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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 |
3626
Clare Market Investments
Dallas,
Texas
| $421M | +$39.8M | +10% | 13.1% | – | 171 | 25.15% | 2.6 |
|
| 3627 |
3627
Towneley Capital Management
Laguna Hills,
California
| $421M | -$20.5M | -5% | 1.22% | 50.2% | 49 | 28.57% | 0.8 |
|
| 3628 |
3628
Bluescape Energy Partners
Dallas,
Texas
| $421M | -$17.3M | -4% | 5.33% | 57.9% | 5 | 0% | 3.5 |
|
| 3629 |
3629
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| $420M | -$240M | -36% | 3.4% | 47.9% | 55 | 83.64% | 1.1 |
|
| 3630 |
3630
Castle Rock Wealth Management
Walnut Creek,
California
| $420M | +$752K | +0.2% | 4.98% | 115% | 262 | 18.7% | 2.7 |
|
| 3631 |
3631
ParaFi Capital
New York
| $420M | – | – | 41.9% | – | 11 | – | 0 |
|
| 3632 |
3632
Oak Hill Wealth Advisors
Lansdowne,
Virginia
| $420M | +$13.7M | +3% | 0.9% | 48% | 248 | 100% | 0 |
|
| 3633 |
3633
Miramar Capital
Northbrook,
Illinois
| $419M | -$9M | -2% | 0.1% | 47.3% | 61 | 11.48% | 3.5 |
|
| 3634 |
3634
Dorsey Wright & Associates
Pasadena,
California
| $419M | -$3.67M | -0.9% | 9.58% | 311% | 150 | 30% | 1 |
|
| 3635 |
3635
5AM Venture Management
San Francisco,
California
| $419M | -$65M | -13% | 4.72% | 546% | 32 | 15.63% | 1.5 |
|
| 3636 |
3636
Affiance Financial
St. Louis Park,
Minnesota
| $418M | +$6.1M | +1% | 0.76% | 57.8% | 107 | 9.35% | 5.2 |
|
| 3637 |
3637
Gallatin Point Capital
Greenwich,
Connecticut
| $418M | – | – | 23.5% | – | 2 | – | 0 |
|
| 3638 |
3638
Financial Strategies Group
Okemos,
Michigan
| $418M | -$8.8M | -2% | 1.77% | 44.9% | 97 | 2.06% | 2.7 |
|
| 3639 |
3639
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| $418M | +$5.52M | +1% | 1.07% | 56.9% | 117 | 9.4% | 3.3 |
|
| 3640 |
3640
Long Run Wealth Advisors
Lake Placid,
New York
| $417M | -$7.55M | -2% | 1.51% | 50.5% | 111 | 18.02% | 2.1 |
|
| 3641 |
3641
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $417M | -$18.7M | -4% | 3.37% | 60.3% | 50 | 10% | 5.9 |
|
| 3642 |
3642
Arista Wealth Management
Las Vegas,
Nevada
| $417M | +$670K | +0.2% | 0.23% | 67% | 73 | 10.96% | 1.1 |
|
| 3643 |
3643
Peddock Capital Advisors
Braintree,
Massachusetts
| $417M | +$1.23M | +0.3% | 2.01% | 113% | 168 | 11.31% | 6 |
|
| 3644 |
3644
Avalon Global Asset Management
San Francisco,
California
| $417M | -$248M | -37% | 9.72% | 278% | 43 | 41.86% | 4.7 |
|
| 3645 |
3645
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| $417M | +$18.9M | +5% | 1.81% | 80.8% | 69 | 27.54% | 2.8 |
|
| 3646 |
3646
Atlas Infrastructure Partners
London,
United Kingdom
| $417M | -$1.03B | -71% | 5.69% | 20.7% | 6 | 16.67% | 1.1 |
|
| 3647 |
3647
RJA Asset Management
Stamford,
Connecticut
| $416M | +$21.4M | +5% | 12.4% | 80.2% | 4 | 0% | 2.2 |
|
| 3648 |
RC
3648
Reik & Co
New York
| $416M | -$4.35M | -1% | 0.37% | 47.2% | 57 | 3.51% | 7.8 |
|
| 3649 |
3649
Albar Capital Partners
London,
United Kingdom
| $416M | – | – | 1.31% | – | 23 | – | 0 |
|
| 3650 |
3650
Lisanti Capital Growth
New York
| $416M | +$20.8M | +5% | 22.6% | 1,490% | 141 | 39.01% | 0.6 |
|