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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
First Turn Management
Del Mar,
California
| $875M | +$209M | +31% | 62.7% | – | 41 | 48.78% | 0.7 |
|
| 2602 |
2602
Wealth Management Nebraska
Norfolk,
Nebraska
| $875M | +$35.8M | +4% | 2.46% | – | 97 | 11.34% | 0.8 |
|
| 2603 |
2603
Iron Triangle Partners
Cos Cob,
Connecticut
| $875M | +$171M | +24% | 21% | 152% | 41 | 73.17% | 0.2 |
|
| 2604 |
2604
Periscope Capital
Toronto,
Ontario, Canada
| $874M | +$246M | +39% | 0.95% | 28.8% | 390 | 37.44% | 0.5 |
|
| 2605 |
2605
Quadcap Wealth Management
Frisco,
Texas
| $874M | +$26.4M | +3% | 2.09% | 94.2% | 425 | 11.06% | 1.5 |
|
| 2606 |
2606
Greenline Partners
New York
| $874M | +$51.3M | +6% | 5.02% | 69.6% | 154 | 9.74% | 3.7 |
|
| 2607 |
2607
MPM BioImpact
Boston,
Massachusetts
| $874M | +$263M | +43% | 45% | 550% | 55 | 58.18% | 0.8 |
|
| 2608 |
2608
Disciplina Capital Management
Nashville,
Tennessee
| $874M | +$51.9M | +6% | 0.43% | 30% | 68 | 8.82% | 3 |
|
| 2609 |
2609
Souders Financial Advisors
Cincinnati,
Ohio
| $873M | +$32.3M | +4% | 1.92% | 54.9% | 219 | 10.96% | 2.7 |
|
| 2610 |
2610
Insight Wealth Strategies
San Ramon,
California
| $872M | +$23.4M | +3% | 3.28% | 83.5% | 186 | 16.13% | 2.7 |
|
| 2611 |
2611
St Louis Trust
Saint Louis,
Missouri
| $872M | +$70M | +9% | 2.26% | 71.4% | 149 | 20.13% | 4.1 |
|
| 2612 |
2612
Destiny Wealth Partners
Tavares,
Florida
| $871M | +$55.2M | +7% | 1.88% | 63.7% | 222 | 12.61% | 2.6 |
|
| 2613 |
2613
Financial Plan Inc
Bellingham,
Washington
| $871M | – | – | 2.03% | – | 94 | – | 0 |
|
| 2614 |
2614
Novem Group
Rochester,
New York
| $870M | +$15.8M | +2% | 1.82% | – | 478 | 24.27% | 0.7 |
|
| 2615 |
2615
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| $870M | +$68.4M | +9% | 9.23% | 95.4% | 40 | 7.5% | 6.3 |
|
| 2616 |
2616
CVA Family Office
Denver,
Colorado
| $869M | +$92.6M | +12% | 2.6% | 71.6% | 1,390 | 13.96% | 2.1 |
|
| 2617 |
2617
Ascent Wealth Partners
New Hartford,
New York
| $869M | +$6.89M | +0.8% | 2.28% | 105% | 188 | 6.38% | 4.1 |
|
| 2618 |
8KM
2618
8 Knots Management
Dallas,
Texas
| $868M | -$16M | -2% | 13.5% | – | 22 | 59.09% | 0.7 |
|
| 2619 |
2619
Twin Focus Capital Partners
Boston,
Massachusetts
| $868M | +$80.7M | +10% | 4.02% | 92.5% | 198 | 14.14% | 4.3 |
|
| 2620 |
2620
Aviance Capital Partners
Naples,
Florida
| $868M | +$25.5M | +3% | 4.23% | 109% | 375 | 6.93% | 4.8 |
|
| 2621 |
2621
Northcape Capital
Sydney,
Australia
| $867M | +$144M | +20% | 1.48% | – | 8 | 0% | 8.7 |
|
| 2622 |
2622
One Madison Group
New York
| $867M | -$46.2M | -5% | 0.88% | – | 31 | 12.9% | 0.8 |
|
| 2623 |
2623
Keebeck Wealth Management
Chicago,
Illinois
| $867M | +$20.5M | +2% | 1.91% | 81.3% | 393 | 16.28% | 2.6 |
|
| 2624 |
2624
Mint Tower Capital Management
Amsterdam,
Netherlands
| $866M | +$22.1M | +3% | 1.29% | 40% | 318 | 52.52% | 0.5 |
|
| 2625 |
2625
Atlas Venture Life Science Advisors
Cambridge,
Massachusetts
| $865M | +$113M | +15% | 37.3% | 484% | 9 | 11.11% | 3.1 |
|