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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
2601
Moloney Securities Asset Management
Manchester,
Missouri
| $745M | -$509K | -0.1% | 1.7% | 86% | 533 | 18.39% | 3.6 |
|
| 2602 |
2602
AH Capital Management
Menlo Park,
California
| $745M | -$393M | -34% | 1.85% | – | 14 | 21.43% | 0.8 |
|
| 2603 |
2603
Bornite Capital Management
New York
| $744M | +$178M | +31% | 5.47% | 208% | 51 | 60.78% | 0.4 |
|
| 2604 |
2604
Relyea Zuckerberg Hanson
Stamford,
Connecticut
| $744M | +$86.4M | +13% | 2.89% | 95.9% | 268 | 13.43% | 2.6 |
|
| 2605 |
TCM
2605
Trybe Capital Management
Greenwich,
Connecticut
| $742M | +$181M | +32% | 12.7% | 681% | 16 | 37.5% | 2.2 |
|
| 2606 |
2606
Perseverance Asset Management International
George Town,
Cayman Islands
| $742M | -$126M | -14% | 7.19% | 120% | 19 | 10.53% | 1.8 |
|
| 2607 |
2607
Ascent Wealth Partners
New Hartford,
New York
| $742M | +$24M | +3% | 2.66% | 105% | 170 | 14.12% | 4 |
|
| 2608 |
2608
Focused Wealth Management
Newburgh,
New York
| $741M | -$27.7M | -4% | 2.36% | 80.9% | 267 | 41.2% | 6.2 |
|
| 2609 |
2609
Claro Advisors
Boston,
Massachusetts
| $740M | -$33.8M | -4% | 4.81% | 98.8% | 561 | 21.93% | 2.3 |
|
| 2610 |
2610
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $740M | +$39.8M | +6% | 2% | 116% | 337 | 21.96% | 1.7 |
|
| 2611 |
BIC
2611
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| $740M | -$68.6M | -8% | 6.43% | 36% | 225 | 46.67% | 7.2 |
|
| 2612 |
2612
Pureheart Capital
Singapore,
| $740M | – | – | 1.68% | – | 7 | – | 0 |
|
| 2613 |
2613
Cahill Financial Advisors
Edina,
Minnesota
| $738M | +$6.67M | +0.9% | 1% | 55.9% | 275 | 12.73% | 4.4 |
|
| 2614 |
PGCM
2614
Prescott Group Capital Management
Tulsa,
Oklahoma
| $737M | +$48.5M | +7% | 2.39% | 135% | 258 | 22.09% | 2.1 |
|
| 2615 |
2615
Genus Capital Management
Vancouver,
British Columbia, Canada
| $737M | -$26.7M | -3% | – | – | 223 | 30.49% | 0.4 |
|
| 2616 |
EC
2616
Euclidean Capital
New York
| $737M | -$170M | -19% | 1.88% | 79.7% | 12 | 8.33% | 2.9 |
|
| 2617 |
OP
2617
ORG Partners
Roanoke,
Indiana
| $737M | +$112M | +18% | 0.25% | 69.5% | 1,391 | 17.4% | 0.6 |
|
| 2618 |
2618
JLB & Associates
Plymouth,
Michigan
| $737M | -$40.6M | -5% | 1.69% | 69.9% | 79 | 2.53% | 7.4 |
|
| 2619 |
2619
Broad Run Investment Management
Arlington,
Virginia
| $736M | -$92.3M | -11% | 2.29% | 202% | 24 | 0% | 6.2 |
|
| 2620 |
2620
HHM Wealth Advisors
Chattanooga,
Tennessee
| $735M | +$30.4M | +4% | 0.62% | 62.3% | 1,050 | 29.33% | 2.2 |
|
| 2621 |
2621
Ikarian Capital
Dallas,
Texas
| $735M | +$18.1M | +3% | 91.2% | 5,184% | 212 | 50.94% | 0.6 |
|
| 2622 |
2622
Howard Financial Services
Dallas,
Texas
| $735M | +$42.6M | +6% | 0.75% | 55.9% | 194 | 17.53% | 2.7 |
|
| 2623 |
2623
Consolidated Planning Corp
Atlanta,
Georgia
| $735M | +$62.4M | +9% | 1.85% | 84.6% | 214 | 15.89% | 1.9 |
|
| 2624 |
2624
Greatmark Investment Partners
Columbus,
Georgia
| $734M | -$3.06M | -0.4% | 0.1% | 72.5% | 143 | 8.39% | 6 |
|
| 2625 |
2625
Hendershot Investments
Centreville,
Virginia
| $734M | -$2.47M | -0.3% | 1% | 50.5% | 132 | 2.27% | 5.5 |
|