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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8451 |
BCM
8451
Beaumont Capital Management
Boston,
Massachusetts
| $86.4M | +$5.36M | +7% | 7.96% | 45.4% | 43 | 44.19% | 1 |
|
| 8452 |
8452
Yorkville Advisors Global
Mountainside,
New Jersey
| $86.2M | -$68.3M | -44% | 16.6% | – | 58 | 67.24% | 0.3 |
|
| 8453 |
8453
CPWA LLC
Hood River,
Oregon
| $86.1M | +$2.4M | +3% | 18.3% | – | 97 | 10.31% | 0.2 |
|
| 8454 |
8454
Elite Life Management
Sarasota,
Florida
| $85.4M | +$5.44M | +7% | 12.7% | – | 63 | 12.7% | 1.2 |
|
| 8455 |
8455
Alpine Peaks Capital
New York
| $85.4M | -$13.8M | -14% | 14.8% | 24.3% | 22 | 13.64% | 3.6 |
|
| 8456 |
8456
FinDec Wealth Services
Stockton,
California
| $84.6M | +$2.87M | +4% | 9.43% | 47.6% | 34 | 17.65% | 2.8 |
|
| 8457 |
8457
Applied Fundamental Research
Cambridge,
Massachusetts
| $84.5M | +$8.75M | +12% | 20.4% | 44.6% | 12 | 33.33% | 2.5 |
|
| 8458 |
8458
Naspers
South Africa
| $84.4M | -$169M | -67% | 113% | 88.2% | 3 | 33.33% | 4.5 |
|
| 8459 |
8459
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| $84.3M | -$6.76M | -7% | 0.79% | 82.6% | 37 | 5.41% | 8.5 |
|
| 8460 |
8460
Riverview Trust Company
Vancouver,
Washington
| $83.9M | +$2.74M | +3% | 20.5% | 87.6% | 206 | 21.36% | 3.9 |
|
| 8461 |
8461
Triveni Capital Investments
Stamford,
Connecticut
| $83.8M | -$17.1M | -17% | 10.9% | – | 16 | 18.75% | 0.4 |
|
| 8462 |
8462
Centennial Advisors
Austin,
Texas
| $83.8M | +$5.22M | +7% | 8.11% | – | 107 | 51.4% | 0.3 |
|
| 8463 |
CC
8463
CF Capital
Cohasset,
Massachusetts
| $83.4M | +$339K | +0.4% | 2.85% | – | 48 | 47.92% | 0.8 |
|
| 8464 |
8464
Virginia Estate & Retirement Planning Advisors
Glen Allen,
Virginia
| $83M | +$25.9M | +45% | 6.48% | – | 204 | 31.37% | 0.2 |
|
| 8465 |
SA
8465
Stonebridge Advisors
Wilton,
Connecticut
| $83M | -$1.51M | -2% | 0.09% | 3.35% | 3 | 33.33% | 1.8 |
|
| 8466 |
HB
8466
Hauser Brothers
Freiburg Im Breisgau,
Germany
| $83M | +$11.7M | +16% | 18.4% | – | 4 | 0% | 2.4 |
|
| 8467 |
8467
John W. Brooker & Co
Oakland,
California
| $82.8M | +$19.3M | +30% | 10.1% | 43.4% | 73 | 12.33% | 2.4 |
|
| 8468 |
8468
PCB Capital
East Brunswick,
New Jersey
| $82.1M | +$18.7M | +29% | 22.2% | – | 116 | 14.66% | 0.4 |
|
| 8469 |
BG
8469
BRX Global
New York
| $81.9M | +$5.21M | +7% | 7.71% | 65.8% | 3 | 0% | 4.6 |
|
| 8470 |
8470
MQS Management
New York
| $81.9M | -$66.1M | -45% | 3.34% | 6.42% | 516 | 80.04% | 0.2 |
|
| 8471 |
NVIM
8471
New Vernon Investment Management
Highland Park,
Illinois
| $81.7M | -$12.5M | -13% | 9.15% | 83.1% | 44 | 27.27% | 3.9 |
|
| 8472 |
8472
Lotus Technology Management
Orlando,
Florida
| $81.5M | +$54.5M | +201% | 53.3% | – | 104 | 89.42% | 0 |
|
| 8473 |
8473
Rithm Capital
New York
| $81.4M | +$14M | +21% | 24.8% | – | 41 | 14.63% | 1.1 |
|
| 8474 |
8474
Charis Legacy Partners
Bryan,
Texas
| $81.3M | +$13M | +19% | 18.5% | – | 29 | 10.34% | 1.3 |
|
| 8475 |
8475
Robert Wood Johnson Foundation
Princeton,
New Jersey
| $81M | -$43.8M | -35% | 17.3% | 4.83% | 2 | 0% | 3.5 |
|