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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
Johnson & Johnson
New Brunswick,
New Jersey
| $386M | -$41.2M | -10% | 1.61% | 339% | 21 | 9.52% | 2.3 |
|
| 3827 |
3827
Gateway Wealth Partners
Appleton,
Wisconsin
| $386M | +$23.3M | +6% | 0.02% | 58.9% | 302 | 12.91% | 1.2 |
|
| 3828 |
3828
Sycale Advisors
New York
| $386M | -$147M | -28% | 1.08% | 31.5% | 22 | 27.27% | 0.7 |
|
| 3829 |
3829
Wilson Asset Management
Sydney,
Australia
| $386M | -$26.6M | -6% | 0.08% | 58% | 29 | 3.45% | 1.7 |
|
| 3830 |
3830
Kryger Capital
London,
United Kingdom
| $386M | -$418M | -52% | 15.5% | 421% | 23 | 78.26% | 0.2 |
|
| 3831 |
3831
Evernest Financial Advisors
Carmel,
Indiana
| $386M | +$14.5M | +4% | 0.75% | – | 183 | 22.4% | 2.1 |
|
| 3832 |
3832
Canal Insurance Company
Greenville,
South Carolina
| $385M | -$44.2M | -10% | 3.28% | 114% | 104 | 30.77% | 5.4 |
|
| 3833 |
3833
EnCap Partners
Houston,
Texas
| $385M | -$59.1M | -13% | 12.1% | – | 3 | 66.67% | 0.1 |
|
| 3834 |
MHR
3834
Matthew Hamilton Rosenberg
| $385M | +$2.67M | +0.7% | 0.93% | 52% | 876 | 13.7% | 3.3 |
|
| 3835 |
3835
Monetary Management Group
St Louis,
Missouri
| $385M | -$4.26M | -1% | 2.36% | 138% | 332 | 3.31% | 7.1 |
|
| 3836 |
3836
Thomist Capital Management
Houston,
Texas
| $385M | -$126M | -25% | 8.36% | 71.2% | 59 | 66.1% | 0.3 |
|
| 3837 |
3837
Winch Advisory Services
Appleton,
Wisconsin
| $384M | +$22.9M | +6% | 4.18% | 80.8% | 581 | 23.92% | 4.2 |
|
| 3838 |
3838
Sage Capital Advisors
Sioux Falls,
South Dakota
| $384M | +$1.23M | +0.3% | 2.54% | 105% | 150 | 17.33% | 3.6 |
|
| 3839 |
3839
High Note Wealth
Deephaven,
Minnesota
| $384M | +$34.4M | +10% | 1.34% | 82.8% | 895 | 88.6% | 0.3 |
|
| 3840 |
3840
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| $384M | +$20.5M | +6% | 1.44% | 62.1% | 87 | 12.64% | 2.2 |
|
| 3841 |
3841
Washington State Investment Board
Olympia,
Washington
| $384M | -$580M | -60% | 1.51% | 567% | 2 | 0% | 3.4 |
|
| 3842 |
3842
Solidarity Wealth
Lehi,
Utah
| $384M | +$14.7M | +4% | 4.18% | 85.9% | 105 | 30.48% | 1.7 |
|
| 3843 |
KMWM
3843
Keudell/Morrison Wealth Management
Salem,
Oregon
| $384M | +$15.3M | +4% | 0.23% | – | 238 | 15.55% | 3.3 |
|
| 3844 |
ECG
3844
EPIQ Capital Group
San Francisco,
California
| $383M | +$35.8M | +10% | 20.7% | 6.25% | 83 | 16.87% | 2.1 |
|
| 3845 |
3845
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| $383M | -$6.82M | -2% | 2.1% | 53.6% | 52 | 1.92% | 5.5 |
|
| 3846 |
3846
Strong Tower Advisory Services
Minneapolis,
Minnesota
| $383M | +$24.5M | +7% | 14.5% | 155% | 100 | 8% | 2.3 |
|
| 3847 |
3847
P. Schoenfeld Asset Management (PSAM)
New York
| $383M | -$26.3M | -6% | 5.61% | 367% | 50 | 52% | 0.6 |
|
| 3848 |
3848
Bulldog Investors
Saddle Brook,
New Jersey
| $383M | +$85.5M | +29% | 0.33% | 22.5% | 200 | 58.5% | 1 |
|
| 3849 |
3849
Grant Street Asset Management
Canonsburg,
Pennsylvania
| $382M | +$40.9M | +12% | 1.06% | 47.2% | 79 | 8.86% | 2.3 |
|
| 3850 |
3850
Stonebrook Private
Northville,
Michigan
| $382M | +$4M | +1% | 1.04% | – | 200 | 19.5% | 0.8 |
|