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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
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250
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2701 |
SIS
2701
Sound Income Strategies
Ft Lauderdale,
Florida
| $331M | +$41.7M | +14% | 2.09% | 31.2% | 812 | 12.44% |
|
| 2702 |
MC
2702
Martin & Co
Knoxville,
Tennessee
| $331M | -$3.65M | -1% | 1.55% | 67.8% | 118 | 2.54% |
|
| 2703 |
PA
2703
PFW Advisors
Atlanta,
Georgia
| $331M | – | – | 2.73% | – | 122 | – |
|
| 2704 |
NLVP
2704
New Leaf Venture Partners
New York
| $331M | -$42.5M | -11% | 9.98% | 17.1% | 21 | 9.52% |
|
| 2705 |
HL
2705
HeadInvest LLC
Portland,
Maine
| $330M | -$23.8M | -7% | 1.7% | 59.1% | 208 | 21.63% |
|
| 2706 |
GA
2706
Greenspring Associates
Owings Mills,
Maryland
| $330M | +$135M | +70% | 9.25% | – | 19 | 78.95% |
|
| 2707 |
QFA
2707
Quattro Financial Advisors
The Woodlands,
Texas
| $330M | +$5.58M | +2% | 0.33% | 61.8% | 92 | 46.74% |
|
| 2708 |
LF
2708
Lannebo Fonder
Stockholm,
Sweden
| $329M | -$325K | -0.1% | 2.25% | 49.8% | 25 | 8% |
|
| 2709 |
PWW
2709
Pettyjohn Wood & White
Lynchburg,
Virginia
| $329M | +$6.25M | +2% | 2.34% | 70.9% | 151 | 3.97% |
|
| 2710 |
AIA
2710
Arbor Investment Advisors
Winston Salem,
North Carolina
| $329M | +$9.56M | +3% | 0.03% | 44.3% | 83 | 9.64% |
|
| 2711 |
TFO
2711
Tarbox Family Office
Newport Beach,
California
| $329M | +$9.14M | +3% | 1.29% | 60.5% | 1,197 | 12.53% |
|
| 2712 |
DA
2712
Dillon & Associates
Jackson,
Michigan
| $329M | +$5.16M | +2% | 1.95% | 98.2% | 67 | 1.49% |
|
| 2713 |
AWC
2713
Abundance Wealth Counselors
State College,
Pennsylvania
| $329M | +$7.23M | +2% | 0.22% | 94.7% | 35 | 22.86% |
|
| 2714 |
NHC
2714
Nicholas Hoffman & Company
Atlanta,
Georgia
| $328M | +$6.63M | +2% | 1.58% | 65.1% | 203 | 9.36% |
|
| 2715 |
WA
2715
Wealth Architects
Mountain View,
California
| $328M | -$3.56M | -1% | 0.07% | 80.1% | 140 | 13.57% |
|
| 2716 |
FA
2716
FCG Advisors
Chatham,
New Jersey
| $328M | +$11M | +3% | 0.79% | 19.7% | 165 | 7.27% |
|
| 2717 |
FFM
2717
Fullerton Fund Management
Singapore
| $328M | +$29.9M | +10% | 0.53% | 412% | 48 | 22.92% |
|
| 2718 |
RR
2718
Robotti Robert
| $328M | +$40.8M | +14% | 4.77% | 107% | 63 | 17.46% |
|
| 2719 |
PS
2719
Pensionfund Sabic
Sittard,
Netherlands
| $327M | $0 | 0% | 2.86% | 67.7% | 207 | 0% |
|
| 2720 |
LCM
2720
Lucha Capital Management
San Francisco,
California
| $327M | -$71.7M | -18% | 3.28% | 84.3% | 43 | 62.79% |
|
| 2721 |
FIA
2721
FNY Investment Advisers
New York
| $327M | -$12.2M | -4% | 1.12% | 307% | 1,378 | 64.08% |
|
| 2722 |
LA
2722
Lynch & Associates
Newburgh,
Indiana
| $327M | +$19.2M | +6% | 2.85% | 62.9% | 95 | 0% |
|
| 2723 |
TCP
2723
ThornTree Capital Partners
Boston,
Massachusetts
| $327M | +$9.96M | +3% | 3.92% | 217% | 18 | 38.89% |
|
| 2724 |
BMM
2724
Buffington Mohr McNeal
Boise,
Idaho
| $327M | +$6.82M | +2% | 2.12% | 29.3% | 118 | 5.93% |
|
| 2725 |
AWP
2725
Ascent Wealth Partners
New Hartford,
New York
| $327M | +$3.01M | +0.9% | 1.01% | 94.4% | 123 | 8.94% |
|