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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%
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50
100
250
500
1,000
2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5676 |
OH
5676
Oikos Holdings
New York
| $93.7M | +$34.9M | +59% | 7.85% | 5.54% | 3 | 33.33% |
|
| 5677 |
LWM
5677
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| $93.7M | -$8.94M | -9% | 3.63% | 55.3% | 58 | 15.52% |
|
| 5678 |
MIC
5678
MU Investments Company
Tokyo,
Japan
| $93.3M | +$5.92M | +7% | 6.97% | 40.4% | 25 | 4% |
|
| 5679 |
CNHF
5679
Conrad N. Hilton Foundation
Agoura Hills,
California
| $93M | -$24.1M | -21% | 3.13% | – | 7 | 71.43% |
|
| 5680 |
GC
5680
Greencape Capital
Melbourne,
Australia
| $92.7M | +$20.7M | +29% | 39.6% | 98.1% | 2 | 0% |
|
| 5681 |
KCS
5681
Koonce Calvin Scott
| $92.3M | +$18.7M | +25% | 25.3% | 67.9% | 1 | 0% |
|
| 5682 |
IFC
5682
Intact Financial Corporation
Toronto,
Ontario, Canada
| $92.1M | -$11.5M | -11% | 11.1% | – | 1 | 0% |
|
| 5683 |
GIA
5683
Goodwin Investment Advisory
Woodstock,
Georgia
| $91.9M | +$6.92M | +8% | 7.7% | 57% | 157 | 31.21% |
|
| 5684 |
LMAM
5684
Legg Mason Asset Management
Tokyo,
Japan
| $91.4M | -$372K | -0.4% | 7.32% | – | 133 | 21.05% |
|
| 5685 |
AM
5685
Anqa Management
Sag Harbor,
New York
| $91.4M | +$12.4M | +16% | 22.6% | 171% | 26 | 26.92% |
|
| 5686 |
TWP
5686
Tower Wealth Partners
Lewisburg,
Pennsylvania
| $90.9M | +$13.3M | +17% | 5.09% | 45.2% | 53 | 13.21% |
|
| 5687 |
MC
5687
Mayo Clinic
Rochester,
Minnesota
| $90.4M | +$3.57M | +4% | 18.7% | – | 9 | 11.11% |
|
| 5688 |
OFG
5688
OTA Financial Group
Purchase,
New York
| $90.2M | -$34.9M | -28% | 4.28% | 320% | 130 | 80.77% |
|
| 5689 |
NIM
5689
NuWave Investment Management
Parsippany,
New Jersey
| $89.9M | +$10.7M | +13% | 1.86% | 26.4% | 445 | 68.09% |
|
| 5690 |
YCM
5690
Yost Capital Management
Houston,
Texas
| $89.6M | +$14.4M | +19% | 12.8% | 125% | 10 | 30% |
|
| 5691 |
GC
5691
Gratia Capital
Los Angeles,
California
| $89.3M | +$21.6M | +32% | 23.5% | 43% | 47 | 70.21% |
|
| 5692 |
WLRC
5692
W.L. Ross & Co
Dallas,
Texas
| $89M | -$626K | -0.7% | 0.7% | – | 1 | 0% |
|
| 5693 |
HC
5693
Hoese & Co
Glencoe,
Minnesota
| $89M | +$8.02M | +10% | 6.61% | 46.3% | 215 | 58.14% |
|
| 5694 |
DI
5694
DUMAC Inc
Durham,
North Carolina
| $88.8M | +$16.5M | +23% | 22.1% | – | 41 | 53.66% |
|
| 5695 |
RF
5695
Robbins Farley
Bedford,
New Hampshire
| $88.6M | -$25M | -22% | 4.53% | 98.2% | 191 | 56.54% |
|
| 5696 |
QCM
5696
Quantinno Capital Management
New York
| $88.2M | -$3.54M | -4% | 7.6% | 96.9% | 264 | 22.73% |
|
| 5697 |
LWP
5697
Legacy Wealth Planning
Reno,
Nevada
| $87.8M | +$9.43M | +12% | 7.37% | 14.6% | 100 | 6% |
|
| 5698 |
BM
5698
Brandywine Managers
Hockessin,
Delaware
| $87.7M | +$12.4M | +17% | 10.7% | 53.1% | 49 | 14.29% |
|
| 5699 |
SMG
5699
Smart Money Group
Eastland,
Texas
| $87.2M | -$32.6M | -27% | 5.6% | 45.6% | 67 | 37.31% |
|
| 5700 |
NVPX
5700
Norwest Venture Partners XIV
Palo Alto,
California
| $86.6M | -$8.01M | -8% | 24.1% | – | 2 | 50% |
|