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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4901 |
4901
Aisling Capital Management
New York
| $231M | -$64.4M | -22% | 19.1% | 793% | 16 | 6.25% | 3.6 |
|
| 4902 |
4902
Point72 Italy
Milan,
Italy
| $231M | -$12.7M | -5% | 15.5% | – | 33 | 57.58% | 0.3 |
|
| 4903 |
4903
Bank OZK
Little Rock,
Arkansas
| $231M | +$7.57M | +3% | 4.95% | 112% | 157 | 10.83% | 5.6 |
|
| 4904 |
4904
Libra Wealth
Los Gatos,
California
| $231M | +$2.78M | +1% | 2.51% | 58.2% | 58 | 13.79% | 1.8 |
|
| 4905 |
PWMG
4905
Private Wealth Management Group
Princeton,
New Jersey
| $231M | +$10.1M | +5% | 0.07% | 63.2% | 1,631 | 16.31% | 0.4 |
|
| 4906 |
4906
Biltmore Wealth Management
Tempe,
Arizona
| $231M | +$20.6M | +10% | 1.23% | 59.8% | 58 | 15.52% | 3.5 |
|
| 4907 |
4907
Centennial Wealth Advisory
Traverse City,
Michigan
| $231M | +$14.4M | +7% | 3.18% | 63% | 152 | 18.42% | 1.7 |
|
| 4908 |
4908
Level Financial Advisors
East Amherst,
New York
| $231M | +$10.3M | +5% | 0.59% | 44% | 76 | 17.11% | 2 |
|
| 4909 |
4909
Cobalt Capital Management
Short Hills,
New Jersey
| $231M | -$79.5M | -26% | 3.9% | 235% | 31 | 51.61% | 1 |
|
| 4910 |
4910
Turiya Advisors Asia
Hong Kong
| $231M | -$125M | -35% | 15.8% | 247% | 6 | 66.67% | 0.2 |
|
| 4911 |
4911
Adaptive Financial Consulting
Beachwood,
Ohio
| $231M | +$6.51M | +3% | 1.29% | 33.4% | 19 | 0% | 3.8 |
|
| 4912 |
4912
Addison Capital
Conshohocken,
Pennsylvania
| $231M | +$29.3M | +15% | 2.69% | 59.7% | 144 | 14.58% | 3.9 |
|
| 4913 |
4913
Seneca House Advisors
Richmond,
Virginia
| $231M | +$514K | +0.2% | 0.21% | 58.2% | 84 | 5.95% | 4 |
|
| 4914 |
ERFOTCOFW
4914
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
| $230M | -$307M | -57% | 1.53% | 31.5% | 14 | 21.43% | 1.3 |
|
| 4915 |
4915
Kercheville Advisors
San Antonio,
Texas
| $230M | +$18.7M | +9% | 7.19% | 261% | 92 | 15.22% | 2.1 |
|
| 4916 |
4916
CGC Financial Services
Lake Oswego,
Oregon
| $230M | +$39.4M | +21% | 0.38% | 46% | 367 | 5.72% | 0.9 |
|
| 4917 |
4917
NewGen Asset Management
Toronto,
Ontario, Canada
| $230M | -$3.7M | -2% | 19.9% | 402% | 43 | 60.47% | 0.4 |
|
| 4918 |
4918
G&S Capital
Denver,
Colorado
| $230M | +$5.76M | +3% | 1.44% | 85.6% | 135 | 22.22% | 2.4 |
|
| 4919 |
4919
Shaker Investments
Cleveland,
Ohio
| $230M | -$6.11M | -3% | 6.27% | 205% | 98 | 19.39% | 3 |
|
| 4920 |
SA
4920
Skyline Advisors
Bellingham,
Washington
| $230M | +$6.52M | +3% | 2.15% | – | 82 | 4.88% | 0.5 |
|
| 4921 |
4921
PCG Wealth Advisors
Overland Park,
Kansas
| $230M | +$19.5M | +9% | 1.26% | 87% | 124 | 13.71% | 1.5 |
|
| 4922 |
4922
Sachetta
Lynnfield,
Massachusetts
| $230M | +$19.1M | +9% | 1.89% | – | 1,319 | 19.33% | 0.4 |
|
| 4923 |
4923
Long Road Investment Counsel
Kalamazoo,
Michigan
| $230M | -$8.7M | -4% | 2.06% | 53.8% | 71 | 1.41% | 7.7 |
|
| 4924 |
HRC
4924
Hoertkorn Richard Charles
| $230M | -$3.26M | -1% | 4.05% | 172% | 86 | 5.81% | 7 |
|
| 4925 |
TC
4925
Teilinger Capital
Houston,
Texas
| $229M | -$81.3M | -26% | 1.23% | 30.2% | 30 | 60% | 0.3 |
|