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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
2501
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
| $725M | +$136M | +23% | 3.14% | 70.8% | 17 | 29.41% | 1.5 |
|
| 2502 |
2502
Moss Adams Wealth Advisors
Seattle,
Washington
| $725M | +$102M | +16% | 2.76% | 71.9% | 183 | 21.31% | 0.8 |
|
| 2503 |
2503
Hudson Way Capital Management
Dallas,
Texas
| $724M | +$177M | +32% | 4.33% | 51.3% | 14 | 0% | 2.3 |
|
| 2504 |
2504
Steel Grove Capital Advisors
Memphis,
Tennessee
| $724M | -$26.8M | -4% | 5.8% | 106% | 225 | 27.56% | 3.2 |
|
| 2505 |
2505
Fiducient Advisors
Chicago,
Illinois
| $724M | +$219M | +43% | 0.69% | 52.3% | 164 | 33.54% | 1.2 |
|
| 2506 |
2506
Mattern Capital Management
Lakewood,
Colorado
| $724M | -$12.6M | -2% | 0.88% | 31.5% | 158 | 1.27% | 2.8 |
|
| 2507 |
2507
Forest Avenue Capital Management
Miami,
Florida
| $722M | +$315M | +77% | 3.31% | 415% | 27 | 44.44% | 0.5 |
|
| 2508 |
2508
Barlow Wealth Partners
Louisville,
Kentucky
| $722M | -$12.3M | -2% | 3.85% | 101% | 160 | 11.88% | 0.5 |
|
| 2509 |
2509
Romano Brothers & Co
Evanston,
Illinois
| $722M | -$8.17M | -1% | 1.37% | 110% | 311 | 5.47% | 1.6 |
|
| 2510 |
2510
Shay Capital
New York
| $722M | +$79.5M | +12% | 1.7% | 166% | 477 | 67.09% | 0.6 |
|
| 2511 |
2511
Aaron Wealth Advisors
Chicago,
Illinois
| $720M | +$22.8M | +3% | 3.19% | 108% | 340 | 13.24% | 1.7 |
|
| 2512 |
CBT
2512
Central Bank & Trust
Lexington,
Kentucky
| $719M | +$17.7M | +3% | 6.32% | 118% | 366 | 10.66% | 5.9 |
|
| 2513 |
MI
2513
MMCAP International
Grand Cayman,
Cayman Islands
| $719M | -$49.1M | -6% | 7.01% | 184% | 205 | 20% | 1.5 |
|
| 2514 |
2514
OneAscent Financial Services
Birmingham,
Alabama
| $718M | -$186M | -21% | 1.02% | 63.8% | 417 | 48.68% | 0.9 |
|
| 2515 |
2515
McGowan Group Asset Management
Dallas,
Texas
| $718M | +$24.7M | +4% | 1.73% | 69.8% | 133 | 12.78% | 3.9 |
|
| 2516 |
2516
Technology Crossover Management IX
Menlo Park,
California
| $718M | -$130M | -15% | 12.6% | 13% | 6 | 0% | 4.7 |
|
| 2517 |
2517
FengHe Fund Management
Singapore
| $717M | -$77M | -10% | 13.2% | 902% | 32 | 53.13% | 0.4 |
|
| 2518 |
2518
Curated Wealth Partners
El Segundo,
California
| $717M | +$36.1M | +5% | 3.45% | 39.9% | 270 | 100% | 0 |
|
| 2519 |
2519
Stillwater Capital Advisors
Devon,
Pennsylvania
| $717M | +$41.4M | +6% | 8.03% | 121% | 70 | 31.43% | 6.8 |
|
| 2520 |
2520
Ulysses Management
New York
| $716M | -$458M | -39% | 3.29% | 51.8% | 72 | 47.22% | 1.8 |
|
| 2521 |
2521
Arden Trust
Wilmington,
Delaware
| $716M | -$623K | -0.1% | 2.63% | 22.5% | 258 | 12.79% | 4.6 |
|
| 2522 |
2522
Poplar Forest Capital
Pasadena,
California
| $716M | -$28.3M | -4% | 2.8% | 30% | 57 | 12.28% | 4.9 |
|
| 2523 |
2523
Crosslink Capital
Menlo Park,
California
| $716M | +$14.1M | +2% | 2.45% | 135% | 19 | 5.26% | 4.2 |
|
| 2524 |
2524
Provenance Wealth Advisors
Fort Lauderdale,
Florida
| $715M | +$4.26M | +0.6% | 1.65% | 55.9% | 551 | 8.35% | 0.7 |
|
| 2525 |
2525
Dock Street Asset Management
Palm Beach,
Florida
| $715M | +$46M | +7% | 11% | 175% | 49 | 6.12% | 5 |
|