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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
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2901 |
AFAS
2901
Acorn Financial Advisory Services
Reston,
Virginia
| $420M | -$78.7M | -16% | 15.7% | 96.9% | 226 | 11.5% |
|
| 2902 |
B
2902
Bensler
Bellevue,
Washington
| $420M | -$55.2M | -12% | 14.1% | 106% | 166 | 14.46% |
|
| 2903 |
SIGI
2903
Susquehanna International Group (Ireland)
Dublin,
Ireland
| $419M | +$127M | +43% | 10.3% | 5.26% | 114 | 70.18% |
|
| 2904 |
SDH
2904
Sloy Dahl & Holst
Vancouver,
Washington
| $419M | -$183M | -30% | 29.1% | 109% | 83 | 16.87% |
|
| 2905 |
FTC
2905
Farmers Trust Company
Youngstown,
Ohio
| $419M | -$47M | -10% | 12.6% | 73.5% | 165 | 10.91% |
|
| 2906 |
GC
2906
GGV Capital
Menlo Park,
California
| $419M | -$303M | -42% | 32.5% | 49.3% | 16 | 25% |
|
| 2907 |
PBCM
2907
Point Break Capital Management
Miami,
Florida
| $418M | -$726M | -63% | 45.3% | – | 15 | 26.67% |
|
| 2908 |
ANBT
2908
American National Bank & Trust
Wichita Falls,
Texas
| $418M | -$85.5M | -17% | 13.6% | 95.1% | 463 | 13.61% |
|
| 2909 |
SFWA
2909
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $418M | -$76.4M | -15% | 10.2% | 61.5% | 146 | 19.18% |
|
| 2910 |
SIG
2910
Sky Investment Group
Hartford,
Connecticut
| $418M | -$55.8M | -12% | 9.23% | 68% | 129 | 3.88% |
|
| 2911 |
KWMG
2911
King Wealth Management Group
Naples,
Florida
| $418M | -$91.6M | -18% | 13.8% | 86% | 186 | 21.51% |
|
| 2912 |
GBT
2912
Grove Bank & Trust
Miami,
Florida
| $418M | -$90.8M | -18% | 13.1% | 71.8% | 233 | 12.45% |
|
| 2913 |
SC
2913
Saltoro Capital
Dallas,
Texas
| $417M | -$10M | -2% | 6.57% | 130% | 96 | 68.75% |
|
| 2914 |
SI
2914
Symmetry Investments
St Helier,
Jersey
| $417M | -$267M | -39% | 17.4% | 148% | 145 | 65.52% |
|
| 2915 |
BWP
2915
BSW Wealth Partners
Boulder,
Colorado
| $417M | +$21.7M | +5% | 12.9% | 75.4% | 316 | 19.3% |
|
| 2916 |
DSC
2916
Duncker Streett & Co
St. Louis,
Missouri
| $417M | -$85.5M | -17% | 13.2% | 90.9% | 501 | 3.59% |
|
| 2917 |
GPP
2917
Great Point Partners
Greenwich,
Connecticut
| $417M | +$3.18M | +0.8% | 8.19% | 710% | 43 | 48.84% |
|
| 2918 |
MP
2918
Marcho Partners
London,
United Kingdom
| $417M | -$406M | -49% | 29.9% | 115% | 14 | 21.43% |
|
| 2919 |
AMG
2919
Asset Management Group
Stamford,
Connecticut
| $417M | -$61.2M | -13% | 13.8% | 57% | 125 | 6.4% |
|
| 2920 |
LS
2920
Liquid Strategies
Atlanta,
Georgia
| $416M | -$145M | -26% | 12.1% | 46.8% | 7 | 0% |
|
| 2921 |
JPMIA
2921
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $416M | -$75.6M | -15% | 13.2% | 183% | 69 | 1.45% |
|
| 2922 |
ASI
2922
All-Stars Investment
Hong Kong
| $415M | +$83.1M | +25% | 35.7% | 41.7% | 4 | 25% |
|
| 2923 |
WAM
2923
Winslow Asset Management
Beachwood,
Ohio
| $414M | -$92.1M | -18% | 15.2% | 89.9% | 88 | 11.36% |
|
| 2924 |
HI
2924
Human Investing
Lake Oswego,
Oregon
| $414M | -$38.4M | -8% | 10.6% | 52% | 125 | 16% |
|
| 2925 |
MAM
2925
Mark Asset Management
New York
| $414M | -$267M | -39% | 26.6% | 325% | 58 | 39.66% |
|