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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
TownSquare Capital
Provo,
Utah
| $661M | -$366M | -36% | 8.07% | 96.9% | 615 | 41.3% | 4.9 |
|
| 3002 |
3002
Rollins Financial Advisors
New York City,
New York
| $661M | +$33.6M | +5% | 11.2% | – | 154 | 15.58% | 1.3 |
|
| 3003 |
3003
Strategic Global Advisors
Newport Beach,
California
| $660M | +$46.4M | +8% | 10.6% | 137% | 173 | 41.04% | 2.1 |
|
| 3004 |
3004
Maltese Capital Management
New York
| $660M | -$52.4M | -7% | 6.44% | 114% | 140 | 23.57% | 2.6 |
|
| 3005 |
3005
Octagon Capital Advisors
New York
| $660M | +$204M | +45% | 234% | 2,969% | 34 | 32.35% | 1.2 |
|
| 3006 |
3006
Adams Natural Resources Fund
Baltimore,
Maryland
| $659M | +$28M | +4% | 5.96% | 50.6% | 56 | 5.36% | 7 |
|
| 3007 |
3007
Wellington Shields Capital Management
New York
| $659M | +$67.9M | +11% | 17.4% | 137% | 348 | 11.21% | 5.1 |
|
| 3008 |
3008
GCQ Funds Management
Sydney,
Australia
| $658M | +$108M | +20% | 0.38% | – | 12 | 16.67% | 0.6 |
|
| 3009 |
3009
Hudock Inc
Williamsport,
Pennsylvania
| $658M | +$36.3M | +6% | 7.27% | 69.7% | 206 | 14.56% | 6 |
|
| 3010 |
3010
Tobias Financial Advisors
Plantation,
Florida
| $658M | +$74M | +13% | 5.73% | 44.5% | 137 | 13.87% | 2.3 |
|
| 3011 |
3011
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $658M | +$59.5M | +10% | 7.93% | 68.2% | 769 | 9.88% | 3.3 |
|
| 3012 |
3012
GCM Grosvenor Holdings
Chicago,
Illinois
| $658M | -$39.4M | -6% | 12% | 78.7% | 22 | 13.64% | 1.4 |
|
| 3013 |
3013
Trifecta Capital Advisors
Northbrook,
Illinois
| $658M | +$56.9M | +9% | 9.47% | 149% | 498 | 16.47% | 2.2 |
|
| 3014 |
KAS
3014
Kemnay Advisory Services
New York
| $658M | +$28.8M | +5% | 10.6% | 167% | 26 | 26.92% | 4.2 |
|
| 3015 |
3015
Brandywine Trust
Hockessin,
Delaware
| $657M | +$2.78M | +0.4% | 6.46% | 32.7% | 35 | 5.71% | 8 |
|
| 3016 |
3016
Radnor Capital Management
Wayne,
Pennsylvania
| $657M | +$30.5M | +5% | 7.35% | 96.9% | 326 | 5.83% | 2.3 |
|
| 3017 |
3017
Nextech Invest
Zurich,
Switzerland
| $657M | +$129M | +24% | 29.7% | 982% | 16 | 6.25% | 2.3 |
|
| 3018 |
3018
Cannell Capital
Alta,
Wyoming
| $656M | +$322M | +96% | 24.8% | 127% | 68 | 29.41% | 1.7 |
|
| 3019 |
OTL
3019
Oak Thistle LLC
New York
| $656M | -$23M | -3% | 6.58% | 58.3% | 660 | 65% | 0.3 |
|
| 3020 |
3020
Sierra Summit Advisors
Incline Village,
Nevada
| $656M | +$94.3M | +17% | 19.7% | 302% | 221 | 39.82% | 0.9 |
|
| 3021 |
3021
White Lighthouse Investment Management
Bedford,
Massachusetts
| $656M | +$41.2M | +7% | 6.59% | 62% | 142 | 4.93% | 5 |
|
| 3022 |
3022
Trustees of Columbia University in the City of New York
New York
| $655M | -$35.6M | -5% | 8.08% | – | 10 | 30% | 2.6 |
|
| 3023 |
3023
Enclave Advisors
Austin,
Texas
| $655M | +$35.7M | +6% | 6.49% | – | 128 | 14.84% | 0.9 |
|
| 3024 |
3024
Horst & Graben Wealth Management
Portland,
Oregon
| $655M | +$50.7M | +8% | 7.3% | 55.1% | 183 | 7.65% | 2.9 |
|
| 3025 |
3025
Insight Advisors
Newtown,
Pennsylvania
| $655M | +$30.8M | +5% | 6.29% | 74% | 302 | 8.61% | 3.2 |
|