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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5501 |
5501
Caldwell Sutter Capital
Sausalito,
California
| $246M | +$10M | +4% | 5.39% | 79.5% | 913 | 6.24% | 2.5 |
|
| 5502 |
5502
Retirement Planning Company of New England
Warwick,
Rhode Island
| $246M | -$3.45M | -1% | 0.24% | 125% | 257 | 8.17% | 3.1 |
|
| 5503 |
5503
MY.Alpha Management HK Advisors
Hong Kong
| $246M | +$59.4M | +32% | 6.34% | 423% | 14 | 50% | 0.9 |
|
| 5504 |
5504
Investment Research Partners
Lemont,
Pennsylvania
| $246M | +$12.8M | +5% | 4.34% | – | 261 | 16.86% | 0.4 |
|
| 5505 |
5505
Mirabaud & Cie
Geneva,
Switzerland
| $246M | -$64.5M | -21% | 6.62% | 151% | 65 | 29.23% | 1.6 |
|
| 5506 |
5506
HighMark Wealth Management
St. Paul,
Minnesota
| $246M | +$215K | +0.1% | 0.34% | 110% | 615 | 14.63% | 3.4 |
|
| 5507 |
5507
Equinox Partners Investment Management
Stamford,
Connecticut
| $245M | +$53.9M | +28% | 83.1% | 241% | 13 | 23.08% | 2 |
|
| 5508 |
5508
Cooper Investors
Melbourne, Victoria,
Australia
| $245M | -$55.6M | -18% | 1.13% | 57.5% | 52 | 40.38% | 1.4 |
|
| 5509 |
5509
School Employees Retirement Board of Ohio
Columbus,
Ohio
| $245M | +$40.6M | +20% | 8.13% | – | 6 | 16.67% | 0.8 |
|
| 5510 |
NTCM
5510
Nut Tree Capital Management
New York
| $245M | -$285M | -54% | 20.4% | 101% | 8 | 62.5% | 2.7 |
|
| 5511 |
5511
MRA Advisory Group
Parsippany,
New Jersey
| $245M | +$7.08M | +3% | 1.33% | 86.8% | 149 | 14.09% | 2.3 |
|
| 5512 |
5512
Kinloch Capital
Glen Allen,
Virginia
| $245M | +$13.2M | +6% | 4.72% | 63.4% | 90 | 22.22% | 3.3 |
|
| 5513 |
5513
Shared Vision Wealth Group
Carlsbad,
United States
| $245M | -$1.84M | -0.7% | 2.64% | – | 106 | 16.98% | 1.6 |
|
| 5514 |
5514
Exeter Financial
Scottsdale,
Arizona
| $245M | +$9.7M | +4% | 3.01% | 59.1% | 99 | 3.03% | 5.9 |
|
| 5515 |
5515
Melone Private Wealth
Auburn Hills,
Michigan
| $245M | +$9.05M | +4% | 0.95% | 30.4% | 63 | 12.7% | 2.9 |
|
| 5516 |
5516
Aspect Partners
Fairfax,
Virginia
| $245M | +$16.2M | +7% | 2.29% | 66.7% | 744 | 9.27% | 1.6 |
|
| 5517 |
5517
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
| $245M | +$37M | +18% | 35% | 144% | 37 | 78.38% | 0.5 |
|
| 5518 |
5518
Lewis Asset Management
Lafayette,
California
| $245M | -$978K | -0.4% | 1.48% | 142% | 218 | 23.85% | 1.3 |
|
| 5519 |
5519
Ridgewood Investments
Springfield,
New Jersey
| $244M | – | – | 1.73% | – | 208 | – | 3.7 |
|
| 5520 |
5520
JNE Partners
London,
United Kingdom
| $244M | +$3.66M | +2% | 1.96% | 100% | 7 | 0% | 1.5 |
|
| 5521 |
5521
O'Connor Financial Group
Quincy,
Illinois
| $244M | -$6.36M | -3% | 0.4% | 48.4% | 59 | 1.69% | 2.1 |
|
| 5522 |
5522
Longitude (Cayman)
Grand Cayman,
Cayman Islands
| $244M | +$12.9M | +6% | 11.5% | – | 54 | 38.89% | 1.3 |
|
| 5523 |
5523
Investors Asset Management of Georgia
Atlanta,
Georgia
| $244M | +$2.46M | +1% | 2.65% | 118% | 191 | 8.38% | 6.6 |
|
| 5524 |
5524
Cresta Advisors
Laredo,
Texas
| $244M | +$5.7M | +2% | 2.21% | 66.8% | 169 | 69.82% | 2.4 |
|
| 5525 |
BNMT
5525
Bawa N Mallick Trust
Forest Hills,
New York
| $244M | -$25.1M | -9% | 5.69% | – | 73 | 5.48% | 1.2 |
|