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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
Sentry Investment Management
Stevens Point,
Wisconsin
| $344M | -$48.8M | -12% | 0.77% | 103% | 533 | 8.44% | 3.7 |
|
| 3477 |
3477
Nishkama Capital LLC
Dorado,
Puerto Rico
| $343M | -$94.5M | -22% | 0.17% | 723% | 53 | 71.7% | 0.4 |
|
| 3478 |
HWM
3478
HFR Wealth Management
Niskayuna,
New York
| $343M | +$11.2M | +3% | 0.24% | 47.5% | 60 | 5% | 0.2 |
|
| 3479 |
3479
Helikon Investments
London,
United Kingdom
| $343M | -$15.5M | -4% | 14.9% | 282% | 4 | 25% | 0.6 |
|
| 3480 |
3480
Cyrus Capital Partners
New York
| $343M | -$45.4M | -12% | 5.91% | 163% | 16 | 43.75% | 2 |
|
| 3481 |
3481
Adelphi Capital
London,
United Kingdom
| $343M | -$32.2M | -9% | 8.5% | – | 2 | 0% | 4.4 |
|
| 3482 |
3482
Glovista Investments
Jersey City,
New Jersey
| $343M | -$79.8M | -19% | 5.68% | 2.48% | 124 | 65.32% | 1.6 |
|
| 3483 |
3483
Oak Harvest Investment Services
Houston,
Texas
| $343M | +$39.5M | +13% | 0.33% | 120% | 83 | 9.64% | 0.6 |
|
| 3484 |
3484
CHI Advisors
New York
| $343M | -$87.3M | -20% | 15.4% | 88.2% | 19 | 5.26% | 1.2 |
|
| 3485 |
3485
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $342M | -$471K | -0.1% | 0.68% | 68.2% | 192 | 14.58% | 3.9 |
|
| 3486 |
GTC
3486
Ghost Tree Capital
New York
| $342M | -$21.8M | -6% | 13.5% | 265% | 72 | 44.44% | 0.7 |
|
| 3487 |
3487
Gates Foundation
Seattle,
Washington
| $342M | -$309M | -48% | 12.8% | 58.1% | 10 | 20% | 0.5 |
|
| 3488 |
3488
Ironwood Financial
Tucson,
Arizona
| $342M | +$8.49M | +3% | 0.19% | 54.1% | 618 | 4.37% | 2.9 |
|
| 3489 |
3489
ACK Asset Management
Greenwich,
Connecticut
| $342M | +$69.8M | +26% | 6.17% | 132% | 29 | 27.59% | 0.9 |
|
| 3490 |
3490
West Financial Advisors
Des Moines,
Iowa
| $341M | +$14.3M | +4% | 1.13% | 49.1% | 154 | 6.49% | 0.7 |
|
| 3491 |
3491
Rock Point Advisors
Burlington,
Vermont
| $341M | -$5.73M | -2% | 2.28% | 82.8% | 102 | 9.8% | 3.7 |
|
| 3492 |
3492
Kirr Marbach & Co
Columbus,
Indiana
| $341M | -$10.4M | -3% | 1.5% | 121% | 62 | 9.68% | 3.3 |
|
| 3493 |
3493
Capco Asset Management
Tampa,
Florida
| $341M | -$36K | -0% | 3.03% | 46.1% | 28 | 3.57% | 3.3 |
|
| 3494 |
3494
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $341M | -$1.04M | -0.3% | 0.24% | 70.2% | 305 | 12.13% | 2.3 |
|
| 3495 |
3495
One Wealth Advisors
San Francisco,
California
| $341M | +$25.2M | +8% | 0.39% | 66% | 239 | 35.98% | 0.9 |
|
| 3496 |
3496
GenWealth Group
Maplewood,
New Jersey
| $341M | +$1.77M | +0.5% | 0.19% | 73.9% | 66 | 9.09% | 2.8 |
|
| 3497 |
3497
NEPC LLC
Boston,
Massachusetts
| $341M | -$371M | -52% | 1.29% | 21.3% | 69 | 30.43% | 1 |
|
| 3498 |
CCM
3498
Compton Capital Management
Providence,
Rhode Island
| $341M | +$959K | +0.3% | 1.21% | 75.6% | 165 | 8.48% | 5 |
|
| 3499 |
ACG
3499
Aventail Capital Group
New York
| $341M | +$79.9M | +31% | 5.18% | 154% | 71 | 73.24% | 0.3 |
|
| 3500 |
3500
RMR Wealth Builders
Montclair,
New Jersey
| $341M | +$35.5M | +12% | 0.06% | 91.7% | 194 | 14.95% | 1.4 |
|