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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
Sanders Morris Harris
Houston,
Texas
| $545M | +$341M | +168% | 10.1% | 85.8% | 284 | 45.77% | 0.9 |
|
| 2927 |
SCM
2927
Soros Capital Management
New York
| $545M | +$404M | +288% | 21.6% | 732% | 49 | 57.14% | 1 |
|
| 2928 |
HA
2928
Harbor Advisors
West Palm Beach,
Florida
| $544M | +$21.4M | +4% | 9.26% | 125% | 185 | 10.27% | 4.4 |
|
| 2929 |
2929
Gratus Wealth Advisors
Virginia Beach,
Virginia
| $544M | +$37.2M | +7% | 7.1% | 65.2% | 142 | 14.79% | 0.2 |
|
| 2930 |
2930
Quantum Financial Advisors
El Segundo,
California
| $543M | +$133M | +33% | 6.33% | 68% | 174 | 29.31% | 0.9 |
|
| 2931 |
2931
Family Management
New York
| $543M | +$61.6M | +13% | 8.67% | 69% | 198 | 26.26% | 2.4 |
|
| 2932 |
2932
Annandale Capital
Dallas,
Texas
| $543M | +$12.8M | +2% | 8.75% | 57.2% | 147 | 14.29% | 1.7 |
|
| 2933 |
2933
Fortis Group Advisors
Westwood,
New Jersey
| $543M | +$139M | +34% | 8.48% | 102% | 537 | 20.11% | 0.9 |
|
| 2934 |
2934
Kavar Capital Partners Group
Leawood,
Kansas
| $542M | -$353M | -39% | 10.5% | 86.8% | 167 | 12.57% | 4.9 |
|
| 2935 |
2935
Nalanda India Equity Fund
Mauritius
| $541M | -$50.2M | -8% | 8.06% | 13.6% | 2 | 0% | 4.6 |
|
| 2936 |
RA
2936
Resolute Advisors
San Francisco,
California
| $541M | -$220M | -29% | 22.9% | 36.7% | 76 | 26.32% | 2.2 |
|
| 2937 |
2937
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $541M | +$52.8M | +11% | 12.4% | 99.9% | 79 | 2.53% | 5.3 |
|
| 2938 |
2938
SkyView Investment Advisors
Shrewsbury,
New Jersey
| $541M | +$141M | +35% | 10.4% | 70.3% | 377 | 61.27% | 0.7 |
|
| 2939 |
2939
Portside Wealth Group
Provo,
Utah
| $541M | +$3.74M | +0.7% | 8.4% | 90.1% | 395 | 17.72% | 0.6 |
|
| 2940 |
2940
Pertento Partners
London,
United Kingdom
| $540M | -$56.1M | -9% | 16.8% | 196% | 31 | 61.29% | 0.7 |
|
| 2941 |
2941
Bremer Bank National Association
St Paul,
Minnesota
| $540M | +$3.63M | +0.7% | 11.9% | 37.4% | 204 | 19.12% | 3.4 |
|
| 2942 |
2942
Affinity Wealth Management
Wilmington,
Delaware
| $540M | +$52.7M | +11% | 11.6% | 116% | 104 | 5.77% | 2.5 |
|
| 2943 |
2943
High Probability Advisors
Pittsford,
New York
| $539M | +$43.6M | +9% | 6.4% | 52.6% | 60 | 16.67% | 2.1 |
|
| 2944 |
2944
Eagle Rock Investment Company
Atlanta,
Georgia
| $539M | +$49.8M | +10% | 10.5% | 121% | 147 | 13.61% | 1.7 |
|
| 2945 |
2945
Alpha Omega Wealth Management
Richmond,
Virginia
| $538M | -$65.5M | -11% | 7.08% | 65.9% | 213 | 5.16% | 5.4 |
|
| 2946 |
2946
Eagle Health Investments
Greenwich,
Connecticut
| $538M | +$46.1M | +9% | 16.7% | 241% | 28 | 25% | 1.6 |
|
| 2947 |
2947
JMAC Enterprises
Newtown,
Pennsylvania
| $538M | +$73.2M | +16% | 8.02% | 68.5% | 172 | 4.07% | 1.8 |
|
| 2948 |
FC
2948
Franchise Capital
Grand Cayman,
Cayman Islands
| $538M | +$138M | +35% | 34.6% | 537% | 21 | 47.62% | 0.9 |
|
| 2949 |
ERFOTCOFW
2949
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
| $537M | +$38.7M | +8% | 7.83% | 30.5% | 13 | 0% | 1.3 |
|
| 2950 |
2950
EMG Holdings
Old Greenwich,
Connecticut
| $537M | -$72.5M | -12% | 4.39% | 4.17% | 73 | 63.01% | 1 |
|