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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 |
ZF
2701
Zega Financial
Palm Beach Gardens,
Florida
| $660M | +$99M | +18% | 4.18% | – | 139 | 38.85% |
|
| 2702 |
BCA
2702
Bay Colony Advisors
Concord,
Massachusetts
| $660M | +$60.8M | +10% | 6.96% | 91.8% | 466 | 16.52% |
|
| 2703 |
NOSC
2703
North of South Capital
London,
United Kingdom
| $659M | +$273M | +71% | 27.4% | – | 20 | 30% |
|
| 2704 |
FSA
2704
Fort Sheridan Advisors
Highland Park,
Illinois
| $659M | +$40.2M | +6% | 5.28% | 87.2% | 253 | 8.7% |
|
| 2705 |
SSA
2705
South Street Advisors
New York
| $659M | -$1.25M | -0.2% | 6.19% | 140% | 76 | 10.53% |
|
| 2706 |
GA
2706
Goldstein Advisors
Madison,
Wisconsin
| $658M | +$59.9M | +10% | 4.79% | 55.1% | 211 | 15.64% |
|
| 2707 |
GGH
2707
GCM Grosvenor Holdings
Chicago,
Illinois
| $658M | -$25M | -4% | 12.8% | 87.6% | 25 | 24% |
|
| 2708 |
SG
2708
Strid Group
Newtown Square,
Pennsylvania
| $658M | +$53M | +9% | 5.93% | 50.4% | 64 | 17.19% |
|
| 2709 |
SAM
2709
Synergy Asset Management
Vancouver,
Washington
| $657M | +$18.8M | +3% | 3.82% | 97.3% | 182 | 46.15% |
|
| 2710 |
HCP
2710
Holt Capital Partners
Fort Worth,
Texas
| $657M | +$189M | +40% | 6.64% | 55.2% | 153 | 7.84% |
|
| 2711 |
EFL
2711
ERn Financial LLC
Middleton,
Wisconsin
| $657M | +$54.6M | +9% | 6.23% | 55.9% | 191 | 9.42% |
|
| 2712 |
RZH
2712
Relyea Zuckerberg Hanson
Stamford,
Connecticut
| $657M | +$61M | +10% | 6.01% | 84.4% | 251 | 8.37% |
|
| 2713 |
PA
2713
Planning Alternatives
Birmingham,
Michigan
| $657M | +$39.4M | +6% | 6.79% | 50.4% | 62 | 12.9% |
|
| 2714 |
RR
2714
Robotti Robert
| $657M | +$18.6M | +3% | 5.77% | 149% | 63 | 7.94% |
|
| 2715 |
JPWM
2715
Jamison Private Wealth Management
Milton,
Georgia
| $657M | +$55.1M | +9% | 6.93% | 121% | 508 | 9.25% |
|
| 2716 |
RCM
2716
Redwood Capital Management
New York
| $657M | +$6.12M | +0.9% | 10.4% | 236% | 17 | 17.65% |
|
| 2717 |
RWP
2717
Revolve Wealth Partners
Hackensack,
New Jersey
| $656M | +$48.1M | +8% | 5.47% | 60.3% | 203 | 16.75% |
|
| 2718 |
AP
2718
Advisors Preferred
Rockville,
Maryland
| $656M | +$78.5M | +14% | 7.34% | 88.4% | 266 | 72.93% |
|
| 2719 |
JBA
2719
Johnson Bixby & Associates
Vancouver,
Washington
| $656M | +$59.2M | +10% | 5.93% | 44.1% | 119 | 11.76% |
|
| 2720 |
ACA
2720
Atlas Capital Advisors
Jackson,
Wyoming
| $656M | -$114M | -15% | 7.3% | – | 984 | 17.78% |
|
| 2721 |
MAC
2721
Monarch Alternative Capital
New York
| $655M | +$431M | +193% | 29.6% | 341% | 8 | 50% |
|
| 2722 |
GKFF
2722
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $654M | +$88.4M | +16% | 15.7% | 75.9% | 19 | 15.79% |
|
| 2723 |
PGA
2723
Pilgrim Global Advisors
Reno,
Nevada
| $653M | +$145M | +28% | 29.5% | – | 7 | 42.86% |
|
| 2724 |
SC
2724
Slow Capital
Greenbrae,
California
| $653M | +$35M | +6% | 6.74% | 124% | 130 | 13.85% |
|
| 2725 |
MCM
2725
Maltese Capital Management
New York
| $652M | +$111M | +20% | 14.6% | 85.5% | 112 | 25.89% |
|