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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
2701
Kathmere Capital Management
Wayne,
Pennsylvania
| $551M | +$31.6M | +6% | 0.89% | 68.3% | 151 | 19.87% | 1.1 |
|
| 2702 |
2702
Pegasus Partners
Mequon,
Wisconsin
| $551M | +$37.7M | +7% | 0.21% | 32.6% | 169 | 8.88% | 2.7 |
|
| 2703 |
2703
ARS Wealth Advisors Group
St. Petersburg,
Florida
| $551M | – | – | 0.37% | 89.5% | 134 | – | 0 |
|
| 2704 |
ACM
2704
Aquilo Capital Management
San Francisco,
California
| $551M | +$166M | +43% | 3.56% | 6.84% | 17 | 29.41% | 1.4 |
|
| 2705 |
2705
Y-Intercept (HK)
Hong Kong
| $550M | +$157M | +40% | 0.78% | 41.6% | 1,013 | 81.34% | 0.1 |
|
| 2706 |
2706
Moloney Securities Asset Management
Manchester,
Missouri
| $550M | +$510K | +0.1% | 0.67% | 86% | 485 | 19.38% | 2.2 |
|
| 2707 |
RI
2707
RPTC Inc
Jackson,
Wyoming
| $550M | -$2.39M | -0.4% | 0.46% | 66.4% | 5 | 0% | 3.4 |
|
| 2708 |
2708
Sanders Morris Harris
Houston,
Texas
| $550M | +$34.8M | +7% | 0.88% | 85.8% | 341 | 15.54% | 1.3 |
|
| 2709 |
2709
Avitas Wealth Management
Los Angeles,
California
| $549M | -$12.5M | -2% | 0.82% | 56.2% | 217 | 21.2% | 1.6 |
|
| 2710 |
2710
Advantage Alpha Capital Partners
San Francisco,
California
| $549M | +$29.6M | +6% | 2.25% | 79.2% | 141 | 13.48% | 1 |
|
| 2711 |
2711
Proffitt & Goodson
Knoxville,
Tennessee
| $548M | -$2.06M | -0.4% | 0.79% | 48.5% | 271 | 10.7% | 2.8 |
|
| 2712 |
2712
McCutchen Group
Seattle,
Washington
| $548M | +$2.71M | +0.5% | 1.8% | 2.54% | 24 | 0% | 6.1 |
|
| 2713 |
2713
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| $548M | -$17.9M | -3% | 2.05% | 80.8% | 84 | 1.19% | 1.7 |
|
| 2714 |
FPCM
2714
Financial Partners Capital Management
New York
| $547M | +$2.8M | +0.5% | 0.8% | 34.2% | 121 | 9.09% | 3.3 |
|
| 2715 |
2715
Penn Davis McFarland
Dallas,
Texas
| $547M | -$24.2M | -4% | 1.44% | 100% | 49 | 12.24% | 3.8 |
|
| 2716 |
2716
Tompkins Financial
Ithaca,
New York
| $547M | – | – | 0.04% | 84.4% | 380 | – | 4.8 |
|
| 2717 |
2717
Bain Capital Credit
Boston,
Massachusetts
| $547M | +$39M | +8% | 1.35% | 14.4% | 20 | 5% | 0.8 |
|
| 2718 |
2718
Manitou Investment Management
Toronto,
Ontario, Canada
| $547M | -$24M | -4% | 0.33% | 69.3% | 47 | 4.26% | 3.3 |
|
| 2719 |
2719
Tarbox Family Office
Newport Beach,
California
| $546M | -$13.2M | -2% | 1.35% | 66.4% | 1,205 | 5.56% | 3.7 |
|
| 2720 |
2720
Cambria Investment Management
Manhattan Beach,
California
| $546M | -$36.2M | -6% | 2.9% | 72% | 274 | 30.29% | 1.7 |
|
| 2721 |
2721
Slow Capital
Greenbrae,
California
| $546M | +$16.7M | +3% | 0.86% | 156% | 186 | 12.37% | 2.6 |
|
| 2722 |
2722
Crescent Capital Consulting
New Orleans,
Louisiana
| $546M | +$11.4M | +2% | 1.07% | – | 625 | 24.96% | 0.5 |
|
| 2723 |
2723
Laurel Wealth Advisors (California)
Solana Beach,
California
| $544M | -$227M | -29% | 0.1% | 33% | 518 | 17.95% | 2.8 |
|
| 2724 |
2724
MIC Capital Partners (Public) (US) IM
Al Maryah Island Abu Dhabi,
United Arab Emirates
| $544M | -$6.08M | -1% | 7.78% | – | 31 | 38.71% | 0.6 |
|
| 2725 |
SCM
2725
Soros Capital Management
New York
| $544M | -$402M | -42% | 2.45% | 732% | 79 | 55.7% | 0.6 |
|