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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
Sloane Robinson
London,
United Kingdom
| $259M | +$38.2M | +17% | 21.9% | 175% | 26 | 19.23% | 1.1 |
|
| 3302 |
3302
Northwest Bancshares
Warren,
Pennsylvania
| $259M | +$16.7M | +7% | 7.99% | 84.8% | 149 | 10.07% | 1.6 |
|
| 3303 |
3303
Optas LLC
Austin,
Texas
| $259M | – | – | 3.12% | 118% | 148 | – | 0 |
|
| 3304 |
3304
Crabel Capital Management
Los Angeles,
California
| $259M | +$91.1M | +54% | 7.56% | 13.9% | 246 | 52.85% | 0.3 |
|
| 3305 |
3305
Longfellow Investment Management
Boston,
Massachusetts
| $258M | +$43.6M | +20% | 2.37% | 45.9% | 146 | 39.04% | 0.6 |
|
| 3306 |
3306
JCIC Asset Management
Toronto,
Ontario, Canada
| $258M | +$30.8M | +14% | 9.39% | – | 148 | 18.24% | 2.3 |
|
| 3307 |
3307
GenWealth Group
Maplewood,
New Jersey
| $258M | +$17.8M | +7% | 6.26% | 73.9% | 71 | 7.04% | 1.9 |
|
| 3308 |
CCM
3308
Compton Capital Management
Providence,
Rhode Island
| $258M | +$20.1M | +8% | 11.4% | 75.6% | 145 | 12.41% | 4.7 |
|
| 3309 |
3309
Wittenberg Investment Management
Carlisle,
Massachusetts
| $258M | +$28.4M | +12% | 13.7% | 89.9% | 81 | 4.94% | 2.3 |
|
| 3310 |
3310
Henry James International Management
New York
| $257M | +$23M | +10% | 13.5% | 125% | 140 | 6.43% | 1.1 |
|
| 3311 |
3311
TCI Wealth Advisors
Tucson,
Arizona
| $257M | +$32.3M | +14% | 10.2% | 65% | 1,778 | 20.25% | 3.1 |
|
| 3312 |
3312
Financial Partners Group (Kansas)
Overland Park,
Kansas
| $257M | +$32.3M | +14% | 6.92% | 76.7% | 88 | 15.91% | 1.3 |
|
| 3313 |
3313
Forefront Analytics
West Conshohocken,
Pennsylvania
| $257M | +$14.6M | +6% | 2.63% | 50.9% | 46 | 0% | 1.6 |
|
| 3314 |
3314
Trivium Point Advisory
Westport,
Connecticut
| $257M | +$39.2M | +18% | 7.19% | 106% | 174 | 16.09% | 0.8 |
|
| 3315 |
3315
Charles Schwab Trust
Henderson,
Nevada
| $257M | +$42.5M | +20% | 6.02% | 52.7% | 170 | 15.29% | 0.2 |
|
| 3316 |
3316
WESCAP Management Group
Glendale,
California
| $257M | +$14.2M | +6% | 5.33% | 45.7% | 77 | 2.6% | 2.6 |
|
| 3317 |
3317
Southport Capital Management
Chattanooga,
Tennessee
| $257M | +$35M | +16% | 6.86% | 80% | 215 | 13.95% | 3.5 |
|
| 3318 |
3318
Madison International Realty Holdings
New York
| $257M | -$8.41M | -3% | 0.39% | – | 7 | 14.29% | 2.2 |
|
| 3319 |
3319
Integral Health Asset Management
New York
| $257M | – | – | 28.4% | 564% | 50 | – | 0 |
|
| 3320 |
CC
3320
ClearArc Capital
Cincinnati,
Ohio
| $257M | -$89.4M | -26% | 9.66% | 63.4% | 357 | 17.09% | 5.7 |
|
| 3321 |
3321
Firsthand Capital Management
San Jose,
California
| $257M | +$9.07M | +4% | 12.6% | 265% | 56 | 7.14% | 2.7 |
|
| 3322 |
3322
Benedict Financial Advisors
Atlanta,
Georgia
| $257M | +$12.8M | +5% | 7.13% | 72.4% | 107 | 7.48% | 4.1 |
|
| 3323 |
3323
Engine Capital Management
New York
| $256M | +$42.5M | +20% | 17.4% | 21.1% | 59 | 52.54% | 0.8 |
|
| 3324 |
SC
3324
Saybrook Capital
Winston Salem,
North Carolina
| $256M | +$19.5M | +8% | 8.8% | 72.5% | 48 | 2.08% | 5.4 |
|
| 3325 |
3325
World Investment Advisors
Santa Barbara,
California
| $256M | +$23M | +10% | 6.12% | 65.4% | 180 | 22.78% | 0.7 |
|