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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3651 |
GJCM
3651
Grand Jean Capital Management
San Francisco,
California
| $379M | +$44.4M | +13% | 17.5% | 61.4% | 45 | 8.89% | 5 |
|
| 3652 |
SC
3652
Saybrook Capital
Winston Salem,
North Carolina
| $379M | +$18.3M | +5% | 5.65% | 72.5% | 53 | 9.43% | 7.7 |
|
| 3653 |
3653
Scissortail Wealth Management
Tulsa,
Oklahoma
| $379M | +$63M | +20% | 8.66% | 71.9% | 215 | 73.95% | 0.5 |
|
| 3654 |
3654
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| $378M | +$43.9M | +13% | 14.8% | 17.8% | 1 | 0% | 10.8 |
|
| 3655 |
3655
TCP Asset Management
Columbus,
Ohio
| $378M | +$108M | +40% | 6.41% | 65% | 84 | 19.05% | 0.8 |
|
| 3656 |
3656
Stempoint Capital
New York
| $378M | +$3.5M | +0.9% | 35.4% | – | 101 | 72.28% | 0.1 |
|
| 3657 |
3657
Caligan Partners
New York
| $378M | +$81.8M | +28% | 18.5% | 2,628% | 15 | 46.67% | 0.8 |
|
| 3658 |
3658
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| $378M | +$71.4M | +23% | 5.5% | 129% | 151 | 49.01% | 1 |
|
| 3659 |
3659
First PREMIER Bank
Sioux Falls,
South Dakota
| $378M | +$21.5M | +6% | 6.72% | 63% | 518 | 31.47% | 3.3 |
|
| 3660 |
3660
BDT Capital Partners
Chicago,
Illinois
| $378M | +$19.4M | +5% | 14.5% | 25.5% | 2 | 0% | 0.9 |
|
| 3661 |
3661
Humankind Investments
New York
| $378M | +$40.8M | +12% | 7.2% | 62.5% | 142 | 7.04% | 1.9 |
|
| 3662 |
3662
G2 Investment Partners Management
New York
| $378M | +$36.7M | +11% | 29% | 1,145% | 111 | 59.46% | 0.8 |
|
| 3663 |
3663
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| $378M | +$33.8M | +10% | 11.1% | 143% | 90 | 41.11% | 1.4 |
|
| 3664 |
3664
Owls Nest Partners IA
Chadds Ford,
Pennsylvania
| $378M | -$5.72M | -1% | 1.37% | 105% | 16 | 18.75% | 2 |
|
| 3665 |
3665
Shulman DeMeo Asset Management
Lake Success,
New York
| $378M | +$24.9M | +7% | 8.81% | 79.3% | 137 | 3.65% | 2.1 |
|
| 3666 |
3666
RR Advisors
Dallas,
Texas
| $377M | -$207M | -35% | 10.4% | 115% | 23 | 13.04% | 3.3 |
|
| 3667 |
3667
Presilium Private Wealth
Radnor,
Pennsylvania
| $377M | +$25.8M | +7% | 5.04% | 45.9% | 73 | 8.22% | 1 |
|
| 3668 |
DL
3668
DOHJ LLC
Seattle,
Washington
| $377M | +$38.5M | +11% | 7.42% | 51.5% | 150 | 18% | 2 |
|
| 3669 |
3669
Sovereign Financial Group
Stamford,
Connecticut
| $377M | +$48.8M | +15% | 9.44% | 90.7% | 292 | 18.15% | 1.9 |
|
| 3670 |
3670
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| $377M | +$53.7M | +17% | 7.49% | 72.9% | 202 | 18.81% | 4.2 |
|
| 3671 |
3671
Encompass Wealth Advisors
Portland,
Oregon
| $377M | +$43.3M | +13% | 6.38% | 68.7% | 337 | 29.67% | 1.9 |
|
| 3672 |
YRHAM
3672
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| $376M | +$109M | +41% | 23.6% | 2,310% | 26 | 61.54% | 0.3 |
|
| 3673 |
3673
Concentric Wealth Management
Lafayette,
California
| $376M | +$31.2M | +9% | 7.62% | 33.4% | 139 | 11.51% | 4.7 |
|
| 3674 |
3674
AlphaCore Capital
La Jolla,
California
| $376M | -$309M | -45% | 10.8% | 91.5% | 410 | 63.17% | 1.4 |
|
| 3675 |
3675
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| $375M | +$32.4M | +9% | 10.8% | 94.5% | 107 | 8.41% | 2.9 |
|