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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Nalanda India Fund
Moka,
Mauritius
| $198M | – | – | 18.7% | 15.3% | 1 | – | 0 |
|
| 3302 |
3302
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $198M | -$50.5M | -20% | 11.6% | 82.9% | 178 | 69.66% | 2.5 |
|
| 3303 |
3303
TrueWealth LLC
Atlanta,
Georgia
| $198M | -$20.6M | -9% | 8.43% | – | 855 | 12.98% | 0.9 |
|
| 3304 |
3304
Keating Investment Counselors
Delray Beach,
Florida
| $198M | -$34.8M | -15% | 7.17% | 50% | 68 | 8.82% | 4.1 |
|
| 3305 |
3305
Cedar Capital
Barrington,
Illinois
| $197M | -$60.4M | -23% | 10.5% | 98% | 184 | 27.17% | 1.4 |
|
| 3306 |
APSP
3306
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| $197M | -$13.1M | -6% | 9.31% | 62.1% | 290 | 11.03% | 2.6 |
|
| 3307 |
3307
Pier 88 Investment Partners
San Francisco,
California
| $197M | -$32.7M | -14% | 3.67% | 36.1% | 108 | 15.74% | 0.9 |
|
| 3308 |
3308
Wynnefield Capital
New York
| $197M | -$42.6M | -18% | 11.9% | 52.1% | 32 | 12.5% | 2.9 |
|
| 3309 |
3309
Twin Securities
New York
| $197M | -$25.9M | -12% | 8.12% | 506% | 22 | 81.82% | 0.2 |
|
| 3310 |
3310
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $197M | -$16.8M | -8% | 11.4% | 79.3% | 75 | 8% | 3.5 |
|
| 3311 |
3311
Montgomery Investment Management
Rockville,
Maryland
| $197M | -$46M | -19% | 15.6% | 98.4% | 95 | 6.32% | 4.1 |
|
| 3312 |
3312
Janiczek Wealth Management
Denver,
Colorado
| $197M | +$5.85M | +3% | 11.1% | 16.4% | 186 | 22.04% | 0.7 |
|
| 3313 |
3313
Ellevest Inc
New York
| $197M | – | – | 8.31% | 73.8% | 532 | – | 0 |
|
| 3314 |
3314
Matthew Goff Investment Advisor
Houston,
Texas
| $197M | -$52.6M | -21% | 7.67% | 89.6% | 67 | 25.37% | 1.4 |
|
| 3315 |
3315
BCM Advisors
Lafayette,
Louisiana
| $197M | +$5.96M | +3% | 3.28% | 59.3% | 39 | 7.69% | 1.6 |
|
| 3316 |
3316
Institutional Venture Management XIII
Menlo Park,
California
| $197M | -$52.1M | -21% | 15.2% | – | 4 | 25% | 1.6 |
|
| 3317 |
3317
Aequim Alternative Investments
Mill Valley,
California
| $197M | – | – | 2.07% | 32.3% | 34 | – | 0 |
|
| 3318 |
3318
Winthrop Advisory Group
Boston,
Massachusetts
| $197M | +$19.1M | +11% | 11.2% | 78.3% | 96 | 18.75% | 0.8 |
|
| 3319 |
NG
3319
Northstar Group
New York
| $197M | -$22.2M | -10% | 8.2% | 63.9% | 135 | 10.37% | 3.1 |
|
| 3320 |
3320
V Wealth Advisors
Overland Park,
Kansas
| $197M | -$19.8M | -9% | 13.5% | 36.9% | 239 | 15.06% | 1.6 |
|
| 3321 |
MM
3321
Meridian Management
Little Rock,
Arkansas
| $196M | -$33.6M | -15% | 12.8% | 57.8% | 81 | 11.11% | 3.2 |
|
| 3322 |
3322
Cribstone Capital Management
Augusta,
Maine
| $196M | -$21.4M | -10% | 9.23% | 22.4% | 809 | 14.83% | 1.9 |
|
| 3323 |
3323
Consolidated Investment Group
Englewood,
Colorado
| $196M | -$18.6M | -9% | 14.4% | 140% | 51 | 13.73% | 3.5 |
|
| 3324 |
HR
3324
Hayden Royal
Charlotte,
North Carolina
| $196M | – | – | 12% | 100% | 198 | – | 0 |
|
| 3325 |
3325
Virtus Alternative Investment Advisers
Hartford,
Connecticut
| $196M | -$79.9M | -29% | 18.1% | 42.8% | 139 | 34.53% | 0.3 |
|