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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
OLP Capital Management
Causeway Bay,
Hong Kong
| $567M | -$207M | -27% | 2.37% | 146% | 5 | 20% | 1.5 |
|
| 3302 |
GWI
3302
Grace & White Inc
Ny,
New York
| $567M | +$20.4M | +4% | 6.72% | 59.6% | 139 | 1.44% | 7.1 |
|
| 3303 |
3303
FORA Capital
Miami,
Florida
| $566M | -$335M | -37% | 22.7% | 162% | 705 | 67.66% | 0.3 |
|
| 3304 |
3304
Greenspring Advisors
Towson,
Maryland
| $565M | – | – | 7.06% | – | 115 | – | 2.1 |
|
| 3305 |
3305
Moment Partners
San Francisco,
California
| $565M | +$32.5M | +6% | 6.47% | – | 121 | 7.44% | 0.7 |
|
| 3306 |
3306
Edge Wealth Management
New York
| $565M | +$45.4M | +9% | 9.68% | 75.3% | 89 | 8.99% | 5.7 |
|
| 3307 |
3307
Ironwood Financial
Tucson,
Arizona
| $564M | +$98.1M | +21% | 6.9% | 54.1% | 171 | 9.94% | 5.4 |
|
| 3308 |
FA
3308
Financial Advisors
Andover,
Massachusetts
| $564M | +$27.4M | +5% | 6.9% | 71.5% | 82 | 7.32% | 4.7 |
|
| 3309 |
3309
Act Two Investors
Santa Cruz,
California
| $564M | +$74.3M | +15% | 8.24% | 53% | 41 | 14.63% | 3.2 |
|
| 3310 |
FCP
3310
Fine Capital Partners
New York
| $563M | -$144M | -20% | 12.8% | 95.5% | 1 | 0% | 12.3 |
|
| 3311 |
3311
Estuary Capital Management
Wayzata,
Minnesota
| $563M | +$50.2M | +10% | 5.07% | – | 19 | 47.37% | 0.7 |
|
| 3312 |
3312
Coerente Capital Management
Toronto,
Ontario, Canada
| $563M | +$19.2M | +4% | 4.6% | 54.7% | 39 | 0% | 3.7 |
|
| 3313 |
JC
3313
Joho Capital
New York
| $563M | -$147M | -21% | 3.4% | 80.2% | 11 | 36.36% | 2.6 |
|
| 3314 |
3314
Independent Solutions Wealth Management
Williamsville,
New York
| $563M | +$50.8M | +10% | 10.5% | 125% | 195 | 17.44% | 3.6 |
|
| 3315 |
3315
Francis Financial
| $562M | +$127M | +29% | 5.34% | 56.2% | 133 | 30.83% | 1.7 |
|
| 3316 |
3316
Martin & Co
Knoxville,
Tennessee
| $562M | +$18.5M | +3% | 6.46% | 67.8% | 106 | 5.66% | 9.2 |
|
| 3317 |
3317
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
| $562M | +$43.9M | +8% | 7.17% | – | 260 | 16.92% | 0.7 |
|
| 3318 |
3318
Pinpoint Asset Management (Singapore)
Singapore,
| $561M | -$11.2M | -2% | 14.3% | – | 158 | 60.76% | 0.1 |
|
| 3319 |
3319
Tufton Capital Management
Hunt Valley,
Maryland
| $561M | +$35.1M | +7% | 8.5% | 96.1% | 121 | 4.96% | 8.4 |
|
| 3320 |
IIA
3320
IPG Investment Advisors
San Diego,
California
| $561M | +$48.4M | +9% | 15% | 126% | 240 | 37.92% | 2 |
|
| 3321 |
3321
Schnieders Capital Management
Pasadena,
California
| $561M | -$9.15M | -2% | 10.8% | 103% | 231 | 8.23% | 5.8 |
|
| 3322 |
3322
TCP Asset Management
Columbus,
Ohio
| $561M | +$56.2M | +11% | 7.12% | 65% | 114 | 19.3% | 1.6 |
|
| 3323 |
CNBTD
3323
Citizens National Bank Trust Department
Meridian,
Mississippi
| $560M | +$59M | +12% | 10.2% | 114% | 391 | 5.88% | 3.4 |
|
| 3324 |
CTAF
3324
Call To Action Foundation
Salt Lake City,
Utah
| $560M | +$38.7M | +7% | 7.81% | – | 1 | 0% | 1.8 |
|
| 3325 |
LHC
3325
Lodge Hill Capital
New York
| $560M | +$126M | +29% | 12.3% | 17.9% | 23 | 34.78% | 1.2 |
|