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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
Eudaimonia Partners
Winchester,
Tennessee
| $408M | +$23.8M | +6% | 8.12% | – | 368 | 14.13% | 2 |
|
| 2977 |
SRFM
2977
Shannon River Fund Management
New York
| $408M | +$175M | +75% | 12.3% | 554% | 41 | 53.66% | 0.7 |
|
| 2978 |
2978
Bourgeon Capital Management
Darien,
Connecticut
| $408M | +$44.1M | +12% | 14.1% | 121% | 491 | 32.18% | 2.2 |
|
| 2979 |
2979
Herald Investment Management
London,
United Kingdom
| $407M | +$1.79M | +0.4% | 8.52% | 493% | 103 | 7.77% | 4.5 |
|
| 2980 |
2980
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| $407M | +$44.2M | +12% | 8.3% | 62.2% | 89 | 10.11% | 3.1 |
|
| 2981 |
CM
2981
Capital Management
Glen Allen,
Virginia
| $407M | +$52.5M | +15% | 15.8% | 63.6% | 74 | 14.86% | 3.8 |
|
| 2982 |
2982
Dark Forest Capital Management
San Juan,
Puerto Rico
| $407M | -$182M | -31% | 5.34% | 63% | 1,725 | 65.62% | 0.3 |
|
| 2983 |
2983
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| $407M | +$39.3M | +11% | 7.43% | 52.1% | 150 | 66% | 0.8 |
|
| 2984 |
2984
Nellore Capital Management
Redwood City,
California
| $406M | +$11.8M | +3% | 5.85% | 73.8% | 19 | 21.05% | 1.4 |
|
| 2985 |
2985
Cheviot Value Management
Beverly Hills,
California
| $406M | +$40.5M | +11% | 11.5% | 77.8% | 73 | 16.44% | 4.3 |
|
| 2986 |
2986
Strategies Wealth Advisors
Grand Rapids,
Michigan
| $406M | – | – | 8.56% | 64.6% | 78 | – | 0.8 |
|
| 2987 |
2987
Octavia Wealth Advisors
Cincinnati,
Ohio
| $405M | +$35.5M | +10% | 5.63% | 67.9% | 192 | 13.02% | 1.5 |
|
| 2988 |
JC
2988
JBF Capital
Aspen,
Colorado
| $405M | +$9.43M | +2% | 7.64% | 93.6% | 71 | 28.17% | 1.8 |
|
| 2989 |
2989
First National Corp
Rockland,
Massachusetts
| $405M | +$39.2M | +11% | 6.67% | 56.3% | 168 | 18.45% | 2.6 |
|
| 2990 |
2990
Raine Capital
New York
| $404M | -$116M | -22% | 20.6% | 119% | 16 | 12.5% | 2.6 |
|
| 2991 |
2991
Saudi Central Bank
Riyadh,
Saudi Arabia
| $404M | – | – | 12.9% | 140% | 3 | – | 1.2 |
|
| 2992 |
2992
Parker Investment Management
Menlo Park,
California
| $404M | +$98.6M | +32% | 4.4% | 208% | 33 | 27.27% | 2.8 |
|
| 2993 |
2993
EFG Asset Management (Americas)
Miami,
Florida
| $404M | +$8.72M | +2% | 8.25% | 112% | 136 | 8.09% | 3.2 |
|
| 2994 |
2994
Rowlandmiller & Partners
Atlanta,
Georgia
| $404M | +$32.8M | +9% | 10.6% | 84% | 179 | 5.03% | 4.8 |
|
| 2995 |
HL
2995
Hernani LP
St. Helier,
Jersey
| $404M | +$78.1M | +24% | 7.75% | 14% | 14 | 71.43% | 0.3 |
|
| 2996 |
2996
Total Wealth Planning
Cincinnati,
Ohio
| $404M | +$51.5M | +15% | 6.17% | 37.2% | 83 | 7.23% | 1.8 |
|
| 2997 |
VCM
2997
Vivaldi Capital Management
Chicago,
Illinois
| $403M | +$32.9M | +9% | 5.24% | 69.2% | 252 | 15.87% | 2.7 |
|
| 2998 |
HI
2998
Hyundai Investments
Yeongdeungopo-Gu, Seoul,
South Korea
| $403M | +$81.4M | +25% | 25.3% | 74.8% | 1 | 0% | 1 |
|
| 2999 |
CCM
2999
Contrarian Capital Management
Greenwich,
Connecticut
| $403M | -$33.7M | -8% | 10.2% | 29.4% | 42 | 23.81% | 1.3 |
|
| 3000 |
3000
Klaas Financial Asset Advisors
Loves Park,
Illinois
| $403M | +$9.09M | +2% | 6.49% | 39.5% | 86 | 56.98% | 1.6 |
|