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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
Verde Servicos Internacionais
Sao Paulo,
Brazil
| $312M | -$38.9M | -11% | 1.9% | 130% | 54 | 66.67% | 0.6 |
|
| 4877 |
4877
Planned Solutions
Folsom,
California
| $312M | +$20.9M | +7% | 2.58% | 68.3% | 146 | 10.27% | 2.6 |
|
| 4878 |
4878
Sykon Capital
Harrison,
New York
| $312M | +$11.8M | +4% | 1.28% | 63.7% | 123 | 21.95% | 0.9 |
|
| 4879 |
4879
Balance Wealth
Delaware,
Ohio
| $312M | -$93.3M | -23% | 2.21% | – | 151 | 17.22% | 0.5 |
|
| 4880 |
SC
4880
Schiavi & Co
Wilmington,
Delaware
| $311M | +$7.73M | +3% | 1.72% | 41.4% | 47 | 12.77% | 2.2 |
|
| 4881 |
SCM
4881
Sophron Capital Management
Summit,
New Jersey
| $311M | -$13.6M | -4% | 4.25% | – | 43 | 18.6% | 0.7 |
|
| 4882 |
4882
Bell & Brown Wealth Advisors
Newport Beach,
California
| $311M | +$5.3M | +2% | 5.35% | 125% | 75 | 9.33% | 5.8 |
|
| 4883 |
4883
Commonwealth Retirement Investments
Richmond,
Virginia
| $311M | +$16.5M | +6% | 2.3% | 96.7% | 438 | 72.6% | 0.5 |
|
| 4884 |
4884
Catalys Pacific
Tokyo,
Japan
| $311M | -$40.8M | -12% | 0.84% | 189% | 2 | 0% | 2 |
|
| 4885 |
4885
Bennett Selby Investments
Falmouth,
Maine
| $311M | +$8.07M | +3% | 3.02% | 82.1% | 85 | 7.06% | 3.1 |
|
| 4886 |
4886
Sanofi
Paris,
France
| $310M | +$50.1M | +19% | 42.2% | – | 10 | 30% | 0.8 |
|
| 4887 |
4887
Team Hewins
Redwood City,
California
| $310M | +$14.2M | +5% | 4.4% | 60.5% | 40 | 2.5% | 1.7 |
|
| 4888 |
4888
Norman Fields Gottscho Capital Management
New York
| $310M | -$2.59M | -0.8% | 3.57% | 96.9% | 65 | 7.69% | 6.3 |
|
| 4889 |
4889
Mirabaud & Cie
Geneva,
Switzerland
| $310M | -$4.43M | -1% | 6.23% | 151% | 61 | 13.11% | 1.5 |
|
| 4890 |
HCAL
4890
HURRICANE CAPITAL ADVISORS LLC
New York
| $310M | -$96.4M | -24% | 7.52% | – | 901 | 42.51% | 0.7 |
|
| 4891 |
4891
Pecaut & Co
Sioux City,
Iowa
| $310M | -$1.33M | -0.4% | 2.1% | 62.8% | 79 | 11.39% | 4.6 |
|
| 4892 |
4892
Washington State Investment Board
Olympia,
Washington
| $310M | +$20.2M | +7% | 15.8% | 567% | 2 | 0% | 4.4 |
|
| 4893 |
4893
Bear Mountain Capital
Seattle,
Washington
| $310M | +$11.2M | +4% | 0.62% | 43% | 329 | 41.34% | 1.5 |
|
| 4894 |
CWM
4894
Capital Wealth Management
W. Warwick,
Rhode Island
| $310M | +$22.3M | +8% | 1.38% | 51.3% | 40 | 17.5% | 4 |
|
| 4895 |
4895
Pines Wealth Management
Southern Pines,
North Carolina
| $310M | +$12.7M | +4% | 4.97% | – | 238 | 10.5% | 0.9 |
|
| 4896 |
4896
Lind Value II ApS
Aarhus C,
Denmark
| $310M | +$44.6M | +17% | 14.3% | – | 13 | 46.15% | 0.6 |
|
| 4897 |
4897
Sava Pension Fund (Sava Penzisko Drushtvo)
Skopje,
| $310M | +$4.72M | +2% | 3.39% | – | 26 | 11.54% | 0.2 |
|
| 4898 |
SC
4898
Stephens Consulting
Flint,
Michigan
| $309M | +$17.3M | +6% | 1.12% | 50.1% | 519 | 33.14% | 2.3 |
|
| 4899 |
4899
Richardson Financial Services
Medway,
Massachusetts
| $309M | +$148M | +92% | 1.19% | 77.4% | 621 | 21.1% | 1.3 |
|
| 4900 |
4900
Davern Capital Partners
Ny,
New York
| $309M | – | – | 14.4% | – | 14 | – | 0 |
|