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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4851 |
SCMS
4851
Serenity Capital Management (Singapore)
Singapore
| $191M | -$13.6M | -7% | 13% | 21% | 4 | 0% | 0.4 |
|
| 4852 |
4852
Sherbrooke Park Advisers
White Plains,
New York
| $191M | +$124M | +188% | 2.37% | 9.59% | 399 | 74.44% | 0.1 |
|
| 4853 |
4853
Taika Capital
Sunny Isles Beach,
Florida
| $190M | -$21.8M | -10% | 5.67% | 68.3% | 64 | 62.5% | 0.3 |
|
| 4854 |
4854
Harbour Investment Management
Edmonds,
Washington
| $190M | +$9.44M | +5% | 6.51% | 58.8% | 75 | 6.67% | 6.9 |
|
| 4855 |
WCM
4855
Westerly Capital Management
San Francisco,
California
| $190M | +$50.3M | +36% | 9.65% | 116% | 63 | 38.1% | 0.8 |
|
| 4856 |
4856
Stonehearth Capital Management
Danvers,
Massachusetts
| $190M | +$3.8M | +2% | 2.49% | 87.5% | 78 | 14.1% | 2.5 |
|
| 4857 |
4857
1776 Wealth
Atlanta,
Georgia
| $190M | +$23.4M | +14% | 13.1% | 90.4% | 148 | 24.32% | 2.1 |
|
| 4858 |
4858
Client 1st Advisory Group
Dunedin,
Florida
| $190M | +$5.41M | +3% | 3.81% | 64.5% | 102 | 12.75% | 2 |
|
| 4859 |
4859
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| $190M | -$3.4B | -95% | 9.81% | 81.5% | 531 | 70.24% | 1.2 |
|
| 4860 |
4860
Socha Financial Group
Corning,
New York
| $190M | +$34.9M | +22% | 7.85% | 81.5% | 32 | 40.63% | 0.7 |
|
| 4861 |
NICM
4861
Neo Ivy Capital Management
New York
| $190M | – | – | 6.28% | – | 278 | – | 0.3 |
|
| 4862 |
4862
Foundry Group Next
Boulder,
Colorado
| $190M | +$20.2M | +12% | 21.8% | – | 5 | 0% | 0.5 |
|
| 4863 |
4863
Compass Advisory Group
Melville,
New York
| $190M | +$18.4M | +11% | 6.09% | 49.2% | 69 | 13.04% | 1.6 |
|
| 4864 |
4864
Atlas Private Wealth Management
Albany,
New York
| $190M | +$23.3M | +14% | 4.69% | 19.8% | 123 | 13.01% | 2.6 |
|
| 4865 |
OTL
4865
Oak Thistle LLC
New York
| $189M | +$20M | +12% | 4.24% | 58.3% | 572 | 78.5% | 0.1 |
|
| 4866 |
4866
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| $189M | +$12.4M | +7% | 5.88% | 78% | 175 | 12.57% | 1.2 |
|
| 4867 |
4867
Adamsbrown Wealth Consultants
Wichita,
Kansas
| $189M | +$15.8M | +9% | 3.58% | 60.6% | 80 | 7.5% | 1.2 |
|
| 4868 |
DA
4868
DCF Advisers
Greenwich,
Connecticut
| $189M | +$25.9M | +16% | 6.85% | 372% | 93 | 34.41% | 1.3 |
|
| 4869 |
4869
Glovista Investments
Jersey City,
New Jersey
| $189M | +$24.6M | +15% | 1.84% | 2.48% | 49 | 46.94% | 2.4 |
|
| 4870 |
4870
Chartist Inc
Seal Beach,
California
| $189M | +$88M | +87% | 8.53% | – | 28 | 28.57% | 5.2 |
|
| 4871 |
4871
Grey Street Capital
Chicago,
Illinois
| $189M | +$46.9M | +33% | 12.1% | – | 158 | 31.01% | 0.2 |
|
| 4872 |
4872
Guinness Atkinson Asset Management
Pasadena,
California
| $189M | +$11.8M | +7% | 9.45% | 132% | 105 | 0.95% | 5 |
|
| 4873 |
4873
Boothe Investment Group
Dover,
Delaware
| $189M | +$1.12M | +0.6% | 4.83% | 75.6% | 36 | 16.67% | 1.7 |
|
| 4874 |
4874
Wilshire Advisors
Santa Monica,
California
| $189M | +$1.9M | +1% | 2.98% | 118% | 9 | 0% | 2.5 |
|
| 4875 |
SP
4875
Saranac Partners
London,
| $189M | +$18.9M | +11% | 8.13% | 69% | 98 | 20.41% | 0.3 |
|