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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
3076
ThornTree Capital Partners
Boston,
Massachusetts
| $456M | -$60.2M | -12% | 21.8% | 217% | 30 | 53.33% | 1 |
|
| 3077 |
3077
Tetrad Corporation
Omaha,
Nebraska
| $456M | +$53.9M | +13% | 14.2% | 45.6% | 3 | 0% | 8.8 |
|
| 3078 |
3078
Browning West
Los Angeles,
California
| $456M | -$98.6M | -18% | 28.1% | 96.8% | 2 | 0% | 1.3 |
|
| 3079 |
3079
Vectors Research Management
New York
| $456M | -$17.9M | -4% | 1.45% | 67.3% | 637 | 24.96% | 2.2 |
|
| 3080 |
3080
YorkBridge Wealth Partners
New York
| $456M | +$9.6M | +2% | 5.47% | 36.5% | 298 | 10.74% | 2.8 |
|
| 3081 |
3081
Schroders
London,
United Kingdom
| $456M | +$101M | +29% | 5.94% | 5.82% | 70 | 94.29% | 0.1 |
|
| 3082 |
3082
American Investment Services
Great Barrington,
Massachusetts
| $455M | -$1.17M | -0.3% | 0.72% | 63.1% | 128 | 7.03% | 4.4 |
|
| 3083 |
3083
CoreCommodity Management
Stamford,
Connecticut
| $455M | +$91.9M | +25% | 27.3% | 65.8% | 192 | 19.79% | 2.7 |
|
| 3084 |
3084
Psagot Value Holdings
Tel Aviv,
Israel
| $455M | -$68.1M | -13% | 6.67% | 45.9% | 410 | 26.34% | 2.7 |
|
| 3085 |
3085
Solus Alternative Asset Management
Summit,
New Jersey
| $454M | -$955K | -0.2% | 13.3% | 79.3% | 12 | 8.33% | 1.2 |
|
| 3086 |
3086
GDS Wealth Management
Flower Mound,
Texas
| $454M | +$7.06M | +2% | 2.03% | 95.1% | 105 | 6.67% | 0.2 |
|
| 3087 |
ARMC
3087
American Research & Management Company
Marion,
Massachusetts
| $454M | -$8.55M | -2% | 1.12% | 35.1% | 429 | 8.62% | 4.4 |
|
| 3088 |
3088
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $452M | -$6.52M | -1% | 5.08% | 24.6% | 1,045 | 14.26% | 1.5 |
|
| 3089 |
NAH
3089
Neumann Advisory (HK)
Central,
Hong Kong
| $452M | -$126M | -22% | 12.7% | 77.3% | 16 | 0% | 2 |
|
| 3090 |
3090
Privium Fund Management
Amsterdam,
Netherlands
| $452M | -$51.9M | -10% | 1.49% | 451% | 319 | 32.92% | 0.2 |
|
| 3091 |
3091
Human Investing
Lake Oswego,
Oregon
| $452M | +$33M | +8% | 4.21% | 56.9% | 116 | 42.24% | 1.5 |
|
| 3092 |
EFL
3092
ERn Financial LLC
Middleton,
Wisconsin
| $452M | +$3.65M | +0.8% | 4.86% | 61.2% | 190 | 27.37% | 1.4 |
|
| 3093 |
3093
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
| $451M | – | – | 0.7% | 78.9% | 151 | – | 0 |
|
| 3094 |
3094
venBio Partners
San Francisco,
California
| $451M | -$104M | -19% | 10.9% | 564% | 10 | 10% | 1.4 |
|
| 3095 |
3095
Overbrook Management Corp
New York
| $451M | -$44.9M | -9% | 2.17% | 157% | 103 | 12.62% | 3.5 |
|
| 3096 |
UAM
3096
UAS Asset Management
New York
| $451M | -$242K | -0.1% | 2.27% | 98% | 23 | 56.52% | 2.7 |
|
| 3097 |
3097
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $451M | -$50.1M | -10% | 4.59% | 65.9% | 179 | 8.94% | 4.4 |
|
| 3098 |
3098
Trivium Point Advisory
Westport,
Connecticut
| $450M | -$26.3M | -6% | 5.32% | 106% | 270 | 24.81% | 1.8 |
|
| 3099 |
3099
Octavia Wealth Advisors
Cincinnati,
Ohio
| $450M | -$13.2M | -3% | 4.37% | 67.9% | 212 | 18.87% | 0.9 |
|
| 3100 |
3100
Vantage Wealth
Pasadena,
California
| $450M | -$2.4M | -0.5% | 4.16% | 56.1% | 35 | 8.57% | 4.2 |
|