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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
3676
SVF Sponsor III
Menlo Park,
California
| $304M | -$85.3M | -22% | 21.9% | 133% | 1 | 0% | 0.8 |
|
| 3677 |
3677
Revolution Growth Management Company
Washington,
District of Columbia
| $304M | -$118M | -28% | 19.2% | 23.5% | 4 | 0% | 1.6 |
|
| 3678 |
3678
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| $304M | +$5.05M | +2% | 3.25% | 62.3% | 127 | 11.02% | 4.5 |
|
| 3679 |
HI
3679
Hyundai Investments
Yeongdeungopo-Gu, Seoul,
South Korea
| $304M | -$7.12M | -2% | 2.29% | 74.8% | 1 | 0% | 1.8 |
|
| 3680 |
3680
Concentric Wealth Management
Lafayette,
California
| $304M | -$10.8M | -3% | 2.66% | 33.4% | 123 | 8.94% | 5.1 |
|
| 3681 |
3681
SeaBridge Investment Advisors
Summit,
New Jersey
| $303M | -$774K | -0.3% | 1.89% | 128% | 141 | 18.44% | 4.5 |
|
| 3682 |
3682
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| $303M | -$12.2M | -4% | 4.5% | 53.6% | 51 | 5.88% | 4.7 |
|
| 3683 |
3683
Moerus Capital Management
New York
| $303M | -$38.6M | -11% | 6.3% | 220% | 17 | 5.88% | 3.4 |
|
| 3684 |
RS
3684
Retirement Solution
Redmond,
Washington
| $303M | -$7M | -2% | 3.52% | 77.3% | 46 | 15.22% | 1.6 |
|
| 3685 |
3685
KPP Advisory Services
Louisville,
Kentucky
| $303M | – | – | 3.84% | 87.9% | 216 | – | 0 |
|
| 3686 |
3686
Hel Ved Capital Management
Central,
Hong Kong
| $303M | +$30.5M | +11% | 13% | 1,351% | 56 | 62.5% | 0.3 |
|
| 3687 |
3687
Chemistry Wealth Management
New York
| $303M | -$4.81M | -2% | 1.07% | 77.1% | 150 | 6.67% | 1.3 |
|
| 3688 |
3688
Standpoint Asset Management
Scottsdale,
Arizona
| $303M | -$1.97M | -0.6% | 3.9% | 71.9% | 8 | 0% | 0.8 |
|
| 3689 |
3689
Roberts, Glore & Co
Deerfield,
Illinois
| $303M | -$9.9M | -3% | 2.49% | 72.3% | 202 | 2.97% | 5.7 |
|
| 3690 |
3690
Laidlaw Wealth Management
New York City,
New York
| $303M | -$209M | -41% | 2.77% | 150% | 385 | 39.48% | 1.8 |
|
| 3691 |
3691
Blankinship & Foster
Solana Beach,
California
| $302M | -$6.9M | -2% | 3.65% | 67.1% | 58 | 6.9% | 4.1 |
|
| 3692 |
3692
New Harbor Financial Group
Worcester,
Massachusetts
| $302M | -$76.5M | -20% | 6.3% | 94.6% | 55 | 30.91% | 1.9 |
|
| 3693 |
3693
Capital City Trust
Tallahassee,
Florida
| $302M | -$19.4M | -6% | 1.82% | 98.5% | 126 | 15.87% | 6.5 |
|
| 3694 |
3694
Financial Management Network
Mission Viejo,
California
| $302M | +$15.2M | +5% | 2.91% | 62.5% | 150 | 10% | 1.8 |
|
| 3695 |
3695
Enstar Group
Hamilton,
Bermuda
| $302M | -$32M | -10% | 7.63% | 29.5% | 11 | 18.18% | 2.9 |
|
| 3696 |
3696
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $302M | -$18.3M | -6% | 2.52% | 130% | 103 | 17.48% | 1.8 |
|
| 3697 |
3697
Hoey Investments
Coatesville,
Pennsylvania
| $302M | -$5.2M | -2% | 3.39% | 247% | 372 | 11.29% | 1.8 |
|
| 3698 |
PTB
3698
Pioneer Trust Bank
Salem,
Oregon
| $302M | -$45.3M | -13% | 3.69% | 61.4% | 72 | 1.39% | 7.4 |
|
| 3699 |
3699
Eldridge Investment Advisors
Manchester,
New Hampshire
| $301M | -$4.63M | -2% | 2.83% | 50.9% | 154 | 14.94% | 3.1 |
|
| 3700 |
3700
Orion Resource Partners (USA)
New York
| $301M | -$54.7M | -15% | 11.5% | – | 3 | 0% | 0.8 |
|