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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
Pathway Financial Advisors
South Burlington,
Vermont
| $750M | +$66.7M | +10% | 5.15% | 52.7% | 142 | 7.04% | 4.2 |
|
| 2777 |
2777
Kavar Capital Partners Group
Leawood,
Kansas
| $750M | +$54.4M | +8% | 9.13% | 77.2% | 197 | 8.12% | 5 |
|
| 2778 |
2778
Thompson Investment Management
Madison,
Wisconsin
| $750M | +$41.2M | +6% | 10.4% | 100% | 537 | 12.29% | 3.6 |
|
| 2779 |
2779
Melqart Asset Management
London,
United Kingdom
| $749M | +$49.8M | +7% | 28.3% | 250% | 53 | 60.38% | 0.7 |
|
| 2780 |
TCM
2780
Trybe Capital Management
Greenwich,
Connecticut
| $749M | +$272M | +57% | 18.8% | 681% | 13 | 38.46% | 1.9 |
|
| 2781 |
2781
TFG Asset Management
Grand Cayman,
Cayman Islands
| $748M | +$127M | +20% | 8.32% | 72.1% | 46 | 23.91% | 1.2 |
|
| 2782 |
2782
Eagle Strategies
New York
| $747M | +$91.1M | +14% | 7.64% | 77.7% | 247 | 11.74% | 1.8 |
|
| 2783 |
2783
ZEGA Investments
Palm Beach Gardens,
Florida
| $747M | +$14.7M | +2% | 9.85% | – | 186 | 39.78% | 0.5 |
|
| 2784 |
2784
JT Stratford LLC
Gainesville,
Georgia
| $747M | +$85.9M | +13% | 10.9% | 103% | 342 | 22.51% | 2.7 |
|
| 2785 |
2785
Embree Financial Group
Chicago,
Illinois
| $746M | +$82M | +12% | 8.54% | 87.6% | 246 | 17.48% | 1.3 |
|
| 2786 |
2786
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| $745M | -$84.6M | -10% | 6.28% | 96% | 116 | 20.69% | 2.4 |
|
| 2787 |
2787
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| $745M | +$100M | +15% | 9.93% | 101% | 18 | 50% | 1.6 |
|
| 2788 |
2788
Financial Enhancement Group
Anderson,
Indiana
| $745M | +$45.7M | +7% | 6.53% | 62.2% | 142 | 16.9% | 2.9 |
|
| 2789 |
2789
Monarch Alternative Capital
New York
| $745M | +$530M | +247% | 67.7% | 497% | 5 | 60% | 0.4 |
|
| 2790 |
2790
Evelyn Partners Investment Management Services
London,
| $745M | +$78.9M | +12% | 7.97% | – | 274 | 6.57% | 0.7 |
|
| 2791 |
2791
Evolution Wealth Advisors
Aventura,
Florida
| $745M | +$61.7M | +9% | 9.04% | 84.5% | 182 | 15.93% | 2.6 |
|
| 2792 |
2792
Medicxi Ventures Management
St. Helier,
Jersey
| $744M | +$317M | +74% | 85.4% | 505% | 5 | 0% | 3.5 |
|
| 2793 |
2793
MainStreet Investment Advisors
Chicago,
Illinois
| $744M | +$20.8M | +3% | 7.86% | 61% | 166 | 10.24% | 4.2 |
|
| 2794 |
UAG
2794
United Advisor Group
Cincinnati,
Ohio
| $743M | +$165M | +28% | 7.54% | – | 468 | 22.44% | 0.9 |
|
| 2795 |
2795
John G. Ullman & Associates
Corning,
New York
| $743M | +$68.9M | +10% | 19.3% | 156% | 182 | 9.34% | 4.9 |
|
| 2796 |
2796
Colonial Trust
Spartanburg,
South Carolina
| $742M | +$55.6M | +8% | 6.57% | 75.5% | 1,134 | 7.85% | 2.1 |
|
| 2797 |
2797
Silverarc Capital Management
Boston,
Massachusetts
| $742M | +$199M | +37% | 132% | 2,765% | 99 | 51.52% | 0.8 |
|
| 2798 |
2798
BlueSky Wealth Advisors
New Bern,
North Carolina
| $742M | +$53.2M | +8% | 5.94% | 45.9% | 80 | 12.5% | 2.9 |
|
| 2799 |
2799
RenaissanceRe Holdings
Pembroke,
Bermuda
| $741M | +$101M | +16% | 1.14% | 40.8% | 5 | 0% | 3.7 |
|
| 2800 |
2800
Gateway Wealth Partners
Appleton,
Wisconsin
| $741M | +$214M | +41% | 5.94% | 58.9% | 424 | 19.58% | 1.3 |
|