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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
Essex Investment Management
Boston,
Massachusetts
| $550M | +$70.6M | +15% | 31.2% | 370% | 327 | 16.21% | 4 |
|
| 3202 |
3202
Cooper Investors
Melbourne, Victoria,
Australia
| $550M | -$65.8M | -11% | 9.06% | 57.5% | 51 | 17.65% | 1.9 |
|
| 3203 |
3203
Gries Financial
Cleveland,
Ohio
| $550M | +$33.7M | +7% | 8.25% | 71.3% | 326 | 24.85% | 1.8 |
|
| 3204 |
3204
Alphadyne Asset Management
New York
| $549M | -$665M | -55% | 9.37% | 159% | 172 | 94.19% | 0 |
|
| 3205 |
3205
D.L. Carlson Investment Group
Concord,
New Hampshire
| $549M | +$28.2M | +5% | 12.2% | 113% | 143 | 13.99% | 4.4 |
|
| 3206 |
3206
ParaFi Capital
New York
| $548M | +$341M | +165% | 66.8% | – | 18 | 61.11% | 0.2 |
|
| 3207 |
3207
Hutchinson Capital Management
San Rafael,
California
| $548M | +$23.9M | +5% | 4.82% | 52.6% | 97 | 10.31% | 4.9 |
|
| 3208 |
3208
Duncker Streett & Co
St. Louis,
Missouri
| $548M | +$43.3M | +9% | 12.6% | 90.9% | 534 | 9.93% | 6.4 |
|
| 3209 |
YLHM
3209
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
| $548M | +$29.9M | +6% | 12.5% | 122% | 102 | 9.8% | 1.4 |
|
| 3210 |
3210
Triasima Portfolio Management
Montreal,
Quebec, Canada
| $547M | +$38.9M | +8% | 18.6% | 224% | 167 | 37.13% | 1.1 |
|
| 3211 |
3211
Topsail Wealth Management
Charlotte,
North Carolina
| $547M | +$55.4M | +11% | 7.29% | – | 244 | 9.43% | 0.4 |
|
| 3212 |
3212
PBMares Wealth Management
Williamsburg,
Virginia
| $546M | +$46.9M | +9% | 7.4% | 67.7% | 199 | 10.05% | 3.6 |
|
| 3213 |
GWI
3213
Grace & White Inc
Ny,
New York
| $546M | +$22.4M | +4% | 5.79% | 59.6% | 138 | 2.9% | 7 |
|
| 3214 |
3214
Rainey & Randall Wealth Advisors
Celebration,
Florida
| $546M | +$35.1M | +7% | 6.33% | 47.8% | 76 | 7.89% | 2.7 |
|
| 3215 |
3215
Riverstone Holdings
New York
| $546M | -$59.2M | -10% | 0.69% | 89.8% | 5 | 20% | 4.3 |
|
| 3216 |
3216
Peak Asset Management
Louisville,
Colorado
| $546M | +$20.4M | +4% | 9.62% | 70.1% | 153 | 5.23% | 5.9 |
|
| 3217 |
3217
Jackson Hole Capital Partners
Tulsa,
Oklahoma
| $545M | +$41.6M | +8% | 5.8% | 71.4% | 287 | 4.18% | 4.2 |
|
| 3218 |
3218
Pacific Capital Wealth Advisors
Corona,
California
| $545M | -$33.4M | -6% | 7.92% | 54.1% | 84 | 15.48% | 2.9 |
|
| 3219 |
3219
Retirement Income Solutions
Ann Arbor,
Michigan
| $545M | +$67.1M | +14% | 8.44% | 60.8% | 166 | 16.87% | 3.6 |
|
| 3220 |
3220
Providence Capital Advisors
Charlotte,
North Carolina
| $545M | +$63.6M | +13% | 8.91% | 47.4% | 239 | 50.63% | 2.5 |
|
| 3221 |
3221
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| $545M | +$65.1M | +14% | 10% | 84.8% | 154 | 17.53% | 3 |
|
| 3222 |
3222
Stone House Investment Management
Tunkhannock,
Pennsylvania
| $544M | +$50.7M | +10% | 7.72% | 57.9% | 585 | 36.58% | 0.4 |
|
| 3223 |
3223
Greencape Capital
Melbourne,
Australia
| $544M | +$421M | +341% | 27% | 98.1% | 3 | 33.33% | 3.7 |
|
| 3224 |
3224
Coerente Capital Management
Toronto,
Ontario, Canada
| $544M | +$30.5M | +6% | 5.44% | 40% | 40 | 7.5% | 3.5 |
|
| 3225 |
3225
Virtue Capital Management
Brentwood,
Tennessee
| $543M | -$312M | -36% | 9.71% | 91% | 497 | 54.33% | 2.2 |
|