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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2701 |
SSA
2701
South Street Advisors
New York
| $453M | +$47.4M | +12% | 12.1% | 140% | 77 | 15.58% |
|
| 2702 |
MSAM
2702
Moloney Securities Asset Management
Manchester,
Missouri
| $453M | +$40M | +10% | 9.53% | 86% | 439 | 17.54% |
|
| 2703 |
GS
2703
Gagnon Securities
New York
| $453M | -$1.88M | -0.4% | 11.6% | 89.9% | 110 | 12.73% |
|
| 2704 |
CAM
2704
Claret Asset Management
Montreal,
Quebec, Canada
| $453M | +$31.1M | +7% | 9.5% | 73.3% | 155 | 7.1% |
|
| 2705 |
NM
2705
NWI Management
New York
| $452M | -$118M | -21% | 3% | 170% | 47 | 19.15% |
|
| 2706 |
PGIM
2706
Pacific Global Investment Management
Glendale,
California
| $452M | +$40.3M | +10% | 11% | 48% | 213 | 5.63% |
|
| 2707 |
BWA
2707
BlueSky Wealth Advisors
New Bern,
North Carolina
| $452M | +$21.3M | +5% | 5.77% | 42.9% | 68 | 5.88% |
|
| 2708 |
LIM
2708
Lathrop Investment Management
Little Rock,
Arkansas
| $452M | +$73.7M | +19% | 13.3% | 65.5% | 81 | 16.05% |
|
| 2709 |
TCM
2709
Towercrest Capital Management
Newtown,
Pennsylvania
| $452M | +$24.4M | +6% | 5.87% | 31.4% | 92 | 6.52% |
|
| 2710 |
MCM
2710
Mainstay Capital Management
Grand Blanc,
Michigan
| $450M | +$50.7M | +13% | 10% | 107% | 115 | 19.13% |
|
| 2711 |
BPM
2711
Blue Pool Management
Causeway Bay,
Hong Kong
| $450M | +$58.1M | +15% | 14.8% | 72.8% | 7 | 85.71% |
|
| 2712 |
B
2712
Bensler
Bellevue,
Washington
| $450M | +$30.1M | +7% | 6.09% | 106% | 163 | 13.5% |
|
| 2713 |
SC
2713
Slow Capital
Greenbrae,
California
| $449M | -$13.4M | -3% | 7.43% | 124% | 146 | 10.27% |
|
| 2714 |
FPCM
2714
Financial Partners Capital Management
New York
| $449M | +$26.5M | +6% | 10.9% | 34.2% | 121 | 5.79% |
|
| 2715 |
SA
2715
Strategic Advisors
New York
| $449M | -$2.01M | -0.4% | 7.28% | 87.3% | 207 | 11.11% |
|
| 2716 |
BIA
2716
Biondo Investment Advisors
Milford,
Pennsylvania
| $449M | +$15.2M | +4% | 13.3% | 89.1% | 74 | 1.35% |
|
| 2717 |
PS
2717
Portfolio Strategies
Monsey,
New York
| $448M | +$59.2M | +15% | 8.64% | 83.1% | 53 | 33.96% |
|
| 2718 |
MFG
2718
MidWestOne Financial Group
Iowa City,
Iowa
| $448M | +$55.2M | +14% | 12.7% | 62.7% | 252 | 16.27% |
|
| 2719 |
BIM
2719
Bridgecreek Investment Management
Tulsa,
Oklahoma
| $448M | -$20.1M | -4% | 9.14% | 48.4% | 112 | 16.07% |
|
| 2720 |
CC
2720
Cadinha & Co
Honolulu,
Hawaii
| $448M | +$151M | +51% | 13.8% | 123% | 100 | 9% |
|
| 2721 |
DBG
2721
De Burlo Group
Boston,
Massachusetts
| $448M | +$27.4M | +7% | 9.86% | 98.1% | 194 | 61.34% |
|
| 2722 |
TCA
2722
Teewinot Capital Advisers
New York
| $447M | +$10.7M | +2% | 9.74% | 159% | 40 | 22.5% |
|
| 2723 |
FTC
2723
Farmers Trust Company
Youngstown,
Ohio
| $447M | +$47.3M | +12% | 12.3% | 73.5% | 163 | 11.66% |
|
| 2724 |
HL
2724
HeadInvest LLC
Portland,
Maine
| $447M | +$29.4M | +7% | 11.3% | 45.6% | 225 | 8.89% |
|
| 2725 |
SP
2725
Solel Partners
Boston,
Massachusetts
| $447M | -$109M | -20% | 5.25% | 16.2% | 31 | 19.35% |
|