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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1826 |
1826
CloudAlpha Capital Management
Hong Kong
| $1.17B | +$336M | +40% | 17.9% | 2,704% | 54 | 79.63% | 0.4 |
|
| 1827 |
1827
Bristlecone Advisors
Bellevue,
Washington
| $1.17B | +$37.2M | +3% | 4.16% | 103% | 298 | 12.08% | 3.9 |
|
| 1828 |
1828
AH Capital Management
Menlo Park,
California
| $1.17B | -$210M | -15% | 3.48% | – | 13 | 0% | 0.5 |
|
| 1829 |
1829
Jaffetilchin Investment Partners
Tampa,
Florida
| $1.17B | +$55.9M | +5% | 5.04% | 88.1% | 383 | 15.14% | 3.2 |
|
| 1830 |
1830
Alaska Permanent Capital Management
Anchorage,
Alaska
| $1.17B | -$115M | -9% | 0.17% | 42.8% | 43 | 23.26% | 4.2 |
|
| 1831 |
1831
City of London Investment Management
London,
United Kingdom
| $1.17B | -$44.8M | -4% | 3.31% | 102% | 111 | 21.62% | 3.5 |
|
| 1832 |
1832
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $1.17B | +$13.6M | +1% | 3.51% | 87.2% | 136 | 8.09% | 6.3 |
|
| 1833 |
1833
Baskin Financial Services
Toronto,
Ontario, Canada
| $1.17B | -$25.7M | -2% | 1.45% | 69.1% | 52 | 13.46% | 5.7 |
|
| 1834 |
1834
XTX Topco
George Town,
Cayman Islands
| $1.17B | +$426M | +57% | 2.29% | 87.3% | 2,667 | 66.03% | 0.3 |
|
| 1835 |
1835
DNCA Finance
Paris,
France
| $1.17B | – | – | 0.13% | – | 122 | – | 0 |
|
| 1836 |
1836
Clear Harbor Asset Management
Stamford,
Connecticut
| $1.16B | +$20.6M | +2% | 2.13% | 98.6% | 402 | 18.41% | 3.9 |
|
| 1837 |
1837
Shenkman Capital Management
New York
| $1.16B | -$252M | -18% | 0.51% | 3.15% | 114 | 0.88% | 1.5 |
|
| 1838 |
1838
DigitalBridge Group
Boca Raton,
Florida
| $1.16B | +$28.5M | +3% | 0.84% | 161% | 79 | 32.91% | 1.2 |
|
| 1839 |
1839
YHB Investment Advisors
West Hartford,
Connecticut
| $1.16B | +$34.7M | +3% | 4.71% | 96.2% | 285 | 7.02% | 5.4 |
|
| 1840 |
1840
NewSquare Capital
Newtown Square,
Pennsylvania
| $1.16B | +$32.2M | +3% | 0.06% | 76.5% | 474 | 32.7% | 4.2 |
|
| 1841 |
1841
Ghisallo Capital Management
Boston,
Massachusetts
| $1.16B | +$283M | +32% | 0.39% | 122% | 151 | 53.64% | 0.4 |
|
| 1842 |
1842
General Catalyst Group Management
Cambridge,
Massachusetts
| $1.16B | -$139M | -11% | 8.39% | 161% | 12 | 16.67% | 2.1 |
|
| 1843 |
1843
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| $1.16B | +$129M | +13% | 0.14% | 52.3% | 74 | 25.68% | 2.8 |
|
| 1844 |
1844
FAS Wealth Partners
Leawood,
Kansas
| $1.16B | +$28.7M | +3% | 1.07% | 72.3% | 454 | 5.73% | 4.3 |
|
| 1845 |
1845
Redwood Investment Management
Scottsdale,
Arizona
| $1.16B | +$107M | +10% | 0.37% | 62.5% | 386 | 34.97% | 1.1 |
|
| 1846 |
1846
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $1.15B | +$43.3M | +4% | 1.61% | 62% | 105 | 6.67% | 3.9 |
|
| 1847 |
1847
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $1.15B | -$43.7M | -4% | 0.95% | 94.2% | 151 | 8.61% | 6.2 |
|
| 1848 |
1848
Wesleyan Assurance Society
Birmingham,
United Kingdom
| $1.15B | +$25.4M | +2% | 1.19% | 102% | 105 | 2.86% | 4.3 |
|
| 1849 |
1849
LBMC Investment Advisors
Brentwood,
Tennessee
| $1.15B | +$219K | +0% | 0.07% | 52.8% | 194 | 7.73% | 4.7 |
|
| 1850 |
1850
Value Partners Investments
Winnipeg,
Manitoba, Canada
| $1.15B | -$69.4M | -6% | 8.23% | 50.7% | 88 | 9.09% | 2.5 |
|