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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
3476
Stewardship Financial Advisors
Stockbridge,
Georgia
| $126M | +$1.58M | +1% | 2.42% | 39.1% | 61 | 29.51% | 0.3 |
|
| 3477 |
3477
Tiedemann Advisors
New York
| $126M | -$133M | -51% | 1.58% | 31.5% | 70 | 34.29% | 0.8 |
|
| 3478 |
FCPV
3478
FS Capital Partners VI
Los Angeles,
California
| $126M | -$26.5M | -17% | 23.5% | – | 1 | 0% | 1.3 |
|
| 3479 |
SSP
3479
Sapphire Star Partners
Redmond,
Washington
| $126M | +$50.7M | +67% | 0.72% | 47.4% | 70 | 0% | 0.3 |
|
| 3480 |
DI
3480
DGH Investments
Geneva,
Switzerland
| $126M | +$11M | +10% | 9.64% | – | 2 | 0% | 2.8 |
|
| 3481 |
MG
3481
Meditor Group
Hamilton,
Bermuda
| $126M | -$83.4M | -40% | 35.5% | 41.1% | 4 | 25% | 2.8 |
|
| 3482 |
3482
Stockman Wealth Management
Billings,
Montana
| $126M | +$2.44M | +2% | 2.73% | 73.5% | 81 | 13.58% | 1.2 |
|
| 3483 |
3483
Sitrin Capital Management
Century City,
California
| $126M | +$11.6M | +10% | 1.85% | 139% | 39 | 10.26% | 0.2 |
|
| 3484 |
3484
Traynor Capital Management
Malvern,
Pennsylvania
| $125M | -$13.6M | -10% | 1.2% | 225% | 154 | 32.47% | 0.9 |
|
| 3485 |
MG
3485
Magnolia Group
Omaha,
Nebraska
| $125M | +$14.7M | +13% | 15.6% | 9.52% | 13 | 30.77% | 0.2 |
|
| 3486 |
3486
First PREMIER Bank
Sioux Falls,
South Dakota
| $125M | +$7.11M | +6% | 6% | 63% | 200 | 2.5% | 0.3 |
|
| 3487 |
3487
VY Capital Management Company
Dubai,
United Arab Emirates
| $125M | -$47.8M | -28% | 24.2% | – | 10 | 60% | 0.3 |
|
| 3488 |
3488
Bourne Lent Asset Management
Pawling,
New York
| $125M | -$7.12M | -5% | 4.53% | 76.1% | 50 | 2% | 1 |
|
| 3489 |
3489
V Wealth Advisors
Overland Park,
Kansas
| $125M | – | – | 1.36% | 36.9% | 150 | – | 0 |
|
| 3490 |
3490
NGP MR Management
Dallas,
Texas
| $125M | -$40.8M | -25% | 24.6% | 21.9% | 2 | 0% | 1.3 |
|
| 3491 |
HRC
3491
Hoertkorn Richard Charles
| $125M | -$8.4M | -6% | 0.04% | 172% | 99 | 7.07% | 1.9 |
|
| 3492 |
3492
Avalon Capital Management
Port Of Redwood City,
California
| $125M | +$13.8M | +12% | 5.15% | 151% | 97 | 61.86% | 0.6 |
|
| 3493 |
3493
Loudon Investment Management
West Lebanon,
New Hampshire
| $124M | -$121K | -0.1% | 2.95% | 61.6% | 75 | 6.67% | 2 |
|
| 3494 |
3494
Cribstone Capital Management
Augusta,
Maine
| $124M | +$2.39M | +2% | 0.9% | 22.4% | 118 | 22.03% | 0.2 |
|
| 3495 |
3495
EnTrustPermal Management
New York
| $124M | +$25.5M | +26% | 2.68% | 19.3% | 37 | 24.32% | 1.1 |
|
| 3496 |
3496
Silicon Valley Capital Partners
San Jose,
California
| $124M | – | – | 2.11% | 103% | 19 | – | 0 |
|
| 3497 |
3497
Point72 Asia (Singapore)
Singapore
| $124M | -$147M | -54% | 10.2% | – | 15 | 80% | 0.1 |
|
| 3498 |
MIM
3498
Midwest Investment Management
Cleveland,
Ohio
| $124M | +$6.45M | +5% | 3.22% | 26% | 56 | 17.86% | 1.8 |
|
| 3499 |
3499
Stevens First Principles Investment Advisors
Newport Beach,
California
| $124M | +$6.37M | +5% | 2.83% | 44% | 212 | 50.47% | 1.6 |
|
| 3500 |
3500
DW Partners
New York
| $124M | +$24.7M | +25% | 6.83% | 44.5% | 10 | 30% | 1.1 |
|