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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%
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50
100
250
500
1,000
2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3401 |
MS
3401
Mizuho Securities
Tokyo,
Japan
| $344M | -$179M | -34% | 28.4% | 109% | 216 | 15.28% |
|
| 3402 |
OL
3402
Optas LLC
Austin,
Texas
| $344M | -$6.35M | -2% | 2.1% | 118% | 156 | 9.62% |
|
| 3403 |
RC
3403
RV Capital
Schindellegi,
Switzerland
| $344M | -$29.8M | -8% | 6.42% | 278% | 5 | 20% |
|
| 3404 |
AG
3404
Arctis Global
San Juan,
Puerto Rico
| $344M | -$270M | -44% | 4.8% | 69.5% | 15 | 20% |
|
| 3405 |
WMG
3405
WESCAP Management Group
Glendale,
California
| $344M | -$242K | -0.1% | 1.67% | 40.2% | 89 | 6.74% |
|
| 3406 |
SIM
3406
Sentry Investment Management
Stevens Point,
Wisconsin
| $344M | -$48.8M | -12% | 0.77% | 94.5% | 533 | 8.44% |
|
| 3407 |
NCL
3407
Nishkama Capital LLC
Dorado,
Puerto Rico
| $343M | -$94.5M | -22% | 0.17% | 467% | 53 | 71.7% |
|
| 3408 |
HWM
3408
HFR Wealth Management
Niskayuna,
New York
| $343M | +$11.2M | +3% | 0.24% | 48.5% | 60 | 5% |
|
| 3409 |
HI
3409
Helikon Investments
London,
United Kingdom
| $343M | -$15.5M | -4% | 14.9% | 330% | 4 | 25% |
|
| 3410 |
CCP
3410
Cyrus Capital Partners
New York
| $343M | -$45.4M | -12% | 5.91% | 174% | 16 | 43.75% |
|
| 3411 |
AC
3411
Adelphi Capital
London,
United Kingdom
| $343M | -$32.2M | -9% | 8.5% | – | 2 | 0% |
|
| 3412 |
GI
3412
Glovista Investments
Jersey City,
New Jersey
| $343M | -$79.8M | -19% | 5.68% | 2.48% | 124 | 65.32% |
|
| 3413 |
OHIS
3413
Oak Harvest Investment Services
Houston,
Texas
| $343M | +$39.5M | +13% | 0.33% | 112% | 83 | 9.64% |
|
| 3414 |
CA
3414
CHI Advisors
New York
| $343M | -$87.3M | -20% | 15.4% | 88.2% | 19 | 5.26% |
|
| 3415 |
BBPWM
3415
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $342M | -$471K | -0.1% | 0.68% | 53.3% | 192 | 14.58% |
|
| 3416 |
GTC
3416
Ghost Tree Capital
New York
| $342M | -$21.8M | -6% | 13.5% | 265% | 72 | 44.44% |
|
| 3417 |
GF
3417
Gates Foundation
Seattle,
Washington
| $342M | -$309M | -48% | 12.8% | 58.1% | 10 | 20% |
|
| 3418 |
IF
3418
Ironwood Financial
Tucson,
Arizona
| $342M | +$8.49M | +3% | 0.19% | 48.8% | 618 | 4.37% |
|
| 3419 |
AAM
3419
ACK Asset Management
Greenwich,
Connecticut
| $342M | +$69.8M | +26% | 6.17% | 99.7% | 29 | 27.59% |
|
| 3420 |
WFA
3420
West Financial Advisors
Des Moines,
Iowa
| $341M | +$14.3M | +4% | 1.13% | 45.1% | 154 | 6.49% |
|
| 3421 |
RPA
3421
Rock Point Advisors
Burlington,
Vermont
| $341M | -$5.73M | -2% | 2.28% | 64.6% | 102 | 9.8% |
|
| 3422 |
KMC
3422
Kirr Marbach & Co
Columbus,
Indiana
| $341M | -$10.4M | -3% | 1.5% | 135% | 62 | 9.68% |
|
| 3423 |
CAM
3423
Capco Asset Management
Tampa,
Florida
| $341M | -$36K | -0% | 3.03% | 46.7% | 28 | 3.57% |
|
| 3424 |
IIC
3424
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $341M | -$1.04M | -0.3% | 0.24% | 59.1% | 305 | 12.13% |
|
| 3425 |
OWA
3425
One Wealth Advisors
San Francisco,
California
| $341M | +$25.2M | +8% | 0.39% | 54.5% | 239 | 35.98% |
|