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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
Oliver Luxxe Assets
Gladstone,
New Jersey
| $359M | +$38.4M | +12% | 13.6% | 137% | 188 | 16.49% | 2.3 |
|
| 3202 |
3202
West Financial Advisors
Des Moines,
Iowa
| $358M | +$24.5M | +7% | 6.87% | 49.1% | 202 | 27.23% | 1.3 |
|
| 3203 |
3203
Enstar Group
Hamilton,
Bermuda
| $358M | +$32.8M | +10% | 11.4% | 29.5% | 12 | 0% | 2.3 |
|
| 3204 |
3204
Dymon Asia Capital (Singapore)
Singapore
| $358M | -$60M | -14% | 3.66% | 268% | 151 | 66.23% | 0.3 |
|
| 3205 |
3205
HNP Capital
Rochester,
New York
| $358M | +$11M | +3% | 5.95% | 52.4% | 140 | 10% | 2.7 |
|
| 3206 |
CRB
3206
Chad R. Baker
| $357M | +$5.44M | +2% | 7.53% | 123% | 51 | 7.84% | 5.4 |
|
| 3207 |
3207
Paradigm Asset Management
New York
| $356M | +$56.4M | +19% | 8.59% | 73.8% | 550 | 22.18% | 1.4 |
|
| 3208 |
3208
Bellecapital
Zurich,
Switzerland
| $356M | +$26.9M | +8% | 6.94% | 152% | 201 | 13.93% | 2.5 |
|
| 3209 |
3209
P/E Global LLC
Boston,
Massachusetts
| $356M | +$2.18M | +0.6% | 0.67% | 49% | 1 | 0% | 0.8 |
|
| 3210 |
3210
Brigade Capital Management
New York
| $356M | -$633M | -64% | 8.51% | 42.7% | 32 | 37.5% | 2.6 |
|
| 3211 |
3211
Riposte Capital
New York
| $355M | – | – | 5.91% | 370% | 25 | – | 0 |
|
| 3212 |
3212
Kelman-Lazarov Inc
Memphis,
Tennessee
| $355M | +$61.5M | +21% | 7.24% | 46.6% | 95 | 16.84% | 4 |
|
| 3213 |
3213
Lafayette Investments
Ashton,
Maryland
| $355M | +$31.3M | +10% | 12.4% | 77.9% | 124 | 8.06% | 4.1 |
|
| 3214 |
3214
Janiczek Wealth Management
Denver,
Colorado
| $355M | +$48.3M | +16% | 8.94% | 16.4% | 1,092 | 12.91% | 2 |
|
| 3215 |
3215
Linden Thomas Advisory Services
Charlotte,
North Carolina
| $355M | – | – | 12.3% | 149% | 326 | – | 0 |
|
| 3216 |
3216
DAFNA Capital Management
Los Angeles,
California
| $355M | -$16.8M | -5% | 10.9% | 313% | 90 | 16.67% | 2.4 |
|
| 3217 |
3217
Cornerstone Management
Duluth,
Georgia
| $355M | -$13.1M | -4% | 5.76% | 43.6% | 253 | 6.72% | 1.6 |
|
| 3218 |
3218
Cedar Brook Financial Partners
Cleveland,
Ohio
| $355M | +$43.9M | +14% | 8.37% | 47% | 399 | 19.3% | 2.3 |
|
| 3219 |
3219
AdvisorShares Investments
Bethesda,
Maryland
| $355M | -$15.4M | -4% | 8.92% | 110% | 391 | 41.94% | 0.8 |
|
| 3220 |
3220
Cliffwater
Marina Del Rey,
California
| $355M | +$58.9M | +20% | 8.63% | 29.4% | 26 | 3.85% | 4.2 |
|
| 3221 |
3221
Elequin Capital
New York
| $355M | +$88M | +33% | 0.92% | 52.4% | 966 | 78.26% | 0.1 |
|
| 3222 |
3222
Park Place Capital
Homewood,
Alabama
| $355M | – | – | 8.85% | 60% | 1,030 | – | 0 |
|
| 3223 |
3223
Farmers & Merchants Trust Company
Long Beach,
California
| $355M | +$34.1M | +11% | 9% | 79.8% | 176 | 15.91% | 2.9 |
|
| 3224 |
CNBTD
3224
Citizens National Bank Trust Department
Meridian,
Mississippi
| $355M | +$31.4M | +10% | 12.7% | 114% | 331 | 7.25% | 1.6 |
|
| 3225 |
3225
Mosaic Family Wealth Partners
St. Louis,
Missouri
| $354M | – | – | 6.33% | 67.5% | 178 | – | 0 |
|