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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3126 |
3126
Primavera Capital Management
George Town,
Cayman Islands
| $648M | -$9.19M | -1% | 0.13% | 1.21% | 3 | 0% | 4.8 |
|
| 3127 |
3127
Inspire Trust Company
Reno,
Nevada
| $648M | +$38.3M | +6% | 0.82% | 64.4% | 116 | 13.79% | 1.8 |
|
| 3128 |
3128
Formidable Asset Management
Cincinnati,
Ohio
| $648M | -$39.6M | -6% | 3.04% | 62.2% | 418 | 13.88% | 3.3 |
|
| 3129 |
3129
Ignite Planners
San Clemente,
California
| $648M | -$5.92M | -0.9% | 0.83% | 83.8% | 422 | 10.9% | 2.2 |
|
| 3130 |
3130
Huber Capital Management
El Segundo,
California
| $647M | -$31.5M | -5% | 5.87% | 70.4% | 108 | 10.19% | 5.4 |
|
| 3131 |
3131
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| $646M | +$36.4M | +6% | 1.05% | 100% | 305 | 17.7% | 3.4 |
|
| 3132 |
SFG
3132
SageGuard Financial Group
Goodlettsville,
Tennessee
| $646M | +$17.9M | +3% | 1.28% | – | 200 | 13.5% | 0.4 |
|
| 3133 |
3133
Trifecta Capital Advisors
Northbrook,
Illinois
| $646M | -$29.8M | -4% | 3.96% | 149% | 292 | 16.78% | 2.3 |
|
| 3134 |
CCM
3134
Cohen Capital Management
Corte Madera,
California
| $644M | -$19.5M | -3% | 0.54% | 91.5% | 160 | 10% | 6.8 |
|
| 3135 |
3135
Cat Rock Capital Management
Greenwich,
Connecticut
| $644M | -$53.8M | -8% | 12.9% | 66.7% | 16 | 12.5% | 2.7 |
|
| 3136 |
3136
Permanent Capital Management
Chicago,
Illinois
| $643M | +$130M | +25% | 2.5% | – | 183 | 29.51% | 0.8 |
|
| 3137 |
3137
Oslo Pensjonsforsikring
Oslo,
| $643M | -$13.4M | -2% | 7.5% | 79% | 511 | 23.48% | 1.5 |
|
| 3138 |
GECH
3138
Garnet Equity Capital Holdings
New York
| $642M | -$121M | -16% | 5.53% | 302% | 30 | 40% | 1.7 |
|
| 3139 |
3139
Towercrest Capital Management
Newtown,
Pennsylvania
| $642M | +$7.51M | +1% | 1.1% | 42.6% | 105 | 8.57% | 5.8 |
|
| 3140 |
3140
Alta Park Capital
San Francisco,
California
| $642M | -$189M | -23% | 17.9% | 1,071% | 39 | 48.72% | 1.4 |
|
| 3141 |
3141
Capricorn Fund Managers
London,
United Kingdom
| $641M | +$227M | +55% | 2.73% | 173% | 152 | 71.05% | 0.4 |
|
| 3142 |
3142
Robotti Robert
| $641M | +$84.4M | +15% | 33.6% | 107% | 65 | 16.92% | 5.3 |
|
| 3143 |
3143
Wealth High Governance Asset Management
Sao Paulo,
| $641M | +$81.7M | +15% | 19.7% | – | 76 | 63.16% | 0.1 |
|
| 3144 |
3144
Syquant Capital SAS
Paris,
France
| $640M | -$177M | -22% | 0.72% | 160% | 56 | 64.29% | 0.2 |
|
| 3145 |
3145
Raffa Wealth Management
Washington,
District of Columbia
| $640M | -$9.8M | -2% | 0.74% | 35.8% | 1,535 | 25.34% | 3.8 |
|
| 3146 |
3146
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $640M | +$17.8M | +3% | 1.85% | 93.2% | 214 | 7.94% | 5.4 |
|
| 3147 |
3147
Stamos Capital Partners
Menlo Park,
California
| $640M | +$17.4M | +3% | 0.29% | 36.7% | 142 | 4.23% | 3.1 |
|
| 3148 |
3148
Advocate Group
Minnetonka,
Minnesota
| $639M | +$21.2M | +3% | 4.46% | 56.3% | 128 | 5.47% | 2.9 |
|
| 3149 |
3149
Bell Investment Advisors
Oakland,
California
| $639M | +$6.81M | +1% | 0.92% | 45% | 1,970 | 14.11% | 3.3 |
|
| 3150 |
3150
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| $639M | +$3.88M | +0.6% | 0.8% | 129% | 326 | 57.67% | 0.5 |
|