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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
3326
Iridian Asset Management
Westport,
Connecticut
| $467M | +$24M | +5% | 3.59% | 88.4% | 55 | 10.91% | 3.4 |
|
| 3327 |
3327
Gould Asset Management
Claremont,
California
| $467M | +$33.3M | +8% | 5.96% | 42.8% | 170 | 7.06% | 5.5 |
|
| 3328 |
3328
New Hampshire Trust
Concord,
New Hampshire
| $467M | +$28.4M | +6% | 7.52% | 88.5% | 178 | 3.93% | 1.6 |
|
| 3329 |
3329
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $467M | +$56.9M | +14% | 8.58% | 130% | 122 | 19.67% | 1.9 |
|
| 3330 |
3330
Crawford Fund Management
Boston,
Massachusetts
| $466M | +$70.1M | +18% | 9.42% | – | 221 | 26.24% | 0.5 |
|
| 3331 |
3331
Burton Enright Welch
Walnut Creek,
California
| $466M | +$32.4M | +7% | 5.91% | 62.8% | 100 | 15% | 1.8 |
|
| 3332 |
3332
Adams Wealth Management
Logan,
Utah
| $466M | +$31.6M | +7% | 4.81% | 105% | 113 | 9.73% | 2.5 |
|
| 3333 |
3333
CacheTech Inc
Logan,
Utah
| $466M | +$31.6M | +7% | 4.81% | – | 113 | 9.73% | 0.2 |
|
| 3334 |
3334
Pinpoint Asset Management
Hong Kong
| $466M | -$244M | -34% | 10.1% | 185% | 139 | 59.71% | 0.5 |
|
| 3335 |
3335
Rainey & Randall Wealth Advisors
Celebration,
Florida
| $466M | +$41.7M | +10% | 6.5% | 52.3% | 50 | 10% | 3.4 |
|
| 3336 |
3336
Clark Asset Management
Stratham,
New Hampshire
| $466M | +$105M | +29% | 5.46% | 51.8% | 128 | 29.69% | 0.9 |
|
| 3337 |
IBOK
3337
Independence Bank of Kentucky
Owensboro,
Kentucky
| $465M | +$87.9M | +23% | 6.53% | 94.3% | 609 | 15.27% | 3.5 |
|
| 3338 |
3338
Hohimer Wealth Management
Seattle,
Washington
| $465M | +$34M | +8% | 7.98% | 99.7% | 264 | 32.95% | 1.9 |
|
| 3339 |
3339
Once Capital Management
New York
| $465M | +$198M | +74% | 7.61% | 570% | 27 | 40.74% | 2.1 |
|
| 3340 |
3340
Oasis Management Company
Grand Cayman,
Cayman Islands
| $465M | +$20.2M | +5% | 26.6% | 368% | 90 | 35.56% | 0.8 |
|
| 3341 |
3341
River Global Investors
London,
United Kingdom
| $464M | +$101M | +28% | 6.16% | 49.7% | 154 | 11.69% | 3.9 |
|
| 3342 |
CAM
3342
Centre Asset Management
New York
| $464M | +$28.5M | +7% | 7.72% | 45.3% | 72 | 34.72% | 2.7 |
|
| 3343 |
3343
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $463M | +$33.6M | +8% | 5.27% | 67.5% | 139 | 8.63% | 4.4 |
|
| 3344 |
MAM
3344
Morse Asset Management
Darien,
Connecticut
| $463M | +$50.9M | +12% | 6.06% | 222% | 356 | 63.76% | 1.4 |
|
| 3345 |
3345
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $463M | +$24.1M | +5% | 6.05% | 83.3% | 73 | 0% | 6.2 |
|
| 3346 |
3346
LECAP Asset Management
London,
United Kingdom
| $463M | +$138K | +0% | 6.14% | 35.6% | 436 | 62.84% | 0.3 |
|
| 3347 |
3347
Cyrus Capital Partners
New York
| $463M | +$95.9M | +26% | 0.13% | 163% | 6 | 33.33% | 0.8 |
|
| 3348 |
3348
Beryl Capital Management
Redondo Beach,
California
| $463M | +$130M | +39% | 22.6% | 3,932% | 50 | 90% | 0 |
|
| 3349 |
3349
Vantage Wealth
Pasadena,
California
| $462M | +$28.7M | +7% | 6.83% | 56.1% | 34 | 5.88% | 4.5 |
|
| 3350 |
3350
Aster Capital Management
Dubai,
United Arab Emirates
| $462M | – | – | 8.35% | – | 1,074 | – | 0 |
|