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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
3826
Noble Family Wealth
Clearwater,
Florida
| $372M | +$24.5M | +7% | 7.56% | 60% | 62 | 6.45% | 1.5 |
|
| 3827 |
3827
Greencape Capital
Melbourne,
Australia
| $372M | +$131M | +54% | 19.1% | 98.1% | 4 | 50% | 3.2 |
|
| 3828 |
3828
Alpine Investment Management
Hong Kong
| $372M | -$377M | -50% | 8.8% | 33.7% | 15 | 66.67% | 0.4 |
|
| 3829 |
3829
Bleichroeder LP
New York
| $372M | +$35.4M | +11% | 21.9% | 202% | 80 | 15% | 2.9 |
|
| 3830 |
3830
Monarch Capital Management
Fort Wayne,
Indiana
| $371M | +$31.1M | +9% | 9.79% | 77% | 119 | 5.04% | 7.9 |
|
| 3831 |
3831
Mariner Investment Group
Harrison,
New York
| $371M | -$91.6M | -20% | 3.5% | – | 41 | 65.85% | 0.4 |
|
| 3832 |
LCM
3832
Lionstone Capital Management
New York
| $371M | -$20.3M | -5% | 0.32% | 74.1% | 12 | 8.33% | 4.8 |
|
| 3833 |
3833
Hemington Wealth Management
Falls Church,
Virginia
| $371M | +$74.6M | +25% | 7.24% | 76.1% | 1,807 | 93.8% | 0.2 |
|
| 3834 |
RCM
3834
Ratan Capital Management
Miami Beach,
Florida
| $371M | +$40.7M | +12% | 12.4% | 616% | 46 | 43.48% | 2 |
|
| 3835 |
3835
Evernest Financial Advisors
Carmel,
Indiana
| $371M | +$148M | +66% | 7.08% | – | 166 | 25.3% | 1.9 |
|
| 3836 |
IFS
3836
Ifrah Financial Services
Little Rock,
Arkansas
| $371M | +$17.9M | +5% | 5.39% | 64.1% | 224 | 13.39% | 4.5 |
|
| 3837 |
3837
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $371M | +$28.6M | +8% | 10.8% | 304% | 294 | 37.41% | 2.9 |
|
| 3838 |
WWMSC
3838
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $370M | +$36.1M | +11% | 5.51% | 36.4% | 270 | 19.63% | 2.9 |
|
| 3839 |
3839
Childress Capital Advisors
Houston,
Texas
| $370M | +$15.3M | +4% | 4.21% | 107% | 242 | 13.22% | 1.3 |
|
| 3840 |
3840
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
| $370M | +$26.2M | +8% | 6.45% | 64.9% | 43 | 4.65% | 1.5 |
|
| 3841 |
3841
Lantz Financial
Naperville,
Illinois
| $369M | +$47.5M | +15% | 7.15% | 74.3% | 239 | 15.48% | 2.9 |
|
| 3842 |
3842
Dymon Asia Capital (Singapore)
Singapore
| $369M | -$6.39M | -2% | 8.97% | 268% | 145 | 73.1% | 0.3 |
|
| 3843 |
3843
Solidarity Wealth
Lehi,
Utah
| $369M | +$39.4M | +12% | 7.33% | 85.9% | 98 | 17.35% | 1.7 |
|
| 3844 |
3844
DGS Capital Management
Jersey City,
New Jersey
| $369M | +$12.5M | +4% | 1.87% | 177% | 336 | 18.75% | 1.5 |
|
| 3845 |
KMWM
3845
Keudell/Morrison Wealth Management
Salem,
Oregon
| $368M | +$26.6M | +8% | 6.46% | – | 230 | 15.22% | 3.2 |
|
| 3846 |
3846
Financial Sense Advisors
San Diego,
California
| $368M | +$40.9M | +12% | 7.8% | 152% | 144 | 29.17% | 1.5 |
|
| 3847 |
3847
Redwood Grove Capital
Palo Alto,
California
| $368M | +$48.8M | +15% | 8.3% | 79.8% | 29 | 34.48% | 2.4 |
|
| 3848 |
3848
Murchinson
Toronto,
Ontario, Canada
| $368M | -$280M | -43% | 1.64% | 107% | 115 | 71.3% | 0.3 |
|
| 3849 |
3849
Collective Family Office
York,
Pennsylvania
| $368M | +$28.2M | +8% | 6.2% | 52.5% | 179 | 8.38% | 2.4 |
|
| 3850 |
3850
Wolff Financial Management
Kalamazoo,
Michigan
| $368M | +$233M | +172% | 6.77% | 56.7% | 98 | 57.14% | 1.7 |
|