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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
Allie Family Office
Miami,
Florida
| $214M | +$3.2M | +2% | 2.57% | 59% | 109 | 14.68% | 2.4 |
|
| 6027 |
RS
6027
R Squared
Central,
Hong Kong
| $214M | -$18.4M | -8% | 0.5% | – | 759 | 61.66% | 0.3 |
|
| 6028 |
6028
Heritage Wealth Architects
Mendota Heights,
Minnesota
| $214M | +$51.6M | +32% | 1.66% | – | 75 | 28% | 0.4 |
|
| 6029 |
II
6029
Ironclad Investments
Maitland,
Florida
| $214M | +$3.28M | +2% | 2.37% | – | 3 | 0% | 2 |
|
| 6030 |
6030
Landmark Investment Partners
West Palm Beach,
Florida
| $214M | -$114M | -35% | 6.25% | – | 82 | 63.41% | 0.4 |
|
| 6031 |
6031
PSquared Asset Management
Zurich,
Switzerland
| $214M | +$87.9M | +70% | 27.8% | 178% | 19 | 89.47% | 0.1 |
|
| 6032 |
CF
6032
CDC Financial
Chicago,
Illinois
| $214M | – | – | 4.25% | – | 40 | – | 0 |
|
| 6033 |
6033
Steinberganna Wealth Management
Huntington,
New York
| $213M | +$876K | +0.4% | 1.82% | – | 140 | 14.29% | 0.2 |
|
| 6034 |
6034
Wealthcare Capital Partners
West Chester,
Pennsylvania
| $213M | -$4.16M | -2% | 1.46% | – | 159 | 13.21% | 0.8 |
|
| 6035 |
6035
Purkiss Capital Advisors
Ridgefield,
Connecticut
| $213M | +$4.32M | +2% | 4.2% | – | 176 | 11.36% | 0.7 |
|
| 6036 |
6036
AGP Franklin
Franklin,
Tennessee
| $213M | +$8.06M | +4% | 3.13% | – | 94 | 18.09% | 0.7 |
|
| 6037 |
MWM
6037
MTC Wealth Management
Tampa,
Florida
| $213M | -$1.64M | -0.8% | 1.04% | 30.5% | 13 | 0% | 3.6 |
|
| 6038 |
6038
Old North State Wealth Management
Wilmington,
North Carolina
| $213M | -$970K | -0.5% | 2.2% | 91.5% | 127 | 10.24% | 2.3 |
|
| 6039 |
6039
Brooklands Fund Management
London,
United Kingdom
| $213M | +$132M | +164% | 8.44% | – | 153 | 97.39% | 0 |
|
| 6040 |
AGC
6040
Alden Global Capital
Brandon,
Florida
| $213M | +$41.4M | +24% | 4.53% | 99.8% | 22 | 50% | 0.7 |
|
| 6041 |
6041
William Mack & Associates
Troy,
Michigan
| $212M | +$26.5M | +14% | 1.91% | – | 97 | 14.43% | 0.8 |
|
| 6042 |
6042
Guinness Atkinson Asset Management
Pasadena,
California
| $212M | +$1.82M | +0.9% | 4.45% | 148% | 123 | 23.58% | 5.1 |
|
| 6043 |
6043
Breach Inlet Capital Management
Mt. Pleasant,
South Carolina
| $212M | +$9.8M | +5% | 7.7% | – | 13 | 38.46% | 0.9 |
|
| 6044 |
6044
Kerrisdale Advisers
Miami,
Florida
| $212M | +$19.5M | +10% | 1.75% | 78.8% | 86 | 24.42% | 1.9 |
|
| 6045 |
RSC
6045
Rising Stella Capital
Singapore,
| $212M | – | – | 0.02% | – | 3 | – | 0 |
|
| 6046 |
6046
Riverstone Advisors
New Braunfels,
Texas
| $212M | +$8.33M | +4% | 5.81% | 104% | 65 | 15.38% | 3 |
|
| 6047 |
6047
Galilei Investment Office
London,
United Kingdom
| $212M | +$4.19M | +2% | 2.87% | – | 28 | 10.71% | 0.9 |
|
| 6048 |
6048
RPS Advisory Solutions
Louisville,
Kentucky
| $212M | +$8.17M | +4% | 3.24% | – | 150 | 22.67% | 0.9 |
|
| 6049 |
6049
Westhampton Capital
Winston-Salem,
North Carolina
| $212M | +$6.56M | +3% | 3.96% | 105% | 126 | 7.94% | 4.4 |
|
| 6050 |
6050
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $212M | +$3.86M | +2% | 2.07% | 70.6% | 541 | 20.33% | 3.3 |
|