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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5276 |
5276
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
| $213M | -$15.4M | -7% | 5.42% | 51.8% | 29 | 27.59% | 2.1 |
|
| 5277 |
5277
St. Johns Investment Management
Jacksonville,
Florida
| $213M | +$2.23M | +1% | 7.02% | 91.9% | 249 | 20.08% | 4.8 |
|
| 5278 |
HCA
5278
Hyperion Capital Advisors
New York
| $213M | -$259K | -0.1% | 5.91% | 86.1% | 139 | 33.81% | 1.6 |
|
| 5279 |
5279
HealthInvest Partners
Stockholm,
Sweden
| $213M | +$48.7M | +30% | 5.31% | – | 41 | 19.51% | 1.2 |
|
| 5280 |
5280
Anchorage Capital Advisors
New York
| $213M | -$150M | -41% | 10.3% | – | 6 | 16.67% | 0.5 |
|
| 5281 |
5281
Reliant Investment Management
Memphis,
Tennessee
| $213M | +$283K | +0.1% | 7.91% | 129% | 63 | 19.05% | 3.3 |
|
| 5282 |
5282
Saiph Capital
Wyckoff,
New Jersey
| $212M | -$11.6M | -5% | 4.05% | 52.4% | 51 | 17.65% | 1.9 |
|
| 5283 |
5283
Christensen King & Associates Investment Services
Richland,
Washington
| $212M | +$9.8M | +5% | 5.85% | 57.9% | 100 | 8% | 0.7 |
|
| 5284 |
5284
PCA Investment Advisory Services
Cincinnati,
Ohio
| $212M | +$21.4M | +11% | 6.27% | 71.4% | 159 | 14.47% | 1.1 |
|
| 5285 |
5285
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
| $212M | -$6.53M | -3% | 7.37% | 65.3% | 190 | 12.63% | 0.8 |
|
| 5286 |
5286
Rivermont Capital Management
New York
| $212M | -$21.4M | -9% | 17.3% | 555% | 24 | 50% | 0.9 |
|
| 5287 |
5287
Investors Asset Management of Georgia
Atlanta,
Georgia
| $212M | +$6.56M | +3% | 10.2% | 118% | 171 | 8.19% | 6.4 |
|
| 5288 |
5288
Ranch Capital Advisors
Sarasota,
Florida
| $212M | +$20.9M | +11% | 8.92% | 92.6% | 157 | 8.92% | 3.2 |
|
| 5289 |
5289
Forefront Analytics
West Conshohocken,
Pennsylvania
| $212M | +$3.12M | +1% | 6.63% | 50.9% | 71 | 9.86% | 4.2 |
|
| 5290 |
5290
HTG Investment Advisors
New Canaan,
Connecticut
| $212M | +$26.4M | +14% | 8.79% | 57.4% | 67 | 11.94% | 1.3 |
|
| 5291 |
5291
Scholtz & Company
Stamford,
Connecticut
| $212M | -$22.9M | -10% | 3.66% | 89.2% | 57 | 22.81% | 2 |
|
| 5292 |
5292
ACT Advisors
Asheville,
North Carolina
| $212M | +$19.8M | +10% | 5.97% | 75.4% | 58 | 27.59% | 1.4 |
|
| 5293 |
5293
BCR Wealth Strategies
Vestavia,
Alabama
| $212M | +$58.2M | +38% | 5.73% | 42.2% | 33 | 36.36% | 2.1 |
|
| 5294 |
5294
Gainplan
Bloomfield Hills,
Michigan
| $212M | +$4.55M | +2% | 6.15% | 103% | 64 | 4.69% | 1.5 |
|
| 5295 |
5295
OMC Financial Services
Dewitt,
New York
| $212M | -$722K | -0.3% | 5.91% | – | 60 | 0% | 0.5 |
|
| 5296 |
5296
TenCore Partners
New York
| $211M | -$48.4M | -19% | 6.93% | 50.4% | 14 | 28.57% | 3.1 |
|
| 5297 |
HIC
5297
Harbor Island Capital
Topsfield,
Massachusetts
| $211M | -$20.8M | -9% | 2.51% | 218% | 15 | 0% | 6.2 |
|
| 5298 |
5298
Beacon Investment Advisors
Gaithersburg,
Maryland
| $211M | +$15.8M | +8% | 6.61% | 96.4% | 154 | 3.25% | 1.4 |
|
| 5299 |
SV
5299
Stilwell Value
New York
| $211M | +$19.3M | +10% | 51.7% | 87.9% | 36 | 13.89% | 4.9 |
|
| 5300 |
5300
Napa Wealth Management
Napa,
California
| $211M | +$63.2M | +43% | 5.9% | – | 182 | 51.1% | 0.3 |
|