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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 |
3651
Wilson Asset Management
Sydney,
Australia
| $382M | -$5.62M | -1% | 3.39% | 58% | 30 | 23.33% | 1.5 |
|
| 3652 |
3652
RS Crum Inc
Newport Beach,
California
| $382M | +$14.9M | +4% | 0.34% | 54.2% | 96 | 16.67% | 1.7 |
|
| 3653 |
3653
AMANSA Capital
Raffles City Tower,
Singapore
| $381M | +$89.8M | +31% | 11.4% | 115% | 3 | 0% | 0.8 |
|
| 3654 |
3654
Battery Management Corp
Boston,
Massachusetts
| $381M | -$72.6M | -16% | 15.6% | 45.1% | 5 | 0% | 2.7 |
|
| 3655 |
3655
Impact Partnership Wealth
Marietta,
Georgia
| $381M | +$128M | +51% | 0.05% | 47.3% | 727 | 75.38% | 0.7 |
|
| 3656 |
3656
Harvey Capital Management
Palm Beach,
Florida
| $380M | +$38.7M | +11% | 11.1% | 147% | 83 | 14.46% | 4.2 |
|
| 3657 |
3657
Liquid Strategies
Atlanta,
Georgia
| $380M | -$6.3M | -2% | 1.82% | 46.8% | 15 | 13.33% | 1.9 |
|
| 3658 |
3658
Arista Wealth Management
Las Vegas,
Nevada
| $380M | +$249M | +190% | 2.2% | 60.1% | 66 | 48.48% | 0.6 |
|
| 3659 |
3659
RDST Capital
Seattle,
Washington
| $380M | -$22.1M | -5% | 0.04% | 43% | 20 | 25% | 1.5 |
|
| 3660 |
3660
DoubleLine ETF Adviser
Tampa,
Florida
| $380M | -$12.8M | -3% | 1.52% | 51.6% | 247 | 48.99% | 0.7 |
|
| 3661 |
3661
Altrius Capital Management
New Bern,
North Carolina
| $380M | -$16.9M | -4% | 3.21% | 43.8% | 92 | 7.61% | 1.8 |
|
| 3662 |
3662
Wright Investors Service
Shelton,
Connecticut
| $380M | -$14.8M | -4% | 3.78% | 146% | 163 | 26.99% | 4.1 |
|
| 3663 |
3663
Burt Wealth Advisors
North Bethesda,
Maryland
| $379M | -$14.9M | -4% | 2.19% | 57.3% | 124 | 14.52% | 5.2 |
|
| 3664 |
3664
Canal Insurance Company
Greenville,
South Carolina
| $379M | -$11.1M | -3% | 0.95% | 114% | 100 | 22% | 5 |
|
| 3665 |
3665
Balboa Wealth Partners
Scottsdale,
Arizona
| $379M | +$39.1M | +12% | 8.57% | 214% | 351 | 30.48% | 1 |
|
| 3666 |
3666
GPI Capital
New York
| $379M | -$67.5M | -15% | 17.5% | 261% | 5 | 0% | 2.9 |
|
| 3667 |
3667
First Reserve GP XIII
Stamford,
Connecticut
| $379M | +$11.4M | +3% | 3.12% | 5.56% | 1 | 0% | 0.5 |
|
| 3668 |
3668
Monetary Management Group
St Louis,
Missouri
| $378M | +$19.3M | +5% | 6.77% | 138% | 333 | 6.61% | 6.8 |
|
| 3669 |
3669
Convergence Financial
Columbia,
Missouri
| $378M | +$136M | +56% | 2.42% | 70.6% | 151 | 70.2% | 0.4 |
|
| 3670 |
3670
Elequin Capital
New York
| $378M | -$143M | -27% | 3.72% | 52.4% | 392 | 89.54% | 0.1 |
|
| 3671 |
3671
Gifford Fong Associates
Lafayette,
California
| $377M | +$14.8M | +4% | 5.73% | 180% | 129 | 2.33% | 5.6 |
|
| 3672 |
3672
Encompass Wealth Advisors
Portland,
Oregon
| $377M | +$727K | +0.2% | 1.97% | 68.7% | 330 | 23.03% | 2.2 |
|
| 3673 |
3673
Progressive Investment Management
Lake Oswego,
Oregon
| $377M | +$12.8M | +4% | 7.28% | 139% | 64 | 10.94% | 4.2 |
|
| 3674 |
3674
Ackerman Capital Advisors
Dallas,
Texas
| $377M | +$15.3M | +4% | 1.64% | 40.4% | 110 | 20.91% | 3 |
|
| 3675 |
IBOK
3675
Independence Bank of Kentucky
Owensboro,
Kentucky
| $377M | +$43.3M | +13% | 2.49% | 94.3% | 551 | 8.35% | 3.6 |
|