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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%
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250
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2,500
5,000
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 2626 |
RWP
2626
Revolve Wealth Partners
Hackensack,
New Jersey
| $965M | +$195M | +25% | 13.7% | 60.3% | 362 | 38.12% |
|
| 2627 |
BST
2627
Bath Savings Trust
Bath,
Maine
| $965M | +$29.1M | +3% | 6.76% | 47.3% | 183 | 11.48% |
|
| 2628 |
BEAM
2628
Baker Ellis Asset Management
Vancouver,
Washington
| $964M | +$122M | +14% | 20.3% | 89.2% | 274 | 10.58% |
|
| 2629 |
GIG
2629
Goodnow Investment Group
Darien,
Connecticut
| $964M | +$50.8M | +6% | 13.3% | 131% | 31 | 32.26% |
|
| 2630 |
ACP
2630
Aviance Capital Partners
Naples,
Florida
| $963M | +$109M | +13% | 15.8% | 98.2% | 400 | 11% |
|
| 2631 |
LAM
2631
L2 Asset Management
Wayland,
Massachusetts
| $963M | -$88.6M | -8% | 19.9% | 128% | 445 | 18.43% |
|
| 2632 |
LGP
2632
Leonard Green & Partners
Los Angeles,
California
| $962M | -$1.81B | -65% | 30% | 53.9% | 6 | 33.33% |
|
| 2633 |
SCM
2633
Silverarc Capital Management
Boston,
Massachusetts
| $962M | -$17.7M | -2% | 33.4% | 2,765% | 98 | 51.02% |
|
| 2634 |
PL
2634
Parthenon LLC
Louisville,
Kentucky
| $962M | +$87.2M | +10% | 15.3% | 80.8% | 138 | 11.59% |
|
| 2635 |
AAP
2635
Ardsley Advisory Partners
Stamford,
Connecticut
| $960M | +$176M | +22% | 67.8% | 555% | 219 | 64.84% |
|
| 2636 |
RAM
2636
Ramirez Asset Management
New York
| $960M | +$128M | +15% | 11.3% | 86.8% | 375 | 10.93% |
|
| 2637 |
JWBC
2637
J.W. Burns & Co
Dewitt,
New York
| $959M | +$86.7M | +10% | 14.2% | 78.5% | 195 | 9.23% |
|
| 2638 |
WI
2638
Wahed Invest
New York
| $958M | +$188M | +24% | 37.1% | 140% | 234 | 6.84% |
|
| 2639 |
BWS
2639
Buck Wealth Strategies
Denver,
Colorado
| $956M | +$146M | +18% | 7.03% | 42% | 1,173 | 86.1% |
|
| 2640 |
RWA
2640
River Wealth Advisors
Camp Hill,
Pennsylvania
| $956M | +$85M | +10% | 15.7% | 80.3% | 221 | 9.05% |
|
| 2641 |
LA
2641
Lifeworks Advisors
Grand Rapids,
Michigan
| $955M | +$176M | +23% | 22.2% | 80.4% | 349 | 18.05% |
|
| 2642 |
VFG
2642
Victory Financial Group
Austin,
Texas
| $953M | +$139M | +17% | 17.9% | – | 429 | 25.87% |
|
| 2643 |
CA
2643
Claro Advisors
Boston,
Massachusetts
| $953M | +$123M | +15% | 15.6% | 85.5% | 572 | 18.36% |
|
| 2644 |
NOCM
2644
Night Owl Capital Management
Greenwich,
Connecticut
| $953M | +$94.8M | +11% | 22.5% | 162% | 32 | 12.5% |
|
| 2645 |
CL
2645
CVFG LLC
Shelbyville,
Indiana
| $952M | +$148M | +18% | 30.2% | – | 266 | 16.17% |
|
| 2646 |
EW
2646
Elyxium Wealth
San Mateo,
California
| $952M | +$640M | +205% | 18.7% | – | 303 | 47.19% |
|
| 2647 |
MCM
2647
Makena Capital Management
Menlo Park,
California
| $952M | +$85.8M | +10% | 10.6% | 78.7% | 29 | 17.24% |
|
| 2648 |
AWP
2648
Abacus Wealth Partners
Santa Monica,
California
| $952M | -$144M | -13% | 14.8% | 46% | 525 | 42.86% |
|
| 2649 |
LRPA
2649
L. Roy Papp & Associates
Phoenix,
Arizona
| $951M | +$84M | +10% | 16.2% | 64.3% | 200 | 11.5% |
|
| 2650 |
GAM
2650
Griffin Asset Management
New York
| $949M | +$62.3M | +7% | 12.6% | 80.7% | 272 | 26.1% |
|