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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
4426
Olympus Wealth Management
Cottonwood Heights,
Utah
| $291M | -$28.9M | -9% | 6.63% | 43.1% | 19 | 26.32% | 1.8 |
|
| 4427 |
4427
TTP Investments
San Jose,
California
| $291M | +$24.6M | +9% | 7.5% | 232% | 35 | 14.29% | 1.9 |
|
| 4428 |
4428
Peregrine Asset Advisers
Portland,
Oregon
| $291M | +$37.1M | +15% | 10.7% | 182% | 192 | 20.31% | 1.8 |
|
| 4429 |
4429
Sycamore Partners Management
New York
| $291M | -$326M | -53% | 47.5% | 31.8% | 1 | 0% | 2.8 |
|
| 4430 |
HH
4430
HWG Holdings
Houston,
Texas
| $291M | +$17.9M | +7% | 6.38% | – | 138 | 68.84% | 2.8 |
|
| 4431 |
4431
Orchard Capital Management
Chicago,
Illinois
| $291M | -$40.4M | -12% | 7.91% | 140% | 60 | 33.33% | 1.8 |
|
| 4432 |
4432
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $290M | +$13.2M | +5% | 4.5% | 7.8% | 261 | 34.48% | 0.8 |
|
| 4433 |
4433
JRM Investment Counsel
Omaha,
Nebraska
| $290M | -$6.11M | -2% | 8.93% | 65.5% | 21 | 4.76% | 5 |
|
| 4434 |
4434
Sequent Planning
Omaha,
Nebraska
| $290M | -$1.95M | -0.7% | 3.85% | – | 165 | 27.88% | 0.4 |
|
| 4435 |
4435
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| $290M | +$42.7M | +17% | 0.73% | 89.7% | 45 | 17.78% | 2.8 |
|
| 4436 |
4436
Vert Asset Management
Sausalito,
California
| $290M | +$39.1M | +16% | 15.4% | 43.1% | 42 | 0% | 2.3 |
|
| 4437 |
4437
HighVista Strategies
Boston,
Massachusetts
| $290M | +$16.2M | +6% | 12.2% | 622% | 174 | 39.66% | 0.8 |
|
| 4438 |
SM
4438
Samjo Management
New York
| $290M | +$21.3M | +8% | 14.9% | – | 57 | 14.04% | 0.7 |
|
| 4439 |
4439
Ausbil Investment Management
Sydney,
Australia
| $290M | +$73M | +34% | 18.2% | 115% | 84 | 36.9% | 0.6 |
|
| 4440 |
4440
Ararat Capital Management
Westport,
Connecticut
| $290M | -$36.1M | -11% | 7.03% | 99.2% | 21 | 14.29% | 1.5 |
|
| 4441 |
4441
AlphaMark Advisors
Ft. Wright,
Kentucky
| $290M | +$1.99M | +0.7% | 8.16% | 26.4% | 864 | 28.7% | 3.8 |
|
| 4442 |
4442
Alight Capital Management
New York
| $290M | -$120M | -29% | 4.69% | 466% | 85 | 58.82% | 0.6 |
|
| 4443 |
4443
Fonville Wealth Management
Richmond,
Virginia
| $289M | +$37M | +15% | 6.07% | 53.9% | 116 | 16.38% | 0.6 |
|
| 4444 |
4444
Nicollet Investment Management
Minneapolis,
Minnesota
| $289M | +$21.5M | +8% | 6.83% | 104% | 70 | 2.86% | 4.4 |
|
| 4445 |
4445
Great Oak Capital Partners
South Easton,
Massachusetts
| $289M | +$23.4M | +9% | 6.75% | – | 34 | 2.94% | 0.7 |
|
| 4446 |
4446
West Branch Capital
Amherst,
Massachusetts
| $289M | +$20M | +7% | 5.77% | 156% | 650 | 34.46% | 2.2 |
|
| 4447 |
FP
4447
FFG Partners
Fort Lauderdale,
Florida
| $289M | +$35.2M | +14% | 3.02% | 277% | 32 | 21.88% | 0.6 |
|
| 4448 |
VST
4448
Van Strum & Towne
San Francisco,
California
| $289M | +$13.4M | +5% | 4.72% | 62.2% | 107 | 6.54% | 5.7 |
|
| 4449 |
AB
4449
Atlas Brown
Louisville,
Kentucky
| $289M | +$9.8M | +4% | 6.98% | 115% | 211 | 5.69% | 6.1 |
|
| 4450 |
RFMS
4450
RWQ Financial Management Services
Naples,
Florida
| $289M | +$12.6M | +5% | 6.03% | 446% | 27 | 37.04% | 1.4 |
|