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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
3551
KB Financial Partners
Princeton,
New Jersey
| $280M | -$9.6M | -3% | 4.8% | – | 601 | 6.16% | 0.9 |
|
| 3552 |
3552
Singapore Technologies Telemedia
Singapore
| $280M | -$249M | -47% | 47.1% | 173% | 1 | 0% | 5.5 |
|
| 3553 |
3553
JAT Capital Management
Greenwich,
Connecticut
| $280M | -$72.1M | -21% | 0.91% | 734% | 48 | 60.42% | 0.3 |
|
| 3554 |
3554
SkyOak Wealth
Southfield,
Michigan
| $279M | -$13.8M | -5% | 4.6% | 80.7% | 237 | 13.08% | 1.9 |
|
| 3555 |
3555
Retirement Income Solutions
Ann Arbor,
Michigan
| $279M | -$2.02M | -0.7% | 4.72% | 60.8% | 118 | 11.02% | 2.7 |
|
| 3556 |
3556
Equius Partners
Novato,
California
| $278M | -$17.1M | -6% | 6.06% | – | 19 | 21.05% | 0.5 |
|
| 3557 |
3557
Lavaca Capital
Houston,
Texas
| $278M | -$394M | -59% | 5.63% | 46.5% | 171 | 30.99% | 1.7 |
|
| 3558 |
3558
Austin Asset Management
Austin,
Texas
| $278M | -$2.21M | -0.8% | 5.67% | 93.4% | 60 | 20% | 0.7 |
|
| 3559 |
3559
Bessemer Securities
New York
| $278M | -$8.1M | -3% | 4.28% | 45% | 133 | 9.77% | 2.3 |
|
| 3560 |
3560
CRA Financial Services
Northfield,
New Jersey
| $278M | -$13.9M | -5% | 4% | 91.9% | 208 | 10.58% | 2.5 |
|
| 3561 |
3561
Cooper Financial Group
Irvine,
California
| $278M | +$2.54M | +0.9% | 3.88% | 87.2% | 285 | 20.7% | 1.6 |
|
| 3562 |
3562
Studio Investment Management
Chicago,
Illinois
| $278M | -$10.2M | -4% | 4.86% | 51.3% | 201 | 19.9% | 0.7 |
|
| 3563 |
3563
Moller Wealth Partners
| $278M | -$17.3M | -6% | 6.6% | 44.1% | 49 | 4.08% | 6 |
|
| 3564 |
3564
Atlas Venture Advisors
Boston,
Massachusetts
| $278M | -$39.1M | -12% | 4.79% | 34.6% | 7 | 0% | 2.8 |
|
| 3565 |
3565
Brandywine Trust
Hockessin,
Delaware
| $278M | -$17.8M | -6% | 3.18% | 32.7% | 24 | 8.33% | 8.4 |
|
| 3566 |
ACM
3566
Aquilo Capital Management
San Francisco,
California
| $277M | -$15.6M | -5% | 6.72% | 6.84% | 15 | 13.33% | 2 |
|
| 3567 |
TAA
3567
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $277M | +$73.3M | +36% | 0.05% | 312% | 51 | 47.06% | 0.8 |
|
| 3568 |
3568
Frank Rimerman Advisors
Palo Alto,
California
| $277M | +$15.4M | +6% | 0.3% | 149% | 99 | 18.18% | 1.2 |
|
| 3569 |
3569
Marino Stram & Associates
Braintree,
Massachusetts
| $277M | -$11.3M | -4% | 6.29% | 72.2% | 149 | 9.4% | 2.3 |
|
| 3570 |
3570
Donoghue Forlines
Boston,
Massachusetts
| $277M | -$105M | -28% | 2.7% | 199% | 293 | 32.08% | 0.9 |
|
| 3571 |
3571
Relyea Zuckerberg Hanson
Stamford,
Connecticut
| $277M | +$8.6M | +3% | 5.7% | 95.9% | 149 | 10.07% | 2.1 |
|
| 3572 |
SPC
3572
Stony Point Capital
New York
| $277M | -$6.06M | -2% | 1.49% | 208% | 44 | 40.91% | 0.6 |
|
| 3573 |
3573
Legion Partners Asset Management
Los Angeles,
California
| $277M | -$108M | -28% | 8.97% | 206% | 20 | 35% | 1.8 |
|
| 3574 |
3574
Cavalier Investments
Alpharetta,
Georgia
| $277M | -$9.23M | -3% | 4.97% | 171% | 103 | 13.59% | 1.7 |
|
| 3575 |
3575
Stordahl Capital Management
Greenwood Village,
Colorado
| $277M | +$13.3M | +5% | 5.33% | 54% | 50 | 2% | 3.6 |
|