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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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50
100
250
500
1,000
2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2626 |
AI
2626
Aperture Investors
New York
| $766M | -$16.3M | -2% | 20.5% | 211% | 98 | 37.76% |
|
| 2627 |
PSCM
2627
Per Stirling Capital Management
Austin,
Texas
| $766M | +$70.7M | +10% | 7.66% | 63.1% | 293 | 18.77% |
|
| 2628 |
GFP
2628
Gryphon Financial Partners
Columbus,
Ohio
| $766M | +$72.2M | +10% | 10.2% | 93.7% | 320 | 17.81% |
|
| 2629 |
ACP
2629
Aviance Capital Partners
Naples,
Florida
| $765M | +$54.4M | +8% | 9.34% | 98.2% | 357 | 7.84% |
|
| 2630 |
KWM
2630
Keebeck Wealth Management
Chicago,
Illinois
| $764M | +$86.4M | +13% | 12.4% | 81.3% | 344 | 22.97% |
|
| 2631 |
CHC
2631
City Holding Co
Charleston,
West Virginia
| $764M | +$54.2M | +8% | 8.39% | 81.3% | 623 | 24.4% |
|
| 2632 |
EC
2632
Elequin Capital
New York
| $764M | -$38.5M | -5% | 10.2% | 52.4% | 543 | 72.38% |
|
| 2633 |
ACA
2633
Anchorage Capital Advisors
New York
| $763M | +$689M | +931% | 13.4% | – | 6 | 33.33% |
|
| 2634 |
SF
2634
Symphony Financial
Houston,
Texas
| $763M | +$594M | +352% | 11.3% | 85.7% | 262 | 68.32% |
|
| 2635 |
CC
2635
Criteria Caixa
Barcelona,
Spain
| $762M | +$80.6M | +12% | 7.91% | 35.5% | 22 | 54.55% |
|
| 2636 |
BIG
2636
Brooklyn Investment Group
Brooklyn,
New York
| $762M | +$299M | +64% | 10.9% | – | 3,451 | 24.02% |
|
| 2637 |
AAM
2637
ACK Asset Management
Greenwich,
Connecticut
| $761M | +$152M | +25% | 25.4% | 132% | 26 | 42.31% |
|
| 2638 |
MCM
2638
Manchester Capital Management
Manchester,
Vermont
| $761M | -$53.1M | -7% | 9.57% | 72.3% | 1,253 | 10.85% |
|
| 2639 |
VCM
2639
Vision Capital Management
Portland,
Oregon
| $761M | +$67.2M | +10% | 7.51% | 67.4% | 148 | 14.19% |
|
| 2640 |
HFS
2640
Howard Financial Services
Dallas,
Texas
| $761M | +$26.3M | +4% | 6% | 50.2% | 203 | 19.21% |
|
| 2641 |
AAP
2641
Ardsley Advisory Partners
Stamford,
Connecticut
| $761M | +$238M | +46% | 39.3% | 555% | 219 | 70.32% |
|
| 2642 |
CB
2642
Community Bank
Dewitt,
New York
| $760M | +$14.5M | +2% | 6.2% | 73.5% | 398 | 7.29% |
|
| 2643 |
PWPS
2643
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $760M | +$95.1M | +14% | 7.57% | 82.1% | 485 | 24.33% |
|
| 2644 |
PAMG
2644
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $760M | +$86.3M | +13% | 13% | 109% | 224 | 9.38% |
|
| 2645 |
PA
2645
Proem Advisors
Dallas,
Texas
| $760M | +$426M | +128% | 74.3% | – | 47 | 59.57% |
|
| 2646 |
DBG
2646
De Burlo Group
Boston,
Massachusetts
| $759M | +$81.8M | +12% | 17% | 147% | 83 | 10.84% |
|
| 2647 |
BIA
2647
Biondo Investment Advisors
Milford,
Pennsylvania
| $759M | +$54M | +8% | 8.55% | 83.4% | 89 | 4.49% |
|
| 2648 |
GFG
2648
Goldstone Financial Group
Oakbrook Terrace,
Illinois
| $757M | +$96.5M | +15% | 7.72% | 54.9% | 216 | 11.11% |
|
| 2649 |
NCM
2649
Nelson Capital Management
Menlo Park,
California
| $756M | +$178M | +31% | 21% | 121% | 104 | 5.77% |
|
| 2650 |
OBWG
2650
Onyx Bridge Wealth Group
Tarrytown,
New York
| $756M | +$59.1M | +8% | 8.67% | 67.4% | 329 | 14.89% |
|