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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 |
NAMP
3301
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $426M | +$44.3M | +12% | 11.4% | 90.2% | 151 | 6.62% | 4.6 |
|
| 3302 |
3302
Brio Consultants
San Francisco,
California
| $425M | +$13.5M | +3% | 5.66% | 42.7% | 80 | 18.75% | 2.2 |
|
| 3303 |
3303
Sector Gamma AS
Oslo,
Norway
| $425M | -$75.9M | -15% | 4.47% | 35.3% | 34 | 17.65% | 2.2 |
|
| 3304 |
3304
Iowa State Bank
Urbandale,
Iowa
| $425M | +$67.2M | +19% | 9.98% | 85.7% | 125 | 7.2% | 4.5 |
|
| 3305 |
3305
Origin Asset Management
London,
United Kingdom
| $425M | +$6.85M | +2% | 2.82% | 59.3% | 56 | 42.86% | 0.8 |
|
| 3306 |
3306
JMAC Enterprises
Newtown,
Pennsylvania
| $425M | – | – | 7.26% | 68.5% | 171 | – | 0 |
|
| 3307 |
3307
Nightview Capital
Austin,
Texas
| $424M | +$79.4M | +23% | 21% | 170% | 10 | 20% | 2.3 |
|
| 3308 |
3308
Independent Solutions Wealth Management
Williamsville,
New York
| $424M | +$20.5M | +5% | 8.57% | 125% | 238 | 15.97% | 1.3 |
|
| 3309 |
3309
ACK Asset Management
Greenwich,
Connecticut
| $424M | +$82.3M | +24% | 12.2% | 132% | 30 | 23.33% | 1 |
|
| 3310 |
LA
3310
Lynch & Associates
Newburgh,
Indiana
| $424M | +$37.5M | +10% | 10.2% | 73.5% | 108 | 4.63% | 6.1 |
|
| 3311 |
3311
QVR
San Francisco,
California
| $423M | -$1.11B | -72% | 10.7% | – | 312 | 95.83% | 0.6 |
|
| 3312 |
3312
Bank Pictet & Cie (Asia)
Singapore
| $423M | +$62.8M | +17% | 9.56% | 30.4% | 98 | 7.14% | 2.9 |
|
| 3313 |
3313
AH Equity Partners III (Parallel)
Menlo Park,
California
| $423M | +$135M | +47% | 7.29% | 33.1% | 3 | 33.33% | 0.3 |
|
| 3314 |
OCM
3314
Ogborne Capital Management
San Francisco,
California
| $423M | +$175M | +71% | 2.09% | 251% | 12 | 41.67% | 0.9 |
|
| 3315 |
3315
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| $423M | +$47.7M | +13% | 7.9% | 52.1% | 78 | 5.13% | 0.8 |
|
| 3316 |
3316
AXS Investments
Port Chester,
New York
| $423M | +$156M | +58% | 5.57% | 107% | 242 | 88.43% | 0.1 |
|
| 3317 |
3317
Indus Capital Partners
New York
| $423M | -$157M | -27% | 15% | 117% | 41 | 34.15% | 1.5 |
|
| 3318 |
3318
Martel Wealth Advisors
Vancouver,
Washington
| $422M | +$24.8M | +6% | 4.38% | 43.4% | 48 | 8.33% | 2.6 |
|
| 3319 |
3319
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $422M | +$23M | +6% | 4.75% | 39.1% | 46 | 8.7% | 3.9 |
|
| 3320 |
3320
Model Capital Management
Wellesley,
Massachusetts
| $422M | -$1.69M | -0.4% | 0.56% | – | 3 | 33.33% | 0.5 |
|
| 3321 |
3321
Surevest
Los Angeles,
California
| $422M | +$26.2M | +7% | 6.86% | 24.6% | 555 | 80.18% | 0.4 |
|
| 3322 |
3322
Sugarloaf Wealth Management
Duluth,
Georgia
| $422M | +$41.5M | +11% | 6.9% | 10.2% | 811 | 8.38% | 1.6 |
|
| 3323 |
3323
Renaissance Investment Group
Lenox,
Massachusetts
| $422M | +$29.5M | +8% | 14% | 110% | 86 | 10.47% | 5.2 |
|
| 3324 |
3324
Y-Intercept (HK)
Hong Kong
| $421M | -$129M | -23% | 7.48% | 41.6% | 968 | 80.37% | 0.1 |
|
| 3325 |
3325
Occidental Asset Management
Burlingame,
California
| $421M | +$35.4M | +9% | 7.88% | 97.4% | 223 | 14.35% | 2.8 |
|