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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
Beaird Harris Wealth Management
Dallas,
Texas
| $363M | +$86.1M | +31% | 11.4% | 41.3% | 673 | 41.75% | 0.4 |
|
| 3177 |
3177
Iron Gate Global Advisors
Nsl,
Utah
| $363M | -$74.8M | -17% | 18.6% | 106% | 107 | 23.36% | 2.4 |
|
| 3178 |
3178
Index Venture Growth Associates I
St Helier, Channel Islands,
Jersey
| $363M | -$81.5M | -18% | 18.3% | 30.9% | 1 | 0% | 1 |
|
| 3179 |
MTC
3179
Matrix Trust Company
Denver,
Colorado
| $362M | -$42.4M | -10% | 12% | 51.4% | 55 | 9.09% | 1.1 |
|
| 3180 |
3180
Bulldog Investors
Saddle Brook,
New Jersey
| $362M | -$27.3M | -7% | 7.18% | 22.5% | 367 | 17.71% | 0.8 |
|
| 3181 |
3181
Nelson Capital Management
Menlo Park,
California
| $362M | -$149M | -29% | 12.5% | 121% | 107 | 10.28% | 4.7 |
|
| 3182 |
3182
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| $362M | -$46.6M | -11% | 7.12% | 129% | 209 | 33.49% | 0.8 |
|
| 3183 |
A
3183
Apoletto
Road Town, Tortola,
British Virgin Islands
| $362M | -$18.5M | -5% | 11.6% | 192% | 17 | 11.76% | 1.1 |
|
| 3184 |
3184
Pacific Capital Wealth Advisors
Corona,
California
| $361M | +$11.2M | +3% | 12.3% | 54.1% | 93 | 11.83% | 1.8 |
|
| 3185 |
3185
Formula Growth
Montreal,
Quebec, Canada
| $361M | -$169M | -32% | 23.6% | 118% | 147 | 16.33% | 2.9 |
|
| 3186 |
3186
Hartford Financial Management
Hartford,
Connecticut
| $361M | -$53.8M | -13% | 11.6% | 87.9% | 394 | 4.06% | 4.6 |
|
| 3187 |
3187
Kesler Norman & Wride
Ogden,
Utah
| $361M | -$88.8M | -20% | 11.8% | 76% | 151 | 7.95% | 1.4 |
|
| 3188 |
3188
Varenne Capital Partners
Paris,
France
| $361M | -$132M | -27% | 10.5% | 212% | 19 | 52.63% | 0.3 |
|
| 3189 |
3189
TAP Consulting
Kirkwood,
Missouri
| $360M | -$21.2M | -6% | 9.06% | 3.08% | 153 | 35.95% | 1.9 |
|
| 3190 |
3190
Lead Edge Capital Management
New York
| $360M | -$96.5M | -21% | 26.3% | 20.2% | 9 | 0% | 0.4 |
|
| 3191 |
3191
MPM BioImpact
Boston,
Massachusetts
| $360M | -$12.6M | -3% | 5.58% | 550% | 41 | 19.51% | 1 |
|
| 3192 |
3192
P/E Global LLC
Boston,
Massachusetts
| $360M | +$82.9M | +30% | 5.06% | 40.8% | 1 | 0% | 0.3 |
|
| 3193 |
3193
Harvest Fund Management
Beijing,
China
| $360M | -$117M | -25% | 0.87% | 327% | 768 | 10.16% | 1.6 |
|
| 3194 |
3194
Strategic Point Investment Advisors
Providence,
Rhode Island
| $360M | -$77.9M | -18% | 13.9% | 51.9% | 32 | 21.88% | 3.3 |
|
| 3195 |
3195
Security National Bank
Omaha,
Nebraska
| $360M | -$77.5M | -18% | 16.3% | 125% | 109 | 12.84% | 2.9 |
|
| 3196 |
3196
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| $360M | -$164M | -31% | 8.06% | 82.3% | 31 | 29.03% | 1.4 |
|
| 3197 |
CRB
3197
Chad R. Baker
| $360M | -$83.8M | -19% | 16.6% | 123% | 51 | 1.96% | 4.9 |
|
| 3198 |
3198
AdvisorShares Investments
Bethesda,
Maryland
| $359M | -$248M | -41% | 22.8% | 110% | 287 | 47.39% | 0.8 |
|
| 3199 |
PWS
3199
Private Wealth Strategies
New Albany,
Ohio
| $359M | -$46.2M | -11% | 12.2% | 18.8% | 81 | 9.88% | 1.9 |
|
| 3200 |
PPP
3200
Private Portfolio Partners
Paramus,
New Jersey
| $359M | -$46.1M | -11% | 13.4% | 16.9% | 293 | 15.36% | 2.3 |
|