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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 |
LA
3476
Lynch & Associates
Newburgh,
Indiana
| $518M | +$21.5M | +4% | 6.24% | 73.5% | 128 | 3.13% | 7.5 |
|
| 3477 |
3477
Sage Rhino Capital
Menlo Park,
California
| $518M | +$44.5M | +9% | 8.69% | 93.9% | 320 | 18.44% | 3.2 |
|
| 3478 |
AWIRL
3478
Al Warda Investments RSC Ltd
Abu Dhabi,
| $518M | +$370M | +251% | 6.19% | – | 1 | 0% | 0.3 |
|
| 3479 |
3479
Contravisory Investment Management
Norwell,
Massachusetts
| $516M | +$8.15M | +2% | 7.17% | 135% | 432 | 29.86% | 1.7 |
|
| 3480 |
3480
TT International Asset Management
London,
United Kingdom
| $516M | -$8.32M | -2% | 21.1% | 331% | 62 | 61.29% | 0.7 |
|
| 3481 |
FCA
3481
FLC Capital Advisors
Palm Desert,
California
| $516M | +$32.7M | +7% | 6.35% | 59.3% | 215 | 8.37% | 3.2 |
|
| 3482 |
3482
Intellectus Partners
San Francisco,
California
| $516M | +$53M | +11% | 12.7% | 157% | 295 | 12.54% | 3.7 |
|
| 3483 |
3483
Generali Powszechne Towarzystwo Emerytalne
Warsaw,
Poland
| $516M | +$31.7M | +7% | 2.97% | 140% | 33 | 30.3% | 2.1 |
|
| 3484 |
3484
Continental General Insurance Company
Austin,
Texas
| $516M | +$126M | +32% | 40.9% | 188% | 13 | 30.77% | 1 |
|
| 3485 |
3485
Great Diamond Partners
Portland,
Maine
| $516M | +$42.1M | +9% | 7.2% | 86.1% | 242 | 14.05% | 2.7 |
|
| 3486 |
3486
Riposte Capital
New York
| $515M | -$117M | -18% | 4.22% | 370% | 34 | 55.88% | 0.6 |
|
| 3487 |
3487
Prevail Innovative Wealth Advisors
Leawood,
Kansas
| $515M | +$69.6M | +16% | 4.76% | 31.3% | 244 | 38.52% | 0.8 |
|
| 3488 |
3488
Pilgrim Global Advisors
Reno,
Nevada
| $515M | +$42.2M | +9% | 5.97% | – | 4 | 0% | 1.5 |
|
| 3489 |
3489
Okabena Investment Services
Minneapolis,
Minnesota
| $515M | +$64.3M | +14% | 7.87% | 72.4% | 147 | 19.73% | 1.9 |
|
| 3490 |
3490
Accel Leaders 4 Associates
Palo Alto,
California
| $514M | +$261M | +103% | 103% | – | 1 | 0% | 0.8 |
|
| 3491 |
NTIC
3491
Napean Trading & Investment Company
Singapore
| $514M | +$137M | +36% | 28.2% | – | 39 | 23.08% | 1.1 |
|
| 3492 |
3492
Harraden Circle Investments
New York
| $514M | +$128M | +33% | 4.29% | – | 176 | 48.3% | 0.3 |
|
| 3493 |
3493
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| $514M | +$57.8M | +13% | 9.36% | 111% | 211 | 18.01% | 4.1 |
|
| 3494 |
3494
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $514M | +$9.34M | +2% | 4.41% | 60% | 73 | 2.74% | 4.8 |
|
| 3495 |
3495
Patten Group
Chattanooga,
Tennessee
| $514M | +$40.3M | +9% | 7.71% | 99% | 291 | 15.81% | 5.4 |
|
| 3496 |
3496
Goodman Financial
Houston,
Texas
| $514M | +$16M | +3% | 5.49% | 52.5% | 70 | 8.57% | 2.4 |
|
| 3497 |
3497
Cedar Mountain Advisors
Lake Oswego,
Oregon
| $514M | +$32.4M | +7% | 5.55% | 57.7% | 697 | 49.21% | 1.9 |
|
| 3498 |
3498
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| $513M | +$3.31M | +0.6% | 6.58% | 63.5% | 267 | 9.36% | 2.1 |
|
| 3499 |
3499
Garrett Wealth Advisory Group
Weatherford,
Texas
| $513M | +$40.5M | +9% | 5.12% | 74.6% | 121 | 7.44% | 2.5 |
|
| 3500 |
3500
Bleichroeder LP
New York
| $513M | +$106M | +26% | 33.8% | 202% | 82 | 19.51% | 2.9 |
|