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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
ECH
3801
ER Collective Holdings
Washington,
District of Columbia
| $465M | – | – | 2.96% | – | 1 | – | 0 |
|
| 3802 |
AGM
3802
Alpine Global Management
New York
| $464M | -$29.4M | -6% | 11.2% | 149% | 459 | 77.12% | 0.2 |
|
| 3803 |
3803
Hourglass Capital
Houston,
Texas
| $464M | +$18.3M | +4% | 4.51% | 94.4% | 116 | 10.34% | 5.9 |
|
| 3804 |
3804
Naspers
South Africa
| $463M | -$199M | -30% | 16.9% | 88.2% | 5 | 40% | 4 |
|
| 3805 |
3805
Voisard Asset Management Group
Grand Rapids,
Michigan
| $463M | +$31.1M | +7% | 2.17% | 50.5% | 106 | 16.04% | 1.4 |
|
| 3806 |
3806
Builder Investment Group
Atlanta,
Georgia
| $463M | +$17.9M | +4% | 5.28% | 169% | 105 | 5.71% | 2.5 |
|
| 3807 |
CA
3807
Clune & Associates
Chicago,
Illinois
| $463M | +$62.9M | +16% | 2.25% | – | 170 | 8.82% | 0.9 |
|
| 3808 |
3808
Kiley Juergens Wealth Management
Olympia,
Washington
| $463M | +$8.68M | +2% | 2.8% | 106% | 78 | 6.41% | 4.9 |
|
| 3809 |
3809
Triumph Capital Management
Denver,
Colorado
| $463M | +$90M | +24% | 1.33% | 55.5% | 1,776 | 82.43% | 0.3 |
|
| 3810 |
3810
Morton Community Bank
East Peoria,
Illinois
| $463M | +$30.8M | +7% | 1.12% | – | 119 | 5.88% | 1.7 |
|
| 3811 |
3811
Icon Advisers
Greenwood Village,
Colorado
| $463M | +$5.48M | +1% | 4.39% | 114% | 204 | 23.04% | 2.4 |
|
| 3812 |
3812
Mudita Advisors
London,
United Kingdom
| $463M | +$117M | +34% | 23.4% | 143% | 22 | 18.18% | 1.7 |
|
| 3813 |
3813
Blankinship & Foster
Solana Beach,
California
| $463M | +$5.34M | +1% | 2.18% | 67.1% | 80 | 5% | 4.4 |
|
| 3814 |
3814
Dorsey Wright & Associates
Pasadena,
California
| $463M | +$15.4M | +3% | 7.97% | 311% | 153 | 33.33% | 0.9 |
|
| 3815 |
3815
Vantage Wealth
Pasadena,
California
| $463M | +$2.79M | +0.6% | 2.37% | 56.1% | 30 | 3.33% | 5.7 |
|
| 3816 |
3816
Castle Rock Wealth Management
Walnut Creek,
California
| $463M | +$10.1M | +2% | 2.23% | 115% | 277 | 14.08% | 3.1 |
|
| 3817 |
3817
Riposte Capital
New York
| $462M | -$52.8M | -10% | 23.1% | 370% | 38 | 57.89% | 0.5 |
|
| 3818 |
3818
Davidson Capital Management
Corpus Christi,
Texas
| $462M | +$14.4M | +3% | 2.29% | 79.4% | 129 | 40.31% | 1.7 |
|
| 3819 |
3819
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $462M | -$38.5M | -8% | 1.48% | 34.2% | 44 | 4.55% | 8.4 |
|
| 3820 |
3820
Alliance Wealth Advisors (Utah)
Centerville,
Utah
| $462M | +$35.1M | +8% | 1.1% | 70.7% | 302 | 23.84% | 1.8 |
|
| 3821 |
3821
Kiltearn Partners
Edinburgh,
United Kingdom
| $462M | -$37.3M | -7% | 8.66% | 41% | 29 | 6.9% | 3.6 |
|
| 3822 |
3822
Essex Savings Bank
Essex,
Connecticut
| $461M | +$17.4M | +4% | 4.13% | 95.2% | 327 | 10.09% | 4 |
|
| 3823 |
RM
3823
Rudius Management
New York
| $461M | -$15.4M | -3% | 1.94% | 8.92% | 4 | 25% | 4.1 |
|
| 3824 |
3824
Francisco Partners Management
San Francisco,
California
| $461M | -$113M | -20% | 16.5% | 14.3% | 3 | 0% | 4.8 |
|
| 3825 |
3825
WestCap Management
San Francisco,
California
| $460M | – | – | 19.8% | – | 2 | – | 0 |
|