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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%
10
50
100
250
500
1,000
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2876 |
CG
2876
Compass Group
New York
| $332M | +$8.83M | +3% | 4.59% | 64.6% | 19 | 36.84% |
|
| 2877 |
BC
2877
Brio Consultants
San Francisco,
California
| $331M | +$31.7M | +11% | 6.05% | 35.6% | 75 | 13.33% |
|
| 2878 |
PWMG
2878
Prestige Wealth Management Group
Flemington,
New Jersey
| $331M | +$47.5M | +17% | 6.05% | 50.3% | 950 | 8.42% |
|
| 2879 |
GM
2879
GeoWealth Management
Chicago,
Illinois
| $331M | +$88.9M | +37% | 4.24% | 42.4% | 191 | 39.27% |
|
| 2880 |
MIP
2880
Marietta Investment Partners
Milwaukee,
Wisconsin
| $330M | +$29.7M | +10% | 15.2% | 125% | 148 | 16.22% |
|
| 2881 |
SAM
2881
Scion Asset Management
Saratoga,
California
| $330M | +$15M | +5% | 13.3% | 1.91% | 42 | 52.38% |
|
| 2882 |
BCM
2882
Bourgeon Capital Management
Darien,
Connecticut
| $330M | +$48.9M | +17% | 7.82% | 117% | 327 | 27.22% |
|
| 2883 |
TC
2883
Toews Corporation
Northfield,
New Jersey
| $330M | -$57.9M | -15% | 2.6% | 14.4% | 117 | 94.02% |
|
| 2884 |
PP
2884
Pegasus Partners
Mequon,
Wisconsin
| $330M | +$21.5M | +7% | 8.62% | 32.6% | 144 | 11.11% |
|
| 2885 |
NTCM
2885
Nut Tree Capital Management
New York
| $330M | +$12.5M | +4% | 6.23% | 81.7% | 15 | 26.67% |
|
| 2886 |
SL
2886
Systelligence LLC
Bloomington,
Minnesota
| $330M | +$20.8M | +7% | 6.82% | 57.3% | 66 | 40.91% |
|
| 2887 |
P8IP
2887
Pier 88 Investment Partners
San Francisco,
California
| $330M | -$22.2M | -6% | 7.09% | 27% | 123 | 13.82% |
|
| 2888 |
MCM
2888
Model Capital Management
Wellesley,
Massachusetts
| $330M | – | – | 4.06% | – | 10 | – |
|
| 2889 |
MAM
2889
Marotta Asset Management
Charlottesville,
Virginia
| $330M | +$17.7M | +6% | 4.25% | 45.7% | 83 | 8.43% |
|
| 2890 |
PL
2890
Plancorp LLC
Saint Louis,
Missouri
| $329M | -$2.5M | -0.8% | 10.4% | 67.3% | 201 | 18.91% |
|
| 2891 |
TAA
2891
Turiya Advisors Asia
Hong Kong
| $329M | +$73.1M | +29% | 36% | 102% | 7 | 42.86% |
|
| 2892 |
GA
2892
GFS Advisors
Houston,
Texas
| $328M | +$4.23M | +1% | 11.9% | 74.3% | 130 | 16.15% |
|
| 2893 |
CBA
2893
Coastal Bridge Advisors
Westport,
Connecticut
| $328M | +$14.5M | +5% | 7.03% | 67.4% | 159 | 24.53% |
|
| 2894 |
LFA
2894
Legacy Financial Advisors
Covington,
Kentucky
| $328M | +$49.6M | +18% | 6.38% | 65.8% | 139 | 70.5% |
|
| 2895 |
FRM
2895
Foundation Resource Management
Little Rock,
Arkansas
| $328M | +$2.36M | +0.7% | 4.11% | 67.8% | 55 | 7.27% |
|
| 2896 |
OL
2896
Optas LLC
Austin,
Texas
| $327M | +$80.5M | +33% | 13.8% | 118% | 169 | 26.04% |
|
| 2897 |
UAM
2897
UAS Asset Management
New York
| $327M | +$49.7M | +18% | 22.3% | 102% | 31 | 38.71% |
|
| 2898 |
CM
2898
Columbus Macro
New Castle,
Pennsylvania
| $327M | -$39.5M | -11% | 4.06% | 46.8% | 151 | 17.88% |
|
| 2899 |
CCA
2899
Column Capital Advisors
Indianapolis,
Indiana
| $327M | +$30M | +10% | 6.24% | 20.4% | 924 | 27.06% |
|
| 2900 |
IHAM
2900
Integral Health Asset Management
New York
| $327M | -$6.98M | -2% | 13.3% | 485% | 92 | 56.52% |
|