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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5376 |
5376
PineBridge Investments Asia
Hong Kong,
| $292M | +$3.11M | +1% | 3.65% | – | 8 | 25% | 0.4 |
|
| 5377 |
5377
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $292M | +$17.2M | +6% | 2.77% | 73.6% | 30 | 10% | 5.4 |
|
| 5378 |
5378
Shore Point Advisors
Brielle,
New Jersey
| $292M | +$39.1M | +15% | 11% | 54.6% | 81 | 11.11% | 2.7 |
|
| 5379 |
5379
Advisortrust Partners
Raleigh,
North Carolina
| $292M | +$51.9M | +22% | 14.5% | – | 286 | 41.26% | 0.4 |
|
| 5380 |
5380
Freshford Capital Management
Rye Brook,
New York
| $292M | +$92.1M | +46% | 31% | 97.3% | 25 | 36% | 0.7 |
|
| 5381 |
5381
Swan Capital
Pensacola,
Florida
| $292M | +$20.2M | +7% | 7.17% | 47.9% | 637 | 21.82% | 1.2 |
|
| 5382 |
5382
Solstein Capital
Menlo Park,
California
| $292M | +$48.4M | +20% | 10.4% | 91.4% | 457 | 8.53% | 3 |
|
| 5383 |
5383
Matthews International Capital Management
San Francisco,
California
| $292M | +$45.2M | +18% | 67.6% | 227% | 38 | 18.42% | 2.9 |
|
| 5384 |
5384
Buckhead Capital Management
Atlanta,
Georgia
| $292M | +$26.2M | +10% | 14.5% | 67.6% | 152 | 4.61% | 5 |
|
| 5385 |
5385
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
| $291M | +$42M | +17% | 10.1% | 59.6% | 121 | 15.7% | 2.2 |
|
| 5386 |
5386
Spear Advisors
East Hampton,
New York
| $291M | +$157M | +117% | 108% | – | 30 | 20% | 0.4 |
|
| 5387 |
5387
Trellis Wealth Advisors
San Luis Obispo,
California
| $291M | +$28.5M | +11% | 10.1% | 62.2% | 51 | 11.76% | 2 |
|
| 5388 |
5388
Yiheng Capital Management
San Francisco,
California
| $291M | +$60.6M | +26% | 5.03% | 82% | 29 | 20.69% | 2.9 |
|
| 5389 |
NTIC
5389
Napean Trading & Investment Company
Singapore
| $291M | +$58.2M | +25% | 59.2% | – | 16 | 0% | 1.5 |
|
| 5390 |
5390
HS Management Partners
New York
| $291M | +$5.28M | +2% | 5.19% | 27.7% | 24 | 0% | 3.8 |
|
| 5391 |
5391
Iridian Asset Management
Westport,
Connecticut
| $291M | +$44.4M | +18% | 31.2% | 88.4% | 44 | 11.36% | 4.3 |
|
| 5392 |
MPPHD
5392
Maloon Powers Pitre Higgins & Dennehy
San Ramon,
California
| $291M | – | – | 13.8% | – | 147 | – | 0 |
|
| 5393 |
5393
Tranquility Partners
Brentwood,
Tennessee
| $291M | +$25.9M | +10% | 13% | 77.3% | 243 | 11.52% | 3.9 |
|
| 5394 |
5394
Arch Capital Group
Pembroke,
Bermuda
| $291M | +$567K | +0.2% | 0.2% | 3.08% | 4 | 0% | 3.8 |
|
| 5395 |
5395
Power Wealth Management
Alpharetta,
Georgia
| $291M | +$22.2M | +8% | 6.99% | 41.8% | 125 | 28.8% | 1.4 |
|
| 5396 |
AC
5396
AMS Capital
Sao Paulo,
Brazil
| $291M | +$33.4M | +13% | 13.8% | 63.1% | 17 | 29.41% | 1.5 |
|
| 5397 |
5397
Shared Vision Wealth Group
Carlsbad,
United States
| $291M | +$45.7M | +19% | 11.5% | – | 118 | 22.88% | 1.5 |
|
| 5398 |
5398
Strategic Investment Management
Arlington,
Virginia
| $291M | +$51.1M | +21% | 7.79% | 53.4% | 17 | 23.53% | 4.8 |
|
| 5399 |
5399
LifePlan Investment Advisors
Raleigh,
North Carolina
| $291M | +$36M | +14% | 16.9% | 60.9% | 133 | 9.77% | 1.9 |
|
| 5400 |
5400
Visualize Group
New York
| $291M | +$47.6M | +20% | 11.3% | – | 13 | 38.46% | 0.4 |
|