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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
5051
Sand Grove Capital Management
London,
United Kingdom
| $295M | +$90.3M | +44% | 37.9% | 410% | 21 | 85.71% | 0.1 |
|
| 5052 |
5052
Groupe des Assurances du Credit Mutuel
Strasbourg,
France
| $295M | -$13.8M | -4% | 0.89% | – | 8 | 75% | 0.4 |
|
| 5053 |
5053
United Bank (Georgia)
Zebulon,
Georgia
| $295M | +$7.18M | +2% | 2.55% | 93.7% | 128 | 10.16% | 4.7 |
|
| 5054 |
5054
Strategic Equity Management
Tucson,
Arizona
| $295M | +$25M | +9% | 1.91% | 74.9% | 74 | 20.27% | 1.6 |
|
| 5055 |
5055
NYL Investors
New York
| $294M | -$10M | -3% | 0.18% | 10.8% | 39 | 25.64% | 4.9 |
|
| 5056 |
5056
Norris Financial Group
Greenville,
South Carolina
| $294M | +$20.3M | +7% | 6.96% | 142% | 108 | 19.44% | 1.7 |
|
| 5057 |
5057
Greenbush Financial Group
Albany,
New York
| $294M | +$33.5M | +13% | 2.2% | – | 35 | 11.43% | 0.9 |
|
| 5058 |
AV
5058
Aspiring Ventures
Cincinnati,
Ohio
| $294M | +$542K | +0.2% | 1.95% | – | 80 | 20% | 0.7 |
|
| 5059 |
5059
Encompass Wealth Advisors
Portland,
Oregon
| $294M | +$153K | +0.1% | 3.02% | 68.7% | 111 | 10.81% | 3.8 |
|
| 5060 |
5060
Forum Private Client Group
Fishers,
Indiana
| $293M | +$12.7M | +5% | 1.78% | 47.9% | 82 | 3.66% | 1.7 |
|
| 5061 |
5061
Renesas Electronics America
San Jose,
California
| $293M | – | – | 39.1% | – | 1 | – | 0 |
|
| 5062 |
5062
Miramontes Capital
Newport,
California
| $293M | – | – | 2.36% | – | 126 | – | 0 |
|
| 5063 |
5063
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| $293M | -$8.71M | -3% | 0.13% | 107% | 250 | 23.2% | 2.3 |
|
| 5064 |
5064
Gallatin Point Capital
Greenwich,
Connecticut
| $293M | +$18.2M | +7% | 6.7% | – | 2 | 0% | 1 |
|
| 5065 |
5065
Oak Asset Management
Westlake Village,
California
| $293M | +$843K | +0.3% | 3.03% | 91.8% | 107 | 3.74% | 3.1 |
|
| 5066 |
5066
MKT Advisors
Escondido,
California
| $293M | +$24.4M | +9% | 1.76% | 55.5% | 172 | 8.14% | 2.7 |
|
| 5067 |
5067
Burkett Financial Services
Rock Hill,
South Carolina
| $293M | +$2.87M | +1% | 1.47% | 63.6% | 250 | 14.8% | 1.5 |
|
| 5068 |
ML
5068
Maniro Ltd
Nassau,
| $293M | – | – | 2.73% | – | 17 | – | 0 |
|
| 5069 |
5069
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $293M | +$13.1M | +5% | 4.94% | 103% | 77 | 10.39% | 3.8 |
|
| 5070 |
5070
Sphera Management Technology Funds
Tel Aviv,
Israel
| $293M | -$24.6M | -8% | 3.38% | – | 81 | 40.74% | 0.5 |
|
| 5071 |
5071
Incline Global Management
New York
| $293M | -$44.6M | -13% | 2.03% | 40.1% | 40 | 57.5% | 0.5 |
|
| 5072 |
5072
BCS Private Wealth Management
Rumson,
New Jersey
| $293M | +$13.3M | +5% | 2.77% | – | 189 | 21.69% | 0.4 |
|
| 5073 |
ODFS
5073
O'Donnell Financial Services
San Rafael,
California
| $293M | +$11.4M | +4% | 2.48% | 61% | 58 | 12.07% | 1.8 |
|
| 5074 |
5074
Long Path Partners
Stamford,
Connecticut
| $292M | +$15.8M | +6% | 5.36% | 9.18% | 8 | 25% | 2.4 |
|
| 5075 |
5075
TMB Capital Partners
Little Rock,
Arkansas
| $292M | – | – | 1.31% | – | 169 | – | 0 |
|