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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $293M | -$79.8M | -21% | 19% | 73.6% | 30 | 10% | 4.3 |
|
| 2977 |
SG
2977
Swarthmore Group
Philadelphia,
Pennsylvania
| $293M | +$274M | +1,454% | 19.3% | 44.2% | 42 | 16.67% | 1.9 |
|
| 2978 |
2978
QVR
San Francisco,
California
| $293M | +$28.9M | +11% | 19% | – | 39 | 79.49% | 0.4 |
|
| 2979 |
2979
Marietta Wealth Management
Marietta,
Georgia
| $293M | +$36.1M | +14% | 18.8% | 93% | 112 | 8.04% | 2.4 |
|
| 2980 |
2980
AGF Investments America
Toronto,
Ontario, Canada
| $293M | +$52.7M | +22% | 26% | 72.1% | 77 | 3.9% | 3 |
|
| 2981 |
2981
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $293M | +$19.9M | +7% | 21.9% | 61.5% | 99 | 15.15% | 1.6 |
|
| 2982 |
2982
L1 Capital
Melbourne VIC 3000,
Australia
| $293M | – | – | 42.6% | 127% | 14 | – | 0 |
|
| 2983 |
FPFS
2983
First Personal Financial Services
Charlotte,
North Carolina
| $293M | +$33.8M | +13% | 15.8% | 31.5% | 312 | 7.37% | 4 |
|
| 2984 |
2984
Alpha Capital Management
Austin,
Texas
| $292M | +$65.4M | +29% | 27.7% | 88% | 111 | 27.03% | 2.6 |
|
| 2985 |
OPPTF
2985
OPSEU Pension Plan Trust Fund
Toronto,
Ontario, Canada
| $292M | +$34M | +13% | 19.2% | 13.4% | 388 | 46.91% | 0.2 |
|
| 2986 |
2986
FORA Capital
Miami,
Florida
| $292M | -$171M | -37% | 39.1% | 162% | 1,495 | 76.92% | 0.2 |
|
| 2987 |
2987
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $292M | +$40.2M | +16% | 18% | 99.9% | 65 | 10.77% | 3.3 |
|
| 2988 |
2988
Brandywine Trust
Hockessin,
Delaware
| $292M | +$144M | +97% | 10.7% | 32.7% | 48 | 43.75% | 4.4 |
|
| 2989 |
2989
Great Hill Partners
Boston,
Massachusetts
| $291M | +$177M | +155% | 188% | 24% | 2 | 0% | 0.4 |
|
| 2990 |
2990
Artemis Wealth Advisors
New York
| $291M | +$57.4M | +25% | 43% | 174% | 75 | 20% | 1.6 |
|
| 2991 |
2991
Cyrus Capital Partners
New York
| $291M | +$18.7M | +7% | 3.72% | 163% | 17 | 52.94% | 1.7 |
|
| 2992 |
2992
First National Corp
Rockland,
Massachusetts
| $291M | +$137M | +89% | 17.3% | 56.3% | 158 | 25.95% | 1.1 |
|
| 2993 |
FAG
2993
Financial Advisory Group
Houston,
Texas
| $291M | -$15.5M | -5% | 19.4% | 20.6% | 72 | 15.28% | 3.8 |
|
| 2994 |
2994
Sunbelt Securities
Houston,
Texas
| $291M | -$2.04B | -88% | 22.5% | 83.5% | 405 | 35.31% | 2 |
|
| 2995 |
2995
Bain Capital Credit
Boston,
Massachusetts
| $291M | +$134M | +85% | 17.4% | 14.4% | 27 | 62.96% | 0.5 |
|
| 2996 |
2996
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $291M | +$62.3M | +27% | 21.2% | 304% | 267 | 44.19% | 2 |
|
| 2997 |
2997
Sky Investment Group
Hartford,
Connecticut
| $291M | +$42.3M | +17% | 15.9% | 81.4% | 101 | 9.9% | 4.3 |
|
| 2998 |
2998
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $291M | +$42.5M | +17% | 15.1% | 39.1% | 47 | 6.38% | 2.7 |
|
| 2999 |
2999
Ipswich Investment Management
Beverly,
Massachusetts
| $290M | +$36M | +14% | 18.8% | 104% | 174 | 14.94% | 3.1 |
|
| 3000 |
3000
Financial Management Professionals
Austin,
Texas
| $290M | +$53.9M | +23% | 21% | 67.3% | 655 | 52.67% | 1.7 |
|