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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3451 |
3451
Sovereign Financial Group
Stamford,
Connecticut
| $485M | +$50.9M | +12% | 10.2% | 90.7% | 321 | 13.08% | 2.6 |
|
| 3452 |
3452
Virtus Wealth Solutions
Cranford,
New Jersey
| $485M | +$156M | +47% | 31.1% | – | 49 | 24.49% | 0.4 |
|
| 3453 |
3453
Harfst & Associates
Sheridan,
Wyoming
| $485M | +$52.3M | +12% | 11.5% | 88.1% | 121 | 23.14% | 3.9 |
|
| 3454 |
3454
Third Avenue Management
New York
| $485M | -$13.8M | -3% | 5.02% | 113% | 64 | 23.44% | 5.6 |
|
| 3455 |
3455
Inspire Trust Company
Reno,
Nevada
| $485M | +$64.4M | +15% | 8.22% | – | 114 | 6.14% | 1.3 |
|
| 3456 |
3456
Rowlandmiller & Partners
Atlanta,
Georgia
| $485M | +$9.35M | +2% | 3.7% | 84% | 192 | 6.25% | 6.2 |
|
| 3457 |
3457
Keystone Investors
Singapore
| $484M | -$227M | -32% | 30.7% | – | 80 | 76.25% | 0.4 |
|
| 3458 |
3458
DGS Capital Management
Jersey City,
New Jersey
| $484M | +$105M | +28% | 31.8% | 177% | 374 | 18.18% | 1.8 |
|
| 3459 |
3459
Generali Powszechne Towarzystwo Emerytalne
Warsaw,
Poland
| $484M | +$168M | +53% | 26.4% | 140% | 29 | 3.45% | 2.2 |
|
| 3460 |
3460
Singapore Technologies Telemedia
Singapore
| $484M | +$83M | +21% | 20.7% | 173% | 1 | 0% | 8.3 |
|
| 3461 |
SM
3461
Sciencast Management
Princeton,
New Jersey
| $484M | +$50.5M | +12% | 10.7% | 72.5% | 393 | 78.12% | 0.2 |
|
| 3462 |
FCA
3462
FLC Capital Advisors
Palm Desert,
California
| $484M | +$37.9M | +8% | 6.86% | 59.3% | 213 | 19.25% | 3.2 |
|
| 3463 |
3463
Fourth Sail Capital
Camana Bay Grand Cayman,
Cayman Islands
| $483M | +$55.8M | +13% | 12% | – | 36 | 50% | 0.6 |
|
| 3464 |
3464
Oak Hill Wealth Advisors
Lansdowne,
Virginia
| $482M | +$51.4M | +12% | 6.88% | 48% | 149 | 10.07% | 0.5 |
|
| 3465 |
3465
Grace & Mercy Foundation
New York
| $482M | +$81.5M | +20% | 26% | 67.6% | 19 | 10.53% | 2 |
|
| 3466 |
3466
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| $482M | +$80.9M | +20% | 16.2% | 87.9% | 265 | 19.25% | 3.4 |
|
| 3467 |
3467
EnCap Partners
Houston,
Texas
| $482M | +$90.8M | +23% | 14.7% | – | 2 | 50% | 0.4 |
|
| 3468 |
3468
Cedar Mountain Advisors
Lake Oswego,
Oregon
| $481M | +$34.8M | +8% | 7.89% | 57.7% | 368 | 8.15% | 3.5 |
|
| 3469 |
3469
P/E Global LLC
Boston,
Massachusetts
| $481M | +$39.1M | +9% | 8% | 49% | 4 | 0% | 1.6 |
|
| 3470 |
SM
3470
Scoggin Management
New York
| $481M | +$122M | +34% | 36.4% | 889% | 88 | 55.68% | 0.7 |
|
| 3471 |
3471
Machina Capital
Paris,
France
| $481M | +$144M | +43% | 8.25% | 34.8% | 416 | 60.82% | 0.4 |
|
| 3472 |
3472
Mattern Wealth Management
Lawrence,
Kansas
| $480M | +$28.5M | +6% | 8.09% | 54% | 174 | 12.07% | 3.5 |
|
| 3473 |
3473
Spirit of America Management Corp
Syosset,
New York
| $480M | -$14.3M | -3% | 7.58% | 113% | 316 | 0.95% | 5.5 |
|
| 3474 |
3474
Financial Strategies Group
Okemos,
Michigan
| $479M | +$56.6M | +13% | 5.6% | 44.9% | 95 | 5.26% | 3 |
|
| 3475 |
3475
Apollon Financial
Mount Pleasant,
South Carolina
| $479M | +$53.8M | +13% | 12.5% | 103% | 215 | 8.84% | 1.1 |
|