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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5976 |
5976
Ameraudi Asset Management
New York
| $181M | -$38.2M | -17% | 1.68% | 51.5% | 61 | 16.39% | 2.4 |
|
| 5977 |
5977
Point72 Italy
Milan,
Italy
| $181M | -$125M | -41% | 9.53% | – | 46 | 69.57% | 0.3 |
|
| 5978 |
WOCP
5978
White Oak Capital Partners
Singapore
| $181M | – | – | 0.38% | – | 14 | – | 0 |
|
| 5979 |
SP
5979
Saranac Partners
London,
| $181M | +$115M | +173% | 2.53% | 69% | 78 | 74.36% | 0.4 |
|
| 5980 |
5980
Global Assets Advisory
Orlando,
Florida
| $181M | -$1.62M | -0.9% | 3.75% | 95.9% | 185 | 30.81% | 0.4 |
|
| 5981 |
5981
Yoder Wealth Management
Walnut Creek,
California
| $181M | +$14.5M | +9% | 1.46% | 69.3% | 118 | 11.86% | 1.3 |
|
| 5982 |
5982
Windle Wealth
Oklahoma City,
Oklahoma
| $181M | -$3.17M | -2% | 2.63% | 73% | 34 | 11.76% | 1.8 |
|
| 5983 |
5983
Absolute Capital Management
Pittsburgh,
Pennsylvania
| $181M | +$12.5M | +7% | 0.59% | 98.2% | 132 | 27.27% | 1 |
|
| 5984 |
5984
Granite Harbor Advisors
Houston,
Texas
| $181M | +$8.03M | +5% | 1.49% | 61.5% | 93 | 13.98% | 1.5 |
|
| 5985 |
5985
Southern Capital Advisors
Jackson,
Tennessee
| $181M | +$2.99M | +2% | 0.89% | 66.8% | 79 | 11.39% | 1.9 |
|
| 5986 |
5986
Prudent Man Investment Management
Louisville,
Colorado
| $181M | – | – | 0.68% | – | 169 | – | 0 |
|
| 5987 |
5987
Periscope Capital
Toronto,
Ontario, Canada
| $181M | -$11.8M | -6% | 2.58% | 26.5% | 304 | 50.33% | 1.1 |
|
| 5988 |
IFS
5988
Intelligent Financial Strategies
Excelsior,
Minnesota
| $181M | -$1.04M | -0.6% | 0.07% | 63.5% | 81 | 2.47% | 2.6 |
|
| 5989 |
5989
Buttonwood Financial Group
Kansas City,
Missouri
| $181M | +$13.9M | +8% | 1.05% | 77.9% | 31 | 22.58% | 1.5 |
|
| 5990 |
5990
American Capital Advisory
Ketchum,
Idaho
| $181M | +$8.05M | +5% | 0.66% | 69% | 512 | 14.26% | 0.8 |
|
| 5991 |
5991
Norway Savings Bank
Portland,
Maine
| $181M | -$3.86M | -2% | 0.17% | 117% | 107 | 2.8% | 5.7 |
|
| 5992 |
5992
Guerra Advisors
Miami,
Florida
| $180M | – | – | 6% | – | 60 | – | 0 |
|
| 5993 |
BWA
5993
BlueChip Wealth Advisors
Milton,
Georgia
| $180M | -$10.7M | -6% | 0.24% | 62.2% | 163 | 23.31% | 0.8 |
|
| 5994 |
5994
Quantum Financial Planning Services
Spokane,
Washington
| $180M | – | – | 1.4% | – | 34 | – | 0 |
|
| 5995 |
5995
Hiley Hunt Wealth Management
Omaha,
Nebraska
| $180M | +$5.69M | +3% | 1.83% | 48.4% | 40 | 7.5% | 0.9 |
|
| 5996 |
5996
Nierenberg Investment Management Company
Camas,
Washington
| $180M | +$3.74M | +2% | 13% | 135% | 58 | 18.97% | 1.4 |
|
| 5997 |
5997
Allie Family Office
Miami,
Florida
| $180M | -$5.5M | -3% | 2.22% | 59% | 100 | 12% | 1.9 |
|
| 5998 |
5998
Greykasell Wealth Strategies
Danville,
California
| $180M | – | – | 1.57% | – | 119 | – | 0 |
|
| 5999 |
5999
Bull Oak Capital
San Diego,
California
| $180M | +$5.73M | +3% | 1.01% | 62.1% | 126 | 80.95% | 0.8 |
|
| 6000 |
6000
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $180M | +$8.15M | +5% | 2.33% | 112% | 161 | 13.66% | 7.3 |
|