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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4651 |
4651
Aquamarine Zurich
Zurich,
Switzerland
| $193M | +$7.49M | +4% | 5.8% | 74.8% | 12 | 0% | 0.5 |
|
| 4652 |
4652
OLIO Financial Planning
Mclean,
Virginia
| $193M | +$9.32M | +5% | 4.08% | 52.9% | 43 | 6.98% | 1.1 |
|
| 4653 |
4653
Chapin Davis
Baltimore,
Maryland
| $193M | +$21.1M | +12% | 10.6% | 339% | 248 | 26.21% | 0.2 |
|
| 4654 |
GA
4654
Greytown Advisors
Miami,
Florida
| $193M | +$9.3M | +5% | 6.26% | 14.1% | 101 | 10.89% | 3.6 |
|
| 4655 |
4655
Townsend Asset Management
Raleigh,
North Carolina
| $193M | -$6.02M | -3% | 7.82% | 88.5% | 217 | 16.13% | 2.4 |
|
| 4656 |
4656
Tikehau Investment Management
Paris,
France
| $193M | -$137M | -41% | 11% | 102% | 18 | 22.22% | 2 |
|
| 4657 |
4657
Valley Forge Investment Consultants
Audubon,
Pennsylvania
| $193M | +$3.44M | +2% | 5.9% | 67.9% | 80 | 16.25% | 1.9 |
|
| 4658 |
4658
Sage Rock Capital Management
New York
| $193M | -$128M | -40% | 4.83% | 13% | 202 | 40.59% | 0.9 |
|
| 4659 |
4659
Excalibur Management
Waltham,
Massachusetts
| $193M | +$1.57M | +0.8% | 3.03% | 93% | 163 | 5.52% | 4.3 |
|
| 4660 |
4660
Bull Street Advisors
Savannah,
Georgia
| $193M | +$31K | +0% | 1.48% | 48.5% | 90 | 1.11% | 3.3 |
|
| 4661 |
ST
4661
SAL Trading
Bala Cynwyd,
Pennsylvania
| $193M | +$20.8M | +12% | 10.9% | 18.9% | 54 | 57.41% | 0.4 |
|
| 4662 |
4662
Foresite Capital Management IV
Larkspur,
California
| $193M | -$41.4M | -18% | 11.4% | 151% | 8 | 0% | 2.1 |
|
| 4663 |
SCM
4663
Stonehill Capital Management
New York
| $193M | +$100M | +108% | 4.4% | 117% | 14 | 14.29% | 1.4 |
|
| 4664 |
4664
Seneca House Advisors
Richmond,
Virginia
| $193M | +$11.7M | +6% | 4.86% | 58.2% | 87 | 8.05% | 3.2 |
|
| 4665 |
4665
Helen Stephens Group
Fort Worth,
Texas
| $192M | +$24.9M | +15% | 4.56% | 53.4% | 72 | 4.17% | 0.9 |
|
| 4666 |
4666
Congress Park Capital
Saratoga Springs,
New York
| $192M | +$21.9M | +13% | 14.2% | 99.9% | 148 | 17.57% | 2.7 |
|
| 4667 |
4667
Amtrust Financial Services
New York
| $192M | -$16.8M | -8% | 5.76% | 61.9% | 20 | 10% | 1.9 |
|
| 4668 |
4668
Nicollet Investment Management
Minneapolis,
Minnesota
| $192M | +$19M | +11% | 14.9% | 104% | 59 | 1.69% | 4 |
|
| 4669 |
4669
Pinnbrook Capital Management
New York
| $192M | +$36.1M | +23% | 11.5% | 913% | 74 | 82.43% | 0.1 |
|
| 4670 |
WCM
4670
Wunderlich Capital Managemnt
Memphis,
Tennessee
| $192M | +$12.6M | +7% | 8.11% | 33.6% | 90 | 11.11% | 4.6 |
|
| 4671 |
4671
Hall Private Wealth Advisors
Waxhaw,
North Carolina
| $192M | +$16.1M | +9% | 6.52% | – | 54 | 14.81% | 1.3 |
|
| 4672 |
4672
Rede Wealth
Charlottesville,
Virginia
| $192M | +$4.63M | +2% | 3.09% | 84.4% | 95 | 11.58% | 1.6 |
|
| 4673 |
4673
Watchman Group
Plano,
Texas
| $192M | +$10.6M | +6% | 5.75% | 54% | 73 | 17.81% | 2.1 |
|
| 4674 |
4674
Topel & Distasi Wealth Management
Berkeley,
California
| $192M | +$13.1M | +7% | 5.34% | 43.6% | 76 | 14.47% | 1 |
|
| 4675 |
4675
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
| $191M | +$18.1M | +10% | 7.92% | 31.6% | 120 | 30.83% | 0.7 |
|