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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
L1 Capital International
Sydney NSW 2000,
Australia
| $408M | +$44.1M | +12% | 13.8% | – | 20 | 10% | 1.1 |
|
| 3827 |
3827
3G Capital Partners
New York
| $407M | +$59.2M | +17% | 19.2% | 351% | 16 | 31.25% | 1.3 |
|
| 3828 |
3828
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $407M | +$40.6M | +11% | 8.06% | 56.7% | 343 | 11.66% | 2.8 |
|
| 3829 |
3829
Inlet Private Wealth
Jupiter,
Florida
| $407M | +$22.2M | +6% | 8.45% | 111% | 135 | 11.85% | 4.4 |
|
| 3830 |
3830
Bleichroeder LP
New York
| $407M | +$31.5M | +8% | 14.9% | 202% | 83 | 14.46% | 3 |
|
| 3831 |
3831
Riggs Asset Management
Dallas,
Pennsylvania
| $407M | +$56.6M | +16% | 21.7% | 207% | 970 | 40% | 1.8 |
|
| 3832 |
3832
Wilson Asset Management
Sydney,
Australia
| $407M | +$32.6M | +9% | 10.2% | 58% | 37 | 27.03% | 1.5 |
|
| 3833 |
CWM
3833
Cordatus Wealth Management
Newtown,
Pennsylvania
| $407M | +$42.2M | +12% | 12.2% | 108% | 164 | 11.59% | 1.1 |
|
| 3834 |
3834
P. Schoenfeld Asset Management (PSAM)
New York
| $406M | +$49.9M | +14% | 16.2% | 367% | 44 | 52.27% | 0.7 |
|
| 3835 |
3835
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $406M | +$17.6M | +5% | 9.18% | 83.6% | 213 | 10.8% | 6.2 |
|
| 3836 |
3836
Monetary Management Group
St Louis,
Missouri
| $406M | +$36.2M | +10% | 14% | 138% | 334 | 4.79% | 7.3 |
|
| 3837 |
3837
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| $406M | +$28.8M | +8% | 7.85% | 62.3% | 133 | 15.04% | 4.6 |
|
| 3838 |
3838
BDT Capital Partners
Chicago,
Illinois
| $405M | +$51M | +14% | 9.08% | 25.5% | 2 | 0% | 2.1 |
|
| 3839 |
3839
Bulltick Wealth Management
Miami,
Florida
| $405M | +$28.4M | +8% | 15.6% | 58.2% | 141 | 27.66% | 1.7 |
|
| 3840 |
3840
Clarity Wealth Advisors
San Jose,
California
| $405M | +$44.7M | +12% | 9.96% | 94.1% | 100 | 7% | 3.3 |
|
| 3841 |
3841
Verde Capital Management
Clarkston,
Michigan
| $405M | +$53.7M | +15% | 11.8% | 65.8% | 69 | 13.04% | 2.6 |
|
| 3842 |
3842
Paradigm Asset Management
New York
| $405M | +$29.1M | +8% | 7.16% | 73.8% | 568 | 23.06% | 2.8 |
|
| 3843 |
3843
Eagle Health Investments
Greenwich,
Connecticut
| $405M | +$20.1M | +5% | 8.83% | 241% | 24 | 29.17% | 1.9 |
|
| 3844 |
PAS
3844
PKS Advisory Services
Albany,
New York
| $405M | +$39.8M | +11% | 8.65% | – | 276 | 17.75% | 0.4 |
|
| 3845 |
3845
Sage Capital Advisors
Sioux Falls,
South Dakota
| $405M | +$23.7M | +6% | 7.96% | 105% | 136 | 5.88% | 3.9 |
|
| 3846 |
3846
Builder Investment Group
Atlanta,
Georgia
| $405M | +$52.7M | +15% | 17.5% | 169% | 105 | 9.52% | 2.1 |
|
| 3847 |
3847
Hourglass Capital
Houston,
Texas
| $405M | +$22.4M | +6% | 8.72% | 94.4% | 112 | 7.14% | 5.9 |
|
| 3848 |
3848
Longfellow Investment Management
Boston,
Massachusetts
| $404M | -$5.6M | -1% | 1.19% | 45.9% | 309 | 25.24% | 2.3 |
|
| 3849 |
AHT
3849
Amanah Holdings Trust
London,
| $404M | – | – | 65.4% | – | 16 | – | 0 |
|
| 3850 |
3850
Seven Springs Wealth Group
Brentwood,
Tennessee
| $404M | +$123M | +44% | 12.5% | 59.2% | 87 | 10.34% | 3.1 |
|