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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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50
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250
500
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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 |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2826 |
SC
2826
Slow Capital
Greenbrae,
California
| $857M | +$86.7M | +11% | 26.1% | 124% | 111 | 6.31% | 20.6 |
|
| 2827 |
AAM
2827
ACK Asset Management
Greenwich,
Connecticut
| $856M | +$55.2M | +7% | 33.2% | 132% | 27 | 48.15% | 3.7 |
|
| 2828 |
AIMC
2828
Alley Investment Management Company
Lake Forest,
Illinois
| $856M | +$34.9M | +4% | 9.31% | 54.6% | 90 | 6.67% | 13.7 |
|
| 2829 |
QIM
2829
Quest Investment Management
Lake Oswego,
Oregon
| $856M | -$855K | -0.1% | 21.9% | 105% | 127 | 13.39% | 15.7 |
|
| 2830 |
EWA
2830
Evolution Wealth Advisors
Aventura,
Florida
| $855M | -$127M | -13% | 17.6% | 84.5% | 198 | 19.7% | 11.4 |
|
| 2831 |
TPW
2831
Talon Private Wealth
The Villages,
Florida
| $855M | +$102M | +14% | 13% | – | 254 | 35.43% | 3.9 |
|
| 2832 |
HP
2832
Hikari Power
Tokyo,
Japan
| $855M | -$293M | -26% | 4.21% | 53.5% | 53 | 22.64% | 28.4 |
|
| 2833 |
DCM
2833
Dimension Capital Management
Coral Gables,
Florida
| $854M | +$141M | +20% | 10.4% | 65.5% | 144 | 16.67% | 13.9 |
|
| 2834 |
BC
2834
Brio Consultants
San Francisco,
California
| $853M | +$35.4M | +4% | 9.35% | 42.7% | 164 | 7.32% | 11.9 |
|
| 2835 |
F
2835
FIFTHDELTA
London,
United Kingdom
| $853M | +$128M | +18% | 13.3% | 16.6% | 14 | 42.86% | 1.2 |
|
| 2836 |
UBV
2836
United Bank (Virginia)
Vienna,
Virginia
| $853M | +$71.9M | +9% | 14.5% | 76.1% | 132 | 9.85% | 23.7 |
|
| 2837 |
CC
2837
Conversant Capital
Summit,
New Jersey
| $852M | +$107M | +14% | 29.6% | 228% | 27 | 77.78% | 1.6 |
|
| 2838 |
MSWM
2838
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| $852M | +$97.3M | +13% | 12.4% | 61.6% | 202 | 9.41% | 9.6 |
|
| 2839 |
BEW
2839
Burton Enright Welch
Walnut Creek,
California
| $852M | +$116M | +16% | 10.6% | 62.8% | 141 | 8.51% | 10.2 |
|
| 2840 |
CAWM
2840
Capital Advisors Wealth Management
Yakima,
Washington
| $851M | +$107M | +14% | 13% | 70.5% | 242 | 14.05% | 10.3 |
|
| 2841 |
HG
2841
Harbor Group
Bedford,
New Hampshire
| $851M | +$159M | +23% | 8.95% | 41.4% | 123 | 12.2% | 11 |
|
| 2842 |
HCP
2842
Holt Capital Partners
Fort Worth,
Texas
| $849M | +$107M | +14% | 14.4% | 69.5% | 166 | 8.43% | 29.4 |
|
| 2843 |
KEM
2843
Kimmeridge Energy Management
New York
| $849M | +$549M | +183% | 11.2% | 19.7% | 4 | 100% | 0 |
|
| 2844 |
EI
2844
Ellevest Inc
New York
| $848M | +$129M | +18% | 18% | 73.8% | 503 | 21.07% | 12.8 |
|
| 2845 |
AF
2845
Apollon Financial
Mount Pleasant,
South Carolina
| $848M | +$124M | +17% | 15.2% | – | 296 | 12.84% | 6 |
|
| 2846 |
TI
2846
Think Investments
San Francisco,
California
| $847M | +$84.2M | +11% | 71.7% | 285% | 39 | 64.1% | 8.7 |
|
| 2847 |
PWA
2847
Peterson Wealth Advisors
Orem,
Utah
| $846M | +$94.3M | +13% | 10.2% | 50.9% | 120 | 10% | 14.1 |
|
| 2848 |
LWA
2848
Lineweaver Wealth Advisors
Valley View,
Ohio
| $845M | +$103M | +14% | 11.8% | 68.4% | 192 | 17.71% | 10.8 |
|
| 2849 |
AGA
2849
Arkos Global Advisors
Houston,
Texas
| $844M | +$47.7M | +6% | 7.08% | 43.6% | 207 | 43.96% | 14.5 |
|
| 2850 |
PMWMG
2850
Parr McKnight Wealth Management Group
Minneapolis,
Minnesota
| $844M | +$81.2M | +11% | 10.4% | – | 226 | 8.41% | 4.7 |
|