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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
3701
Engrave Wealth Partners
The Woodlands,
Texas
| $346M | +$7.85M | +2% | 5.49% | 39.9% | 75 | 14.67% | 1.2 |
|
| 3702 |
3702
Arabesque Asset Management
London,
United Kingdom
| $346M | +$47.6M | +16% | 13.3% | 122% | 211 | 37.44% | 0.4 |
|
| 3703 |
3703
Laffer Tengler Investments
Nashville,
Tennessee
| $346M | +$644K | +0.2% | 6.73% | 96.5% | 498 | 25.5% | 1.1 |
|
| 3704 |
CDIA
3704
Capital Directions Investment Advisors
Atlanta,
Georgia
| $346M | +$18.7M | +6% | 6.92% | 7.53% | 265 | 75.85% | 0.5 |
|
| 3705 |
3705
Drexel Morgan & Co
Radnor,
Pennsylvania
| $346M | +$34.5M | +11% | 3.63% | 50.1% | 47 | 4.26% | 6.1 |
|
| 3706 |
3706
Rollins Financial
Atlanta,
Georgia
| $346M | – | – | 13% | – | 106 | – | 0.8 |
|
| 3707 |
3707
Addition One General Partner
New York
| $346M | – | – | 40.7% | – | 3 | – | 0 |
|
| 3708 |
3708
Third Security
Radford,
Virginia
| $345M | -$169M | -33% | 24.3% | 28.2% | 11 | 18.18% | 2.7 |
|
| 3709 |
MM
3709
Meridian Management
Little Rock,
Arkansas
| $345M | +$18.8M | +6% | 4.29% | 65.3% | 79 | 7.59% | 4.6 |
|
| 3710 |
3710
Nepsis Inc
Minneapolis,
Minnesota
| $345M | +$27.4M | +9% | 9.4% | 131% | 32 | 21.88% | 2.8 |
|
| 3711 |
3711
Bayberry Capital Partners
New York
| $345M | -$3.8M | -1% | 5.35% | 99.7% | 22 | 40.91% | 1.1 |
|
| 3712 |
3712
REDW Wealth
Albuquerque,
New Mexico
| $344M | +$29.8M | +9% | 5.49% | 59.1% | 119 | 5.04% | 2.9 |
|
| 3713 |
3713
Hedeker Wealth
Lincolnshire,
Illinois
| $344M | +$20.5M | +6% | 10.5% | 161% | 93 | 11.83% | 2.7 |
|
| 3714 |
3714
Westover Capital Advisors
Wilmington,
Delaware
| $344M | +$24.1M | +8% | 10.5% | 144% | 189 | 16.93% | 2.4 |
|
| 3715 |
3715
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $344M | +$14.9M | +5% | 2.99% | 95.1% | 50 | 34% | 1 |
|
| 3716 |
3716
HawsGoodwin Investment Management
Franklin,
Tennessee
| $343M | +$13.7M | +4% | 5.45% | – | 117 | 4.27% | 1.5 |
|
| 3717 |
3717
O'Dell Group
Cincinnati,
Ohio
| $343M | +$27.2M | +9% | 8.13% | 72.2% | 566 | 13.07% | 0.4 |
|
| 3718 |
3718
AlphaCentric Advisors
San Juan,
Puerto Rico
| $343M | -$50.3M | -13% | 3.46% | – | 286 | 55.24% | 0.6 |
|
| 3719 |
MM
3719
MWG Management
Road Town, Tortola,
British Virgin Islands
| $343M | -$482M | -58% | 26.3% | 59.2% | 4 | 50% | 0.8 |
|
| 3720 |
3720
Horizon Wealth Management
La Grange,
Illinois
| $343M | – | – | 11.5% | 109% | 106 | – | 0 |
|
| 3721 |
3721
WestBridge Capital Management
Trianon,
Mauritius
| $343M | -$14.2M | -4% | 0.06% | 21.9% | 2 | 0% | 1 |
|
| 3722 |
3722
SailingStone Capital Partners
Houston,
Texas
| $343M | -$52.9M | -13% | 0.86% | 152% | 12 | 0% | 2.7 |
|
| 3723 |
3723
Buckley Wealth Management
Las Vegas,
Nevada
| $343M | +$33.3M | +11% | 12.6% | 88% | 142 | 21.83% | 2.7 |
|
| 3724 |
3724
Ninety One
Cape Town,
South Africa
| $342M | +$85.1M | +33% | 9.77% | 232% | 118 | 12.71% | 2.3 |
|
| 3725 |
3725
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
| $342M | -$62.2M | -15% | 12.5% | 215% | 89 | 16.85% | 1 |
|