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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
4301
Susquehanna International Group (Ireland)
Dublin,
Ireland
| $141M | +$19.2M | +16% | 12.5% | 5.26% | 41 | 60.98% | 0.5 |
|
| 4302 |
BOCM
4302
Bontempo Ohly Capital Management
Bethesda,
Maryland
| $141M | +$21.2M | +18% | 15.9% | 49.6% | 35 | 14.29% | 2.8 |
|
| 4303 |
CAM
4303
Coltrane Asset Management
New York
| $141M | +$41.8M | +42% | 21.1% | 50.3% | 5 | 100% | 0 |
|
| 4304 |
4304
Ogorek Anthony Joseph
Williamsville,
New York
| $141M | -$42.7M | -23% | 19.3% | 61.1% | 227 | 17.62% | 2 |
|
| 4305 |
OR
4305
Olympiad Research
Stamford,
Connecticut
| $141M | +$41.8M | +42% | 21.8% | 189% | 437 | 75.97% | 0.1 |
|
| 4306 |
4306
EPG Wealth Management
Atlanta,
Georgia
| $141M | +$4.88M | +4% | 20.9% | 96% | 860 | 83.84% | 0.4 |
|
| 4307 |
4307
Cerebellum
San Francisco,
California
| $141M | – | – | 28% | – | 471 | – | 0.6 |
|
| 4308 |
4308
Stanley Capital Management
Houston,
Texas
| $141M | +$11.2M | +9% | 24.3% | 158% | 42 | 21.43% | 2.6 |
|
| 4309 |
4309
X-Square Capital
Guaynabo,
Puerto Rico
| $141M | +$40.5M | +40% | 25.3% | 158% | 105 | 40% | 1.2 |
|
| 4310 |
4310
Howard Financial Services
Dallas,
Texas
| $141M | +$27.7M | +25% | 21.6% | 55.9% | 127 | 26.77% | 0.9 |
|
| 4311 |
4311
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $141M | +$16.8M | +14% | 10.1% | 36.2% | 84 | 27.38% | 0.8 |
|
| 4312 |
4312
Rain Capital Management
Lake Oswego,
Oregon
| $141M | +$41M | +41% | 8.02% | 18.2% | 36 | 11.11% | 2.5 |
|
| 4313 |
ACM
4313
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| $141M | -$68.1M | -33% | 63.6% | 1,745% | 54 | 81.48% | 0.2 |
|
| 4314 |
4314
Ballast Advisors
Woodbury,
Minnesota
| $141M | +$34.2M | +32% | 18.6% | 66.7% | 168 | 12.5% | 0.5 |
|
| 4315 |
4315
John W. Brooker & Co
Oakland,
California
| $140M | +$1.61M | +1% | 11.2% | 43.4% | 180 | 10.56% | 0.5 |
|
| 4316 |
4316
First Ascent Asset Management
Denver,
Colorado
| $140M | -$5.42M | -4% | 11.7% | 4.15% | 36 | 25% | 0.4 |
|
| 4317 |
4317
Tuttle Capital Management
Riverside,
Connecticut
| $140M | -$46.9M | -25% | 34.9% | 115% | 157 | 82.17% | 0.2 |
|
| 4318 |
4318
Monterey Private Wealth
Monterey,
California
| $140M | +$23M | +20% | 15.3% | 29.8% | 74 | 21.62% | 0.4 |
|
| 4319 |
4319
Roman Butler Fullerton & Co
St Louis,
Missouri
| $140M | +$26.9M | +24% | 21.9% | 134% | 154 | 17.53% | 1.2 |
|
| 4320 |
4320
Peninsula Asset Management
Bradenton,
Florida
| $140M | +$18.7M | +15% | 21.9% | 44.1% | 51 | 15.69% | 5.1 |
|
| 4321 |
4321
BigSur Wealth Management
Miami,
Florida
| $140M | +$6.46M | +5% | 18.3% | 94.8% | 113 | 14.16% | 2.3 |
|
| 4322 |
4322
Noked Capital
Tel Aviv,
Israel
| $140M | +$83.9M | +150% | 56% | 197% | 20 | 50% | 0.5 |
|
| 4323 |
4323
Noked Israel
Ramat Hasharon,
Israel
| $140M | +$83.9M | +150% | 56% | 265% | 20 | 50% | 0.5 |
|
| 4324 |
FP
4324
Financial Perspectives
Minneapolis,
Minnesota
| $140M | +$16.1M | +13% | 15.4% | 87.8% | 569 | 10.72% | 0.5 |
|
| 4325 |
NERM
4325
New England Research & Management
Chicago,
Illinois
| $140M | +$22.6M | +19% | 17.4% | 65% | 159 | 27.67% | 2.6 |
|