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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 |
2776
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $595M | -$135M | -18% | 23.8% | 34.1% | 25 | 68% | 2.1 |
|
| 2777 |
2777
M Holdings Securities
Portland,
Oregon
| $595M | -$290M | -33% | 6.57% | 94.1% | 189 | 37.04% | 2.2 |
|
| 2778 |
2778
CFS Investment Advisory Services
Totowa,
New Jersey
| $595M | +$39.5M | +7% | 7.3% | 59.7% | 159 | 6.92% | 1.5 |
|
| 2779 |
2779
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $595M | +$48.3M | +9% | 7.61% | 81.7% | 280 | 13.57% | 4 |
|
| 2780 |
2780
Mason Street Advisors
Milwaukee,
Wisconsin
| $594M | +$49.5M | +9% | 5.83% | 32% | 8 | 12.5% | 3.8 |
|
| 2781 |
2781
Steward Partners Investment Solutions
Portland,
Oregon
| $594M | +$354M | +148% | 10% | – | 270 | 50.74% | 0.1 |
|
| 2782 |
2782
Advisors Preferred
Rockville,
Maryland
| $594M | -$9.8M | -2% | 8.62% | 102% | 291 | 66.67% | 0.5 |
|
| 2783 |
2783
Grove Bank & Trust
Miami,
Florida
| $594M | +$50.1M | +9% | 8.6% | 80.5% | 608 | 9.38% | 2.8 |
|
| 2784 |
2784
AdvisorShares Investments
Bethesda,
Maryland
| $593M | +$166M | +39% | 12% | 110% | 333 | 35.74% | 1.2 |
|
| 2785 |
2785
Pura Vida Investments
New York
| $593M | -$62.3M | -10% | 21.8% | 38.3% | 76 | 61.84% | 1.2 |
|
| 2786 |
2786
Brio Consultants
San Francisco,
California
| $593M | +$29.4M | +5% | 5.08% | 42.7% | 102 | 11.76% | 2.5 |
|
| 2787 |
2787
Towercrest Capital Management
Newtown,
Pennsylvania
| $593M | +$33.8M | +6% | 4.62% | 42.6% | 108 | 3.7% | 4.6 |
|
| 2788 |
2788
Disciplina Capital Management
Nashville,
Tennessee
| $593M | +$62.4M | +12% | 2.77% | 33% | 57 | 0% | 3 |
|
| 2789 |
2789
ThornTree Capital Partners
Boston,
Massachusetts
| $593M | -$15.9M | -3% | 17.4% | 217% | 28 | 39.29% | 1.2 |
|
| 2790 |
2790
Tamar Securities
Woodland Hills,
California
| $593M | +$83.2M | +16% | 9.07% | 101% | 81 | 12.35% | 2.1 |
|
| 2791 |
2791
Dudley & Shanley
Palm Beach,
Florida
| $593M | +$31.7M | +6% | 10.2% | 67.9% | 37 | 10.81% | 3.2 |
|
| 2792 |
2792
Banco BTG Pactual
Rio De Janeiro,
Brazil
| $592M | -$209M | -26% | 7.66% | 135% | 220 | 57.73% | 0.3 |
|
| 2793 |
2793
Jamison Private Wealth Management
Milton,
Georgia
| $592M | +$57.5M | +11% | 11.5% | 130% | 536 | 28.73% | 0.4 |
|
| 2794 |
2794
North Point Portfolio Managers
Orange Village,
Ohio
| $591M | +$42.3M | +8% | 8.68% | 72.8% | 59 | 10.17% | 5.5 |
|
| 2795 |
2795
LVW Advisors
Pittsford,
New York
| $591M | +$57.1M | +11% | 7.62% | 79.1% | 297 | 17.51% | 2.9 |
|
| 2796 |
2796
Dark Forest Capital Management
San Juan,
Puerto Rico
| $591M | -$75.7M | -11% | 5.84% | 63% | 815 | 65.15% | 0.3 |
|
| 2797 |
2797
BSW Wealth Partners
Boulder,
Colorado
| $590M | +$86M | +17% | 8.02% | 75.4% | 323 | 21.67% | 3.1 |
|
| 2798 |
2798
Jackson Thornton Wealth Management
Montgomery,
Alabama
| $590M | +$45.8M | +8% | 6.46% | 64.4% | 56 | 14.29% | 1.3 |
|
| 2799 |
2799
Brandywine Trust
Hockessin,
Delaware
| $590M | +$92.4M | +19% | 6.98% | 32.7% | 32 | 9.38% | 7.2 |
|
| 2800 |
2800
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
| $589M | +$28.3M | +5% | 9.92% | 70.8% | 16 | 18.75% | 1.8 |
|