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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
Sands Capital Ventures
Arlington,
Virginia
| $479M | -$196M | -29% | 24.1% | 167% | 18 | 11.11% | 0.4 |
|
| 2977 |
CIA
2977
Covington Investment Advisors
Ligonier,
Pennsylvania
| $478M | -$12.7M | -3% | 4.68% | 100% | 78 | 6.41% | 5.4 |
|
| 2978 |
2978
Marietta Wealth Management
Marietta,
Georgia
| $478M | -$19.6M | -4% | 4.85% | 93% | 117 | 8.55% | 3.2 |
|
| 2979 |
2979
Crestone Asset Management
Boulder,
Colorado
| $478M | -$18.1M | -4% | 6.77% | 6.65% | 100 | 22% | 2.5 |
|
| 2980 |
AMG
2980
Asset Management Group
Stamford,
Connecticut
| $478M | -$30.8M | -6% | 4.5% | 57% | 124 | 2.42% | 6.1 |
|
| 2981 |
2981
MAK Capital One
New York
| $478M | -$54M | -10% | 9.58% | 200% | 13 | 30.77% | 2 |
|
| 2982 |
2982
Harvest Fund Management
Beijing,
China
| $477M | -$114M | -19% | 3.6% | 327% | 819 | 15.63% | 1.4 |
|
| 2983 |
2983
CFO4Life Group
Coppell,
Texas
| $477M | -$7.18M | -1% | 2.03% | 56.7% | 167 | 14.97% | 2.4 |
|
| 2984 |
ERFOTCOFW
2984
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
| $476M | – | – | 2.82% | 31.5% | 7 | – | 0 |
|
| 2985 |
2985
Titan Global Capital Management USA
New York
| $476M | -$128M | -21% | 5.03% | 191% | 55 | 34.55% | 0.7 |
|
| 2986 |
LWANC
2986
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $476M | -$12.1M | -2% | 2.39% | 71.1% | 718 | 4.87% | 2.2 |
|
| 2987 |
MWM
2987
Madison Wealth Management
Cincinnati,
Ohio
| $476M | -$23.2M | -5% | 4.63% | 35.1% | 162 | 12.96% | 1.7 |
|
| 2988 |
2988
Meridian Wealth Partners
Exton,
Pennsylvania
| $475M | -$23.9M | -5% | 4.79% | 54.2% | 92 | 19.57% | 1.7 |
|
| 2989 |
2989
Bensler
Bellevue,
Washington
| $475M | +$116M | +32% | 5.72% | 106% | 160 | 51.88% | 0.1 |
|
| 2990 |
GA
2990
GFS Advisors
Houston,
Texas
| $475M | -$131M | -22% | 4.62% | 97.9% | 183 | 22.95% | 4.2 |
|
| 2991 |
AMCA
2991
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $474M | -$64.2M | -12% | 4.5% | 129% | 150 | 10% | 3.6 |
|
| 2992 |
2992
Thames Capital Management
Roseland,
New Jersey
| $474M | -$48.2M | -9% | 3.47% | 1,177% | 59 | 38.98% | 1.3 |
|
| 2993 |
2993
Cota Capital Management
San Francisco,
California
| $474M | -$110M | -19% | 19.7% | 46% | 17 | 11.76% | 1.6 |
|
| 2994 |
2994
Sky Investment Group
Hartford,
Connecticut
| $474M | -$21.9M | -4% | 3.01% | 81.4% | 134 | 7.46% | 4.7 |
|
| 2995 |
2995
Lathrop Investment Management
Little Rock,
Arkansas
| $474M | -$34.5M | -7% | 2.68% | 72.2% | 75 | 6.67% | 5.3 |
|
| 2996 |
2996
Tekne Capital Management
New York
| $474M | -$15.4M | -3% | 24% | 516% | 16 | 18.75% | 1.7 |
|
| 2997 |
2997
Eagle Rock Investment Company
Atlanta,
Georgia
| $473M | -$49.8M | -10% | 2.03% | 121% | 117 | 13.68% | 0.2 |
|
| 2998 |
2998
KLCM Advisors
Milwaukee,
Wisconsin
| $472M | +$13.3M | +3% | 6.47% | 122% | 123 | 9.76% | 4 |
|
| 2999 |
2999
Cheviot Value Management
Beverly Hills,
California
| $472M | +$45.7M | +11% | 6.87% | 77.8% | 84 | 14.29% | 3.7 |
|
| 3000 |
3000
Ninepoint Partners
Toronto,
Ontario, Canada
| $472M | +$131M | +38% | 22.7% | 82.6% | 104 | 47.12% | 1 |
|