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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
Legacy Wealth Asset Management
Woodbury,
Minnesota
| $281M | -$14.3M | -5% | 4.04% | 116% | 348 | 14.94% | 1 |
|
| 4027 |
4027
CenterBook Partners
Greenwich,
Connecticut
| $281M | +$111M | +65% | 8.7% | 62.4% | 400 | 45.75% | 0.2 |
|
| 4028 |
4028
Yorktown Energy Partners VIII
New York
| $281M | +$75.1M | +37% | 67.4% | 15.2% | 3 | 0% | 3.8 |
|
| 4029 |
4029
Aire Advisors
Beverly Hills,
California
| $280M | +$49M | +21% | 3.13% | 77.4% | 150 | 29.33% | 0.2 |
|
| 4030 |
4030
White Mountains Insurance Group
Hanover,
New Hampshire
| $280M | +$18.8M | +7% | 7.19% | 105% | 1 | 0% | 1.3 |
|
| 4031 |
NME
4031
Notis-McConarty Edward
| $280M | -$19.7M | -7% | 4.25% | 91.2% | 107 | 6.54% | 5.8 |
|
| 4032 |
4032
MVM Partners (UK)
London,
United Kingdom
| $280M | -$698K | -0.2% | 0.76% | – | 3 | 0% | 0.3 |
|
| 4033 |
4033
TIFF Advisory Services
Radnor,
Pennsylvania
| $280M | -$7.97M | -3% | 1.55% | 86.3% | 21 | 57.14% | 1.1 |
|
| 4034 |
4034
Parus Finance (UK)
London,
United Kingdom
| $280M | -$31.9M | -10% | 2.26% | 199% | 32 | 15.63% | 2.9 |
|
| 4035 |
4035
Pacific Center for Financial Services
San Ramon,
California
| $280M | +$31.5M | +13% | 3.92% | 60.1% | 403 | 5.96% | 3.5 |
|
| 4036 |
ETI
4036
Enterprise Trust & Investment
Los Gatos,
California
| $280M | -$6.53M | -2% | 0.15% | 58.6% | 211 | 9.95% | 2.1 |
|
| 4037 |
4037
American National Registered Investment Advisor
Galveston,
Texas
| $279M | -$23.5M | -8% | 2.72% | 95.8% | 246 | 4.07% | 5.3 |
|
| 4038 |
4038
Union Square Park Capital Management
New York
| $279M | -$37.8M | -12% | 8.3% | 75.8% | 179 | 54.19% | 0.4 |
|
| 4039 |
4039
Pier 88 Investment Partners
San Francisco,
California
| $279M | -$192M | -41% | 1.16% | 36.1% | 106 | 23.58% | 1.8 |
|
| 4040 |
4040
Asset Allocation & Management Company
Chicago,
Illinois
| $279M | -$16.5M | -6% | 3.15% | 58.5% | 123 | 9.76% | 0.7 |
|
| 4041 |
4041
Greencape Capital
Melbourne,
Australia
| $279M | +$46.6M | +20% | 7.1% | 98.1% | 3 | 0% | 3.3 |
|
| 4042 |
4042
Tenzing Global Management
San Francisco,
California
| $279M | +$18.2M | +7% | 0.25% | 273% | 16 | 50% | 1.4 |
|
| 4043 |
4043
Wakefield Asset Management
Englewood,
Colorado
| $279M | -$11.2M | -4% | 1.9% | 139% | 206 | 41.26% | 1.1 |
|
| 4044 |
LAM
4044
LifePro Asset Management
San Diego,
California
| $279M | -$59.4M | -18% | 9.23% | 49% | 150 | 32% | 0.7 |
|
| 4045 |
UID
4045
Union Investments & Development
Tel Aviv,
Israel
| $278M | -$20.3M | -7% | 6.59% | 17% | 59 | 27.12% | 0.2 |
|
| 4046 |
4046
Manchester Financial
Westlake Village,
California
| $278M | -$6.66M | -2% | 4.69% | 73% | 115 | 26.96% | 1.7 |
|
| 4047 |
4047
Stelac Advisory Services
New York
| $278M | -$91.2M | -25% | 5.51% | 84.9% | 196 | 17.35% | 2.4 |
|
| 4048 |
4048
Strategic Equity Management
Tucson,
Arizona
| $278M | -$41.7M | -13% | 5.66% | 70.3% | 53 | 30.19% | 0.8 |
|
| 4049 |
4049
Claro Advisors
Boston,
Massachusetts
| $278M | +$36K | +0% | 6.16% | 85.5% | 286 | 1.4% | 1.8 |
|
| 4050 |
4050
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $278M | -$2.39M | -0.9% | 5.73% | 55.5% | 80 | 11.25% | 2.6 |
|