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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4876 |
4876
Unio Capital
Princeton,
New Jersey
| $247M | +$9.25M | +4% | 6.03% | 97.8% | 35 | 5.71% | 4.2 |
|
| 4877 |
NAH
4877
Neumann Advisory (HK)
Central,
Hong Kong
| $247M | +$37.1M | +18% | 23.7% | 77.3% | 15 | 26.67% | 4.2 |
|
| 4878 |
4878
Brown University
Providence,
Rhode Island
| $247M | -$17.8M | -7% | 5.56% | 37.9% | 11 | 18.18% | 1.9 |
|
| 4879 |
DS
4879
Dalal Street
West Lake Hills,
Texas
| $247M | +$14.1M | +6% | 6.35% | 92.7% | 5 | 20% | 0.9 |
|
| 4880 |
4880
Stelac Advisory Services
New York
| $247M | +$8.32M | +3% | 4.5% | 84.9% | 115 | 14.78% | 4.2 |
|
| 4881 |
4881
Tekne Capital Management
New York
| $247M | +$56.4M | +30% | 54.4% | 516% | 5 | 0% | 3.2 |
|
| 4882 |
CIA
4882
Cape Investment Advisory
Mcdonough,
Georgia
| $247M | +$24.1M | +11% | 6.04% | 72.5% | 995 | 10.45% | 1.2 |
|
| 4883 |
4883
Core Wealth Management
Jupiter,
Florida
| $246M | $0 | 0% | 5.98% | 44.5% | 28 | 0% | 1.2 |
|
| 4884 |
4884
Innealta Capital
Austin,
Texas
| $246M | -$56.7M | -19% | 6.54% | 63.7% | 1,849 | 92% | 1.2 |
|
| 4885 |
ODFS
4885
O'Donnell Financial Services
San Rafael,
California
| $246M | +$21M | +9% | 5.37% | 61% | 45 | 20% | 1.2 |
|
| 4886 |
4886
James T. Borello
East Dundee,
Illinois
| $246M | +$20.2M | +9% | 6.49% | 71.2% | 189 | 8.99% | 0.7 |
|
| 4887 |
4887
Highview Capital Management
Buffalo Grove,
Illinois
| $246M | +$5.43M | +2% | 5.91% | 123% | 125 | 19.2% | 1.6 |
|
| 4888 |
4888
BKM Wealth Management
Brookfield,
Wisconsin
| $246M | +$38M | +18% | 8.35% | 69.6% | 168 | 22.02% | 0.6 |
|
| 4889 |
FFG
4889
Fortem Financial Group
Palm Desert,
California
| $246M | +$13.3M | +6% | 6.44% | 183% | 194 | 24.23% | 2.1 |
|
| 4890 |
EFH
4890
Eaton Financial Holdings
Coral Springs,
Florida
| $246M | – | – | 5.09% | – | 62 | – | 1.2 |
|
| 4891 |
4891
NWK Group
San Francisco,
California
| $246M | +$7.75M | +3% | 7.74% | 268% | 76 | 30.26% | 2.7 |
|
| 4892 |
4892
Beaconlight Capital
New York
| $246M | +$22.8M | +10% | 11.7% | 282% | 35 | 31.43% | 1.5 |
|
| 4893 |
4893
Adaptive Financial Consulting
Beachwood,
Ohio
| $246M | +$15M | +6% | 5.31% | 33.4% | 19 | 0% | 4.1 |
|
| 4894 |
4894
Thomas Story & Son
Culver,
Indiana
| $245M | +$13.6M | +6% | 7.3% | 101% | 53 | 1.89% | 7.1 |
|
| 4895 |
4895
Sandy Cove Advisors
Hingham,
Massachusetts
| $245M | +$20.6M | +9% | 7.04% | 78% | 125 | 12% | 1.8 |
|
| 4896 |
4896
Next Capital Management
New York
| $245M | +$6.12M | +3% | 5.87% | 61.3% | 151 | 19.87% | 2.7 |
|
| 4897 |
4897
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $245M | +$11.3M | +5% | 5.07% | 82% | 88 | 12.5% | 2.7 |
|
| 4898 |
CMAI
4898
Capital Management Associates Inc
Minneapolis,
Minnesota
| $245M | +$79.6M | +48% | 7.02% | 75.6% | 108 | 28.7% | 0.5 |
|
| 4899 |
BOC
4899
Barbara Oil Co
Chicago,
Illinois
| $245M | +$16M | +7% | 8.57% | 76.9% | 77 | 3.9% | 8.2 |
|
| 4900 |
4900
Selkirk Management
Chatham,
New Jersey
| $245M | +$31.4M | +15% | 18.5% | 245% | 17 | 5.88% | 4.5 |
|