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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
4401
Prosight Management
Dallas,
Texas
| $187M | +$59.7M | +47% | 15.1% | 39.5% | 43 | 55.81% | 0.6 |
|
| 4402 |
4402
Long Path Partners
Stamford,
Connecticut
| $187M | +$21.6M | +13% | 4.75% | 9.18% | 11 | 27.27% | 0.2 |
|
| 4403 |
4403
Oarsman Capital
Milwaukee,
Wisconsin
| $187M | -$14.8M | -7% | 6.09% | 70.6% | 173 | 10.98% | 4.7 |
|
| 4404 |
4404
Iyo Bank
Matsuyama,
Japan
| $187M | -$114M | -38% | 8.49% | 125% | 36 | 16.67% | 0.7 |
|
| 4405 |
RS
4405
Retirement Solution
Redmond,
Washington
| $186M | +$1.96M | +1% | 4.21% | 74.8% | 34 | 5.88% | 1.5 |
|
| 4406 |
4406
Innealta Capital
Austin,
Texas
| $186M | -$8.77M | -5% | 4.51% | 63.7% | 67 | 23.88% | 1.5 |
|
| 4407 |
4407
272 Capital
Dallas,
Texas
| $186M | -$23.3M | -11% | 4.28% | 222% | 106 | 60.38% | 0.3 |
|
| 4408 |
4408
Pettee Investors
Rowayton,
Connecticut
| $186M | -$15M | -7% | 5.4% | 96.1% | 116 | 0.86% | 5.5 |
|
| 4409 |
OIA
4409
Optimum Investment Advisors
Chicago,
Illinois
| $186M | -$13.8M | -7% | 4.74% | 125% | 918 | 15.8% | 4.1 |
|
| 4410 |
OR
4410
Olympiad Research
Stamford,
Connecticut
| $186M | -$36.6M | -16% | 9.21% | 189% | 358 | 53.63% | 0.8 |
|
| 4411 |
4411
Paulson Wealth Management
Wheaton,
Illinois
| $186M | -$4.13M | -2% | 4.83% | 57.1% | 85 | 24.71% | 2.9 |
|
| 4412 |
CHA
4412
Carmichael Hill & Associates
Gaithersburg,
Maryland
| $186M | -$4.73M | -2% | 5.03% | 39.7% | 886 | 8.8% | 2.1 |
|
| 4413 |
4413
Stone Run Capital
New York
| $186M | -$13.2M | -7% | 2.77% | 77.8% | 63 | 11.11% | 6.5 |
|
| 4414 |
4414
OpenView Management
Boston,
Massachusetts
| $185M | -$39.3M | -17% | 17.4% | – | 3 | 0% | 0.8 |
|
| 4415 |
4415
Abound Wealth Management
Franklin,
Tennessee
| $185M | +$5.63M | +3% | 6.19% | 65.7% | 754 | 84.75% | 0.1 |
|
| 4416 |
4416
Snow Phipps Group
New York
| $185M | -$6.86M | -4% | 3.46% | 58% | 2 | 0% | 2.5 |
|
| 4417 |
GWA
4417
GGM Wealth Advisors
Baltimore,
Maryland
| $185M | +$6.05M | +3% | 1.76% | 25.9% | 138 | 7.25% | 1.1 |
|
| 4418 |
4418
Tealwood Asset Management
Minneapolis,
Minnesota
| $185M | -$16.6M | -8% | 6.37% | 128% | 128 | 1.56% | 2.8 |
|
| 4419 |
CAN
4419
Claraphi Advisory Network
Aliso Viejo,
United States
| $185M | -$100M | -35% | 1.88% | 88.3% | 309 | 50.16% | 1.7 |
|
| 4420 |
4420
Freedom Day Solutions
Houston,
Texas
| $185M | -$14.6M | -7% | 4.41% | 86.6% | 115 | 18.26% | 2.5 |
|
| 4421 |
4421
Ameliora Wealth Management
Zurich,
Switzerland
| $185M | +$100M | +119% | 3.65% | 73.9% | 238 | 89.5% | 0.1 |
|
| 4422 |
4422
West Oak Capital
Westlake Village,
California
| $184M | -$6.2M | -3% | 3.68% | 110% | 354 | 6.78% | 5 |
|
| 4423 |
4423
Bank OZK
Little Rock,
Arkansas
| $184M | -$13.4M | -7% | 6.46% | 112% | 126 | 12.7% | 6.1 |
|
| 4424 |
4424
Snider Financial Group
Bellevue,
Washington
| $184M | +$638K | +0.3% | 3.53% | 87% | 65 | 26.15% | 1 |
|
| 4425 |
4425
Stagwell Group
Miami Beach,
Florida
| $184M | +$40.3M | +28% | 28% | 8.47% | 1 | 0% | 0.8 |
|