +$39.2M | +8% | 8.4% | 11.7% | 1 | 0% | 6 |
|
| 2931 |
2931
Carrhae Capital
London,
United Kingdom
| $506M | +$215M | +74% | 18.3% | 182% | 28 | 71.43% | 0.5 |
|
| 2932 |
2932
Ithaka Group
Arlington,
Virginia
| $506M | +$71.5M | +16% | 19.6% | 143% | 39 | 15.38% | 4.3 |
|
| 2933 |
2933
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| $506M | +$74.5M | +17% | 9.95% | 61.6% | 847 | 80.64% | 0.2 |
|
| 2934 |
2934
Iron Gate Global Advisors
Nsl,
Utah
| $506M | +$61.3M | +14% | 13.3% | 106% | 99 | 7.07% | 3 |
|
| 2935 |
2935
Endurance Services Ltd
Purchase,
New York
| $505M | – | – | 8.36% | – | 11 | – | 0 |
|
| 2936 |
2936
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $505M | +$40.3M | +9% | 10.6% | 195% | 73 | 8.22% | 5.9 |
|
| 2937 |
2937
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $505M | +$38.2M | +8% | 10.1% | 65.9% | 182 | 14.29% | 5.1 |
|
| 2938 |
2938
Irenic Capital Management
New York
| $505M | +$152M | +43% | 18.7% | 93.6% | 28 | 46.43% | 0.4 |
|
| 2939 |
2939
BSW Wealth Partners
Boulder,
Colorado
| $504M | +$54.8M | +12% | 10.4% | 75.4% | 283 | 15.9% | 3.3 |
|
| 2940 |
2940
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| $504M | +$34.8M | +7% | 11.7% | 80.8% | 89 | 17.98% | 2.7 |
|
| 2941 |
AO
2941
Allen Operations
New York
| $504M | +$51.4M | +11% | 27.2% | 218% | 40 | 20% | 4.7 |
|
| 2942 |
2942
EnCap Energy Capital Fund XI
Houston,
Texas
| $504M | -$267M | -35% | 4.1% | 21% | 3 | 66.67% | 0.3 |
|
| 2943 |
2943
Ophir Asset Management
Sydney,
Australia
| $504M | +$79.4M | +19% | 18.1% | 282% | 38 | 47.37% | 0.6 |
|
| 2944 |
2944
Crawford Fund Management
Boston,
Massachusetts
| $503M | – | – | 13.4% | – | 247 | – | 0 |
|
| 2945 |
2945
PSquared Asset Management
Zurich,
Switzerland
| $503M | -$591M | -54% | 13.4% | 178% | 21 | 66.67% | 0.3 |
|
| 2946 |
2946
NWF Advisory Services
Los Angeles,
California
| $502M | +$77.6M | +18% | 10.6% | 120% | 322 | 15.22% | 0.6 |
|
| 2947 |
2947
Coppell Advisory Solutions
Coppell,
Texas
| $502M | +$211M | +73% | 9.03% | – | 1,944 | 49.49% | 0.4 |
|
| 2948 |
2948
FinTrust Capital Advisors
Greenville,
South Carolina
| $502M | +$51.3M | +11% | 9.47% | 23.6% | 1,378 | 19.23% | 2.9 |
|
| 2949 |
2949
Stockman Wealth Management
Billings,
Montana
| $501M | +$47.1M | +10% | 9.74% | 77.5% | 190 | 9.47% | 4.7 |
|
| 2950 |
2950
Front Street Capital Management
Missoula,
Montana
| $501M | +$45.7M | +10% | 9.61% | 316% | 96 | 10.42% | 3.5 |
|