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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
3151
Octavia Wealth Advisors
Cincinnati,
Ohio
| $463M | +$72M | +18% | 7.05% | 67.9% | 197 | 10.66% | 0.8 |
|
| 3152 |
3152
Jones Road Capital Management
New York
| $463M | +$160M | +53% | 4.45% | 88.5% | 82 | 31.71% | 0.5 |
|
| 3153 |
3153
MPM Asset Management
Boston,
Massachusetts
| $463M | +$31.3M | +7% | 2.98% | 5.89% | 10 | 10% | 1.5 |
|
| 3154 |
3154
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $462M | +$66.5M | +17% | 10.2% | 99.9% | 68 | 11.76% | 4.4 |
|
| 3155 |
ARMC
3155
American Research & Management Company
Marion,
Massachusetts
| $462M | +$29.2M | +7% | 9.5% | 35.1% | 411 | 9% | 4.4 |
|
| 3156 |
3156
Madison Avenue Partners
New York
| $462M | +$10.6M | +2% | 9% | 284% | 18 | 16.67% | 0.8 |
|
| 3157 |
3157
Prentice Capital Management
Greenwich,
Connecticut
| $462M | +$66.2M | +17% | 1.79% | 128% | 28 | 42.86% | 0.8 |
|
| 3158 |
3158
Fulcrum Capital
Seattle,
Washington
| $461M | +$43.2M | +10% | 10.2% | 102% | 97 | 21.65% | 2.2 |
|
| 3159 |
HI
3159
Hyundai Investments
Yeongdeungopo-Gu, Seoul,
South Korea
| $460M | – | – | 3.59% | 74.8% | 1 | – | 0 |
|
| 3160 |
3160
Astor Investment Management
Chicago,
Illinois
| $460M | +$10.3M | +2% | 7.42% | 23.3% | 62 | 40.32% | 1.4 |
|
| 3161 |
3161
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| $460M | +$39.3M | +9% | 2.13% | 81.5% | 34 | 26.47% | 1.1 |
|
| 3162 |
3162
Vest Financial
Mclean,
Virginia
| $460M | +$131M | +40% | 12% | 68.4% | 65 | 1.54% | 1 |
|
| 3163 |
3163
Ferris Capital
Marlborough,
Massachusetts
| $460M | -$6.61M | -1% | 8.06% | 67% | 197 | 2.54% | 0.5 |
|
| 3164 |
3164
Conversant Capital
Summit,
New Jersey
| $460M | – | – | 10.9% | 228% | 16 | – | 0 |
|
| 3165 |
3165
KLCM Advisors
Milwaukee,
Wisconsin
| $459M | -$6.36M | -1% | 3.25% | 122% | 130 | 17.69% | 3.7 |
|
| 3166 |
3166
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $459M | +$29.7M | +7% | 8.1% | 24.6% | 1,037 | 11.57% | 1.2 |
|
| 3167 |
RIM
3167
Regent Investment Management
Louisville,
Kentucky
| $459M | +$41.2M | +10% | 10.6% | 44% | 225 | 7.11% | 4.8 |
|
| 3168 |
3168
Great Hill Partners
Boston,
Massachusetts
| $459M | -$11.2M | -2% | 2.33% | 24% | 1 | 0% | 0.5 |
|
| 3169 |
3169
Financial Partners Group (Kansas)
Overland Park,
Kansas
| $458M | +$33.2M | +8% | 8.02% | 76.7% | 168 | 13.69% | 1.7 |
|
| 3170 |
3170
American Investment Services
Great Barrington,
Massachusetts
| $457M | +$11M | +2% | 6.99% | 63.1% | 127 | 6.3% | 4.3 |
|
| 3171 |
ECM
3171
EagleClaw Capital Management
Boston,
Massachusetts
| $456M | +$68.2M | +18% | 12.3% | 109% | 146 | 9.59% | 4.5 |
|
| 3172 |
3172
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
| $456M | +$31.7M | +7% | 7.77% | 101% | 65 | 27.69% | 1.7 |
|
| 3173 |
3173
Hussman Strategic Advisors
Ellicott City,
Maryland
| $456M | +$2.09M | +0.5% | 4.2% | 43.1% | 362 | 24.59% | 1.7 |
|
| 3174 |
SCM
3174
Stonehill Capital Management
New York
| $455M | +$245M | +116% | 7.69% | 117% | 25 | 28% | 0.8 |
|
| 3175 |
3175
Solus Alternative Asset Management
Summit,
New Jersey
| $455M | +$20.4M | +5% | 1.39% | 79.3% | 12 | 8.33% | 1.1 |
|