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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
ACM
4151
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| $230M | +$130M | +130% | 10.2% | 1,745% | 15 | 80% | 0.1 |
|
| 4152 |
4152
Alpha Square Group S
New York
| $230M | +$8.66M | +4% | 4.12% | 53.8% | 52 | 36.54% | 0.5 |
|
| 4153 |
4153
Analog Century Management
New York
| $230M | +$51.8M | +29% | 16.6% | 785% | 21 | 19.05% | 1.4 |
|
| 4154 |
4154
RJA Asset Management
Stamford,
Connecticut
| $230M | – | – | 5.96% | 80.2% | 5 | – | 0.8 |
|
| 4155 |
4155
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
| $230M | +$18.1M | +9% | 13.5% | 1,119% | 21 | 4.76% | 0.8 |
|
| 4156 |
4156
Long Path Partners
Stamford,
Connecticut
| $230M | +$43.5M | +23% | 7.03% | 9.18% | 14 | 28.57% | 0.3 |
|
| 4157 |
4157
PCJ Investment Counsel
Toronto,
Ontario, Canada
| $230M | +$26.4M | +13% | 14.3% | 164% | 89 | 37.08% | 1.9 |
|
| 4158 |
4158
Blankinship & Foster
Solana Beach,
California
| $230M | +$24M | +12% | 5.22% | 67.1% | 54 | 3.7% | 3.9 |
|
| 4159 |
4159
Pivotal bioVenture Partners Investment Advisor
San Francisco,
California
| $230M | -$43.7M | -16% | 1.27% | 667% | 11 | 9.09% | 1.7 |
|
| 4160 |
4160
Ogorek Anthony Joseph
Williamsville,
New York
| $230M | +$19.5M | +9% | 8.31% | 61.1% | 229 | 4.8% | 3.4 |
|
| 4161 |
4161
Western Asset Management Company
Pasadena,
California
| $230M | +$6.89M | +3% | 1.63% | 2.29% | 27 | 14.81% | 1.4 |
|
| 4162 |
4162
Keystone Wealth Services
Palm Desert,
California
| $229M | +$17.5M | +8% | 6.92% | 80.1% | 193 | 18.65% | 0.8 |
|
| 4163 |
4163
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $229M | +$26.1M | +13% | 11.9% | 116% | 19 | 0% | 6.3 |
|
| 4164 |
OFCM
4164
One Fin Capital Management
San Francisco,
California
| $229M | -$38.9M | -15% | 0.36% | 92% | 37 | 62.16% | 0.5 |
|
| 4165 |
4165
Granger Management
New York
| $229M | -$94.7M | -29% | 5.1% | 69.9% | 27 | 14.81% | 1.8 |
|
| 4166 |
4166
IFG Advisors
St. Louis,
Missouri
| $229M | +$31.4M | +16% | 9.03% | 78.7% | 122 | 14.75% | 2.1 |
|
| 4167 |
4167
Whitener Capital Management
Rocky Mount,
North Carolina
| $229M | +$17.4M | +8% | 11.3% | 113% | 144 | 11.81% | 3.6 |
|
| 4168 |
4168
Beverly Hills Private Wealth
Beverly Hills,
California
| $229M | – | – | 11.2% | 80% | 234 | – | 0 |
|
| 4169 |
4169
NovaPoint Capital
Atlanta,
Georgia
| $229M | +$8.81M | +4% | 11.1% | 94% | 129 | 10.08% | 2.1 |
|
| 4170 |
4170
Shilanski & Associates
Anchorage,
Alaska
| $229M | -$43.8M | -16% | 9.75% | 84.2% | 228 | 89.47% | 0.6 |
|
| 4171 |
4171
Ballast Inc
Lexington,
Kentucky
| $229M | +$24M | +12% | 9.1% | 71.3% | 112 | 8.93% | 3.3 |
|
| 4172 |
4172
Family Legacy Inc
Greenville,
South Carolina
| $229M | +$29.8M | +15% | 11.2% | 89% | 113 | 7.96% | 4.1 |
|
| 4173 |
4173
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| $229M | +$38.7M | +20% | 13.1% | 106% | 49 | 18.37% | 2.1 |
|
| 4174 |
4174
Core Wealth Advisors (Florida)
Lakeland,
Florida
| $229M | +$57.1M | +33% | 9.16% | 59.7% | 269 | 21.19% | 1.5 |
|
| 4175 |
TA
4175
TrueWealth Advisors
Birmingham,
Alabama
| $229M | +$17.5M | +8% | 6.7% | 60.9% | 186 | 15.59% | 1.3 |
|