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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
Stansberry Asset Management
Westlake,
Texas
| $414M | +$35.7M | +9% | 6.19% | 79.6% | 55 | 20% | 1.2 |
|
| 3177 |
MAM
3177
Morse Asset Management
Darien,
Connecticut
| $414M | +$24.1M | +6% | 11.7% | 222% | 180 | 28.89% | 1.8 |
|
| 3178 |
3178
Cambridge Advisors
Omaha,
Nebraska
| $414M | +$22.2M | +6% | 5.4% | 58.6% | 172 | 4.65% | 4 |
|
| 3179 |
3179
BlueDrive Global Investors
London,
United Kingdom
| $413M | -$203M | -33% | 6.31% | 25.6% | 15 | 46.67% | 0.6 |
|
| 3180 |
3180
Browning West
Los Angeles,
California
| $413M | +$62.5M | +18% | 12.2% | 96.8% | 2 | 0% | 0.5 |
|
| 3181 |
3181
Ninepoint Partners
Toronto,
Ontario, Canada
| $413M | +$162M | +64% | 18.6% | 82.6% | 100 | 45% | 0.9 |
|
| 3182 |
SP
3182
Solel Partners
Boston,
Massachusetts
| $413M | +$12.2M | +3% | 3.94% | 25.9% | 20 | 35% | 0.6 |
|
| 3183 |
3183
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| $413M | +$209M | +103% | 6.64% | 75.5% | 501 | 99.2% | 0 |
|
| 3184 |
3184
Parus Finance (UK)
London,
United Kingdom
| $413M | +$48.3M | +13% | 18.8% | 199% | 30 | 6.67% | 2.6 |
|
| 3185 |
3185
Compass Group
New York
| $413M | -$29.3M | -7% | 5.82% | 64.6% | 20 | 15% | 1.4 |
|
| 3186 |
3186
ION Crossover Partners
Herzliya Pituach,
Israel
| $412M | +$295M | +253% | 11.6% | – | 5 | 60% | 0.3 |
|
| 3187 |
3187
Independent Solutions Wealth Management
Williamsville,
New York
| $412M | +$47.9M | +13% | 7.91% | 112% | 217 | 20.28% | 1 |
|
| 3188 |
3188
Plante Moran Financial Advisors
Southfield,
Michigan
| $412M | +$46.1M | +13% | 7.08% | 62.8% | 1,140 | 27.54% | 3.2 |
|
| 3189 |
3189
Strategic Point Investment Advisors
Providence,
Rhode Island
| $411M | +$33.7M | +9% | 6.96% | 51.9% | 30 | 13.33% | 2.6 |
|
| 3190 |
3190
PDS Planning
Dublin,
Ohio
| $411M | +$66.2M | +19% | 5.41% | 62.7% | 203 | 15.76% | 1.6 |
|
| 3191 |
3191
Human Investing
Lake Oswego,
Oregon
| $411M | +$18.2M | +5% | 5.4% | 56.9% | 311 | 68.17% | 1.9 |
|
| 3192 |
3192
NBW Capital
Boston,
Massachusetts
| $411M | +$47.7M | +13% | 9.69% | 86% | 82 | 8.54% | 4.1 |
|
| 3193 |
LCM
3193
Lionstone Capital Management
New York
| $411M | +$18.6M | +5% | 8.54% | 74.1% | 23 | 21.74% | 2.2 |
|
| 3194 |
3194
Pinpoint Asset Management
Hong Kong
| $410M | +$16.7M | +4% | 4.95% | 185% | 46 | 54.35% | 0.4 |
|
| 3195 |
3195
Euro Pacific Asset Management
Dorado,
Puerto Rico
| $410M | +$20.8M | +5% | 6.06% | 172% | 53 | 13.21% | 1.2 |
|
| 3196 |
3196
Mass General Brigham
Somerville,
Massachusetts
| $410M | -$230M | -36% | 3.19% | – | 9 | 100% | 0.3 |
|
| 3197 |
3197
Haverford Financial Services
Radnor,
Pennsylvania
| $409M | +$26.6M | +7% | 6.03% | 57.9% | 67 | 13.43% | 3.5 |
|
| 3198 |
3198
Vantage Wealth
Pasadena,
California
| $409M | +$17.7M | +5% | 6.84% | 56.1% | 36 | 8.33% | 3.9 |
|
| 3199 |
SM
3199
Scoggin Management
New York
| $408M | +$82.7M | +25% | 13.2% | 889% | 69 | 55.07% | 0.5 |
|
| 3200 |
3200
Untitled Investments
New York
| $408M | +$66.5M | +19% | 13.1% | 79.6% | 17 | 23.53% | 0.4 |
|