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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7601 |
7601
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| $104M | -$356K | -0.3% | 6.43% | 52.2% | 63 | 3.17% | 6 |
|
| 7602 |
7602
Forefront Analytics
West Conshohocken,
Pennsylvania
| $104M | +$14.3M | +16% | 6.65% | 50.9% | 45 | 8.89% | 4.2 |
|
| 7603 |
7603
Kassira Wealth Management
Knoxville,
Tennessee
| $104M | – | – | 11.4% | – | 53 | – | 0 |
|
| 7604 |
7604
Smart Portfolios LLC
Seattle,
Washington
| $104M | +$4.43M | +4% | 6.88% | 41.3% | 102 | 3.92% | 2.1 |
|
| 7605 |
7605
MSD Capital
New York
| $104M | -$51.2M | -33% | 0.25% | 11.5% | 3 | 0% | 4.8 |
|
| 7606 |
7606
Dai-ichi Life Holdings
Tokyo,
Japan
| $104M | +$18.1M | +21% | 2.64% | – | 26 | 42.31% | 0.8 |
|
| 7607 |
7607
Green Alpha Advisors
Niwot,
Colorado
| $104M | -$1.09M | -1% | 18.1% | 316% | 111 | 9.91% | 3.4 |
|
| 7608 |
7608
Retireful LLC
Haslett,
Michigan
| $103M | -$41.6M | -29% | 14.5% | 437% | 194 | 77.84% | 0.4 |
|
| 7609 |
7609
Grange Capital
Beaverton,
Oregon
| $103M | +$7.84M | +8% | 7.77% | – | 50 | 14% | 0.7 |
|
| 7610 |
7610
Infinity Wealth Counsel
Loveland,
Ohio
| $103M | +$4.07M | +4% | 4.88% | – | 65 | 9.23% | 0.7 |
|
| 7611 |
7611
Emeth Value Capital
New Orleans,
Louisiana
| $103M | -$9.3M | -8% | 10.4% | – | 5 | 0% | 0.8 |
|
| 7612 |
7612
WJ Financial Advisors
Killingworth,
Connecticut
| $103M | – | – | 8.54% | – | 108 | – | 0 |
|
| 7613 |
7613
Jordan Park Trust
Portsmouth,
New Hampshire
| $103M | -$5.19M | -5% | 4.72% | – | 15 | 13.33% | 0.6 |
|
| 7614 |
7614
Stenham Asset Management UK
London,
| $103M | – | – | 3.82% | – | 17 | – | 0 |
|
| 7615 |
7615
Applied Fundamental Research
Cambridge,
Massachusetts
| $103M | -$9.9M | -9% | 3.14% | 44.6% | 11 | 9.09% | 3.4 |
|
| 7616 |
7616
CVS Health
Woonsocket,
Rhode Island
| $103M | -$87.8M | -46% | 7.76% | 48.7% | 3 | 0% | 3.3 |
|
| 7617 |
7617
Canaan Partners XI
Menlo Park,
California
| $103M | -$68.9M | -40% | 8.48% | 798% | 4 | 25% | 3.8 |
|
| 7618 |
7618
City Center Advisors LLC
Troy,
Michigan
| $103M | +$9.6M | +10% | 8% | – | 199 | 35.68% | 0.8 |
|
| 7619 |
7619
Western Pacific Wealth Management
Lake Forest,
Illinois
| $102M | -$1.82M | -2% | 11% | 91.4% | 206 | 12.14% | 2.7 |
|
| 7620 |
7620
Expect Equity LLC
Pikesville,
Maryland
| $102M | +$8.72M | +9% | 11.3% | – | 50 | 8% | 0.7 |
|
| 7621 |
7621
Prospect Financial Group
Arlington,
Virginia
| $102M | +$6.76M | +7% | 7.11% | – | 66 | 10.61% | 0.7 |
|
| 7622 |
7622
North Forty Two & Co
Lake Oswego,
Oregon
| $102M | +$8.3M | +9% | 5.98% | – | 103 | 6.8% | 0.7 |
|
| 7623 |
7623
Board of the Pension Protection Fund
Croydon,
United Kingdom
| $102M | +$9.6M | +10% | 6.77% | – | 184 | 67.93% | 0.1 |
|
| 7624 |
7624
Sycamore Partners Management
New York
| $102M | -$70M | -41% | 40.7% | 31.8% | 1 | 0% | 3.8 |
|
| 7625 |
7625
Infini Capital Management
Central,
Hong Kong
| $102M | -$49.6M | -33% | 46.2% | – | 21 | 57.14% | 0.4 |
|