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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6026 |
6026
Dalton Investments
Las Vegas,
Nevada
| $114M | -$1.68M | -1% | 4.47% | 125% | 28 | 10.71% | 2.6 |
|
| 6027 |
6027
Live Oak Investment Partners
Austin,
Texas
| $114M | +$4.96M | +5% | 4.97% | – | 280 | 0% | 0.2 |
|
| 6028 |
WAM
6028
Werlinich Asset Management
Stamford,
Connecticut
| $114M | +$5.8M | +5% | 10.9% | 232% | 58 | 8.62% | 1.8 |
|
| 6029 |
PIP
6029
PB Investment Partners
Burlingame,
California
| $114M | -$221K | -0.2% | 3.44% | 81.1% | 12 | 8.33% | 1 |
|
| 6030 |
KIA
6030
KLR Investment Advisors
Providence,
Rhode Island
| $114M | -$7.72M | -6% | 6.07% | – | 190 | 18.95% | 0.2 |
|
| 6031 |
6031
General Partner Inc
Pittsburgh,
Pennsylvania
| $114M | +$5.04M | +5% | 7.69% | 83.1% | 241 | 61.41% | 0.2 |
|
| 6032 |
MFG
6032
MTM Financial Group
Bethlehem,
Pennsylvania
| $114M | -$1.01M | -0.9% | 3.13% | 36.5% | 50 | 12% | 0.9 |
|
| 6033 |
6033
Longitude (Cayman)
Grand Cayman,
Cayman Islands
| $114M | +$35.5M | +45% | 36.6% | – | 78 | 30.77% | 0.9 |
|
| 6034 |
OFG
6034
OTA Financial Group
Purchase,
New York
| $114M | +$13.3M | +13% | 11.3% | 320% | 96 | 79.17% | 0.3 |
|
| 6035 |
SAMT
6035
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| $113M | +$30.2M | +36% | 3.84% | 68.4% | 62 | 14.52% | 3.3 |
|
| 6036 |
6036
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $113M | -$55.2M | -33% | 2.84% | 38.5% | 73 | 26.03% | 2.6 |
|
| 6037 |
6037
SMART Wealth
Omaha,
Nebraska
| $113M | -$19.6M | -15% | 4.16% | 83.6% | 87 | 22.99% | 0.2 |
|
| 6038 |
SM
6038
Salzhauer Michael
| $113M | -$57.3M | -34% | 15.3% | 98% | 117 | 17.95% | 3.8 |
|
| 6039 |
6039
Gates Foundation
Seattle,
Washington
| $113M | -$16.5M | -13% | 10.1% | 58.1% | 9 | 0% | 1.9 |
|
| 6040 |
6040
Aletheian Wealth Advisors
Bellevue,
Washington
| $113M | -$2.61M | -2% | 5.97% | – | 87 | 33.33% | 0.9 |
|
| 6041 |
6041
Signify Wealth
Saint Louis,
Missouri
| $113M | -$1M | -0.9% | 7.32% | 36.7% | 33 | 30.3% | 1 |
|
| 6042 |
6042
KPS Global Asset Management (UK)
London,
United Kingdom
| $113M | +$26.8M | +31% | 41.3% | 373% | 5 | 0% | 2.9 |
|
| 6043 |
6043
Refined Wealth Management
Salt Lake City,
Utah
| $113M | -$1.04M | -0.9% | 9.59% | 99.4% | 29 | 24.14% | 1.2 |
|
| 6044 |
6044
GraniteShares Advisors
New York
| $113M | -$7.91M | -7% | 7.89% | 88.4% | 169 | 49.11% | 0.7 |
|
| 6045 |
6045
Maryland Capital Advisors
Chester,
Maryland
| $113M | +$6.11M | +6% | 4.16% | – | 237 | 6.75% | 1.1 |
|
| 6046 |
6046
Lakehouse Capital
Sydney NSW,
Australia
| $113M | +$12.2M | +12% | 24% | 87.4% | 14 | 7.14% | 2.3 |
|
| 6047 |
6047
Absolute Capital Management
Pittsburgh,
Pennsylvania
| $113M | +$21.3M | +23% | 4.19% | 98.2% | 89 | 39.33% | 0.6 |
|
| 6048 |
6048
Archvest Wealth Advisors
Concord,
California
| $113M | +$11.8M | +12% | 5.57% | 53.1% | 46 | 15.22% | 1 |
|
| 6049 |
6049
Andrews Lucia Wealth Management
Danville,
California
| $113M | +$5.37M | +5% | 4.25% | 64% | 25 | 4% | 1 |
|
| 6050 |
6050
Castleview Partners
Dallas,
Texas
| $113M | +$10.1M | +10% | 5.66% | 61.3% | 729 | 21.67% | 1.4 |
|