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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%
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2,500
5,000
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2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 2926 |
NTCM
2926
Nut Tree Capital Management
New York
| $330M | +$12.5M | +4% | 6.23% | 101% | 15 | 26.67% |
|
| 2927 |
SL
2927
Systelligence LLC
Bloomington,
Minnesota
| $330M | +$20.8M | +7% | 6.82% | 57.3% | 66 | 40.91% |
|
| 2928 |
P8IP
2928
Pier 88 Investment Partners
San Francisco,
California
| $330M | -$22.2M | -6% | 7.09% | 36.1% | 123 | 13.82% |
|
| 2929 |
MCM
2929
Model Capital Management
Wellesley,
Massachusetts
| $330M | – | – | 4.06% | – | 10 | – |
|
| 2930 |
MAM
2930
Marotta Asset Management
Charlottesville,
Virginia
| $330M | +$17.7M | +6% | 4.25% | 45.7% | 83 | 8.43% |
|
| 2931 |
PL
2931
Plancorp LLC
Saint Louis,
Missouri
| $329M | -$2.5M | -0.8% | 10.4% | 67.3% | 201 | 18.91% |
|
| 2932 |
TAA
2932
Turiya Advisors Asia
Hong Kong
| $329M | +$73.1M | +29% | 36% | 247% | 7 | 42.86% |
|
| 2933 |
GA
2933
GFS Advisors
Houston,
Texas
| $328M | +$4.23M | +1% | 11.9% | 97.9% | 130 | 16.15% |
|
| 2934 |
CBA
2934
Coastal Bridge Advisors
Westport,
Connecticut
| $328M | +$14.5M | +5% | 7.03% | 88.1% | 159 | 24.53% |
|
| 2935 |
LFA
2935
Legacy Financial Advisors
Covington,
Kentucky
| $328M | +$49.6M | +18% | 6.38% | 86.3% | 139 | 70.5% |
|
| 2936 |
FRM
2936
Foundation Resource Management
Little Rock,
Arkansas
| $328M | +$2.36M | +0.7% | 4.11% | 67.8% | 55 | 7.27% |
|
| 2937 |
OL
2937
Optas LLC
Austin,
Texas
| $327M | +$80.5M | +33% | 13.8% | 118% | 169 | 26.04% |
|
| 2938 |
UAM
2938
UAS Asset Management
New York
| $327M | +$49.7M | +18% | 22.3% | 98% | 31 | 38.71% |
|
| 2939 |
CM
2939
Columbus Macro
New Castle,
Pennsylvania
| $327M | -$39.5M | -11% | 4.06% | 46.8% | 151 | 17.88% |
|
| 2940 |
CCA
2940
Column Capital Advisors
Indianapolis,
Indiana
| $327M | +$30M | +10% | 6.24% | 20.4% | 924 | 27.06% |
|
| 2941 |
IHAM
2941
Integral Health Asset Management
New York
| $327M | -$6.98M | -2% | 13.3% | 564% | 92 | 56.52% |
|
| 2942 |
SG
2942
Strid Group
Newtown Square,
Pennsylvania
| $327M | +$27.5M | +9% | 7.56% | 50.4% | 34 | 11.76% |
|
| 2943 |
GBT
2943
Grove Bank & Trust
Miami,
Florida
| $326M | +$22.9M | +8% | 7.1% | 71.8% | 181 | 4.42% |
|
| 2944 |
WAG
2944
Winthrop Advisory Group
Boston,
Massachusetts
| $326M | +$43.3M | +15% | 8.9% | 70.4% | 118 | 23.73% |
|
| 2945 |
MW
2945
Marcum Wealth
Cleveland,
Ohio
| $326M | +$1.17M | +0.4% | 8.91% | 20% | 132 | 18.94% |
|
| 2946 |
WCP
2946
Welch Capital Partners
Harrison,
New York
| $326M | +$21.8M | +7% | 8.67% | 79.2% | 24 | 4.17% |
|
| 2947 |
TB
2947
Terril Brothers
St. Louis,
Missouri
| $326M | +$21.9M | +7% | 4.77% | 94.4% | 60 | 5% |
|
| 2948 |
CST
2948
Charles Schwab Trust
Henderson,
Nevada
| $326M | +$24.9M | +8% | 4.64% | 45.6% | 160 | 15% |
|
| 2949 |
HFS
2949
Haverford Financial Services
Radnor,
Pennsylvania
| $325M | +$28.3M | +10% | 9.59% | 57.9% | 67 | 16.42% |
|
| 2950 |
TA
2950
Tamarack Advisers
Carlsbad,
California
| $324M | -$34.7M | -10% | 7.75% | 46.5% | 44 | 47.73% |
|