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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
Ninety One
Cape Town,
South Africa
| $609M | +$69.2M | +13% | 16.3% | 232% | 83 | 21.69% | 3.4 |
|
| 3027 |
3027
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $608M | +$51.5M | +9% | 6.31% | 79.3% | 165 | 8.48% | 4.1 |
|
| 3028 |
3028
CoreCommodity Management
Stamford,
Connecticut
| $608M | -$7.56M | -1% | 5.06% | 65.8% | 156 | 15.38% | 3.5 |
|
| 3029 |
3029
Ninepoint Partners
Toronto,
Ontario, Canada
| $607M | +$5.7M | +0.9% | 9.18% | 82.6% | 102 | 25.49% | 1.6 |
|
| 3030 |
3030
Greystone Financial Group
Bloomfield Hills,
Michigan
| $607M | +$56.3M | +10% | 8.02% | 64.8% | 110 | 24.55% | 1.7 |
|
| 3031 |
3031
Advisors Preferred
Rockville,
Maryland
| $606M | -$138M | -19% | 7.82% | 102% | 308 | 61.04% | 0.5 |
|
| 3032 |
3032
KPP Advisory Services
Louisville,
Kentucky
| $606M | +$78.9M | +15% | 11% | 77.9% | 324 | 14.81% | 1.1 |
|
| 3033 |
SSCM
3033
Summit Street Capital Management
New York
| $606M | +$5.54M | +0.9% | 8.03% | 217% | 32 | 12.5% | 5.9 |
|
| 3034 |
3034
Peterson Wealth Advisors
Orem,
Utah
| $606M | +$88.2M | +17% | 7.1% | 50.9% | 97 | 8.25% | 3.3 |
|
| 3035 |
3035
Claro Advisors
Boston,
Massachusetts
| $606M | -$142M | -19% | 12.8% | 85.5% | 536 | 35.45% | 2.9 |
|
| 3036 |
3036
Pureheart Capital
Singapore,
| $605M | -$67.6M | -10% | 7.98% | – | 9 | 22.22% | 0.4 |
|
| 3037 |
3037
Horst & Graben Wealth Management
Portland,
Oregon
| $604M | +$46.6M | +8% | 8.4% | 55.1% | 180 | 14.44% | 2.8 |
|
| 3038 |
3038
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $604M | +$91.8M | +18% | 14.5% | 140% | 210 | 31.9% | 3 |
|
| 3039 |
3039
Crane Advisory
Fullerton,
California
| $603M | +$50.3M | +9% | 5.6% | 38.2% | 49 | 16.33% | 1.8 |
|
| 3040 |
3040
Cadinha & Co
Honolulu,
Hawaii
| $603M | +$137M | +30% | 10.9% | 132% | 105 | 11.43% | 6.5 |
|
| 3041 |
MIC
3041
Maxi Investments CY
Limassol,
Cyprus
| $602M | +$100M | +20% | 12.5% | 67.1% | 158 | 61.39% | 0.7 |
|
| 3042 |
3042
Wealthstream Advisors
New York
| $602M | +$67.2M | +13% | 11.4% | 88.2% | 193 | 19.69% | 1.8 |
|
| 3043 |
3043
CDAM (UK)
London,
United Kingdom
| $601M | -$17M | -3% | 9.7% | 7.89% | 11 | 0% | 3.8 |
|
| 3044 |
CPIH
3044
Consolidated Press International Holdings
Sydney,
Australia
| $601M | +$53M | +10% | 33.2% | – | 17 | 29.41% | 1.2 |
|
| 3045 |
3045
Trifecta Capital Advisors
Northbrook,
Illinois
| $601M | +$124M | +26% | 17% | 149% | 511 | 25.64% | 1.8 |
|
| 3046 |
3046
ThornTree Capital Partners
Boston,
Massachusetts
| $601M | +$148M | +33% | 23.8% | 217% | 21 | 28.57% | 1.5 |
|
| 3047 |
3047
Asio Capital
Lexington,
Kentucky
| $600M | +$82.8M | +16% | 13.3% | 98% | 117 | 16.24% | 2.6 |
|
| 3048 |
FRM
3048
Fox Run Management
Greenwich,
Connecticut
| $600M | -$45.4M | -7% | 10.9% | 64% | 1,315 | 72.02% | 0.2 |
|
| 3049 |
WCM
3049
Woodson Capital Management
Greenwich,
Connecticut
| $599M | +$22.7M | +4% | 20.8% | 235% | 35 | 42.86% | 0.9 |
|
| 3050 |
3050
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $599M | +$70.6M | +13% | 9.07% | 62.5% | 765 | 10.98% | 3.2 |
|