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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2526 |
2526
Impact Partnership Wealth
Marietta,
Georgia
| $1.03B | +$219M | +27% | 9.22% | 47.3% | 499 | 39.28% | 0.9 |
|
| 2527 |
2527
Massar Capital Management
Stamford,
Connecticut
| $1.03B | +$94.3M | +10% | 35.9% | – | 416 | 77.16% | 0.2 |
|
| 2528 |
2528
Columbus Macro
New Castle,
Pennsylvania
| $1.03B | +$92.1M | +10% | 8.84% | 48.7% | 217 | 12.44% | 3.5 |
|
| 2529 |
2529
Engine Capital Management
New York
| $1.03B | +$199M | +24% | 6.65% | 21.1% | 35 | 42.86% | 1.3 |
|
| 2530 |
2530
Columbus Hill Capital Management
Short Hills,
New Jersey
| $1.03B | +$355M | +53% | 52.2% | 151% | 34 | 44.12% | 2.1 |
|
| 2531 |
2531
Apis Capital Advisors
New York
| $1.03B | +$379M | +58% | 64.1% | 1,532% | 74 | 48.65% | 0.6 |
|
| 2532 |
RTM
2532
RH Tailwind Management
West Conshohocken,
Pennsylvania
| $1.03B | +$246M | +31% | 28.6% | – | 84 | 63.1% | 0.2 |
|
| 2533 |
2533
INVST
Indianapolis,
Indiana
| $1.03B | +$140M | +16% | 16.8% | 78.5% | 369 | 15.99% | 2 |
|
| 2534 |
2534
Insight Wealth Strategies
San Ramon,
California
| $1.02B | +$129M | +14% | 20.9% | 83.5% | 206 | 25.24% | 2.7 |
|
| 2535 |
2535
Toth Financial Advisory
Leesburg,
Virginia
| $1.02B | +$113M | +12% | 20.1% | 90.4% | 1,032 | 25.29% | 3.7 |
|
| 2536 |
2536
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $1.02B | +$93.4M | +10% | 9.12% | 51.1% | 546 | 6.78% | 4.8 |
|
| 2537 |
2537
Keebeck Wealth Management
Chicago,
Illinois
| $1.02B | +$135M | +15% | 17.1% | 81.3% | 501 | 20.96% | 2.3 |
|
| 2538 |
2538
NTV Asset Management
Charleston,
West Virginia
| $1.02B | +$111M | +12% | 15.7% | 110% | 332 | 10.84% | 6.2 |
|
| 2539 |
2539
Capital Investment Services of America
Milwaukee,
Wisconsin
| $1.02B | +$63M | +7% | 8.27% | 50.7% | 83 | 3.61% | 7.5 |
|
| 2540 |
PS
2540
Portfolio Strategies
Monsey,
New York
| $1.02B | +$208M | +26% | 35.5% | 120% | 89 | 24.72% | 2.7 |
|
| 2541 |
JPC
2541
Jabodon PT Co
Reno,
Nevada
| $1.02B | +$159M | +18% | 14.5% | 61.9% | 8 | 0% | 0.9 |
|
| 2542 |
2542
Greenwood Capital Associates
Greenwood,
South Carolina
| $1.02B | +$111M | +12% | 13.5% | 87.7% | 308 | 14.94% | 2.4 |
|
| 2543 |
2543
Lincluden Management
Mississauga,
Ontario, Canada
| $1.02B | +$79.8M | +8% | 8.4% | 67.7% | 72 | 8.33% | 6.9 |
|
| 2544 |
2544
TritonPoint Wealth
Chevy Chase,
Maryland
| $1.02B | +$83.8M | +9% | 17.4% | 92.7% | 294 | 13.27% | 2 |
|
| 2545 |
2545
CKW Financial Group
Honolulu,
Hawaii
| $1.02B | +$101M | +11% | 12.4% | 70.3% | 321 | 49.53% | 3.7 |
|
| 2546 |
2546
Genus Capital Management
Vancouver,
British Columbia, Canada
| $1.02B | +$143M | +16% | 34.8% | – | 229 | 28.38% | 0.7 |
|
| 2547 |
2547
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $1.02B | +$109M | +12% | 17.7% | 116% | 463 | 28.29% | 1.8 |
|
| 2548 |
AH
2548
Allen Holding
New York
| $1.01B | +$6.02M | +0.6% | 2.62% | 135% | 10 | 10% | 7.6 |
|
| 2549 |
DPC
2549
Dream Peak Capital
Hong Kong,
| $1.01B | +$338M | +50% | 30.4% | – | 8 | 37.5% | 0.3 |
|
| 2550 |
2550
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| $1.01B | +$102M | +11% | 24.6% | 82.3% | 68 | 27.94% | 0.8 |
|