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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
Deltec Asset Management
New York
| $457M | +$52.6M | +13% | 11.5% | 128% | 214 | 42.99% | 2.8 |
|
| 2977 |
2977
Two Seas Capital
Rye,
New York
| $457M | +$348M | +320% | 9.47% | 344% | 14 | 28.57% | 0.9 |
|
| 2978 |
2978
Think Investments
San Francisco,
California
| $457M | +$19.3M | +4% | 2.06% | 285% | 25 | 32% | 2.2 |
|
| 2979 |
2979
Family Management
New York
| $457M | +$22.4M | +5% | 5.68% | 69% | 179 | 25.14% | 2.5 |
|
| 2980 |
2980
FRG Family Wealth Advisors
Bellevue,
Washington
| $457M | +$19M | +4% | 8.99% | 76.4% | 145 | 8.97% | 5.4 |
|
| 2981 |
PGCM
2981
Prescott Group Capital Management
Tulsa,
Oklahoma
| $456M | +$27.5M | +6% | 6.89% | 148% | 188 | 26.06% | 2.1 |
|
| 2982 |
2982
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| $456M | +$71.7M | +19% | 5.37% | 52.1% | 112 | 10.71% | 1.2 |
|
| 2983 |
2983
180 Wealth Advisors
Federal Way,
Washington
| $455M | +$25.6M | +6% | 8.32% | 136% | 394 | 14.72% | 2.9 |
|
| 2984 |
2984
Skaana Management
Brooklyn,
New York
| $455M | +$127M | +39% | 4.18% | 269% | 220 | 34.55% | 0.5 |
|
| 2985 |
2985
Advocate Group
Minnetonka,
Minnesota
| $454M | -$3.51M | -0.8% | 0.74% | 56.3% | 121 | 4.96% | 0.9 |
|
| 2986 |
2986
Crestone Asset Management
Boulder,
Colorado
| $454M | -$16.3M | -3% | 5.58% | 6.65% | 81 | 11.11% | 3.2 |
|
| 2987 |
2987
Brandywine Trust
Hockessin,
Delaware
| $454M | +$83.2M | +22% | 5.9% | 32.7% | 29 | 13.79% | 7 |
|
| 2988 |
2988
Divergent Wealth Advisors
South Jordan,
Utah
| $454M | +$25.1M | +6% | 5.74% | 14.7% | 31 | 9.68% | 2.7 |
|
| 2989 |
2989
ML&R Wealth Management
Austin,
Texas
| $453M | +$79.5M | +21% | 5.25% | – | 100 | 33% | 0.7 |
|
| 2990 |
2990
Evolution Wealth Advisors
Aventura,
Florida
| $453M | +$36.1M | +9% | 6% | 84.5% | 125 | 12% | 1.9 |
|
| 2991 |
2991
Pine Ridge Advisers
New York
| $453M | -$26.1M | -5% | 8.59% | 90.1% | 29 | 13.79% | 1.9 |
|
| 2992 |
CAM
2992
Centre Asset Management
New York
| $452M | +$38.6M | +9% | 9.67% | 45.3% | 87 | 22.99% | 1.9 |
|
| 2993 |
2993
Wilsey Asset Management
San Diego,
California
| $452M | +$9.7M | +2% | 3.74% | 66.9% | 27 | 7.41% | 3.6 |
|
| 2994 |
2994
Sandia Investment Management
Boston,
Massachusetts
| $452M | -$93.8M | -17% | 0.44% | 20.5% | 368 | 75.82% | 0.2 |
|
| 2995 |
2995
Sanders Morris Harris
Houston,
Texas
| $452M | +$165M | +58% | 9.72% | 85.8% | 267 | 52.06% | 1.2 |
|
| 2996 |
2996
PPSC Investment Service
Tokyo,
Japan
| $452M | +$49.5M | +12% | 15.9% | 161% | 4 | 0% | 0.5 |
|
| 2997 |
2997
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
| $452M | +$33.6M | +8% | 5.58% | 78.9% | 146 | 12.33% | 1.1 |
|
| 2998 |
2998
Red Door Wealth Management
Memphis,
Tennessee
| $451M | +$132M | +41% | 8.35% | 100% | 222 | 36.94% | 1.7 |
|
| 2999 |
2999
Bell Investment Advisors
Oakland,
California
| $451M | +$23.3M | +5% | 2.27% | 41% | 2,023 | 10.97% | 1.4 |
|
| 3000 |
AO
3000
Allen Operations
New York
| $451M | +$56.2M | +14% | 20.7% | 218% | 39 | 2.56% | 4 |
|