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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
3201
NBW Capital
Boston,
Massachusetts
| $449M | +$34.1M | +8% | 8.12% | 86% | 94 | 18.09% | 3.8 |
|
| 3202 |
3202
Foundry Group
Boulder,
Colorado
| $449M | – | – | 24.2% | – | 4 | – | 0 |
|
| 3203 |
3203
Gilman Hill Asset Management
New Canaan,
Connecticut
| $449M | +$57.3M | +15% | 7.47% | 54.2% | 225 | 14.22% | 3.5 |
|
| 3204 |
IBT
3204
International Biotechnology Trust
London,
United Kingdom
| $449M | +$34.2M | +8% | 0.52% | 11.1% | 81 | 25.93% | 1.6 |
|
| 3205 |
3205
York Capital Management Global Advisors
New York
| $448M | -$499M | -53% | 24.3% | 74.1% | 34 | 88.24% | 0.8 |
|
| 3206 |
3206
Strategic Value Partners
Greenwich,
Connecticut
| $448M | -$273M | -38% | 6.52% | – | 10 | 30% | 0.7 |
|
| 3207 |
EFL
3207
ERn Financial LLC
Middleton,
Wisconsin
| $448M | +$58M | +15% | 5.42% | 61.2% | 160 | 16.88% | 1.3 |
|
| 3208 |
3208
CFM Wealth Partners
Austin,
Texas
| $448M | +$50.3M | +13% | 11% | 175% | 191 | 10.47% | 1.5 |
|
| 3209 |
MAM
3209
Morse Asset Management
Darien,
Connecticut
| $448M | +$27.8M | +7% | 13.5% | 222% | 190 | 28.95% | 2 |
|
| 3210 |
HCA
3210
Hyperion Capital Advisors
New York
| $448M | +$71.3M | +19% | 17% | 86.1% | 55 | 12.73% | 1.4 |
|
| 3211 |
SCM
3211
Snowhook Capital Management
New York
| $447M | – | – | 6.7% | – | 13 | – | 0 |
|
| 3212 |
3212
First National Corp
Rockland,
Massachusetts
| $447M | +$1.24M | +0.3% | 8.55% | 56.3% | 167 | 8.38% | 2 |
|
| 3213 |
TF
3213
TimeScale Financial
Danvers,
Massachusetts
| $447M | +$32.2M | +8% | 5.93% | 31.3% | 565 | 7.43% | 2 |
|
| 3214 |
3214
Rowlandmiller & Partners
Atlanta,
Georgia
| $447M | +$152M | +52% | 12% | 84% | 198 | 29.8% | 3.9 |
|
| 3215 |
3215
GDS Wealth Management
Flower Mound,
Texas
| $447M | – | – | 6.67% | 95.1% | 101 | – | 0 |
|
| 3216 |
AC
3216
AMS Capital
Sao Paulo,
Brazil
| $447M | -$28M | -6% | 5.51% | 63.1% | 34 | 52.94% | 0.9 |
|
| 3217 |
FPFS
3217
First Personal Financial Services
Charlotte,
North Carolina
| $447M | +$44.5M | +11% | 11.5% | 31.5% | 375 | 20.27% | 4.2 |
|
| 3218 |
3218
Pelion Inc
Salt Lake City,
Utah
| $446M | – | – | 10.4% | 16.9% | 4 | – | 0 |
|
| 3219 |
3219
PAX Financial Group
San Antonio,
Texas
| $446M | +$37.4M | +9% | 6.21% | 56% | 218 | 24.31% | 1.1 |
|
| 3220 |
BC
3220
Bullfrog Capital
Palo Alto,
California
| $446M | – | – | 36.4% | – | 4 | – | 0 |
|
| 3221 |
3221
YorkBridge Wealth Partners
New York
| $446M | +$48.7M | +12% | 9.68% | 36.5% | 288 | 12.85% | 2.6 |
|
| 3222 |
LHC
3222
Lodge Hill Capital
New York
| $446M | +$129M | +41% | 6.85% | 17.9% | 33 | 33.33% | 0.6 |
|
| 3223 |
3223
180 Wealth Advisors
Federal Way,
Washington
| $445M | -$8.51M | -2% | 10.1% | 165% | 414 | 14.49% | 2 |
|
| 3224 |
3224
SkyView Investment Advisors
Shrewsbury,
New Jersey
| $445M | +$89.1M | +25% | 6.41% | 70.3% | 604 | 44.37% | 0.4 |
|
| 3225 |
3225
Essex Woodlands Management
The Woodlands,
Texas
| $445M | -$6M | -1% | 1.65% | 119% | 10 | 10% | 3.8 |
|