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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3626 |
TM
3626
Tikvah Management
Charlotte,
North Carolina
| $359M | -$11.3M | -3% | 8.7% | 169% | 25 | 32% | 2.5 |
|
| 3627 |
3627
Atlantic Investment Management
New York
| $358M | +$60.3M | +20% | 11.9% | 28.8% | 12 | 25% | 2.2 |
|
| 3628 |
LA
3628
Latitude Advisors
Vero Beach,
Florida
| $358M | +$42.1M | +13% | 8.48% | 79.6% | 317 | 15.77% | 0.6 |
|
| 3629 |
3629
Redmond Asset Management
Henrico,
Virginia
| $358M | +$38.6M | +12% | 8.45% | 68.2% | 206 | 13.11% | 3.2 |
|
| 3630 |
3630
Aaron Wealth Advisors
Chicago,
Illinois
| $358M | +$3.14M | +0.9% | 7.16% | 108% | 185 | 17.84% | 0.7 |
|
| 3631 |
3631
Founders Circle Capital
Campbell,
California
| $358M | +$29.2M | +9% | 23% | 28% | 15 | 33.33% | 0.4 |
|
| 3632 |
FCT
3632
Family Capital Trust
Peabody,
Massachusetts
| $358M | +$6.97M | +2% | 2.45% | 39.1% | 52 | 0% | 6.2 |
|
| 3633 |
DI
3633
Diligent Investors
Redlands,
California
| $358M | +$63.6M | +22% | 8.59% | 82.2% | 285 | 20.35% | 3.2 |
|
| 3634 |
3634
Clare Market Investments
Dallas,
Texas
| $358M | +$23.7M | +7% | 10.1% | – | 173 | 31.79% | 1.3 |
|
| 3635 |
3635
Princeton Global Asset Management
Princeton,
New Jersey
| $357M | +$29M | +9% | 10.4% | 110% | 560 | 10.18% | 1.9 |
|
| 3636 |
3636
EverSource Wealth Advisors
Birmingham,
Alabama
| $357M | – | – | 6.36% | 98.1% | 1,783 | – | 0 |
|
| 3637 |
3637
Olympus Peak Asset Management
Greenwich,
Connecticut
| $357M | +$125M | +54% | 9.97% | – | 11 | 63.64% | 0.1 |
|
| 3638 |
3638
Sage Rhino Capital
Menlo Park,
California
| $357M | +$28.1M | +9% | 3.66% | 93.9% | 232 | 15.52% | 1.7 |
|
| 3639 |
3639
Washington University
St Louis,
Missouri
| $357M | +$12.7M | +4% | 8.03% | 44% | 6 | 0% | 0.5 |
|
| 3640 |
3640
Gould Asset Management
Claremont,
California
| $357M | +$32.7M | +10% | 6.66% | 48.3% | 144 | 7.64% | 4.5 |
|
| 3641 |
AFT
3641
Alpha Family Trust
Los Angeles,
California
| $357M | +$47.8M | +15% | 7.82% | 215% | 25 | 28% | 0.6 |
|
| 3642 |
3642
Strategies Wealth Advisors
Grand Rapids,
Michigan
| $356M | – | – | 6.77% | 64.6% | 81 | – | 0 |
|
| 3643 |
3643
Capricorn Fund Managers
London,
United Kingdom
| $355M | – | – | 2.34% | 173% | 74 | – | 0 |
|
| 3644 |
3644
Hudock Inc
Williamsport,
Pennsylvania
| $355M | +$23.2M | +7% | 6.5% | 69.7% | 924 | 17.75% | 4.3 |
|
| 3645 |
3645
Rock Point Advisors
Burlington,
Vermont
| $355M | +$13.7M | +4% | 5.91% | 82.8% | 107 | 14.02% | 3.6 |
|
| 3646 |
3646
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| $355M | +$18.9M | +6% | 7.31% | 111% | 640 | 14.69% | 2.5 |
|
| 3647 |
3647
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $355M | +$57.7M | +19% | 5.8% | 51.1% | 427 | 14.52% | 2.7 |
|
| 3648 |
3648
Riverwood Capital Management
Menlo Park,
California
| $355M | – | – | 23.3% | 46.5% | 4 | – | 0 |
|
| 3649 |
3649
Concentric Wealth Management
Lafayette,
California
| $355M | +$27.6M | +8% | 8.39% | 33.4% | 131 | 4.58% | 3.5 |
|
| 3650 |
3650
Spectrum Asset Management (California)
Newport Beach,
California
| $355M | +$29.2M | +9% | 6.32% | 68.3% | 132 | 18.94% | 2.1 |
|