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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2676 |
QA
2676
Quantitative Advantage
Minnetonka,
Minnesota
| $474M | +$64.1M | +16% | 11.4% | 45.9% | 63 | 11.11% |
|
| 2677 |
MGB
2677
Mass General Brigham
Somerville,
Massachusetts
| $473M | +$347M | +275% | 7.86% | – | 3 | 0% |
|
| 2678 |
EC
2678
Euclidean Capital
New York
| $472M | – | – | 65.8% | 76.3% | 10 | – |
|
| 2679 |
RFM
2679
Royal Fund Management
Lady Lake,
Florida
| $472M | +$81.2M | +21% | 13.6% | 92.4% | 189 | 17.99% |
|
| 2680 |
BS
2680
Boenning & Scattergood
West Conshohocken,
Pennsylvania
| $472M | +$55.2M | +13% | 13.3% | 34.5% | 355 | 11.83% |
|
| 2681 |
MFW
2681
Meristem Family Wealth
Minnetonka,
Minnesota
| $472M | +$81.9M | +21% | 15.9% | 67.7% | 244 | 22.95% |
|
| 2682 |
SSA
2682
South Street Advisors
New York
| $472M | +$58.1M | +14% | 16.6% | 140% | 62 | 11.29% |
|
| 2683 |
GWI
2683
Grace & White Inc
Ny,
New York
| $472M | +$83.1M | +21% | 34.2% | 61.5% | 134 | 8.21% |
|
| 2684 |
SWPG
2684
Strategic Wealth Partners Group
Deerfield,
Illinois
| $472M | +$58M | +14% | 14.5% | – | 59 | 8.47% |
|
| 2685 |
HIM
2685
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| $472M | +$149M | +46% | 11.1% | 57.5% | 126 | 23.81% |
|
| 2686 |
HL
2686
HeadInvest LLC
Portland,
Maine
| $471M | +$125M | +36% | 10.8% | 45.6% | 243 | 37.04% |
|
| 2687 |
SF
2687
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
| $471M | +$281M | +147% | 14.9% | 36.7% | 5 | 20% |
|
| 2688 |
FEG
2688
Financial Enhancement Group
Anderson,
Indiana
| $470M | +$39.3M | +9% | 10.4% | 57.5% | 329 | 32.22% |
|
| 2689 |
PAM
2689
Pinpoint Asset Management
Hong Kong
| $470M | +$50.8M | +12% | 59.4% | 185% | 49 | 63.27% |
|
| 2690 |
GC
2690
Globeflex Capital
San Diego,
California
| $469M | +$91M | +24% | 28.1% | 135% | 534 | 23.97% |
|
| 2691 |
CFD
2691
Creative Financial Designs
Kokomo,
Indiana
| $468M | +$63M | +16% | 11.1% | 56.2% | 1,345 | 11.67% |
|
| 2692 |
IG
2692
Inherent Group
New York
| $468M | +$267M | +133% | 135% | 61.7% | 31 | 48.39% |
|
| 2693 |
VCM
2693
Vivaldi Capital Management
Chicago,
Illinois
| $468M | +$17.3M | +4% | 11.4% | 69.2% | 353 | 33.71% |
|
| 2694 |
W
2694
Wealthquest
Cincinnati,
Ohio
| $467M | +$63.6M | +16% | 12.3% | 52.1% | 137 | 20.44% |
|
| 2695 |
ACM
2695
Academy Capital Management
Waco,
Texas
| $467M | +$8.53M | +2% | 14.6% | 71.3% | 35 | 22.86% |
|
| 2696 |
SL
2696
Systelligence LLC
Bloomington,
Minnesota
| $467M | +$137M | +42% | 14.6% | 57.3% | 65 | 46.15% |
|
| 2697 |
MDSL
2697
M.D. Sass LLC
New York
| $467M | +$63.5M | +16% | 24.9% | 54.6% | 36 | 16.67% |
|
| 2698 |
PDM
2698
Penn Davis McFarland
Dallas,
Texas
| $466M | +$82.1M | +21% | 20.7% | 86.8% | 45 | 4.44% |
|
| 2699 |
CC
2699
Covalis Capital
London,
United Kingdom
| $466M | +$231M | +98% | 9.16% | 31.3% | 33 | 87.88% |
|
| 2700 |
WCM
2700
Windham Capital Management
Boston,
Massachusetts
| $465M | +$17.6M | +4% | 6.89% | 8.3% | 68 | 8.82% |
|