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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
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250
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3476 |
NCL
3476
Nishkama Capital LLC
Dorado,
Puerto Rico
| $343M | -$94.5M | -22% | 0.17% | 723% | 53 | 71.7% |
|
| 3477 |
HWM
3477
HFR Wealth Management
Niskayuna,
New York
| $343M | +$11.2M | +3% | 0.24% | 47.5% | 60 | 5% |
|
| 3478 |
HI
3478
Helikon Investments
London,
United Kingdom
| $343M | -$15.5M | -4% | 14.9% | 282% | 4 | 25% |
|
| 3479 |
CCP
3479
Cyrus Capital Partners
New York
| $343M | -$45.4M | -12% | 5.91% | 163% | 16 | 43.75% |
|
| 3480 |
AC
3480
Adelphi Capital
London,
United Kingdom
| $343M | -$32.2M | -9% | 8.5% | – | 2 | 0% |
|
| 3481 |
GI
3481
Glovista Investments
Jersey City,
New Jersey
| $343M | -$79.8M | -19% | 5.68% | 2.48% | 124 | 65.32% |
|
| 3482 |
OHIS
3482
Oak Harvest Investment Services
Houston,
Texas
| $343M | +$39.5M | +13% | 0.33% | 112% | 83 | 9.64% |
|
| 3483 |
CA
3483
CHI Advisors
New York
| $343M | -$87.3M | -20% | 15.4% | 88.2% | 19 | 5.26% |
|
| 3484 |
BBPWM
3484
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $342M | -$471K | -0.1% | 0.68% | 62.5% | 192 | 14.58% |
|
| 3485 |
GTC
3485
Ghost Tree Capital
New York
| $342M | -$21.8M | -6% | 13.5% | 265% | 72 | 44.44% |
|
| 3486 |
GF
3486
Gates Foundation
Seattle,
Washington
| $342M | -$309M | -48% | 12.8% | 58.1% | 10 | 20% |
|
| 3487 |
IF
3487
Ironwood Financial
Tucson,
Arizona
| $342M | +$8.49M | +3% | 0.19% | 48.8% | 618 | 4.37% |
|
| 3488 |
AAM
3488
ACK Asset Management
Greenwich,
Connecticut
| $342M | +$69.8M | +26% | 6.17% | 132% | 29 | 27.59% |
|
| 3489 |
WFA
3489
West Financial Advisors
Des Moines,
Iowa
| $341M | +$14.3M | +4% | 1.13% | 45.1% | 154 | 6.49% |
|
| 3490 |
RPA
3490
Rock Point Advisors
Burlington,
Vermont
| $341M | -$5.73M | -2% | 2.28% | 82.8% | 102 | 9.8% |
|
| 3491 |
KMC
3491
Kirr Marbach & Co
Columbus,
Indiana
| $341M | -$10.4M | -3% | 1.5% | 135% | 62 | 9.68% |
|
| 3492 |
CAM
3492
Capco Asset Management
Tampa,
Florida
| $341M | -$36K | -0% | 3.03% | 46.1% | 28 | 3.57% |
|
| 3493 |
IIC
3493
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $341M | -$1.04M | -0.3% | 0.24% | 70.2% | 305 | 12.13% |
|
| 3494 |
OWA
3494
One Wealth Advisors
San Francisco,
California
| $341M | +$25.2M | +8% | 0.39% | 66% | 239 | 35.98% |
|
| 3495 |
GG
3495
GenWealth Group
Maplewood,
New Jersey
| $341M | +$1.77M | +0.5% | 0.19% | 67.8% | 66 | 9.09% |
|
| 3496 |
NL
3496
NEPC LLC
Boston,
Massachusetts
| $341M | -$371M | -52% | 1.29% | 21.3% | 69 | 30.43% |
|
| 3497 |
CCM
3497
Compton Capital Management
Providence,
Rhode Island
| $341M | +$959K | +0.3% | 1.21% | 75.6% | 165 | 8.48% |
|
| 3498 |
ACG
3498
Aventail Capital Group
New York
| $341M | +$79.9M | +31% | 5.18% | 154% | 71 | 73.24% |
|
| 3499 |
RWB
3499
RMR Wealth Builders
Montclair,
New Jersey
| $341M | +$35.5M | +12% | 0.06% | 81.6% | 194 | 14.95% |
|
| 3500 |
SWP
3500
Strategic Wealth Partners
Independence,
Ohio
| $341M | +$34M | +11% | 0.03% | – | 292 | 36.3% |
|