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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%
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250
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2801 |
WDL
2801
Well Done LLC
Holland,
Michigan
| $462M | -$3.24M | -0.7% | 3.1% | 77% | 194 | 15.46% |
|
| 2802 |
NFAM
2802
North Fourth Asset Management
Englewood Cliffs,
New Jersey
| $462M | +$64M | +16% | 13.9% | 104% | 119 | 79.83% |
|
| 2803 |
NCM
2803
Nellore Capital Management
Redwood City,
California
| $461M | +$54.7M | +13% | 31.3% | 79.3% | 18 | 22.22% |
|
| 2804 |
PC
2804
Permanens Capital
New York
| $461M | +$48.4M | +12% | 3.26% | 74.7% | 37 | 24.32% |
|
| 2805 |
SWA
2805
Sax Wealth Advisors
Parsippany,
New Jersey
| $460M | +$27.3M | +6% | 5% | 57.2% | 183 | 10.38% |
|
| 2806 |
WFAG
2806
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| $460M | -$3.59M | -0.8% | 5.92% | 45% | 167 | 11.98% |
|
| 2807 |
PHP
2807
Parkman Healthcare Partners
Stamford,
Connecticut
| $460M | +$84.2M | +22% | 2.96% | 313% | 99 | 34.34% |
|
| 2808 |
AIM
2808
Arcadia Investment Management
Kalamazoo,
Michigan
| $459M | +$30.7M | +7% | 10.7% | 83.5% | 381 | 16.01% |
|
| 2809 |
MWP
2809
Meridian Wealth Partners
Exton,
Pennsylvania
| $459M | +$27M | +6% | 5.2% | 42.2% | 102 | 23.53% |
|
| 2810 |
HFS
2810
Heritage Financial Services
Westwood,
Massachusetts
| $459M | +$63.8M | +16% | 3.83% | 38.3% | 81 | 12.35% |
|
| 2811 |
PE
2811
Point72 Europe
London,
United Kingdom
| $459M | +$62.4M | +16% | 1.6% | 95.4% | 70 | 62.86% |
|
| 2812 |
AA
2812
Ancient Art
Austin,
Texas
| $459M | -$14M | -3% | 24% | 157% | 23 | 34.78% |
|
| 2813 |
BA
2813
Bridgewater Advisors
New York
| $458M | +$44.8M | +11% | 5.24% | 49.8% | 118 | 10.17% |
|
| 2814 |
GA
2814
Greenspring Advisors
Towson,
Maryland
| $458M | +$81.1M | +22% | 4.99% | – | 128 | 15.63% |
|
| 2815 |
AG
2815
Advocate Group
Minnetonka,
Minnesota
| $458M | -$6.47M | -1% | 1.78% | 47.3% | 126 | 11.9% |
|
| 2816 |
PGIM
2816
Pacific Global Investment Management
Glendale,
California
| $458M | +$5.68M | +1% | 7.86% | 48% | 218 | 5.96% |
|
| 2817 |
SPP
2817
Single Point Partners
Boston,
Massachusetts
| $457M | +$41.4M | +10% | 5.76% | 52.3% | 175 | 23.43% |
|
| 2818 |
QL
2818
Quarry LP
New York
| $456M | +$6.5M | +1% | 1.81% | 50.4% | 1,389 | 60.76% |
|
| 2819 |
TWP
2819
TFO Wealth Partners
Maumee,
Ohio
| $456M | +$22.7M | +5% | 6.05% | 52.9% | 944 | 15.78% |
|
| 2820 |
HL
2820
HeadInvest LLC
Portland,
Maine
| $456M | +$9.04M | +2% | 5.2% | 45.6% | 229 | 6.55% |
|
| 2821 |
AAP
2821
Ardsley Advisory Partners
Stamford,
Connecticut
| $455M | -$27.7M | -6% | 8.38% | 555% | 162 | 64.2% |
|
| 2822 |
RCMC
2822
RK Capital Management (Colorado)
Denver,
Colorado
| $455M | +$33.1M | +8% | 13.4% | 89% | 54 | 31.48% |
|
| 2823 |
VEI
2823
Vesa Equity Investment
Luxembourg
| $455M | +$21.8M | +5% | 5.03% | 2.97% | 1 | 0% |
|
| 2824 |
EFL
2824
ERn Financial LLC
Middleton,
Wisconsin
| $455M | +$16.1M | +4% | 6.14% | 55.9% | 181 | 11.6% |
|
| 2825 |
GA
2825
Goldstein Advisors
Madison,
Wisconsin
| $455M | +$41.6M | +10% | 4.94% | 55.1% | 170 | 12.94% |
|