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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
2901
One Wealth Advisors
San Francisco,
California
| $475M | +$41.8M | +10% | 6.05% | 66% | 221 | 15.84% | 1.5 |
|
| 2902 |
DCM
2902
Divisar Capital Management
San Francisco,
California
| $474M | +$40.2M | +9% | 6.32% | 194% | 35 | 11.43% | 2.7 |
|
| 2903 |
2903
TFO Wealth Partners
Maumee,
Ohio
| $474M | +$18.2M | +4% | 4.22% | 63.6% | 840 | 3.93% | 0.7 |
|
| 2904 |
2904
Front Street Capital Management
Missoula,
Montana
| $473M | +$10M | +2% | 7.88% | 316% | 72 | 13.89% | 4.7 |
|
| 2905 |
2905
Biltmore Family Office
Charlotte,
North Carolina
| $473M | -$1.69M | -0.4% | 11.3% | 78.1% | 275 | 19.27% | 3.3 |
|
| 2906 |
2906
SC XII Management
Menlo Park,
California
| $473M | +$119M | +34% | 33.8% | 73.4% | 1 | 0% | 2.8 |
|
| 2907 |
2907
Aviance Capital Partners
Naples,
Florida
| $472M | +$22.7M | +5% | 7.26% | 98.2% | 281 | 13.17% | 4.6 |
|
| 2908 |
2908
Gateway Advisory
Westfield,
New Jersey
| $472M | +$22.9M | +5% | 1.94% | 26% | 114 | 25.44% | 1.6 |
|
| 2909 |
2909
Confluence Wealth Services
Mcmurray,
Pennsylvania
| $472M | +$43.1M | +10% | 6.35% | 64.5% | 266 | 4.89% | 1.2 |
|
| 2910 |
AA
2910
Ancient Art
Austin,
Texas
| $472M | +$13.3M | +3% | 5.64% | 168% | 20 | 25% | 2.2 |
|
| 2911 |
AMG
2911
Asset Management Group
Stamford,
Connecticut
| $471M | +$22.6M | +5% | 5.14% | 57% | 127 | 4.72% | 6.9 |
|
| 2912 |
HA
2912
Harbor Advisors
West Palm Beach,
Florida
| $471M | +$43.1M | +10% | 10.1% | 125% | 161 | 11.18% | 4.4 |
|
| 2913 |
2913
Well Done LLC
Holland,
Michigan
| $470M | +$8.06M | +2% | 5.58% | 80.4% | 183 | 11.48% | 3.6 |
|
| 2914 |
2914
B.O.S.S. Retirement Advisors
Lehi,
Utah
| $470M | +$44.7M | +11% | 5.78% | 69.7% | 276 | 31.16% | 0.4 |
|
| 2915 |
2915
WNY Asset Management
Williamsville,
New York
| $470M | +$49.5M | +12% | 2.99% | – | 206 | 14.08% | 1.6 |
|
| 2916 |
2916
Columbia Asset Management
Ann Arbor,
Michigan
| $470M | +$25.4M | +6% | 6.6% | 94.1% | 176 | 12.5% | 5.7 |
|
| 2917 |
2917
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| $470M | +$208M | +79% | 7.44% | 88.9% | 103 | 68.93% | 0.4 |
|
| 2918 |
2918
Trium Capital
London,
United Kingdom
| $470M | +$181M | +63% | 7% | 215% | 109 | 45.87% | 0.3 |
|
| 2919 |
2919
Kavar Capital Partners Group
Leawood,
Kansas
| $469M | +$6.02M | +1% | 5.52% | 77.2% | 167 | 15.57% | 4.6 |
|
| 2920 |
2920
Hunter Perkins Capital Management
Lombard,
Illinois
| $469M | +$44.7M | +11% | 2.32% | 58% | 130 | 17.69% | 1.3 |
|
| 2921 |
2921
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $469M | +$16.5M | +4% | 4.5% | 55.7% | 129 | 2.33% | 7.8 |
|
| 2922 |
EVM
2922
Evelyn V. Moreno
| $468M | +$27.1M | +6% | 9.6% | 39.4% | 130 | 10.77% | 3.4 |
|
| 2923 |
2923
Sagefield Capital
Dallas,
Texas
| $468M | +$36M | +8% | 3.87% | 115% | 115 | 38.26% | 0.9 |
|
| 2924 |
T
2924
TCWP
Beachwood,
Ohio
| $468M | -$59M | -11% | 4.21% | – | 264 | 39.77% | 1.1 |
|
| 2925 |
CM
2925
Capital Management
Glen Allen,
Virginia
| $467M | +$32M | +7% | 3.82% | 52.5% | 75 | 14.67% | 3.8 |
|