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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
3501
5AM Venture Management
San Francisco,
California
| $377M | +$29.4M | +8% | 12.1% | 546% | 28 | 17.86% | 1.4 |
|
| 3502 |
3502
Geometric Wealth Advisors
Washington,
District of Columbia
| $377M | +$56.1M | +17% | 10.2% | 62.1% | 45 | 22.22% | 1.3 |
|
| 3503 |
3503
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| $377M | +$61.4M | +19% | 45.8% | 23.7% | 3 | 33.33% | 1 |
|
| 3504 |
3504
Oarsman Capital
Milwaukee,
Wisconsin
| $377M | +$137M | +57% | 9.88% | 70.6% | 237 | 25.74% | 3.6 |
|
| 3505 |
3505
Boston Research & Management
Manchester,
Massachusetts
| $377M | +$38.3M | +11% | 10.7% | 53.2% | 117 | 5.13% | 7.4 |
|
| 3506 |
3506
Laffer Tengler Investments
Nashville,
Tennessee
| $376M | +$36.1M | +11% | 9.27% | 96.5% | 466 | 42.49% | 1.6 |
|
| 3507 |
3507
Sand Grove Capital Management
London,
United Kingdom
| $376M | -$426M | -53% | 14.4% | 410% | 39 | 76.92% | 0.2 |
|
| 3508 |
OM
3508
Opaleye Management
Boston,
Massachusetts
| $376M | +$68.7M | +22% | 35.5% | 748% | 53 | 39.62% | 1.5 |
|
| 3509 |
3509
Oak Grove Capital
North Hampton,
New Hampshire
| $376M | +$88.2M | +31% | 19.6% | 470% | 62 | 17.74% | 2.2 |
|
| 3510 |
3510
Welch Capital Partners
Harrison,
New York
| $376M | +$27.7M | +8% | 11.1% | 79.2% | 21 | 19.05% | 4.6 |
|
| 3511 |
3511
AXQ Capital
Jersey City,
New Jersey
| $375M | +$91.1M | +32% | 10.7% | 35.5% | 847 | 73.44% | 0.1 |
|
| 3512 |
FNBOMD
3512
First National Bank of Mount Dora
Mount Dora,
Florida
| $375M | +$37.1M | +11% | 10.6% | 96.2% | 137 | 13.14% | 5.3 |
|
| 3513 |
TAA
3513
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $375M | +$6.84M | +2% | 21.1% | 312% | 47 | 29.79% | 1.1 |
|
| 3514 |
3514
MJP Associates
Farmington,
Connecticut
| $375M | +$30.6M | +9% | 8.38% | 60.9% | 206 | 32.52% | 1.4 |
|
| 3515 |
3515
Grace & Mercy Foundation
New York
| $375M | +$44.8M | +14% | 18.8% | 67.6% | 21 | 4.76% | 0.7 |
|
| 3516 |
3516
Stempoint Capital
New York
| $375M | – | – | 25.4% | – | 67 | – | 0 |
|
| 3517 |
3517
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $375M | +$36.2M | +11% | 9.29% | 54.3% | 320 | 14.38% | 5.6 |
|
| 3518 |
3518
Burton Enright Welch
Walnut Creek,
California
| $374M | +$50.4M | +16% | 10.6% | 62.8% | 84 | 19.05% | 1.4 |
|
| 3519 |
3519
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| $374M | +$33.1M | +10% | 7.37% | 38.9% | 609 | 6.73% | 0.5 |
|
| 3520 |
3520
Lead Edge Capital Management
New York
| $374M | +$92.6M | +33% | 11.4% | 20.2% | 12 | 50% | 0.8 |
|
| 3521 |
NIC
3521
Northwest Investment Counselors
Lake Oswego,
Oregon
| $374M | +$16M | +4% | 10.9% | 32.4% | 573 | 75.92% | 7.4 |
|
| 3522 |
3522
High Falls Advisors
Rochester,
New York
| $374M | +$40.8M | +12% | 9.39% | 56.9% | 116 | 17.24% | 3 |
|
| 3523 |
3523
Smartleaf Asset Management
Boston,
Massachusetts
| $374M | – | – | 9.8% | – | 1,254 | – | 0 |
|
| 3524 |
3524
GFG Capital
Miami,
Florida
| $374M | +$63.7M | +21% | 12.5% | 152% | 140 | 17.86% | 2.2 |
|
| 3525 |
3525
Origin Asset Management
London,
United Kingdom
| $374M | +$73M | +24% | 23.8% | 59.3% | 11 | 18.18% | 2.3 |
|