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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
Peak Asset Management
Louisville,
Colorado
| $406M | +$3.29M | +0.8% | 0.29% | 70.1% | 141 | 2.84% | 4.1 |
|
| 3177 |
3177
EMJ Capital
Toronto,
Ontario, Canada
| $406M | +$269M | +197% | 51.4% | – | 51 | 68.63% | 0.2 |
|
| 3178 |
3178
Force Hill Capital Management
New York
| $405M | -$92.5M | -19% | 2.6% | 46.3% | 55 | 58.18% | 0.3 |
|
| 3179 |
3179
Terril Brothers
St. Louis,
Missouri
| $405M | -$22.3M | -5% | 3.52% | 94.4% | 63 | 11.11% | 3.4 |
|
| 3180 |
3180
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
| $404M | -$37.3M | -8% | 0.83% | 215% | 95 | 17.89% | 0.8 |
|
| 3181 |
3181
Cubic Asset Management
Boston,
Massachusetts
| $404M | -$1.22M | -0.3% | 0.98% | 40.5% | 190 | 5.26% | 4.5 |
|
| 3182 |
GWSG
3182
GPS Wealth Strategies Group
Centennial,
Colorado
| $404M | +$10.1M | +3% | 0.24% | 118% | 1,092 | 7.14% | 0.5 |
|
| 3183 |
3183
Independent Solutions Wealth Management
Williamsville,
New York
| $404M | -$8.34M | -2% | 0% | 125% | 216 | 8.33% | 1.2 |
|
| 3184 |
3184
Hartree Partners
New York
| $403M | -$25.9M | -6% | 0.32% | 138% | 210 | 35.71% | 0.3 |
|
| 3185 |
3185
Baker Hughes Holdings
Houston,
Texas
| $403M | -$141M | -26% | 25.9% | 38.6% | 2 | 0% | 0.8 |
|
| 3186 |
III
3186
Independent Investors Inc
Nesconset,
New York
| $402M | -$4.51M | -1% | 0.48% | 94.5% | 75 | 4% | 6 |
|
| 3187 |
FPFS
3187
First Personal Financial Services
Charlotte,
North Carolina
| $402M | +$10.6M | +3% | 0.59% | 31.5% | 331 | 7.25% | 4.6 |
|
| 3188 |
3188
Progeny 3 Inc
Kirkland,
Washington
| $402M | +$114M | +40% | 0.74% | 96.8% | 33 | 30.3% | 1.3 |
|
| 3189 |
TIM
3189
Total Investment Management
Scottsdale,
Arizona
| $401M | -$178M | -31% | 1.42% | 44.4% | 62 | 12.9% | 2 |
|
| 3190 |
3190
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $401M | -$3.16M | -0.8% | 0.51% | 81.8% | 68 | 1.47% | 6 |
|
| 3191 |
3191
Unison Advisors
Washington,
District of Columbia
| $401M | -$136M | -25% | 1.65% | 57.8% | 185 | 4.86% | 2 |
|
| 3192 |
3192
Rizvi Traverse Management
West Palm Beach,
Florida
| $401M | -$260M | -39% | 39.4% | – | 1 | 0% | 0.3 |
|
| 3193 |
3193
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $400M | -$20.2M | -5% | 0.58% | 57.2% | 64 | 10.94% | 4.2 |
|
| 3194 |
SCM
3194
Stamina Capital Management
New York
| $400M | -$294M | -42% | 0.6% | 292% | 33 | 39.39% | 0.9 |
|
| 3195 |
3195
Bright Rock Capital Management
Hanover,
Massachusetts
| $400M | -$16M | -4% | 0.6% | 53.1% | 76 | 3.95% | 4.5 |
|
| 3196 |
3196
Tairen Capital
Hong Kong
| $399M | -$172M | -30% | 4.98% | 462% | 50 | 70% | 0.2 |
|
| 3197 |
3197
Trustees of General Electric Pension Trust
Norwalk,
Connecticut
| $399M | -$18M | -4% | 4.32% | 184% | 1 | 0% | 4.8 |
|
| 3198 |
PWS
3198
Private Wealth Strategies
New Albany,
Ohio
| $399M | +$11.3M | +3% | 0.62% | 18.8% | 95 | 26.32% | 1.1 |
|
| 3199 |
3199
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $399M | +$1.32M | +0.3% | 0.93% | 39.1% | 46 | 6.52% | 3.7 |
|
| 3200 |
3200
HNP Capital
Rochester,
New York
| $399M | +$20.7M | +5% | 0.77% | 52.4% | 157 | 6.37% | 1.5 |
|