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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
Thrive Capital Management (New York)
New York
| $480M | +$244M | +103% | 18.3% | 205% | 6 | 50% | 2 |
|
| 3627 |
CSNH
3627
Crow's Nest Holdings
Richmond,
Virginia
| $480M | +$26.6M | +6% | 6.52% | 103% | 10 | 20% | 1.9 |
|
| 3628 |
3628
Broadleaf Partners
Hudson,
Ohio
| $480M | +$25.4M | +6% | 11.9% | 180% | 83 | 4.82% | 4.1 |
|
| 3629 |
3629
Oak Hill Advisors
New York
| $480M | +$80.8M | +20% | 20.5% | 42.4% | 12 | 0% | 5.1 |
|
| 3630 |
3630
Webs Creek Capital Management
Dallas,
Texas
| $480M | +$14M | +3% | 14.8% | 133% | 24 | 50% | 0.7 |
|
| 3631 |
3631
Moller Wealth Partners
| $480M | +$26.6M | +6% | 6.19% | 44.1% | 73 | 9.59% | 5.6 |
|
| 3632 |
3632
Generali Investments Management
Ljubljana,
Slovenia
| $479M | +$37.6M | +9% | 11.3% | – | 183 | 16.94% | 0.6 |
|
| 3633 |
3633
Hamilton Wealth
Encino,
California
| $479M | +$32.2M | +7% | 9% | 108% | 135 | 37.78% | 1.7 |
|
| 3634 |
3634
Rezny Wealth Management
Fort Myers,
Florida
| $479M | +$35.8M | +8% | 9.15% | 99.6% | 40 | 12.5% | 1.6 |
|
| 3635 |
3635
L1 Capital International
Sydney NSW 2000,
Australia
| $479M | +$71.6M | +18% | 7.09% | – | 20 | 10% | 1.4 |
|
| 3636 |
3636
Westwind Capital
Las Cruces,
New Mexico
| $479M | -$10.4M | -2% | 0.18% | 87.6% | 45 | 28.89% | 2.9 |
|
| 3637 |
PAS
3637
PKS Advisory Services
Albany,
New York
| $479M | +$73.5M | +18% | 7.91% | – | 285 | 22.46% | 0.6 |
|
| 3638 |
HPC
3638
Hobart Private Capital
Charlotte,
North Carolina
| $478M | +$36.9M | +8% | 6.06% | 60% | 125 | 12.8% | 1.4 |
|
| 3639 |
3639
Ackerman Capital Advisors
Dallas,
Texas
| $478M | +$47.2M | +11% | 5.36% | 46.4% | 122 | 12.3% | 3.4 |
|
| 3640 |
3640
Drake & Associates
Waukesha,
Wisconsin
| $477M | +$69.2M | +17% | 6.09% | 47.9% | 115 | 31.3% | 1.5 |
|
| 3641 |
3641
IDG China Venture Capital Fund IV Associates
Hong Kong
| $476M | +$68.4M | +17% | 45.9% | 59.2% | 4 | 0% | 3.6 |
|
| 3642 |
RM
3642
Rudius Management
New York
| $476M | +$3.46M | +0.7% | 1.61% | 8.92% | 4 | 0% | 3.5 |
|
| 3643 |
3643
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
| $476M | +$30.6M | +7% | 6.82% | 64.9% | 58 | 10.34% | 1.9 |
|
| 3644 |
YLHM
3644
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
| $476M | -$71.4M | -13% | 8.1% | 144% | 97 | 8.25% | 1.7 |
|
| 3645 |
3645
Stordahl Capital Management
Greenwood Village,
Colorado
| $476M | +$26M | +6% | 6.19% | 54% | 64 | 1.56% | 4.9 |
|
| 3646 |
3646
WESCAP Management Group
Glendale,
California
| $476M | +$36.6M | +8% | 6.6% | 45.7% | 103 | 2.91% | 5.2 |
|
| 3647 |
3647
Gifford Fong Associates
Lafayette,
California
| $476M | +$41.5M | +10% | 10.6% | 180% | 123 | 0.81% | 6.9 |
|
| 3648 |
3648
Poehling Capital Management
Madison,
Wisconsin
| $476M | +$47.6M | +11% | 10.6% | 83% | 141 | 7.8% | 3.9 |
|
| 3649 |
PFA
3649
Professional Financial Advisors
North Platte,
Nebraska
| $475M | +$44.2M | +10% | 6.28% | 59.2% | 129 | 13.18% | 2.6 |
|
| 3650 |
3650
Hel Ved Capital Management
Central,
Hong Kong
| $475M | +$96.7M | +26% | 32% | 1,351% | 114 | 71.93% | 0.3 |
|