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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
3276
Lindbrook Capital
Calabasas,
California
| $382M | -$65.8M | -15% | 0.88% | 35.8% | 2,081 | 13.84% | 1.9 |
|
| 3277 |
NAMP
3277
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $381M | +$979K | +0.3% | 0.55% | 90.2% | 145 | 2.76% | 4.6 |
|
| 3278 |
AIS
3278
AM Investment Strategies
Chattanooga,
Tennessee
| $381M | -$7.41M | -2% | 2.13% | 121% | 112 | 11.61% | 0.8 |
|
| 3279 |
EWA
3279
ERTS Wealth Advisors
Marquette,
Michigan
| $381M | +$11.6M | +3% | 1.03% | 39.3% | 93 | 11.83% | 1.9 |
|
| 3280 |
ACM
3280
Altium Capital Management
New York
| $381M | -$49.9M | -12% | 0.05% | – | 176 | 52.27% | 0.4 |
|
| 3281 |
3281
Cliffwater
Marina Del Rey,
California
| $381M | +$1.51M | +0.4% | 0.45% | 29.4% | 24 | 0% | 3.2 |
|
| 3282 |
3282
Farmers & Merchants Trust Company
Long Beach,
California
| $381M | +$13.1M | +4% | 0.64% | 79.8% | 185 | 6.49% | 2 |
|
| 3283 |
3283
APEIRON Capital Ltd
Hong Kong
| $381M | +$72M | +23% | 2.94% | 487% | 15 | 40% | 0.4 |
|
| 3284 |
3284
Tetrad Corporation
Omaha,
Nebraska
| $381M | -$4.24M | -1% | 0.98% | 45.6% | 3 | 0% | 8.3 |
|
| 3285 |
3285
The Family Firm
Bethesda,
Maryland
| $380M | +$13M | +4% | 1.51% | 40.2% | 182 | 6.59% | 3.8 |
|
| 3286 |
3286
Sugarloaf Wealth Management
Duluth,
Georgia
| $380M | +$13.3M | +4% | 1.05% | 10.2% | 828 | 12.32% | 1.4 |
|
| 3287 |
3287
Harbour Capital Advisors
Tysons Corner,
Virginia
| $380M | +$7.53M | +2% | 0.99% | 168% | 260 | 17.31% | 1.5 |
|
| 3288 |
3288
Cornerstone Management
Duluth,
Georgia
| $380M | +$7.26M | +2% | 0.63% | 43.6% | 54 | 7.41% | 3 |
|
| 3289 |
MAS
3289
Managed Account Services
Coconut Grove,
Florida
| $380M | -$40M | -10% | 0.97% | 32.4% | 113 | 8.85% | 3.1 |
|
| 3290 |
3290
FinTrust Capital Advisors
Greenville,
South Carolina
| $379M | -$1.84M | -0.5% | 0.6% | 23.6% | 1,255 | 13.94% | 1.9 |
|
| 3291 |
OH
3291
Overlook Holdings
Tortola,
British Virgin Islands
| $379M | -$137M | -26% | 25.9% | – | 3 | 66.67% | 8.3 |
|
| 3292 |
3292
Commodore Capital
New York
| $379M | +$92.3M | +32% | 17.8% | 2,121% | 34 | 29.41% | 0.5 |
|
| 3293 |
3293
St Louis Trust
Saint Louis,
Missouri
| $379M | -$24.6M | -6% | 1.66% | 71.4% | 112 | 23.21% | 2.7 |
|
| 3294 |
3294
Hidden Lake Asset Management
New York
| $379M | +$68.1M | +22% | 7.9% | 849% | 35 | 74.29% | 0.2 |
|
| 3295 |
SL
3295
SWF LLC
Omaha,
Nebraska
| $379M | -$5.91M | -2% | 1.5% | 87.4% | 3 | 0% | 2.8 |
|
| 3296 |
3296
American Financial Group
Cincinnati,
Ohio
| $378M | -$12.5M | -3% | 2.06% | 32.5% | 92 | 3.26% | 3.8 |
|
| 3297 |
3297
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
| $378M | +$4.15M | +1% | 0.82% | 66.3% | 87 | 8.05% | 0.4 |
|
| 3298 |
3298
Blue Grotto Capital
Atlanta,
Georgia
| $378M | +$65.3M | +21% | 1.54% | 300% | 23 | 26.09% | 0.7 |
|
| 3299 |
3299
Steel Partners Holdings
New York
| $377M | -$13M | -3% | 5.39% | – | 3 | 0% | 6.7 |
|
| 3300 |
3300
DAFNA Capital Management
Los Angeles,
California
| $377M | -$101M | -21% | 9.1% | 313% | 91 | 19.78% | 2 |
|