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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
Sandia Investment Management
Boston,
Massachusetts
| $726M | +$20.8M | +3% | 0.95% | 20.5% | 330 | 20.91% | 0.4 |
|
| 2077 |
2077
MGO One Seven
Beachwood,
Ohio
| $725M | -$205M | -22% | 13.3% | 90.7% | 730 | 19.45% | 2.2 |
|
| 2078 |
2078
Oakmont Corp
Los Angeles,
California
| $724M | -$377M | -34% | 26.7% | 70.2% | 37 | 2.7% | 1.7 |
|
| 2079 |
WCM
2079
Woodson Capital Management
Greenwich,
Connecticut
| $722M | -$114M | -14% | 11.7% | 235% | 47 | 31.91% | 1 |
|
| 2080 |
2080
Fosun International
Hong Kong,
China
| $722M | -$436M | -38% | 14.6% | 41.3% | 215 | 72.09% | 2.4 |
|
| 2081 |
2081
Carret Asset Management
New York
| $721M | -$153M | -17% | 13.9% | 94.4% | 304 | 10.86% | 6 |
|
| 2082 |
NTCM
2082
Nine Ten Capital Management
Chicago,
Illinois
| $721M | -$47.2M | -6% | 14.1% | 166% | 10 | 0% | 3.5 |
|
| 2083 |
2083
Woodstock Corp
Boston,
Massachusetts
| $720M | -$133M | -16% | 13.5% | 115% | 180 | 8.33% | 6.3 |
|
| 2084 |
2084
Murphy Capital Management
Bedminster,
New Jersey
| $720M | -$143M | -17% | 14.3% | 41.6% | 227 | 5.29% | 6.5 |
|
| 2085 |
2085
WCG Wealth Advisors
Las Vegas,
Nevada
| $720M | – | – | 12.1% | 69.6% | 271 | – | 0 |
|
| 2086 |
2086
Weatherly Asset Management
Del Mar,
California
| $718M | -$137M | -16% | 10.9% | 116% | 198 | 10.1% | 6.1 |
|
| 2087 |
2087
First Trust Direct Indexing
Boston,
Massachusetts
| $718M | -$105M | -13% | 13.9% | 69% | 713 | 15.57% | 1.1 |
|
| 2088 |
2088
Good Life Advisors
Reading,
Pennsylvania
| $718M | -$83.2M | -10% | 12.6% | 60% | 412 | 19.66% | 2.7 |
|
| 2089 |
2089
OEP Capital Advisors
New York
| $717M | -$147M | -17% | 13.4% | 23.2% | 2 | 0% | 1.5 |
|
| 2090 |
2090
Willis Johnson & Associates
Houston,
Texas
| $717M | -$45M | -6% | 12.5% | 50.9% | 114 | 24.56% | 1 |
|
| 2091 |
2091
Nalanda India Equity Fund
Mauritius
| $716M | -$38.3M | -5% | 4.88% | 30.2% | 2 | 0% | 2.9 |
|
| 2092 |
2092
Parsifal Capital Management
Greenwich,
Connecticut
| $716M | -$920M | -56% | 26.5% | 154% | 19 | 36.84% | 0.9 |
|
| 2093 |
2093
Trust Asset Management
Houston,
Texas
| $715M | -$97.9M | -12% | 15.7% | 91.1% | 204 | 10.78% | 1.8 |
|
| 2094 |
2094
Bowie Capital Management
Richardson,
Texas
| $715M | -$74.8M | -9% | 17.1% | 31.6% | 42 | 21.43% | 2.7 |
|
| 2095 |
2095
Covea Finance
Paris,
France
| $714M | -$198M | -22% | 15.4% | 129% | 58 | 15.52% | 0.5 |
|
| 2096 |
2096
Campbell Wealth Management
Alexandria,
Virginia
| $714M | -$108M | -13% | 12.4% | 11.2% | 77 | 28.57% | 2.5 |
|
| 2097 |
2097
North Peak Capital Management
New York
| $713M | -$11.6M | -2% | 34.9% | 301% | 8 | 37.5% | 0.8 |
|
| 2098 |
2098
Colonial Trust Advisors
Spartanburg,
South Carolina
| $711M | -$134M | -16% | 13.2% | 80% | 184 | 9.78% | 5.4 |
|
| 2099 |
2099
Alibaba Group
Causeway Bay,
Hong Kong
| $711M | +$3.73M | +0.5% | 1.85% | 2.06% | 7 | 14.29% | 4 |
|
| 2100 |
2100
Harvey Investment Company
Louisville,
Kentucky
| $711M | -$104M | -13% | 11.3% | 56.4% | 92 | 3.26% | 6.7 |
|