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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2776 |
AC
2776
Athos Capital
Hong Kong
| $295M | +$50.6M | +21% | 5.41% | 110% | 35 | 45.71% | 0.5 |
|
| 2777 |
2777
Cat Rock Capital Management
Greenwich,
Connecticut
| $295M | +$26M | +10% | 8.13% | 66.7% | 7 | 28.57% | 0.8 |
|
| 2778 |
2778
Circle Wealth Management
Summit,
New Jersey
| $294M | +$17M | +6% | 1.49% | 71.8% | 104 | 11.54% | 1.2 |
|
| 2779 |
2779
BDO Wealth Advisors
Jacksonville,
Florida
| $294M | +$27.3M | +10% | 1.35% | 38.3% | 705 | 25.25% | 0.6 |
|
| 2780 |
2780
FFL Partners
San Francisco,
California
| $294M | -$22.8M | -7% | 34.4% | 36.1% | 2 | 0% | 1 |
|
| 2781 |
2781
Foresite Capital Management IV
Larkspur,
California
| $293M | +$52.2M | +22% | 26.7% | 151% | 21 | 33.33% | 0.4 |
|
| 2782 |
2782
Dundas Partners
Edinburgh,
United Kingdom
| $293M | -$29.4M | -9% | 2.49% | 87.6% | 36 | 0% | 0.3 |
|
| 2783 |
2783
NorthRock Partners
Minneapolis,
Minnesota
| $293M | -$14.1M | -5% | 4.27% | 62.8% | 62 | 9.68% | 1.8 |
|
| 2784 |
2784
Integrated Wealth Concepts
Waltham,
Massachusetts
| $293M | +$43.6M | +17% | 1.9% | 69.4% | 239 | 21.34% | 0.4 |
|
| 2785 |
2785
Asset Dedication LLC
San Francisco,
California
| $293M | +$91.2M | +45% | 1.84% | 67.8% | 822 | 38.32% | 1 |
|
| 2786 |
2786
Pictet Bank & Trust
Nassau,
Bahamas
| $293M | +$11.4M | +4% | 4.26% | 82.7% | 84 | 16.67% | 2.4 |
|
| 2787 |
2787
Lannebo Fonder
Stockholm,
Sweden
| $293M | +$59.7M | +26% | 8.25% | 49.8% | 23 | 0% | 2.1 |
|
| 2788 |
2788
Parker Investment Management
Menlo Park,
California
| $292M | +$11.4M | +4% | 6.11% | 208% | 26 | 19.23% | 1.4 |
|
| 2789 |
2789
Oak Hill Capital Management
New York
| $292M | -$60.8M | -17% | 16% | 1.19% | 3 | 0% | 1.8 |
|
| 2790 |
IAA
2790
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $292M | +$31.3M | +12% | 2.95% | 49.3% | 108 | 29.63% | 1.6 |
|
| 2791 |
SCM
2791
Symons Capital Management
Pittsburgh,
Pennsylvania
| $292M | -$37.5M | -11% | 3.5% | 25.4% | 86 | 29.07% | 1.2 |
|
| 2792 |
KWMG
2792
King Wealth Management Group
Naples,
Florida
| $292M | +$10.2M | +4% | 3.56% | 86% | 128 | 5.47% | 3.2 |
|
| 2793 |
2793
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| $292M | +$188M | +181% | 2.8% | 52.3% | 33 | 18.18% | 1 |
|
| 2794 |
2794
McCutchen Group
Seattle,
Washington
| $292M | +$3.2M | +1% | 0.76% | 2.54% | 20 | 0% | 4 |
|
| 2795 |
PT
2795
Plimoth Trust
Plymouth,
Massachusetts
| $292M | +$2.34M | +0.8% | 1.49% | 94% | 190 | 3.68% | 0.5 |
|
| 2796 |
2796
Community Bank of Raymore
Raymore,
Missouri
| $292M | +$39.2M | +16% | 4.53% | 89.6% | 52 | 5.77% | 2.8 |
|
| 2797 |
2797
Bright Rock Capital Management
Hanover,
Massachusetts
| $292M | +$742K | +0.3% | 2.98% | 53.1% | 82 | 12.2% | 3.3 |
|
| 2798 |
2798
Thames Capital Management
Roseland,
New Jersey
| $292M | +$54.1M | +23% | 18.8% | 1,177% | 42 | 59.52% | 0.2 |
|
| 2799 |
CIA
2799
Covington Investment Advisors
Ligonier,
Pennsylvania
| $291M | -$19.7M | -6% | 1.27% | 100% | 92 | 11.96% | 3.7 |
|
| 2800 |
2800
Welch Capital Partners
Harrison,
New York
| $291M | +$209K | +0.1% | 3.51% | 79.2% | 37 | 10.81% | 2.1 |
|