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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2826 |
LWAC
2826
Laurel Wealth Advisors (California)
Solana Beach,
California
| $208M | +$8.95M | +4% | 3.75% | 33% | 349 | 28.37% | 0.4 |
|
| 2827 |
BL
2827
BCWM LLC
Overland Park,
Kansas
| $208M | +$28.3M | +16% | 4.69% | – | 75 | 14.67% | 2.1 |
|
| 2828 |
RSS
2828
Rosenblum Silverman Sutton
San Francisco,
California
| $208M | – | – | 3.19% | 90.1% | 66 | – | 1.7 |
|
| 2829 |
ACP
2829
Acuta Capital Partners
Redwood City,
California
| $208M | +$29.3M | +16% | 12.8% | 7,269% | 72 | 58.33% | 0.4 |
|
| 2830 |
CCCPI
2830
Castle Creek Capital Partners IV
Rancho Santa Fe,
California
| $208M | -$17.6M | -8% | 0.56% | 47.7% | 10 | 10% | 2.7 |
|
| 2831 |
2831
Chicago Partners Investment Group
Chicago,
Illinois
| $208M | +$14.7M | +8% | 10% | 75.8% | 471 | 11.25% | 1.2 |
|
| 2832 |
BCM
2832
BlueMar Capital Management
Miami,
Florida
| $207M | +$10.5M | +5% | 3.35% | 27.4% | 77 | 63.64% | 0.3 |
|
| 2833 |
HP
2833
Harbourvest Partners
Boston,
Massachusetts
| $207M | -$26.6M | -11% | 4.67% | 8.96% | 29 | 48.28% | 0.6 |
|
| 2834 |
FC
2834
Finepoint Capital
Boston,
Massachusetts
| $207M | +$36.3M | +21% | 4.64% | 27.4% | 5 | 0% | 1.5 |
|
| 2835 |
MFW
2835
Mosaic Family Wealth
St. Louis,
Missouri
| $207M | -$1.39M | -0.7% | 3.97% | 85.2% | 861 | 13.47% | 0.5 |
|
| 2836 |
HLA
2836
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| $207M | -$3.26M | -2% | 3.16% | 187% | 69 | 37.68% | 0.7 |
|
| 2837 |
WA
2837
Wealth Architects
Mountain View,
California
| $206M | +$6.13M | +3% | 1.76% | 80.1% | 119 | 11.76% | 1.3 |
|
| 2838 |
III
2838
Independent Investors Inc
Nesconset,
New York
| $206M | -$959K | -0.5% | 0.76% | 61.6% | 80 | 3.75% | 2.7 |
|
| 2839 |
FPCP
2839
Fort Point Capital Partners
San Francisco,
California
| $206M | +$9.59M | +5% | 2.79% | 62.2% | 140 | 27.14% | 0.9 |
|
| 2840 |
MIM
2840
Montgomery Investment Management
Rockville,
Maryland
| $206M | +$32.1M | +18% | 6.36% | 98.4% | 99 | 16.16% | 2 |
|
| 2841 |
RCM
2841
Riverpark Capital Management
New York
| $206M | +$32.8M | +19% | 1.61% | 152% | 37 | 5.41% | 1.5 |
|
| 2842 |
F
2842
Filament
Seattle,
Washington
| $206M | -$5.95M | -3% | 6.25% | 46.9% | 63 | 53.97% | 2.1 |
|
| 2843 |
FRM
2843
Fox Run Management
Greenwich,
Connecticut
| $206M | +$56.4M | +38% | 2.73% | 64% | 780 | 83.46% | 0.1 |
|
| 2844 |
CPA
2844
Cowen Prime Advisors
New York
| $206M | -$9.81M | -5% | 7.4% | 116% | 276 | 20.65% | 2 |
|
| 2845 |
YEPV
2845
Yorktown Energy Partners VII
New York
| $206M | +$5.06M | +3% | 4.19% | 22.4% | 3 | 0% | 0.5 |
|
| 2846 |
PFBT
2846
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $205M | +$6.97M | +4% | 5.79% | 73.6% | 1,148 | 10.98% | 0.9 |
|
| 2847 |
FAG
2847
Financial Advisory Group
Houston,
Texas
| $205M | -$966K | -0.5% | 1.9% | 20.6% | 64 | 15.63% | 2.1 |
|
| 2848 |
MA
2848
Marshwinds Advisory
St Simons Island,
Georgia
| $205M | +$10.5M | +5% | 5.12% | 32.9% | 143 | 4.9% | 2.6 |
|
| 2849 |
IMIM
2849
Irving Magee Investment Management
Conshohocken,
Pennsylvania
| $205M | +$7.88M | +4% | 2.74% | 39.9% | 51 | 7.84% | 2.4 |
|
| 2850 |
PAS
2850
Point72 Asia (Singapore)
Singapore
| $205M | +$80.8M | +65% | 11.1% | – | 18 | 88.89% | 0.1 |
|