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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
3376
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| $345M | -$231M | -40% | 44% | 101% | 21 | 42.86% | 1.5 |
|
| 3377 |
3377
Goodman Financial
Houston,
Texas
| $344M | +$27.3M | +9% | 6.2% | 52.5% | 54 | 20.37% | 2.5 |
|
| 3378 |
3378
Waycross Partners
Louisville,
Kentucky
| $344M | +$68.4M | +25% | 12.3% | 98.4% | 96 | 22.92% | 1.5 |
|
| 3379 |
3379
Cyrus J. Lawrence
New York
| $344M | +$8.66M | +3% | 6.77% | – | 211 | 28.91% | 0.8 |
|
| 3380 |
3380
Shah Capital Management
Raleigh,
North Carolina
| $344M | -$77.3M | -18% | 5.74% | 287% | 17 | 17.65% | 2.9 |
|
| 3381 |
3381
Riversedge Advisors
Wilmington,
Delaware
| $343M | +$34.7M | +11% | 5.91% | 71.3% | 76 | 21.05% | 1.9 |
|
| 3382 |
3382
First PREMIER Bank
Sioux Falls,
South Dakota
| $343M | +$13M | +4% | 2.71% | 63% | 421 | 11.16% | 3.8 |
|
| 3383 |
3383
Sage Rhino Capital
Menlo Park,
California
| $343M | +$28.4M | +9% | 6.4% | 93.9% | 230 | 12.61% | 2.5 |
|
| 3384 |
3384
Old Second National Bank of Aurora
Aurora,
Illinois
| $343M | +$4.68M | +1% | 6.42% | 93.7% | 389 | 7.71% | 5.1 |
|
| 3385 |
3385
Ionic Capital Management
New York
| $343M | -$79.4M | -19% | 13.1% | 163% | 431 | 42.69% | 0.9 |
|
| 3386 |
3386
Retirement Income Solutions
Ann Arbor,
Michigan
| $343M | +$28.1M | +9% | 6.34% | 60.8% | 143 | 21.68% | 2.5 |
|
| 3387 |
3387
Dymon Asia Capital (Singapore)
Singapore
| $343M | -$14.9M | -4% | 4.87% | 291% | 155 | 82.58% | 0.2 |
|
| 3388 |
BCA
3388
Bray Capital Advisors
Naples,
Florida
| $343M | +$20.4M | +6% | 8.33% | 36.6% | 272 | 4.04% | 4.9 |
|
| 3389 |
3389
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $342M | +$48M | +16% | 7.21% | 83% | 1,027 | 10.91% | 0.9 |
|
| 3390 |
3390
Farther Finance Advisors
San Francisco,
California
| $342M | +$83.7M | +32% | 5.27% | 81.5% | 2,456 | 15.31% | 0.2 |
|
| 3391 |
MWM
3391
Mascoma Wealth Management
Hanover,
New Hampshire
| $342M | +$26.6M | +8% | 4.14% | 43.7% | 636 | 7.86% | 1.7 |
|
| 3392 |
3392
Institutional Venture Management XV
Menlo Park,
California
| $342M | +$33M | +11% | 23.7% | 116% | 6 | 0% | 1.7 |
|
| 3393 |
3393
Bedell Frazier Investment Counselling
Walnut Creek,
California
| $342M | -$40.5M | -11% | 5.66% | 72.5% | 104 | 15.38% | 2.8 |
|
| 3394 |
3394
Cypress Wealth Services
Palm Desert,
California
| $341M | +$30.3M | +10% | 7.46% | 82.7% | 260 | 14.62% | 1.6 |
|
| 3395 |
3395
Kathryn A. Hall
| $341M | +$98M | +40% | 5.92% | 95.2% | 59 | 18.64% | 2.8 |
|
| 3396 |
3396
Origin Asset Management
London,
United Kingdom
| $341M | -$670K | -0.2% | 7.76% | 59.3% | 34 | 61.76% | 1.5 |
|
| 3397 |
3397
Cornerstone Retirement Group
Reno,
Nevada
| $341M | +$7.27M | +2% | 4.41% | – | 21 | 42.86% | 0.4 |
|
| 3398 |
3398
Tobias Financial Advisors
Plantation,
Florida
| $341M | +$36.5M | +12% | 5.2% | 44.5% | 90 | 14.44% | 1 |
|
| 3399 |
3399
Westside Investment Management
Santa Monica,
California
| $341M | +$300M | +739% | 9.12% | 126% | 861 | 4.3% | 3.8 |
|
| 3400 |
3400
Claro Advisors
Boston,
Massachusetts
| $341M | +$34.9M | +11% | 7.63% | 98.8% | 379 | 21.11% | 1.9 |
|