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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
3026
New Silk Road Investment
Singapore
| $266M | +$25.9M | +11% | 24.8% | 21.2% | 14 | 50% | 0.9 |
|
| 3027 |
3027
Polunin Capital Partners
London,
United Kingdom
| $266M | +$61M | +30% | 14.2% | 268% | 11 | 27.27% | 1.1 |
|
| 3028 |
3028
Martel Wealth Advisors
Vancouver,
Washington
| $266M | +$22.4M | +9% | 8.75% | 43.4% | 39 | 5.13% | 0.5 |
|
| 3029 |
3029
FFT Wealth Management
Philadelphia,
Pennsylvania
| $266M | +$36.5M | +16% | 12.1% | 65.6% | 35 | 20% | 2.3 |
|
| 3030 |
3030
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $265M | +$33.8M | +15% | 11.3% | 61.5% | 74 | 20.27% | 1.5 |
|
| 3031 |
3031
Lapides Asset Management
Greenwich,
Connecticut
| $265M | +$18.1M | +7% | 20.7% | 63% | 87 | 17.24% | 2.7 |
|
| 3032 |
DS
3032
Dalal Street
West Lake Hills,
Texas
| $265M | +$58.1M | +28% | 10% | 92.7% | 2 | 0% | 2.3 |
|
| 3033 |
3033
Fulcrum Capital
Seattle,
Washington
| $265M | +$42.9M | +19% | 13.6% | 102% | 68 | 26.47% | 0.8 |
|
| 3034 |
3034
Wealthquest
Cincinnati,
Ohio
| $265M | +$20.6M | +8% | 8.92% | 52.1% | 142 | 15.49% | 1.4 |
|
| 3035 |
3035
Delphi Financial Group
Wilmington,
Delaware
| $264M | +$62.5M | +31% | 11.7% | 66.3% | 23 | 13.04% | 1.4 |
|
| 3036 |
3036
JGP Wealth Management
Bend,
Oregon
| $264M | +$22.3M | +9% | 11.7% | 87.8% | 128 | 14.06% | 0.7 |
|
| 3037 |
3037
Plancorp LLC
Saint Louis,
Missouri
| $264M | +$43.7M | +20% | 11.9% | 67.3% | 180 | 15.56% | 2.1 |
|
| 3038 |
3038
Paradigm Financial Advisors
Des Peres,
Missouri
| $264M | +$39.7M | +18% | 13.1% | 114% | 137 | 16.79% | 3.2 |
|
| 3039 |
LP
3039
LGL Partners
Philadelphia,
Pennsylvania
| $264M | +$80.3M | +44% | 11.6% | 68.9% | 109 | 56.88% | 1.2 |
|
| 3040 |
3040
Blue Edge Capital
Richmond,
Virginia
| $263M | +$31.3M | +14% | 10.8% | 67.4% | 96 | 10.42% | 2.8 |
|
| 3041 |
3041
KMG Fiduciary Partners
Toledo,
Ohio
| $263M | +$43.4M | +20% | 12% | 114% | 118 | 16.1% | 0.2 |
|
| 3042 |
IFS
3042
Ifrah Financial Services
Little Rock,
Arkansas
| $263M | +$25.9M | +11% | 10.3% | 64.1% | 189 | 11.11% | 2.7 |
|
| 3043 |
3043
Shulman DeMeo Asset Management
Lake Success,
New York
| $263M | +$81.5M | +45% | 12.7% | 79.3% | 135 | 53.33% | 0.1 |
|
| 3044 |
3044
JBJ Investment Partners
Charleston,
South Carolina
| $263M | – | – | 10.2% | 46.2% | 210 | – | 0 |
|
| 3045 |
MP
3045
Mediatel Partners
Fort Worth,
Texas
| $262M | +$37.2M | +17% | 16.6% | 11.6% | 2 | 0% | 5.8 |
|
| 3046 |
GCMG
3046
Gyroscope Capital Management Group
Naples,
Florida
| $262M | -$209K | -0.1% | 11.3% | 24.8% | 192 | 44.79% | 1.3 |
|
| 3047 |
3047
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| $262M | +$146M | +125% | 18.9% | 88.9% | 67 | 79.1% | 0.4 |
|
| 3048 |
QCI
3048
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $262M | +$22.4M | +9% | 10.2% | 107% | 26 | 11.54% | 2.8 |
|
| 3049 |
3049
Grove Bank & Trust
Miami,
Florida
| $261M | +$46.3M | +22% | 12% | 80.5% | 163 | 7.98% | 2.4 |
|
| 3050 |
3050
Requisite Capital Management
Dallas,
Texas
| $261M | +$5.06M | +2% | 12.1% | 41% | 228 | 75.88% | 0.1 |
|