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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
Peninsula Wealth
San Francisco,
California
| $485M | +$57.6M | +13% | 13.8% | 30% | 89 | 12.36% | 2.2 |
|
| 3027 |
3027
Kapitalo Investimentos
Sao Paulo,
Brazil
| $485M | -$251M | -34% | 7.53% | 66.5% | 757 | 60.63% | 0.3 |
|
| 3028 |
TC
3028
Torno Capital
Cohasset,
Massachusetts
| $485M | – | – | 8.83% | – | 222 | – | 0 |
|
| 3029 |
3029
PAX Financial Group
San Antonio,
Texas
| $484M | +$45.9M | +10% | 9.53% | 56% | 254 | 31.89% | 2.1 |
|
| 3030 |
3030
Thrive Capital Management (New York)
New York
| $484M | +$93.8M | +24% | 27.1% | 205% | 6 | 16.67% | 1.8 |
|
| 3031 |
3031
Rempart Asset Management
Montreal,
Canada
| $484M | +$35.1M | +8% | 11.6% | 70.5% | 39 | 0% | 2.6 |
|
| 3032 |
3032
Alpha Capital Management
Austin,
Texas
| $484M | +$56.7M | +13% | 11.7% | 88% | 117 | 10.26% | 4 |
|
| 3033 |
3033
Chemung Canal Trust
Elmira,
New York
| $484M | +$48.2M | +11% | 11.2% | 80.9% | 122 | 6.56% | 6.6 |
|
| 3034 |
3034
Squadra Investments
Rio De Janeiro,
Brazil
| $484M | +$178M | +58% | 19.7% | 1.55% | 4 | 50% | 1.7 |
|
| 3035 |
3035
OEP Capital Advisors
New York
| $484M | -$46.1M | -9% | 8.28% | 23.2% | 2 | 0% | 3 |
|
| 3036 |
3036
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| $483M | -$72.5M | -13% | 9.29% | 82.3% | 31 | 25.81% | 1.2 |
|
| 3037 |
3037
Occidental Asset Management
Burlingame,
California
| $482M | +$50.3M | +12% | 9.55% | 82.5% | 218 | 12.39% | 3.5 |
|
| 3038 |
3038
Family Management
New York
| $482M | +$41.4M | +9% | 8.47% | 69% | 186 | 27.42% | 2.6 |
|
| 3039 |
3039
Formidable Asset Management
Cincinnati,
Ohio
| $482M | +$30.1M | +7% | 7.54% | 52.2% | 338 | 26.33% | 2.7 |
|
| 3040 |
3040
First Trust Investment Solutions
Naples,
Florida
| $481M | – | – | 11% | – | 232 | – | 0 |
|
| 3041 |
3041
Glen Eagle Advisors
Kingston,
New Jersey
| $481M | +$50.1M | +12% | 10.4% | 68.5% | 1,064 | 6.11% | 3.9 |
|
| 3042 |
3042
Knollwood Investment Advisory
Hunt Valley,
Maryland
| $481M | +$267M | +125% | 14.6% | 160% | 207 | 60.87% | 0.4 |
|
| 3043 |
3043
Dimension Capital Management
Coral Gables,
Florida
| $481M | +$52.6M | +12% | 8.24% | 65.5% | 115 | 23.48% | 3.2 |
|
| 3044 |
3044
HeadInvest LLC
Portland,
Maine
| $481M | +$20.4M | +4% | 9.76% | 59.1% | 751 | 69.24% | 5.3 |
|
| 3045 |
ECM
3045
EagleClaw Capital Management
Boston,
Massachusetts
| $480M | +$39.6M | +9% | 9.54% | 104% | 128 | 4.69% | 6.2 |
|
| 3046 |
3046
Colonial Trust
Spartanburg,
South Carolina
| $480M | +$75.4M | +19% | 10.1% | 75.5% | 1,022 | 12.72% | 0.9 |
|
| 3047 |
3047
Moss Adams Wealth Advisors
Seattle,
Washington
| $480M | +$187M | +64% | 10.1% | 79.6% | 182 | 42.86% | 0.7 |
|
| 3048 |
HM
3048
HCEP Management
Hong Kong
| $480M | +$93.9M | +24% | 13.9% | 182% | 18 | 27.78% | 0.8 |
|
| 3049 |
3049
Crestview Partners II
New York
| $480M | -$199M | -29% | 5.47% | 157% | 3 | 0% | 5.2 |
|
| 3050 |
3050
Farmers Trust Company
Youngstown,
Ohio
| $479M | +$46.1M | +11% | 10.2% | 73.5% | 166 | 8.43% | 6 |
|