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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
4126
Navalign LLC
Encino,
California
| $340M | +$516K | +0.2% | 0.49% | 50.7% | 123 | 9.76% | 3 |
|
| 4127 |
4127
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $340M | +$1.29M | +0.4% | 3.64% | 166% | 218 | 4.13% | 7 |
|
| 4128 |
4128
Fiduciary Family Office
Boca Raton,
Florida
| $340M | +$36.9M | +12% | 3.8% | 97.3% | 263 | 95.06% | 0.2 |
|
| 4129 |
4129
New Harbor Financial Group
Worcester,
Massachusetts
| $340M | -$50.5M | -13% | 3.8% | 94.6% | 86 | 32.56% | 1.6 |
|
| 4130 |
AGM
4130
Alpine Global Management
New York
| $339M | -$73.6M | -18% | 27.7% | 149% | 278 | 80.58% | 0.4 |
|
| 4131 |
4131
Georgetown University
Washington,
District of Columbia
| $339M | +$18.7M | +6% | 4.97% | 79.9% | 19 | 5.26% | 3 |
|
| 4132 |
4132
Mayport LLC
Newton,
Massachusetts
| $339M | +$27.4M | +9% | 0.21% | 57% | 89 | 15.73% | 2.1 |
|
| 4133 |
4133
G2 Capital Management
Columbus,
Ohio
| $339M | -$329K | -0.1% | 0.19% | 55.1% | 63 | 3.17% | 2.1 |
|
| 4134 |
4134
Wick Capital Partners
Wayne,
Pennsylvania
| $339M | +$29.8M | +10% | 0.98% | 60% | 95 | 20% | 0.9 |
|
| 4135 |
4135
Goodman Advisory Group
Needham,
Massachusetts
| $339M | -$11.3M | -3% | 0.88% | 101% | 199 | 74.87% | 1.5 |
|
| 4136 |
4136
FengHe Fund Management
Singapore
| $339M | +$641K | +0.2% | 0.97% | 779% | 24 | 62.5% | 0.3 |
|
| 4137 |
4137
Varenne Capital Partners
Paris,
France
| $339M | -$183M | -35% | 9.83% | 212% | 20 | 35% | 0.6 |
|
| 4138 |
4138
ABLE Financial Group
Scottsdale,
Arizona
| $339M | +$15M | +5% | 0.8% | 64.2% | 207 | 16.91% | 1.1 |
|
| 4139 |
4139
Hussman Strategic Advisors
Ellicott City,
Maryland
| $338M | -$68.7M | -17% | 5.22% | 43.1% | 318 | 58.49% | 1.9 |
|
| 4140 |
MCG
4140
McCollum Christoferson Group
Amherst,
New York
| $338M | -$6.77M | -2% | 0.83% | 59.4% | 76 | 17.11% | 4.2 |
|
| 4141 |
4141
Eclectic Associates
Fullerton,
California
| $338M | +$84.6M | +33% | 0.29% | 53.8% | 120 | 18.33% | 2.2 |
|
| 4142 |
4142
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| $338M | -$11.7M | -3% | 0.9% | 74% | 83 | 6.02% | 6.4 |
|
| 4143 |
4143
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $338M | -$405K | -0.1% | 7.04% | 207% | 38 | 21.05% | 3.3 |
|
| 4144 |
4144
MPS Loria Financial Planners
Burr Ridge,
Illinois
| $338M | +$2.26M | +0.7% | 1.74% | 80% | 84 | 7.14% | 4.9 |
|
| 4145 |
4145
Trustees of Dartmouth College
Hanover,
New Hampshire
| $338M | -$56.8M | -14% | 1.24% | 52.5% | 5 | 0% | 2.3 |
|
| 4146 |
4146
Helen Stephens Group
Fort Worth,
Texas
| $337M | +$8M | +2% | 1.1% | 53.4% | 92 | 9.78% | 2 |
|
| 4147 |
4147
Coston McIsaac & Partners
Bar Harbor,
Maine
| $337M | -$17M | -5% | 1.96% | 34.3% | 899 | 9.34% | 2 |
|
| 4148 |
4148
Mandatum Life Insurance Company
Helsinki,
Finland
| $337M | +$11.4M | +3% | 3.15% | 95.9% | 90 | 16.67% | 5 |
|
| 4149 |
4149
SRH Advisors
Salina,
Kansas
| $337M | +$7.68M | +2% | 0.67% | 55.7% | 295 | 8.14% | 6.7 |
|
| 4150 |
4150
Windsor Capital Management
Phoenix,
Arizona
| $337M | -$7.51M | -2% | 0.22% | 49.1% | 121 | 3.31% | 6.3 |
|