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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
3101
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| $528M | +$64.5M | +14% | 10.6% | 82.3% | 35 | 54.29% | 0.7 |
|
| 3102 |
3102
Eagle Health Investments
Greenwich,
Connecticut
| $528M | -$42.2M | -7% | 15.4% | 241% | 27 | 11.11% | 1.8 |
|
| 3103 |
3103
Hutchinson Capital Management
San Rafael,
California
| $528M | +$38.9M | +8% | 6.76% | 52.6% | 91 | 6.59% | 4.6 |
|
| 3104 |
3104
Standpoint Asset Management
Scottsdale,
Arizona
| $528M | +$90.3M | +21% | 6.21% | 71.9% | 8 | 0% | 1.8 |
|
| 3105 |
3105
Counterpoint Mutual Funds
San Diego,
California
| $528M | +$98.9M | +23% | 5.04% | 74.3% | 392 | 68.37% | 0.2 |
|
| 3106 |
3106
MJP Associates
Farmington,
Connecticut
| $528M | +$46.7M | +10% | 5.53% | 60.9% | 262 | 30.53% | 1.6 |
|
| 3107 |
3107
Ithaka Group
Arlington,
Virginia
| $527M | -$14.4M | -3% | 2.99% | 143% | 38 | 10.53% | 4.5 |
|
| 3108 |
FBT
3108
First Bank & Trust
Brookings,
South Dakota
| $527M | +$36.2M | +7% | 7.83% | 85.6% | 240 | 8.33% | 3.7 |
|
| 3109 |
3109
Asio Capital
Lexington,
Kentucky
| $527M | +$38.2M | +8% | 5.48% | 98% | 112 | 19.64% | 2.5 |
|
| 3110 |
3110
Blue Fin Capital
Warren,
Rhode Island
| $526M | +$25.4M | +5% | 4.73% | 147% | 147 | 8.16% | 6.4 |
|
| 3111 |
3111
TSG Consumer Partners
Larkspur,
California
| $526M | -$129M | -20% | 19.6% | 70.1% | 2 | 0% | 2.8 |
|
| 3112 |
3112
LWMG LLC
Lake Elmo,
Minnesota
| $526M | +$52.1M | +11% | 6.25% | – | 94 | 9.57% | 1.4 |
|
| 3113 |
3113
Manitou Investment Management
Toronto,
Ontario, Canada
| $526M | +$78.7M | +18% | 4.5% | 69.3% | 57 | 7.02% | 3.3 |
|
| 3114 |
3114
Heritage Investment Group
Pompano Beach,
Florida
| $526M | +$39.4M | +8% | 6.4% | 51.2% | 105 | 10.48% | 1.9 |
|
| 3115 |
3115
Matthew Goff Investment Advisor
Houston,
Texas
| $526M | +$35.5M | +7% | 6.24% | 89.6% | 101 | 3.96% | 4.1 |
|
| 3116 |
3116
Lineweaver Wealth Advisors
Valley View,
Ohio
| $525M | +$42.6M | +9% | 5.94% | 68.4% | 130 | 6.92% | 2.6 |
|
| 3117 |
FA
3117
Financial Advisors
Andover,
Massachusetts
| $525M | +$35.9M | +7% | 6.21% | 71.5% | 80 | 10% | 4.1 |
|
| 3118 |
3118
Tolleson Wealth Management
Dallas,
Texas
| $525M | +$17.7M | +3% | 6.38% | 56.2% | 87 | 12.64% | 3.5 |
|
| 3119 |
3119
Schnieders Capital Management
Pasadena,
California
| $525M | +$29.6M | +6% | 5.78% | 103% | 219 | 10.5% | 5.4 |
|
| 3120 |
3120
Tiger Pacific Capital
New York
| $524M | +$151M | +40% | 15% | 84.5% | 19 | 47.37% | 1.6 |
|
| 3121 |
3121
SOA Wealth Advisors
New York
| $524M | +$27.2M | +5% | 6.69% | 79.1% | 867 | 4.73% | 3.2 |
|
| 3122 |
3122
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $524M | +$39.3M | +8% | 5.51% | 68.2% | 731 | 8.21% | 3 |
|
| 3123 |
3123
Dividend Assets Capital
Ridgeland,
South Carolina
| $523M | +$32.4M | +7% | 6.71% | 67.4% | 139 | 5.76% | 6.9 |
|
| 3124 |
3124
Varenne Capital Partners
Paris,
France
| $522M | +$126M | +32% | 5.95% | 212% | 20 | 40% | 0.4 |
|
| 3125 |
3125
Probity Advisors
Dallas,
Texas
| $522M | +$39.5M | +8% | 6.19% | 61.7% | 229 | 10.48% | 4.7 |
|