We are live on
!
Find out more
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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2851 |
MWP
2851
Meridian Wealth Partners
Exton,
Pennsylvania
| $459M | +$27M | +6% | 5.2% | 54.2% | 102 | 23.53% |
|
| 2852 |
HFS
2852
Heritage Financial Services
Westwood,
Massachusetts
| $459M | +$63.8M | +16% | 3.83% | 38.3% | 81 | 12.35% |
|
| 2853 |
PE
2853
Point72 Europe
London,
United Kingdom
| $459M | +$62.4M | +16% | 1.6% | 95.4% | 70 | 62.86% |
|
| 2854 |
AA
2854
Ancient Art
Austin,
Texas
| $459M | -$14M | -3% | 24% | 168% | 23 | 34.78% |
|
| 2855 |
BA
2855
Bridgewater Advisors
New York
| $458M | +$44.8M | +11% | 5.24% | 61% | 118 | 10.17% |
|
| 2856 |
GA
2856
Greenspring Advisors
Towson,
Maryland
| $458M | +$81.1M | +22% | 4.99% | – | 128 | 15.63% |
|
| 2857 |
AG
2857
Advocate Group
Minnetonka,
Minnesota
| $458M | -$6.47M | -1% | 1.78% | 47.3% | 126 | 11.9% |
|
| 2858 |
PGIM
2858
Pacific Global Investment Management
Glendale,
California
| $458M | +$5.68M | +1% | 7.86% | 48% | 218 | 5.96% |
|
| 2859 |
SPP
2859
Single Point Partners
Boston,
Massachusetts
| $457M | +$41.4M | +10% | 5.76% | 52.3% | 175 | 23.43% |
|
| 2860 |
QL
2860
Quarry LP
New York
| $456M | +$6.5M | +1% | 1.81% | 83.2% | 1,389 | 60.76% |
|
| 2861 |
TWP
2861
TFO Wealth Partners
Maumee,
Ohio
| $456M | +$22.7M | +5% | 6.05% | 63.6% | 944 | 15.78% |
|
| 2862 |
HL
2862
HeadInvest LLC
Portland,
Maine
| $456M | +$9.04M | +2% | 5.2% | 59.1% | 229 | 6.55% |
|
| 2863 |
AAP
2863
Ardsley Advisory Partners
Stamford,
Connecticut
| $455M | -$27.7M | -6% | 8.38% | 555% | 162 | 64.2% |
|
| 2864 |
RCMC
2864
RK Capital Management (Colorado)
Denver,
Colorado
| $455M | +$33.1M | +8% | 13.4% | 89% | 54 | 31.48% |
|
| 2865 |
VEI
2865
Vesa Equity Investment
Luxembourg
| $455M | +$21.8M | +5% | 5.03% | 2.97% | 1 | 0% |
|
| 2866 |
EFL
2866
ERn Financial LLC
Middleton,
Wisconsin
| $455M | +$16.1M | +4% | 6.14% | 55.9% | 181 | 11.6% |
|
| 2867 |
GA
2867
Goldstein Advisors
Madison,
Wisconsin
| $455M | +$41.6M | +10% | 4.94% | 55.1% | 170 | 12.94% |
|
| 2868 |
CIA
2868
Covington Investment Advisors
Ligonier,
Pennsylvania
| $455M | +$36.7M | +9% | 5.13% | 100% | 78 | 10.26% |
|
| 2869 |
HFM
2869
Harvest Fund Management
Beijing,
China
| $455M | +$66.4M | +17% | 16.2% | 327% | 851 | 26.09% |
|
| 2870 |
SWA
2870
Strategies Wealth Advisors
Grand Rapids,
Michigan
| $454M | +$48.6M | +12% | 6.16% | 64.6% | 82 | 9.76% |
|
| 2871 |
CCM
2871
Canal Capital Management
Richmond,
Virginia
| $454M | +$41.3M | +10% | 9.31% | 67.8% | 171 | 25.15% |
|
| 2872 |
TWP
2872
Total Wealth Planning
Cincinnati,
Ohio
| $453M | +$49.8M | +12% | 4.09% | 37.2% | 82 | 4.88% |
|
| 2873 |
FTC
2873
Farmers Trust Company
Youngstown,
Ohio
| $453M | +$6.35M | +1% | 3.67% | 73.5% | 166 | 9.04% |
|
| 2874 |
SFC
2874
SYM Financial Corp
Winona Lake,
Indiana
| $453M | +$32.6M | +8% | 5.47% | 56% | 126 | 21.43% |
|
| 2875 |
SG
2875
Strid Group
Newtown Square,
Pennsylvania
| $453M | +$33.2M | +8% | 5.18% | 50.4% | 47 | 17.02% |
|