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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
Golden State Equity Partners
South Coast Metro,
California
| $641M | +$160M | +33% | 6.65% | – | 929 | 57.05% | 0.7 |
|
| 2777 |
2777
Titan Global Capital Management USA
New York
| $640M | +$12.6M | +2% | 5.26% | 191% | 66 | 10.61% | 2 |
|
| 2778 |
CPIH
2778
Consolidated Press International Holdings
Sydney,
Australia
| $640M | -$153M | -19% | 1.36% | – | 15 | 26.67% | 0.8 |
|
| 2779 |
2779
Quadcap Wealth Management
Frisco,
Texas
| $640M | +$85.6M | +15% | 7.29% | – | 407 | 12.53% | 0.6 |
|
| 2780 |
2780
Northside Capital Management
Hood River,
Oregon
| $640M | +$58.3M | +10% | 8.61% | 99.6% | 123 | 15.45% | 4.3 |
|
| 2781 |
2781
Dudley & Shanley
Palm Beach,
Florida
| $640M | +$57.8M | +10% | 11% | 67.9% | 37 | 5.41% | 3.5 |
|
| 2782 |
2782
Quantum Financial Advisors
El Segundo,
California
| $639M | +$69.4M | +12% | 6.47% | 61.1% | 199 | 22.11% | 1.2 |
|
| 2783 |
2783
Sompo Asset Management
Tokyo,
Japan
| $638M | +$46.3M | +8% | 7.24% | 84.7% | 200 | 7.5% | 3.4 |
|
| 2784 |
2784
Pale Fire Capital SE
Prague,
Czech Republic
| $638M | -$249M | -28% | 7.03% | 223% | 68 | 51.47% | 0.6 |
|
| 2785 |
2785
Almanack Investment Partners
Wayne,
Pennsylvania
| $637M | +$43.2M | +7% | 5.62% | 77.8% | 192 | 13.54% | 2.3 |
|
| 2786 |
2786
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| $636M | +$27.8M | +5% | 7.07% | 52.3% | 17 | 11.76% | 2.5 |
|
| 2787 |
2787
Covenant Asset Management
Chester,
New Jersey
| $636M | +$7.31M | +1% | 3.77% | 177% | 177 | 6.21% | 3.7 |
|
| 2788 |
2788
180 Wealth Advisors
Federal Way,
Washington
| $635M | +$22.2M | +4% | 6.21% | 136% | 461 | 9.33% | 3.2 |
|
| 2789 |
2789
Roble Belko & Company
Sewickley,
Pennsylvania
| $634M | +$37.2M | +6% | 5.94% | 53.3% | 411 | 10.46% | 4.3 |
|
| 2790 |
2790
Premier Path Wealth Partners
Madison,
New Jersey
| $634M | +$47.5M | +8% | 6.53% | 98.8% | 385 | 10.13% | 0.6 |
|
| 2791 |
2791
Sendero Wealth Management
San Antonio,
Texas
| $634M | +$39.9M | +7% | 5.63% | 99.2% | 164 | 10.37% | 1.5 |
|
| 2792 |
2792
Soundwatch Capital
Rowayton,
Connecticut
| $634M | +$616M | +3,389% | 5.52% | 68.6% | 34 | 58.82% | 0.7 |
|
| 2793 |
2793
RBO & Co
Saint Helena,
California
| $634M | +$73.8M | +13% | 11.3% | 27.9% | 53 | 0% | 7.2 |
|
| 2794 |
2794
Twin Focus Capital Partners
Boston,
Massachusetts
| $634M | +$7.92M | +1% | 5.61% | 92.5% | 151 | 11.92% | 4.8 |
|
| 2795 |
JC
2795
Joho Capital
New York
| $633M | -$73.8M | -10% | 1.88% | 80.2% | 13 | 15.38% | 2 |
|
| 2796 |
2796
Kavar Capital Partners Group
Leawood,
Kansas
| $632M | +$77.6M | +14% | 7.17% | 77.2% | 184 | 13.59% | 4.6 |
|
| 2797 |
2797
TFC Financial Management
Boston,
Massachusetts
| $632M | +$62M | +11% | 6.37% | 66.9% | 1,118 | 23.43% | 1.9 |
|
| 2798 |
2798
Versor Investments
New York
| $632M | +$89.5M | +17% | 8.99% | 240% | 1,038 | 61.08% | 0.4 |
|
| 2799 |
2799
First Turn Management
Del Mar,
California
| $632M | +$16.9M | +3% | 20.3% | – | 49 | 48.98% | 0.4 |
|
| 2800 |
2800
Quadratic Capital Management
Greenwich,
Connecticut
| $631M | +$84.9M | +16% | 3.22% | 0.6% | 2 | 0% | 3.4 |
|