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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4351 |
4351
RIA Advisory Group
Des Moines,
Iowa
| $232M | +$15.3M | +7% | 2.06% | – | 133 | 16.54% | 0.4 |
|
| 4352 |
4352
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| $232M | -$9.13M | -4% | 1.72% | 83% | 120 | 10% | 5.5 |
|
| 4353 |
4353
Tranquility Partners
Brentwood,
Tennessee
| $232M | +$22.2M | +11% | 7.26% | 77.3% | 221 | 9.5% | 2.4 |
|
| 4354 |
4354
PYA Waltman Capital
Knoxville,
Tennessee
| $232M | +$30.7M | +15% | 6.7% | 62.4% | 62 | 4.84% | 2.2 |
|
| 4355 |
4355
SR One Capital Management
Wayne,
Pennsylvania
| $232M | -$36.6M | -14% | 7.34% | 656% | 6 | 0% | 1 |
|
| 4356 |
4356
Wind River Trust Company
Jackson,
Wyoming
| $232M | +$9.5M | +4% | 6% | 62.1% | 9 | 0% | 7.9 |
|
| 4357 |
4357
Oakview Capital Management
Dallas,
Texas
| $232M | -$6.82M | -3% | 3.84% | 21.2% | 16 | 12.5% | 2.5 |
|
| 4358 |
4358
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
| $232M | +$26.6M | +13% | 3.44% | 41.2% | 90 | 16.67% | 1 |
|
| 4359 |
4359
Sycamore Partners Management
New York
| $231M | -$128M | -36% | 35.6% | 31.8% | 1 | 0% | 1.5 |
|
| 4360 |
4360
GCM Grosvenor Holdings
Chicago,
Illinois
| $231M | -$140M | -38% | 8.52% | 78.7% | 22 | 40.91% | 0.7 |
|
| 4361 |
4361
Hollow Brook Wealth Management
Katonah,
New York
| $231M | +$20.2M | +10% | 6.66% | 92.8% | 88 | 9.09% | 3.1 |
|
| 4362 |
4362
Marathon Asset Management (New York)
New York
| $231M | -$6.48M | -3% | 0.6% | 490% | 11 | 27.27% | 2.5 |
|
| 4363 |
4363
Community Bank of Raymore
Raymore,
Missouri
| $231M | -$30.2M | -12% | 1.39% | 91.9% | 85 | 1.18% | 4 |
|
| 4364 |
4364
Green Court Capital Management
Hong Kong
| $231M | -$119M | -34% | 13.5% | 33.4% | 2 | 0% | 0.8 |
|
| 4365 |
4365
Toronado Partners
San Francisco,
California
| $231M | -$42.7M | -16% | 4.92% | 158% | 12 | 16.67% | 2.2 |
|
| 4366 |
4366
Henry James International Management
New York
| $231M | -$5.53M | -2% | 5.04% | 125% | 128 | 3.91% | 3.7 |
|
| 4367 |
1C
4367
1623 Capital
Alexandria,
Virginia
| $231M | +$73.9M | +47% | 10.6% | 11.9% | 32 | 25% | 2.2 |
|
| 4368 |
4368
Buck Wealth Strategies
Denver,
Colorado
| $231M | +$25.6M | +12% | 3.21% | 42% | 283 | 31.8% | 0.2 |
|
| 4369 |
OFCM
4369
One Fin Capital Management
San Francisco,
California
| $230M | -$22.5M | -9% | 4.62% | 92% | 34 | 58.82% | 0.4 |
|
| 4370 |
ST
4370
Skorpios Trust
Limassol,
Cyprus
| $230M | -$17.2M | -7% | 25.7% | 174% | 4 | 0% | 1.5 |
|
| 4371 |
4371
Madison International Realty Holdings
New York
| $230M | +$9.5M | +4% | 10.9% | – | 3 | 0% | 5.4 |
|
| 4372 |
4372
Silphium Asset Management
London,
United Kingdom
| $230M | +$100M | +77% | 8.1% | 118% | 61 | 57.38% | 0.4 |
|
| 4373 |
4373
Entrust Global Partners
New York
| $230M | +$10.2M | +5% | 17.1% | 82.3% | 6 | 16.67% | 1.9 |
|
| 4374 |
4374
Heirloom Wealth Management
Greenwood Village,
Colorado
| $230M | +$20.7M | +10% | 6.42% | 81.8% | 53 | 20.75% | 0.8 |
|
| 4375 |
4375
Curran Financial Partners
Daniel Island,
South Carolina
| $230M | +$19.4M | +9% | 4.61% | 49.4% | 76 | 14.47% | 1.5 |
|