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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
3951
Delta Financial Advisors
New Orleans,
Louisiana
| $170M | +$24.5M | +17% | 18.4% | 107% | 103 | 8.74% | 0.9 |
|
| 3952 |
3952
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
| $170M | +$78.9M | +87% | 55.9% | 1,119% | 16 | 56.25% | 0.2 |
|
| 3953 |
HCA
3953
Hyperion Capital Advisors
New York
| $170M | +$28.9M | +21% | 17.4% | 86.1% | 44 | 25% | 0.4 |
|
| 3954 |
3954
Lowe Wealth Advisors
Columbia,
Maryland
| $170M | +$27.7M | +20% | 16% | 63.3% | 342 | 19.59% | 3.5 |
|
| 3955 |
3955
Westside Investment Management
Santa Monica,
California
| $170M | +$23.4M | +16% | 39.6% | 114% | 720 | 12.08% | 2.4 |
|
| 3956 |
3956
Long Road Investment Counsel
Kalamazoo,
Michigan
| $170M | +$29.8M | +21% | 23.8% | 53.8% | 67 | 4.48% | 4.7 |
|
| 3957 |
3957
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
| $170M | +$39.3M | +30% | 30.2% | 36.7% | 4 | 0% | 2.3 |
|
| 3958 |
3958
Whalerock Point Partners
Providence,
Rhode Island
| $170M | +$29.7M | +21% | 20% | 103% | 132 | 18.18% | 3.7 |
|
| 3959 |
3959
Pacific Edge Advisors
Corona Del Mar,
California
| $169M | +$29.5M | +21% | 18.9% | 31.3% | 36 | 11.11% | 2 |
|
| 3960 |
3960
Defender Capital
Charlotte,
North Carolina
| $169M | +$32.6M | +24% | 32.9% | 101% | 28 | 32.14% | 0.8 |
|
| 3961 |
3961
AH Equity Partners III
Menlo Park,
California
| $169M | +$31.6M | +23% | 22.9% | 42.6% | 1 | 0% | 1.3 |
|
| 3962 |
3962
Hellman & Friedman
San Francisco,
California
| $169M | +$18.3M | +12% | 12.1% | – | 1 | 0% | 0.5 |
|
| 3963 |
SWMG
3963
Strategic Wealth Management Group
Fulton,
Maryland
| $169M | +$35.1M | +26% | 23.4% | – | 101 | 18.81% | 1 |
|
| 3964 |
3964
TLWM Financial
San Antonio,
Texas
| $169M | -$847K | -0.5% | 14.1% | 53.9% | 62 | 12.9% | 1.5 |
|
| 3965 |
3965
BHK Investment Advisors
Birmingham,
Alabama
| $169M | +$28.8M | +20% | 18.9% | 54.6% | 62 | 20.97% | 1.9 |
|
| 3966 |
3966
Financial Life Advisors
San Antonio,
Texas
| $169M | +$23.2M | +16% | 12.3% | 47% | 23 | 0% | 2.4 |
|
| 3967 |
3967
Smart Money Group
Eastland,
Texas
| $169M | +$26.7M | +19% | 14.6% | 58.9% | 100 | 38% | 1 |
|
| 3968 |
3968
First United Bank & Trust
Oakland,
Maryland
| $169M | +$29.1M | +21% | 19.7% | 78% | 130 | 17.69% | 3.8 |
|
| 3969 |
3969
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| $169M | -$61.7M | -27% | 44.2% | 261% | 76 | 48.68% | 0.8 |
|
| 3970 |
3970
RIT Capital Partners
London,
United Kingdom
| $169M | +$34.2M | +25% | 24.3% | 71.4% | 17 | 64.71% | 0.1 |
|
| 3971 |
3971
Harvest Investment Services
Oakbrook Terrace,
Illinois
| $169M | +$93.7M | +125% | 33.1% | 282% | 212 | 61.32% | 0.5 |
|
| 3972 |
3972
Twin Securities
New York
| $169M | -$26.7M | -14% | 22.7% | 506% | 22 | 86.36% | 0.4 |
|
| 3973 |
3973
Oak Asset Management
Westlake Village,
California
| $169M | +$31.1M | +23% | 21% | 91.8% | 88 | 5.68% | 2.2 |
|
| 3974 |
3974
MilWealth Group
Milwaukee,
Wisconsin
| $169M | +$39.6M | +31% | 14.1% | 36.8% | 74 | 6.76% | 1.1 |
|
| 3975 |
3975
Grant Street Asset Management
Canonsburg,
Pennsylvania
| $169M | – | – | 12.7% | 47.2% | 30 | – | 0 |
|