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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
4051
NinePointTwo Capital
Los Angeles,
California
| $258M | -$25.8M | -9% | 0.43% | 1.62% | 97 | 45.36% | 0.4 |
|
| 4052 |
4052
UBP Investment Advisors
Geneva,
Switzerland
| $258M | -$12.8M | -5% | 1.52% | 11.2% | 110 | 10% | 1.6 |
|
| 4053 |
4053
Fulcrum Equity Management
Plano,
Texas
| $258M | -$10.1M | -4% | 0.15% | 116% | 231 | 45.89% | 0.6 |
|
| 4054 |
4054
West Oak Capital
Westlake Village,
California
| $258M | +$4.08M | +2% | 0.41% | 110% | 403 | 10.67% | 3.9 |
|
| 4055 |
MWM
4055
Mascoma Wealth Management
Hanover,
New Hampshire
| $258M | +$23.9M | +10% | 0.65% | 43.7% | 475 | 78.53% | 0.6 |
|
| 4056 |
4056
Relyea Zuckerberg Hanson
Stamford,
Connecticut
| $257M | +$14.1M | +6% | 2.16% | 95.9% | 149 | 16.11% | 1.3 |
|
| 4057 |
4057
AlpInvest Partners
Amsterdam,
Netherlands
| $257M | +$53.6M | +26% | 4.99% | 138% | 26 | 65.38% | 0.2 |
|
| 4058 |
4058
Ninety One
Cape Town,
South Africa
| $257M | -$15.9M | -6% | 2.67% | 232% | 117 | 11.11% | 2.2 |
|
| 4059 |
4059
Kellner Capital
New York
| $257M | -$68.9M | -21% | 3.81% | 390% | 43 | 65.12% | 0.3 |
|
| 4060 |
4060
Herold Advisors
New York
| $257M | – | – | 0.72% | 90.2% | 710 | – | 0 |
|
| 4061 |
4061
Aryeh Capital Management
Toronto,
Ontario, Canada
| $257M | +$42.6M | +20% | 2.19% | 87.7% | 13 | 30.77% | 0.6 |
|
| 4062 |
4062
Stone House Investment Management
Tunkhannock,
Pennsylvania
| $257M | $0 | 0% | 0.25% | 57.9% | 38 | 0% | 1.4 |
|
| 4063 |
TEC
4063
Tiger Eye Capital
Nashville,
Tennessee
| $257M | -$135M | -34% | 0.48% | 116% | 60 | 25% | 2.4 |
|
| 4064 |
4064
D.B. Root & Company
Pittsburgh,
Pennsylvania
| $256M | -$11.3M | -4% | 0.86% | 57.3% | 205 | 8.29% | 2.5 |
|
| 4065 |
4065
Silphium Asset Management
London,
United Kingdom
| $256M | -$7.24M | -3% | 2.69% | 118% | 131 | 64.89% | 0.2 |
|
| 4066 |
4066
RIT Capital Partners
London,
United Kingdom
| $256M | -$40.3M | -14% | 5.49% | 71.4% | 16 | 56.25% | 0.8 |
|
| 4067 |
HA
4067
Hamel Associates
Chatham,
New Jersey
| $256M | -$5.99M | -2% | 0.86% | 50.6% | 70 | 5.71% | 4.9 |
|
| 4068 |
4068
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $256M | +$8.09M | +3% | 0.1% | 81% | 906 | 5.52% | 1.8 |
|
| 4069 |
1C
4069
1623 Capital
Alexandria,
Virginia
| $256M | -$4.65M | -2% | 1.22% | 11.9% | 81 | 19.75% | 0.9 |
|
| 4070 |
WA
4070
Wealth Advisors
Rancho Santa Fe,
California
| $256M | -$18.8M | -7% | 0.64% | 40% | 106 | 17.92% | 1.1 |
|
| 4071 |
4071
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| $256M | +$70.2M | +38% | 0.77% | 70.4% | 46 | 54.35% | 0.3 |
|
| 4072 |
4072
Sara-Bay Financial
Sarasota,
Florida
| $256M | -$9.8M | -4% | 4.82% | 233% | 87 | 17.24% | 1 |
|
| 4073 |
4073
Arlington Financial Advisors
Santa Barbara,
California
| $255M | -$7.9M | -3% | 1.05% | 67.6% | 67 | 14.93% | 2.3 |
|
| 4074 |
HCIA
4074
Hochman Cole Investment Advisors
Deerfield,
Illinois
| $255M | +$4.86M | +2% | 0.57% | 42.7% | 136 | 13.97% | 3.2 |
|
| 4075 |
4075
Builders Union
London,
United Kingdom
| $255M | -$433M | -63% | 3.99% | – | 13 | 23.08% | 0.6 |
|