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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
TAA
3751
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $338M | -$92M | -21% | 7.11% | 312% | 33 | 9.09% | 1.1 |
|
| 3752 |
3752
White Pine Capital
Bloomington,
Minnesota
| $338M | +$12.9M | +4% | 6.83% | 143% | 242 | 9.5% | 5 |
|
| 3753 |
LAM
3753
LifePro Asset Management
San Diego,
California
| $338M | +$8.34M | +3% | 5.97% | 49% | 143 | 44.76% | 0.5 |
|
| 3754 |
3754
Nan Fung Group Holdings
Kai Tak,
Hong Kong
| $338M | +$25.6M | +8% | 2.85% | 281% | 57 | 54.39% | 0.2 |
|
| 3755 |
3755
Odey Asset Management Group
London,
United Kingdom
| $338M | -$37.1M | -10% | 4.67% | 259% | 74 | 39.19% | 1.9 |
|
| 3756 |
3756
Old Second National Bank of Aurora
Aurora,
Illinois
| $337M | -$33.5M | -9% | 7.46% | 93.7% | 425 | 32.71% | 5.4 |
|
| 3757 |
3757
Carronade Capital Management
Darien,
Connecticut
| $337M | – | – | 2.85% | 215% | 26 | – | 0 |
|
| 3758 |
TCPWM
3758
Traverso Chambers Private Wealth Management
Santa Rosa,
California
| $337M | +$16M | +5% | 4.45% | 16.4% | 112 | 5.36% | 2.5 |
|
| 3759 |
3759
ArchPoint Investors
Coral Gables,
Florida
| $337M | +$3.25M | +1% | 0.66% | 111% | 135 | 62.96% | 2.8 |
|
| 3760 |
3760
MJP Associates
Farmington,
Connecticut
| $337M | +$41.7M | +14% | 8.59% | 60.9% | 167 | 20.96% | 0.7 |
|
| 3761 |
3761
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| $337M | +$226M | +205% | 10.1% | 85.6% | 121 | 15.7% | 4.1 |
|
| 3762 |
3762
Kowal Investment Group
Brookfield,
Wisconsin
| $337M | +$20.6M | +7% | 7.24% | 21.1% | 1,043 | 89.07% | 0.8 |
|
| 3763 |
3763
CRA Financial Services
Northfield,
New Jersey
| $336M | +$40.9M | +14% | 10.8% | 91.9% | 220 | 15.45% | 2 |
|
| 3764 |
3764
Force Hill Capital Management
New York
| $336M | -$68.6M | -17% | 16% | 46.3% | 48 | 41.67% | 0.4 |
|
| 3765 |
3765
WNY Asset Management
Williamsville,
New York
| $336M | +$46.8M | +16% | 7.68% | – | 177 | 15.82% | 0.7 |
|
| 3766 |
3766
Stokes Capital Advisors
Greenwood,
South Carolina
| $336M | +$26.2M | +8% | 11% | 61.3% | 86 | 6.98% | 2.5 |
|
| 3767 |
3767
Timber Creek Capital Management
Boston,
Massachusetts
| $336M | +$20.5M | +7% | 7.38% | 139% | 128 | 12.5% | 5.1 |
|
| 3768 |
3768
JAT Capital Management
Greenwich,
Connecticut
| $336M | – | – | 3.29% | 734% | 31 | – | 0 |
|
| 3769 |
3769
Rothschild Capital Partners
New York
| $335M | +$22.4M | +7% | 9.57% | 90.8% | 40 | 17.5% | 3.7 |
|
| 3770 |
PCR
3770
Potrero Capital Research
San Francisco,
California
| $335M | -$93.7M | -22% | 2.34% | 226% | 96 | 36.46% | 1 |
|
| 3771 |
3771
Bishop Rock Capital
New York
| $335M | +$25.5M | +8% | 11.3% | 35.4% | 37 | 16.22% | 2.7 |
|
| 3772 |
3772
Naviter Wealth
Little Rock,
Arkansas
| $335M | – | – | 4.47% | 87.1% | 98 | – | 0 |
|
| 3773 |
3773
Janiczek Wealth Management
Denver,
Colorado
| $334M | +$51.5M | +18% | 7.07% | 16.4% | 1,127 | 12.16% | 1.2 |
|
| 3774 |
CIM
3774
CIM Investment Management
Pittsburgh,
Pennsylvania
| $334M | +$16.3M | +5% | 9.03% | 123% | 321 | 13.71% | 2.4 |
|
| 3775 |
3775
JCIC Asset Management
Toronto,
Ontario, Canada
| $334M | +$29.5M | +10% | 11% | – | 129 | 6.2% | 2.9 |
|