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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
PS
2851
Portfolio Strategies
Monsey,
New York
| $499M | -$4.42M | -0.9% | 1.24% | 120% | 64 | 40.63% | 1.6 |
|
| 2852 |
2852
McMorgan & Co
San Francisco,
California
| $499M | +$40.5M | +9% | 0.34% | 30.1% | 59 | 40.68% | 0.2 |
|
| 2853 |
2853
Untitled Investments
New York
| $498M | +$90.1M | +22% | 2.72% | 79.6% | 27 | 48.15% | 0.4 |
|
| 2854 |
2854
Destiny Wealth Partners
Tavares,
Florida
| $498M | -$24.4M | -5% | 0.92% | 63.7% | 527 | 66.22% | 0.2 |
|
| 2855 |
2855
Allen Capital Group
Grand Island,
Nebraska
| $498M | -$695K | -0.1% | 1.01% | 62.8% | 171 | 14.04% | 2.2 |
|
| 2856 |
2856
Foresight Wealth Management
Draper,
Utah
| $498M | +$46.8M | +10% | 0.62% | 19.1% | 145 | 18.62% | 1.6 |
|
| 2857 |
2857
Stansberry Asset Management
Westlake,
Texas
| $497M | +$83.5M | +20% | 4.31% | 79.6% | 92 | 52.17% | 0.8 |
|
| 2858 |
SP
2858
Solel Partners
Boston,
Massachusetts
| $497M | +$83.9M | +20% | 6.37% | 25.9% | 23 | 39.13% | 0.6 |
|
| 2859 |
2859
Dividend Assets Capital
Ridgeland,
South Carolina
| $497M | -$12.7M | -2% | 0.81% | 67.4% | 562 | 12.99% | 2.1 |
|
| 2860 |
2860
Founders Financial Securities
Towson,
Maryland
| $497M | -$6.98M | -1% | 0.78% | 71% | 308 | 21.1% | 1.3 |
|
| 2861 |
2861
Cornerstone Retirement Group
Reno,
Nevada
| $497M | +$16.5M | +3% | 0.1% | – | 2 | 0% | 0.5 |
|
| 2862 |
AAA
2862
Adams Asset Advisors
Dallas,
Texas
| $496M | -$14.1M | -3% | 2.1% | 66.8% | 84 | 16.67% | 3.4 |
|
| 2863 |
2863
Arbor Investment Advisors
Winston Salem,
North Carolina
| $496M | +$22.5M | +5% | 1.29% | 48.5% | 107 | 5.61% | 3.5 |
|
| 2864 |
2864
Renaissance Capital
Stamford,
Connecticut
| $496M | -$136M | -22% | 5.65% | 392% | 112 | 41.07% | 0.3 |
|
| 2865 |
DC
2865
Derby & Company
Newton,
Massachusetts
| $495M | +$15.3M | +3% | 0.19% | 33.7% | 79 | 2.53% | 1.7 |
|
| 2866 |
2866
Pacific Global Investment Management
Glendale,
California
| $495M | -$9.7M | -2% | 0.61% | 48% | 219 | 4.57% | 4.7 |
|
| 2867 |
2867
Tortoise Investment Management
White Plains,
New York
| $495M | +$10.5M | +2% | 1.28% | 40.2% | 656 | 11.43% | 4.2 |
|
| 2868 |
2868
11 Capital Partners
Darien,
Connecticut
| $494M | -$3.33M | -0.7% | 2.02% | 101% | 27 | 44.44% | 0.5 |
|
| 2869 |
2869
Peavine Capital
Reno,
Nevada
| $494M | +$6.57M | +1% | 0.12% | 30.8% | 14 | 0% | 3.3 |
|
| 2870 |
CAS
2870
Cascadia Advisory Services
Portland,
Oregon
| $493M | +$29.7M | +6% | 0.31% | – | 260 | 13.46% | 1 |
|
| 2871 |
2871
DG Capital Management
New York
| $493M | +$29.6M | +6% | 0.55% | 76.7% | 211 | 26.07% | 0.4 |
|
| 2872 |
2872
Taikang Asset Management (HK)
Hong Kong
| $493M | -$156M | -24% | 5.05% | 172% | 88 | 10.23% | 2.2 |
|
| 2873 |
AMCA
2873
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $493M | -$23M | -4% | 2.68% | 129% | 147 | 10.88% | 3.4 |
|
| 2874 |
2874
Live Oak Private Wealth
Wilmington,
North Carolina
| $493M | +$39.5M | +9% | 0.5% | 65% | 178 | 11.8% | 1.2 |
|
| 2875 |
2875
5AM Venture Management
San Francisco,
California
| $492M | +$95.1M | +24% | 11.9% | 546% | 16 | 25% | 1 |
|