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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2526 |
ACA
2526
Apis Capital Advisors
New York
| $1.03B | +$379M | +58% | 64.1% | 1,532% | 74 | 48.65% | 2.3 |
|
| 2527 |
RTM
2527
RH Tailwind Management
West Conshohocken,
Pennsylvania
| $1.03B | +$246M | +31% | 28.6% | – | 84 | 63.1% | 0.8 |
|
| 2528 |
I
2528
INVST
Indianapolis,
Indiana
| $1.03B | +$140M | +16% | 16.8% | 78.5% | 369 | 15.99% | 8.1 |
|
| 2529 |
IWS
2529
Insight Wealth Strategies
San Ramon,
California
| $1.02B | +$129M | +14% | 20.9% | 83.5% | 206 | 25.24% | 10.9 |
|
| 2530 |
TFA
2530
Toth Financial Advisory
Leesburg,
Virginia
| $1.02B | +$113M | +12% | 20.1% | 90.4% | 1,032 | 25.29% | 15 |
|
| 2531 |
MFT
2531
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $1.02B | +$93.4M | +10% | 9.12% | 48.1% | 546 | 6.78% | 19 |
|
| 2532 |
KWM
2532
Keebeck Wealth Management
Chicago,
Illinois
| $1.02B | +$135M | +15% | 17.1% | 81.3% | 501 | 20.96% | 9.3 |
|
| 2533 |
NAM
2533
NTV Asset Management
Charleston,
West Virginia
| $1.02B | +$111M | +12% | 15.7% | 97.8% | 332 | 10.84% | 25 |
|
| 2534 |
CISOA
2534
Capital Investment Services of America
Milwaukee,
Wisconsin
| $1.02B | +$63M | +7% | 8.27% | 50.7% | 83 | 3.61% | 30.2 |
|
| 2535 |
PS
2535
Portfolio Strategies
Monsey,
New York
| $1.02B | +$208M | +26% | 35.5% | 120% | 89 | 24.72% | 10.7 |
|
| 2536 |
JPC
2536
Jabodon PT Co
Reno,
Nevada
| $1.02B | +$159M | +18% | 14.5% | 61.9% | 8 | 0% | 3.6 |
|
| 2537 |
GCA
2537
Greenwood Capital Associates
Greenwood,
South Carolina
| $1.02B | +$111M | +12% | 13.5% | 81.3% | 308 | 14.94% | 9.7 |
|
| 2538 |
LM
2538
Lincluden Management
Mississauga,
Ontario, Canada
| $1.02B | +$79.8M | +8% | 8.4% | 56.6% | 72 | 8.33% | 27.6 |
|
| 2539 |
TW
2539
TritonPoint Wealth
Chevy Chase,
Maryland
| $1.02B | +$83.8M | +9% | 17.4% | – | 294 | 13.27% | 7.9 |
|
| 2540 |
CFG
2540
CKW Financial Group
Honolulu,
Hawaii
| $1.02B | +$101M | +11% | 12.4% | 62.4% | 321 | 49.53% | 15 |
|
| 2541 |
GCM
2541
Genus Capital Management
Vancouver,
British Columbia, Canada
| $1.02B | +$143M | +16% | 34.8% | – | 229 | 28.38% | 3 |
|
| 2542 |
RWA
2542
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $1.02B | +$109M | +12% | 17.7% | 111% | 463 | 28.29% | 7.4 |
|
| 2543 |
AH
2543
Allen Holding
New York
| $1.01B | +$6.02M | +0.6% | 2.62% | 135% | 10 | 10% | 30.4 |
|
| 2544 |
DPC
2544
Dream Peak Capital
Hong Kong,
| $1.01B | +$338M | +50% | 30.4% | – | 8 | 37.5% | 1.1 |
|
| 2545 |
NFT
2545
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| $1.01B | +$102M | +11% | 24.6% | 82.3% | 68 | 27.94% | 3.1 |
|
| 2546 |
HP
2546
Havemeyer Place
Greenwich,
Connecticut
| $1.01B | +$146M | +17% | 18.6% | – | 716 | 61.31% | 0.9 |
|
| 2547 |
LC
2547
Lavaca Capital
Houston,
Texas
| $1.01B | +$448M | +79% | 18.3% | 46.5% | 377 | 29.18% | 6.5 |
|
| 2548 |
AL4A
2548
Accel Leaders 4 Associates
Palo Alto,
California
| $1.01B | +$537M | +113% | 166% | – | 1 | 0% | 6 |
|
| 2549 |
CMF
2549
Counterpoint Mutual Funds
San Diego,
California
| $1.01B | +$345M | +52% | 28.2% | 66.2% | 413 | 57.38% | 1.1 |
|
| 2550 |
QFA
2550
Quantum Financial Advisors
El Segundo,
California
| $1.01B | +$120M | +13% | 12.3% | 61.1% | 261 | 15.33% | 7.5 |
|