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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
Hartree Partners
New York
| $436M | +$35.9M | +9% | 2.34% | 138% | 91 | 48.35% | 0.6 |
|
| 3477 |
3477
Overbrook Management Corp
New York
| $436M | +$39.7M | +10% | 5.78% | 157% | 62 | 20.97% | 4 |
|
| 3478 |
3478
BCM Advisors
Lafayette,
Louisiana
| $436M | +$14.1M | +3% | 7.9% | 59.3% | 72 | 6.94% | 4.1 |
|
| 3479 |
3479
Regent Peak Wealth Advisors
Atlanta,
Georgia
| $436M | -$1.14M | -0.3% | 7.84% | – | 185 | 15.14% | 2.9 |
|
| 3480 |
JHCM
3480
Juniper Hill Capital Management
Menlo Park,
California
| $436M | +$35.4M | +9% | 4.55% | 33.6% | 6 | 16.67% | 1.6 |
|
| 3481 |
3481
Fiduciary Financial Group
San Rafael,
California
| $435M | +$21.3M | +5% | 6.03% | – | 272 | 11.4% | 0.2 |
|
| 3482 |
LT
3482
Legacy Trust
Grand Rapids,
Michigan
| $435M | +$33.3M | +8% | 7.31% | 95% | 161 | 12.42% | 1.5 |
|
| 3483 |
3483
Sierra Summit Advisors
Incline Village,
Nevada
| $435M | +$31.9M | +8% | 6.64% | 302% | 160 | 25.63% | 0.6 |
|
| 3484 |
3484
GenWealth Group
Maplewood,
New Jersey
| $435M | +$28.8M | +7% | 6.3% | 73.9% | 74 | 13.51% | 4.3 |
|
| 3485 |
3485
Optas LLC
Austin,
Texas
| $435M | +$46.5M | +12% | 5.03% | 118% | 264 | 20.83% | 2.2 |
|
| 3486 |
3486
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| $434M | +$70.3M | +19% | 4.64% | 129% | 180 | 52.22% | 0.9 |
|
| 3487 |
3487
Presilium Private Wealth
Radnor,
Pennsylvania
| $434M | +$38.2M | +10% | 6.19% | 45.9% | 76 | 3.95% | 1.3 |
|
| 3488 |
3488
Northwest Quadrant Wealth Management
Bend,
Oregon
| $434M | +$27.6M | +7% | 6.62% | 45.6% | 66 | 7.58% | 4.9 |
|
| 3489 |
3489
TCP Asset Management
Columbus,
Ohio
| $434M | +$38.4M | +10% | 4.85% | 65% | 93 | 22.58% | 1.1 |
|
| 3490 |
3490
Rhino Investment Partners
West Conshohocken,
Pennsylvania
| $434M | -$124M | -22% | 16.1% | 110% | 37 | 45.95% | 0.8 |
|
| 3491 |
3491
Harbour Capital Advisors
Tysons Corner,
Virginia
| $433M | +$11.9M | +3% | 6.99% | 168% | 321 | 27.41% | 2.6 |
|
| 3492 |
FCA
3492
FLC Capital Advisors
Palm Desert,
California
| $433M | +$27M | +7% | 5.51% | 59.3% | 181 | 12.15% | 3.1 |
|
| 3493 |
3493
Tucker Asset Management
Littleton,
Colorado
| $433M | -$25M | -5% | 4.3% | 71.6% | 1,852 | 28.94% | 1.3 |
|
| 3494 |
3494
Harbor Group
Bedford,
New Hampshire
| $433M | +$42.4M | +11% | 6.23% | 43% | 90 | 5.56% | 2 |
|
| 3495 |
3495
Nvidia Corp
Santa Clara,
California
| $433M | +$39.7M | +10% | 17.5% | – | 6 | 16.67% | 0.5 |
|
| 3496 |
3496
Boston Research & Management
Manchester,
Massachusetts
| $433M | +$37.3M | +9% | 8.38% | 53.2% | 121 | 9.92% | 7.8 |
|
| 3497 |
3497
Capco Asset Management
Tampa,
Florida
| $433M | +$10M | +2% | 4.75% | 46.1% | 18 | 0% | 5.6 |
|
| 3498 |
3498
Cliffwater
Marina Del Rey,
California
| $432M | -$34.9M | -7% | 4.55% | 29.4% | 26 | 11.54% | 4.8 |
|
| 3499 |
3499
WESPAC Advisors SoCal
Pasadena,
California
| $432M | +$34.2M | +9% | 4.95% | 135% | 107 | 28.97% | 2.3 |
|
| 3500 |
3500
Polymer Capital Management (HK)
Hong Kong
| $432M | -$61.6M | -12% | 21.1% | – | 214 | 56.07% | 0.3 |
|