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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
Gryphon Financial Partners
Columbus,
Ohio
| $700M | -$40M | -5% | 3.14% | 93.7% | 292 | 16.78% | 3.2 |
|
| 2702 |
2702
St Louis Trust
Saint Louis,
Missouri
| $699M | -$11.3M | -2% | 1.53% | 71.4% | 111 | 2.7% | 5 |
|
| 2703 |
2703
GCM Grosvenor Holdings
Chicago,
Illinois
| $699M | +$41.1M | +6% | 2.51% | 78.7% | 23 | 21.74% | 1.3 |
|
| 2704 |
2704
Technology Crossover Management X
Menlo Park,
California
| $699M | -$396M | -36% | 19.4% | 73.1% | 6 | 0% | 3.5 |
|
| 2705 |
2705
Parr McKnight Wealth Management Group
Minneapolis,
Minnesota
| $698M | – | – | 0.95% | – | 229 | – | 0 |
|
| 2706 |
2706
ABC Arbitrage
Paris,
France
| $697M | – | – | 2.99% | – | 192 | – | 0 |
|
| 2707 |
2707
Torray Investment Partners
Bethesda,
Maryland
| $697M | -$17.4M | -2% | 0.2% | 97.2% | 106 | 8.49% | 4.9 |
|
| 2708 |
2708
Marietta Wealth Management
Marietta,
Georgia
| $697M | +$8.81M | +1% | 2.72% | 93% | 113 | 7.96% | 4.5 |
|
| 2709 |
2709
Thompson Investment Management
Madison,
Wisconsin
| $696M | -$4.51M | -0.6% | 0.95% | 100% | 541 | 14.23% | 3.3 |
|
| 2710 |
GECH
2710
Garnet Equity Capital Holdings
New York
| $695M | +$350M | +102% | 12.6% | 302% | 34 | 41.18% | 0.9 |
|
| 2711 |
2711
Onyx Bridge Wealth Group
Tarrytown,
New York
| $694M | +$31.1M | +5% | 1.02% | 74.6% | 304 | 13.16% | 2 |
|
| 2712 |
AMCI
2712
Al Mehwar Commercial Investments
Abu Dhabi,
United Arab Emirates
| $694M | +$128M | +23% | 22.5% | – | 2 | 50% | 0.5 |
|
| 2713 |
2713
TT International Asset Management
London,
United Kingdom
| $694M | -$121M | -15% | 26.7% | 331% | 73 | 45.21% | 0.7 |
|
| 2714 |
2714
Keebeck Wealth Management
Chicago,
Illinois
| $694M | +$3.12M | +0.5% | 1.89% | 81.3% | 299 | 21.74% | 2.7 |
|
| 2715 |
2715
Mosaic Family Wealth Partners
St. Louis,
Missouri
| $693M | +$19.4M | +3% | 0.31% | 67.5% | 223 | 10.31% | 1.6 |
|
| 2716 |
2716
McGuire Investment Group
Wakefield,
Rhode Island
| $693M | -$17.5M | -2% | 1.6% | 202% | 119 | 13.45% | 4.1 |
|
| 2717 |
2717
Wallington Asset Management
Indianapolis,
Indiana
| $692M | -$25.6M | -4% | 0.66% | 108% | 99 | 5.05% | 4.9 |
|
| 2718 |
2718
Revolve Wealth Partners
Hackensack,
New Jersey
| $692M | +$35.3M | +5% | 0.68% | 67.4% | 233 | 22.32% | 1.7 |
|
| 2719 |
2719
Wilkins Investment Counsel
Boston,
Massachusetts
| $692M | -$31.6M | -4% | 2.98% | 56.2% | 130 | 6.15% | 5.2 |
|
| 2720 |
2720
Condire Management
Dallas,
Texas
| $691M | -$105M | -13% | 8.83% | 187% | 21 | 23.81% | 1.4 |
|
| 2721 |
2721
Monaco Asset Management
Monaco
| $690M | -$753K | -0.1% | 5.09% | 120% | 101 | 48.51% | 0.9 |
|
| 2722 |
2722
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $689M | +$1.83M | +0.3% | 0.41% | 98% | 166 | 40.96% | 2.9 |
|
| 2723 |
LP
2723
LGL Partners
Philadelphia,
Pennsylvania
| $689M | -$23M | -3% | 2.97% | 68.9% | 134 | 15.67% | 3.5 |
|
| 2724 |
2724
Ninepoint Partners
Toronto,
Ontario, Canada
| $689M | -$234M | -25% | 2.66% | 82.6% | 100 | 25% | 1.5 |
|
| 2725 |
2725
Goldstein Advisors
Madison,
Wisconsin
| $689M | +$30.7M | +5% | 0.29% | 62.6% | 208 | 6.25% | 1.4 |
|