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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
2801
Synergy Asset Management
Vancouver,
Washington
| $589M | +$30.4M | +5% | 9.94% | 113% | 175 | 47.43% | 0.9 |
|
| 2802 |
2802
Albar Capital
London,
United Kingdom
| $589M | +$122M | +26% | 16.6% | 163% | 48 | 66.67% | 0.3 |
|
| 2803 |
2803
Moody Aldrich Partners
Marblehead,
Massachusetts
| $588M | +$32M | +6% | 16.9% | 312% | 244 | 31.97% | 1.1 |
|
| 2804 |
2804
Meteora Capital
Boca Raton,
Florida
| $588M | -$1.5M | -0.3% | 2.5% | 56.9% | 376 | 37.5% | 0.9 |
|
| 2805 |
2805
QVR
San Francisco,
California
| $588M | +$384M | +189% | 10.9% | – | 40 | 97.5% | 0 |
|
| 2806 |
2806
Almanack Investment Partners
Wayne,
Pennsylvania
| $587M | +$48.3M | +9% | 7.14% | 82.2% | 184 | 17.93% | 1.9 |
|
| 2807 |
2807
Revolve Wealth Partners
Hackensack,
New Jersey
| $587M | +$68.5M | +13% | 8.05% | 67.4% | 188 | 14.36% | 1.4 |
|
| 2808 |
2808
Arch Capital Group
Pembroke,
Bermuda
| $587M | +$302M | +106% | 0.39% | 2.89% | 4 | 25% | 1.8 |
|
| 2809 |
LWANC
2809
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $586M | +$59.3M | +11% | 9.86% | 71.1% | 655 | 14.5% | 3.6 |
|
| 2810 |
2810
Radnor Capital Management
Wayne,
Pennsylvania
| $586M | +$50.3M | +9% | 12.8% | 96.9% | 331 | 8.46% | 1.5 |
|
| 2811 |
2811
Goldstein Advisors
Madison,
Wisconsin
| $586M | -$7.19M | -1% | 7.25% | 62.6% | 181 | 8.29% | 1 |
|
| 2812 |
PFMOSF
2812
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $585M | +$20.1M | +4% | 13.2% | 209% | 54 | 55.56% | 0.4 |
|
| 2813 |
PO
2813
PBCay One
Dubai,
United Arab Emirates
| $585M | +$127M | +28% | 10.5% | – | 15 | 60% | 0.2 |
|
| 2814 |
2814
Tybourne Capital Management
Hong Kong
| $585M | -$86.2M | -13% | 8.19% | 109% | 42 | 26.19% | 1.8 |
|
| 2815 |
2815
Consolidated Planning Corp
Atlanta,
Georgia
| $585M | +$47.8M | +9% | 9.86% | 84.6% | 196 | 20.92% | 1.5 |
|
| 2816 |
KFS
2816
Kurt F. Somerville
| $585M | +$53.6M | +10% | 10.9% | 92.9% | 102 | 8.82% | 6.9 |
|
| 2817 |
2817
Bulltick Wealth Management
Miami,
Florida
| $584M | +$144M | +33% | 7.09% | 58.2% | 121 | 24.79% | 1.8 |
|
| 2818 |
2818
Fortress Investment Group
New York
| $584M | -$256M | -30% | 0.59% | 97.5% | 17 | 23.53% | 2.5 |
|
| 2819 |
2819
Roble Belko & Company
Sewickley,
Pennsylvania
| $583M | +$50.8M | +10% | 6.06% | 53.3% | 379 | 14.51% | 4.5 |
|
| 2820 |
2820
McMorgan & Co
San Francisco,
California
| $582M | -$20.6M | -3% | 4.29% | 30.1% | 52 | 0% | 2.1 |
|
| 2821 |
2821
Cadinha & Co
Honolulu,
Hawaii
| $582M | -$44.5M | -7% | 12.8% | 132% | 101 | 11.88% | 6.2 |
|
| 2822 |
2822
Crestview Partners II
New York
| $582M | +$102M | +21% | 21.5% | 157% | 3 | 0% | 5.4 |
|
| 2823 |
2823
Total Wealth Planning
Cincinnati,
Ohio
| $582M | +$30.3M | +6% | 4.23% | 37.2% | 91 | 2.2% | 2.6 |
|
| 2824 |
2824
Sendero Wealth Management
San Antonio,
Texas
| $582M | +$51.2M | +10% | 11.2% | 99.2% | 159 | 9.43% | 1.2 |
|
| 2825 |
2825
Waycross Partners
Louisville,
Kentucky
| $581M | +$48.1M | +9% | 15.9% | 98.4% | 84 | 19.05% | 2.4 |
|