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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
3976
Natural Investments
Windsor,
California
| $353M | -$8.58M | -2% | 1.51% | – | 263 | 12.93% | 0.2 |
|
| 3977 |
3977
DAFNA Capital Management
Los Angeles,
California
| $353M | -$40.7M | -10% | 10.5% | 313% | 90 | 16.67% | 2.8 |
|
| 3978 |
RS
3978
Retirement Solution
Redmond,
Washington
| $352M | -$29.4M | -8% | 4.62% | 77.3% | 56 | 42.86% | 1.7 |
|
| 3979 |
XC
3979
XY Capital
Central,
Hong Kong
| $352M | +$145M | +70% | 11.1% | 52.8% | 251 | 38.65% | 0.3 |
|
| 3980 |
3980
Builder Investment Group
Atlanta,
Georgia
| $352M | -$16.4M | -4% | 1.76% | 169% | 102 | 5.88% | 1.9 |
|
| 3981 |
3981
Generali Investments Management
Ljubljana,
Slovenia
| $352M | -$35.5M | -9% | 3.46% | – | 144 | 12.5% | 0.2 |
|
| 3982 |
3982
KEB Asset Management
Springfield,
Illinois
| $352M | +$4.08M | +1% | 1.75% | 68.9% | 88 | 12.5% | 2.1 |
|
| 3983 |
3983
Verde Capital Management
Clarkston,
Michigan
| $351M | -$2.98M | -0.8% | 3.38% | 80.3% | 68 | 11.76% | 2.4 |
|
| 3984 |
3984
Benin Management Corp
Wilton,
Connecticut
| $351M | -$11.4M | -3% | 3.15% | 91.7% | 128 | 3.13% | 6.5 |
|
| 3985 |
3985
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $351M | +$68.4M | +24% | 1.85% | 117% | 114 | 45.61% | 1.7 |
|
| 3986 |
3986
Guidance Point Advisors
Wellesley,
Massachusetts
| $351M | -$4.58M | -1% | 0.91% | 71.8% | 90 | 12.22% | 3.7 |
|
| 3987 |
3987
Prudent Investors Network
Lake Forest,
California
| $351M | +$9.33M | +3% | 0.46% | – | 67 | 20.9% | 1.8 |
|
| 3988 |
3988
Searle & Co
Greenwich,
Connecticut
| $351M | +$3.99M | +1% | 2.08% | 108% | 184 | 8.15% | 4.9 |
|
| 3989 |
3989
Navalign LLC
Encino,
California
| $351M | +$10.7M | +3% | 0.99% | 50.7% | 118 | 5.08% | 3.2 |
|
| 3990 |
3990
Castalian Partners
Excelsior,
Minnesota
| $351M | +$153M | +78% | 8.24% | – | 31 | 83.87% | 0.1 |
|
| 3991 |
3991
Integris Wealth Management
Monterey,
California
| $351M | -$4M | -1% | 0.29% | 60.3% | 108 | 8.33% | 1.8 |
|
| 3992 |
3992
JPL Wealth Management
Highlands Ranch,
Colorado
| $351M | +$1.42M | +0.4% | 0.35% | – | 125 | 12% | 1 |
|
| 3993 |
3993
Riggs Asset Management
Dallas,
Pennsylvania
| $350M | -$24.2M | -6% | 0.64% | 219% | 718 | 22.01% | 2.4 |
|
| 3994 |
3994
World Equity Group
Schaumburg,
Illinois
| $350M | -$116M | -25% | 2.53% | 117% | 396 | 33.84% | 1.4 |
|
| 3995 |
3995
TMT General Partner
Hong Kong
| $350M | +$131M | +60% | 72.8% | – | 2 | 0% | 0.3 |
|
| 3996 |
3996
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| $350M | +$5M | +1% | 0.17% | 73.9% | 255 | 15.69% | 2.4 |
|
| 3997 |
3997
Medina Value Partners
Los Angeles,
California
| $350M | +$106M | +43% | 8.04% | 80% | 21 | 33.33% | 0.6 |
|
| 3998 |
MJP
3998
Michael J. Puzo
| $349M | -$8.74M | -2% | 0.53% | 90.3% | 76 | 7.89% | 7.1 |
|
| 3999 |
3999
Permanent Capital Management
Chicago,
Illinois
| $349M | +$25.9M | +8% | 0.95% | – | 86 | 22.09% | 0.6 |
|
| 4000 |
4000
Groupe des Assurances du Credit Mutuel
Strasbourg,
France
| $349M | -$30.5M | -8% | 7.05% | – | 5 | 0% | 0.3 |
|