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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3251 |
3251
Noesis Capital Mangement
Boca Raton,
Florida
| $330M | -$7.11M | -2% | 3.27% | 139% | 105 | 9.52% | 4.7 |
|
| 3252 |
QC
3252
Qalhat Capital
Tortola,
British Virgin Islands
| $330M | +$52.9M | +19% | 4.32% | 90.3% | 17 | 11.76% | 0.5 |
|
| 3253 |
3253
Arena Capital Advisors
Los Angeles,
California
| $329M | -$66.5M | -17% | 0.71% | 127% | 288 | 12.85% | 1.1 |
|
| 3254 |
3254
Spartan Fund Management
Toronto, Ontario,
Canada
| $329M | -$143M | -30% | 0.6% | 25% | 575 | 46.26% | 0.3 |
|
| 3255 |
3255
Bellecapital
Zurich,
Switzerland
| $329M | -$50.8M | -13% | 4.29% | 152% | 212 | 18.4% | 2.4 |
|
| 3256 |
3256
McRae Capital Management
Morristown,
New Jersey
| $329M | -$39.6M | -11% | 3.18% | 78.2% | 107 | 7.48% | 5.1 |
|
| 3257 |
3257
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $329M | -$14.8M | -4% | 4.22% | 79.3% | 78 | 8.97% | 5.2 |
|
| 3258 |
GA
3258
GRS Advisors
Chicago,
Illinois
| $329M | -$12M | -4% | 11.2% | 54.3% | 36 | 38.89% | 1 |
|
| 3259 |
3259
Cornerstone Retirement Group
Reno,
Nevada
| $328M | -$21M | -6% | 4.67% | – | 3 | 0% | 1.2 |
|
| 3260 |
3260
American Money Management
Rancho Santa Fe,
California
| $328M | -$15.6M | -5% | 4.21% | 65% | 137 | 5.84% | 3.5 |
|
| 3261 |
3261
Institutional Venture Management XIV
Menlo Park,
California
| $328M | +$15.1M | +5% | 9.83% | 18.1% | 5 | 0% | 1.9 |
|
| 3262 |
3262
Berkshire Bank
Pittsfield,
Massachusetts
| $327M | -$16.3M | -5% | 5.01% | 76.2% | 143 | 9.09% | 1.6 |
|
| 3263 |
3263
Systelligence LLC
Bloomington,
Minnesota
| $327M | -$17.6M | -5% | 5.85% | 57.3% | 44 | 31.82% | 0.9 |
|
| 3264 |
3264
Perry Creek Capital
New York
| $327M | -$108M | -25% | 10.8% | 51.2% | 20 | 10% | 1.6 |
|
| 3265 |
3265
Waller Financial Planning Group
Columbus,
Ohio
| $327M | -$14.8M | -4% | 6.01% | 47.5% | 60 | 20% | 2.5 |
|
| 3266 |
3266
Haverford Financial Services
Radnor,
Pennsylvania
| $327M | -$17M | -5% | 4.6% | 57.9% | 68 | 8.82% | 4.1 |
|
| 3267 |
3267
Investors Research Corp
Atlanta,
Georgia
| $327M | -$6.15M | -2% | 5.7% | 62.1% | 1,180 | 4.75% | 2.7 |
|
| 3268 |
TCPWM
3268
Traverso Chambers Private Wealth Management
Santa Rosa,
California
| $326M | +$27.3M | +9% | 5.03% | 16.4% | 112 | 7.14% | 3.1 |
|
| 3269 |
3269
Think Investments
San Francisco,
California
| $326M | -$17.1M | -5% | 1.82% | 285% | 27 | 40.74% | 1.7 |
|
| 3270 |
HL
3270
Hernani LP
St. Helier,
Jersey
| $326M | -$59.2M | -15% | 6.85% | 14% | 7 | 42.86% | 0.8 |
|
| 3271 |
3271
Enstar Group
Hamilton,
Bermuda
| $325M | -$54.3M | -14% | 12.6% | 29.5% | 12 | 0% | 2.1 |
|
| 3272 |
3272
Physician Wealth Advisors
Midvale,
Utah
| $325M | -$19.9M | -6% | 6.19% | 79.9% | 153 | 7.19% | 2.3 |
|
| 3273 |
3273
Old Second National Bank of Aurora
Aurora,
Illinois
| $325M | -$33.1M | -9% | 3.97% | 93.7% | 366 | 4.92% | 5.1 |
|
| 3274 |
3274
HoldCo Asset Management
Fort Lauderdale,
Florida
| $325M | +$142M | +77% | 6.79% | – | 21 | 9.52% | 1.4 |
|
| 3275 |
3275
Jackson Hole Capital Partners
Tulsa,
Oklahoma
| $325M | +$5.09M | +2% | 2.31% | 71.4% | 271 | 14.02% | 2.4 |
|