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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4551 |
4551
Quantedge Capital
Singapore
| $237M | +$29.9M | +14% | 6.79% | 110% | 249 | 49.8% | 0.4 |
|
| 4552 |
4552
Mariner Investment Group
Harrison,
New York
| $236M | +$199M | +541% | 3.07% | 68.7% | 227 | 63.88% | 0.2 |
|
| 4553 |
4553
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| $236M | +$18.5M | +9% | 7.18% | 68.6% | 76 | 28.95% | 1.2 |
|
| 4554 |
FC
4554
Full18 Capital
Westport,
Connecticut
| $236M | -$12.2M | -5% | 2.16% | – | 128 | 41.41% | 0.4 |
|
| 4555 |
4555
IFG Advisors
St. Louis,
Missouri
| $236M | +$17.9M | +8% | 7.9% | 78.7% | 105 | 5.71% | 1.7 |
|
| 4556 |
4556
Marathon Asset Management (New York)
New York
| $236M | +$42.9M | +22% | 1.7% | 490% | 34 | 47.06% | 0.7 |
|
| 4557 |
4557
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| $236M | +$13.3M | +6% | 5.91% | 106% | 40 | 5% | 1.7 |
|
| 4558 |
4558
Snider Financial Group
Bellevue,
Washington
| $236M | +$6.23M | +3% | 5.19% | 87% | 68 | 5.88% | 0.5 |
|
| 4559 |
4559
Curran Financial Partners
Daniel Island,
South Carolina
| $236M | +$39.9M | +20% | 6.93% | 53.5% | 84 | 39.29% | 0.6 |
|
| 4560 |
GCM
4560
Gabalex Capital Management
New York
| $235M | +$19.1M | +9% | 9.99% | 24.9% | 21 | 23.81% | 4.5 |
|
| 4561 |
4561
Natural Investments
Windsor,
California
| $235M | -$162M | -41% | 6.4% | – | 3 | 33.33% | 1.3 |
|
| 4562 |
4562
Visa Inc
San Francisco,
California
| $235M | – | – | 23% | – | 4 | – | 0 |
|
| 4563 |
GA
4563
Greytown Advisors
Miami,
Florida
| $235M | +$10.7M | +5% | 5.67% | 14.1% | 119 | 15.97% | 2.4 |
|
| 4564 |
4564
Quaker Wealth Management
Moorestown,
New Jersey
| $235M | +$148M | +170% | 3.61% | – | 61 | 65.57% | 0.6 |
|
| 4565 |
4565
Q3 Asset Management
Birmingham,
Michigan
| $235M | +$28.2M | +14% | 10.9% | 105% | 69 | 76.81% | 0.3 |
|
| 4566 |
4566
Lexington Partners
New York
| $235M | +$44.2M | +23% | 7.78% | 24.5% | 7 | 42.86% | 0.8 |
|
| 4567 |
4567
Modus Advisors
Excelsior,
Minnesota
| $235M | +$3.87M | +2% | 6.77% | 89.5% | 103 | 11.65% | 1.6 |
|
| 4568 |
4568
Acuitas Investments
Seattle,
Washington
| $235M | +$5.91M | +3% | 8.32% | 120% | 74 | 21.62% | 1 |
|
| 4569 |
4569
West Branch Capital
Amherst,
Massachusetts
| $235M | +$27.1M | +13% | 13.2% | 156% | 482 | 11.62% | 0.9 |
|
| 4570 |
4570
Brown Advisory Securities
Baltimore,
Maryland
| $235M | -$103M | -30% | 10.9% | 51% | 250 | 17.6% | 4.8 |
|
| 4571 |
4571
Shilanski & Associates
Anchorage,
Alaska
| $235M | +$19.6M | +9% | 8.17% | 84.2% | 127 | 19.69% | 1.3 |
|
| 4572 |
4572
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| $235M | -$12.7M | -5% | 66.1% | 89.7% | 90 | 57.78% | 0.9 |
|
| 4573 |
4573
Westwood Wealth Management
Los Angeles,
California
| $235M | – | – | 15.3% | 495% | 50 | – | 0 |
|
| 4574 |
4574
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| $235M | -$2.08M | -0.9% | 10.6% | 151% | 94 | 15.96% | 1.5 |
|
| 4575 |
4575
IDG China Venture Capital Fund V Associates
Hong Kong
| $234M | – | – | 13.7% | 7.34% | 1 | – | 0 |
|