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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5201 |
5201
Sanctuary Wealth Management
Pocatello,
Idaho
| $89.8M | -$9.07M | -9% | 6.68% | – | 28 | 10.71% | 1.3 |
|
| 5202 |
5202
Amadeus Capital Partners
Cambridge,
United Kingdom
| $89.5M | – | – | 13.5% | – | 1 | – | 0 |
|
| 5203 |
NGA
5203
New Generation Advisors
Manchester,
Massachusetts
| $89.4M | -$17.6M | -16% | 1.13% | 45.1% | 30 | 36.67% | 2.1 |
|
| 5204 |
5204
Adero Partners
Pleasanton,
California
| $89.2M | – | – | 4.85% | 27.7% | 75 | – | 0 |
|
| 5205 |
5205
Mariner Investment Group
Harrison,
New York
| $89.1M | +$24.8M | +39% | 1.09% | – | 93 | 48.39% | 0.8 |
|
| 5206 |
5206
Noked Capital
Tel Aviv,
Israel
| $89.1M | -$5.96M | -6% | 13.6% | 197% | 79 | 78.48% | 0.2 |
|
| 5207 |
5207
Noked Israel
Ramat Hasharon,
Israel
| $89.1M | -$5.96M | -6% | 13.6% | 265% | 79 | 78.48% | 0.2 |
|
| 5208 |
5208
Hellman Jordan Management Company
Quincy,
Massachusetts
| $89M | -$37.1M | -29% | 18.8% | 205% | 70 | 38.57% | 0.9 |
|
| 5209 |
5209
Concentrum Wealth Management
San Jose,
California
| $88.8M | +$9.7M | +12% | 13.5% | 174% | 48 | 14.58% | 0.8 |
|
| 5210 |
5210
Hansberger Growth Investors
Madison,
Wisconsin
| $88.7M | +$13.8M | +19% | 13.7% | 36.4% | 22 | 18.18% | 3.2 |
|
| 5211 |
5211
Legacy Wealth Planning
Reno,
Nevada
| $88.3M | – | – | 5.69% | 14.6% | 79 | – | 0 |
|
| 5212 |
RICHC
5212
Renaissance Investment Consultants Holding Company
Wayne,
Pennsylvania
| $88.3M | – | – | 6.37% | – | 85 | – | 0 |
|
| 5213 |
5213
Mayo Clinic
Rochester,
Minnesota
| $88.2M | – | – | 7.66% | – | 8 | – | 0 |
|
| 5214 |
5214
PRW Wealth Management
Quincy,
Massachusetts
| $88.1M | +$5.75M | +7% | 9.8% | 42.3% | 45 | 11.11% | 0.9 |
|
| 5215 |
5215
22NW LP
Seattle,
Washington
| $88.1M | +$12.3M | +16% | 12.5% | 138% | 35 | 51.43% | 1.2 |
|
| 5216 |
5216
Starwood Capital Group Management
Miami Beach,
Florida
| $87.7M | +$13.9M | +19% | 18.8% | 16.2% | 1 | 0% | 5 |
|
| 5217 |
5217
CTC (Chicago Trading Company)
Chicago,
Illinois
| $87.7M | +$8.76M | +11% | 7.73% | 192% | 62 | 32.26% | 1.1 |
|
| 5218 |
5218
Arkfeld Wealth Strategies
Omaha,
Nebraska
| $87.7M | – | – | 5.49% | 90.8% | 50 | – | 0 |
|
| 5219 |
5219
Alhambra Investment Management
Palmetto Bay,
Florida
| $86.9M | – | – | 6.38% | 67.7% | 117 | – | 0 |
|
| 5220 |
5220
Orinda Asset Management
Lafayette,
California
| $86.6M | +$17.3M | +25% | 0.55% | 28.4% | 48 | 56.25% | 0.7 |
|
| 5221 |
NICM
5221
Neo Ivy Capital Management
New York
| $86.5M | -$66.4M | -43% | 6.82% | – | 435 | 79.77% | 0.1 |
|
| 5222 |
5222
TTP Investments
San Jose,
California
| $86.4M | -$4.81M | -5% | 9.45% | 197% | 15 | 33.33% | 0.8 |
|
| 5223 |
5223
Anson Funds Management
Dallas,
Texas
| $86.2M | -$50M | -37% | 0.79% | 2,010% | 101 | 87.13% | 0.1 |
|
| 5224 |
5224
AWH Capital
Dallas,
Texas
| $85.9M | +$6.17M | +8% | 15.1% | 183% | 29 | 20.69% | 0.9 |
|
| 5225 |
5225
AH Equity Partners IV (Parallel)
Menlo Park,
California
| $85.8M | – | – | 5.27% | – | 1 | – | 0 |
|