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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3176 |
3176
Nalanda India Fund
Moka,
Mauritius
| $242M | -$1.86M | -0.8% | 0.76% | 15.3% | 1 | 0% | 0.8 |
|
| 3177 |
3177
Matthew Goff Investment Advisor
Houston,
Texas
| $242M | +$8.52M | +4% | 0.11% | 89.6% | 58 | 8.62% | 1.9 |
|
| 3178 |
3178
Aveo Capital Partners
Englewood,
Colorado
| $242M | +$11.8M | +5% | 1.7% | 19.1% | 203 | 19.21% | 1.5 |
|
| 3179 |
RG
3179
Riverstone Group
Richmond,
Virginia
| $242M | -$7.61M | -3% | 3.91% | 305% | 6 | 16.67% | 0.7 |
|
| 3180 |
3180
Armbruster Capital Management
Pittsford,
New York
| $241M | +$2.63M | +1% | 0.85% | 66.7% | 79 | 11.39% | 3 |
|
| 3181 |
3181
Bessemer Securities
New York
| $241M | +$1.52M | +0.6% | 1.78% | 45% | 114 | 15.79% | 0.7 |
|
| 3182 |
NG
3182
Northstar Group
New York
| $241M | +$4.29M | +2% | 1.76% | 63.9% | 134 | 2.99% | 3.6 |
|
| 3183 |
LP
3183
LGL Partners
Philadelphia,
Pennsylvania
| $241M | -$12.3M | -5% | 0.07% | 68.9% | 110 | 8.18% | 1.6 |
|
| 3184 |
3184
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| $241M | +$2.27M | +1% | 1.16% | 72.3% | 67 | 4.48% | 4.3 |
|
| 3185 |
3185
GenWealth Group
Maplewood,
New Jersey
| $240M | +$5.84M | +2% | 2.66% | 73.9% | 68 | 4.41% | 1.7 |
|
| 3186 |
3186
Harbourvest Partners
Boston,
Massachusetts
| $240M | -$32.6M | -12% | 10.4% | 8.96% | 39 | 30.77% | 1 |
|
| 3187 |
3187
Benin Management Corp
Wilton,
Connecticut
| $240M | +$6.78M | +3% | 1.7% | 91.7% | 94 | 3.19% | 4.8 |
|
| 3188 |
3188
Viridian RIA
Bothell,
Washington
| $240M | -$7.69M | -3% | 0.09% | 63.1% | 59 | 6.78% | 1 |
|
| 3189 |
3189
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $240M | -$20.4M | -8% | 1.38% | 77.5% | 201 | 17.91% | 0.4 |
|
| 3190 |
3190
New England Investment & Retirement Group
North Andover,
Massachusetts
| $240M | -$7.4M | -3% | 2.57% | 72.5% | 73 | 41.1% | 1.2 |
|
| 3191 |
3191
Intel Corp
Santa Clara,
California
| $239M | +$88.7M | +59% | 64.8% | 9.79% | 6 | 0% | 1.1 |
|
| 3192 |
3192
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| $239M | +$37.2M | +18% | 2.96% | 167% | 65 | 47.69% | 0.6 |
|
| 3193 |
PWMAG
3193
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $239M | +$3.64M | +2% | 0.7% | 90.7% | 190 | 9.47% | 2.6 |
|
| 3194 |
3194
Occidental Asset Management
Burlingame,
California
| $239M | +$16.5M | +7% | 0.12% | 82.5% | 161 | 21.12% | 2.6 |
|
| 3195 |
RHFI
3195
Reilly Herbert Faulkner III
| $238M | +$8.8M | +4% | 1.65% | 80.6% | 50 | 4% | 4.1 |
|
| 3196 |
CCM
3196
Compton Capital Management
Providence,
Rhode Island
| $238M | +$1.93M | +0.8% | 3.26% | 75.6% | 139 | 7.19% | 4.7 |
|
| 3197 |
DMK
3197
David M. Knott
| $238M | +$968K | +0.4% | 2.76% | 81% | 128 | 20.31% | 2.4 |
|
| 3198 |
GJCM
3198
Grand Jean Capital Management
San Francisco,
California
| $238M | -$8.84M | -4% | 3.54% | 61.4% | 38 | 15.79% | 3.5 |
|
| 3199 |
3199
Ashmore Group
London,
United Kingdom
| $238M | +$59.2M | +33% | 6.72% | 103% | 24 | 33.33% | 1.4 |
|
| 3200 |
3200
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| $238M | -$4.74M | -2% | 0.98% | 12.8% | 114 | 3.51% | 2.8 |
|