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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2226 |
2226
Randolph Company
Cincinnati,
Ohio
| $653M | +$20.9M | +3% | 10.2% | 127% | 50 | 14% | 3 |
|
| 2227 |
2227
Strategic Value Partners
Greenwich,
Connecticut
| $653M | +$6.56M | +1% | 0.65% | – | 6 | 33.33% | 1.4 |
|
| 2228 |
KCM
2228
Kynam Capital Management
Princeton,
New Jersey
| $652M | +$177M | +37% | 32.9% | 320% | 42 | 38.1% | 0.7 |
|
| 2229 |
2229
Valiant Capital Management
San Francisco,
California
| $651M | -$350M | -35% | 0.29% | 348% | 27 | 33.33% | 2.7 |
|
| 2230 |
2230
Abner Herrman & Brock
Jersey City,
New Jersey
| $651M | +$105M | +19% | 16.3% | 156% | 99 | 10.1% | 4.6 |
|
| 2231 |
2231
CoreView Capital Management
Hong Kong
| $650M | +$163M | +34% | 5.7% | 50.9% | 15 | 26.67% | 0.8 |
|
| 2232 |
2232
EMG Holdings
Old Greenwich,
Connecticut
| $650M | -$130M | -17% | 4.58% | 4.17% | 174 | 62.07% | 0.7 |
|
| 2233 |
2233
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| $650M | +$50.3M | +8% | 8.52% | 47.7% | 183 | 15.3% | 3.1 |
|
| 2234 |
2234
TRUE Private Wealth Advisors
Salem,
Oregon
| $649M | -$11.4M | -2% | 6.06% | 89.2% | 239 | 15.48% | 3.6 |
|
| 2235 |
2235
Simplify Asset Management
Las Vegas,
Nevada
| $649M | -$292M | -31% | 7.25% | 48.4% | 87 | 25.29% | 0.7 |
|
| 2236 |
2236
Quantitative Advantage
Minnetonka,
Minnesota
| $648M | +$77.5M | +14% | 7.34% | 45.9% | 118 | 16.1% | 1.9 |
|
| 2237 |
2237
L1 Capital
Melbourne VIC 3000,
Australia
| $648M | +$137M | +27% | 39.1% | 127% | 15 | 46.67% | 0.8 |
|
| 2238 |
2238
Adams Natural Resources Fund
Baltimore,
Maryland
| $647M | +$99.4M | +18% | 21.6% | 50.6% | 57 | 5.26% | 5.6 |
|
| 2239 |
2239
Circle Wealth Management
Summit,
New Jersey
| $647M | +$40.9M | +7% | 7.78% | 71.8% | 171 | 12.28% | 3.1 |
|
| 2240 |
2240
MV Capital Management
Bethesda,
Maryland
| $647M | +$67.1M | +12% | 7.16% | 67.6% | 693 | 6.06% | 3.2 |
|
| 2241 |
2241
ICICI Prudential Asset Management
Mumbai,
India
| $646M | +$4.2M | +0.7% | 9.01% | 62.1% | 163 | 15.95% | 1.2 |
|
| 2242 |
2242
Aozora Bank
Tokyo,
Japan
| $646M | +$7.11M | +1% | 1.23% | 5.45% | 4 | 0% | 2.6 |
|
| 2243 |
2243
Financial Synergies Wealth Advisors
Houston,
Texas
| $646M | +$64.3M | +11% | 8.68% | 79% | 511 | 17.81% | 0.7 |
|
| 2244 |
2244
First American Trust
Santa Ana,
California
| $645M | +$50M | +8% | 9.92% | 84.6% | 168 | 17.86% | 3.8 |
|
| 2245 |
2245
Tectonic Advisors
Frisco,
Texas
| $645M | +$103M | +19% | 8.67% | 44.9% | 275 | 26.91% | 1.3 |
|
| 2246 |
2246
Ashford Capital Management
Wilmington,
Delaware
| $645M | -$10.8M | -2% | 9.07% | 150% | 95 | 10.53% | 4.3 |
|
| 2247 |
2247
Vantage Investment Partners
Kansas City,
Missouri
| $644M | +$6.74M | +1% | 11.5% | 77.4% | 72 | 11.11% | 4.7 |
|
| 2248 |
2248
J.L. Bainbridge & Co
Sarasota,
Florida
| $644M | -$8.8M | -1% | 3.23% | 118% | 80 | 13.75% | 2.7 |
|
| 2249 |
2249
Diameter Capital Partners
New York
| $644M | -$127M | -17% | 1.08% | 378% | 30 | 30% | 0.8 |
|
| 2250 |
2250
INVST
Indianapolis,
Indiana
| $643M | +$59.2M | +10% | 7.19% | 78.5% | 189 | 22.22% | 2.1 |
|