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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
3051
Tree Line Advisors
Central,
Hong Kong
| $298M | +$68.4M | +30% | 28.3% | 670% | 6 | 16.67% | 0.9 |
|
| 3052 |
MCG
3052
McCollum Christoferson Group
Amherst,
New York
| $297M | +$17.3M | +6% | 6.64% | 59.4% | 74 | 9.46% | 1.7 |
|
| 3053 |
3053
Brio Consultants
San Francisco,
California
| $297M | +$30.4M | +11% | 6.64% | 42.7% | 79 | 8.86% | 0.9 |
|
| 3054 |
3054
Arcus Capital Partners
Atlanta,
Georgia
| $297M | +$44.2M | +17% | 17.3% | 69.2% | 108 | 18.52% | 2.2 |
|
| 3055 |
3055
Golden Gate Private Equity
San Francisco,
California
| $297M | $0 | 0% | 16.8% | 8.72% | 25 | 0% | 2.2 |
|
| 3056 |
3056
United Fire Group
Cedar Rapids,
Iowa
| $297M | +$5.28M | +2% | 2.46% | 27.4% | 122 | 4.92% | 5.2 |
|
| 3057 |
RG
3057
Riverstone Group
Richmond,
Virginia
| $297M | +$55M | +23% | 24.8% | 305% | 6 | 16.67% | 1 |
|
| 3058 |
3058
Gibson Capital
Wexford,
Pennsylvania
| $297M | +$20M | +7% | 5.34% | 67.2% | 42 | 4.76% | 4 |
|
| 3059 |
3059
TrinityPoint Wealth
Milford,
Connecticut
| $296M | +$9.24M | +3% | 9.48% | 28.4% | 217 | 7.83% | 0.8 |
|
| 3060 |
3060
Silicon Valley Capital Partners
San Jose,
California
| $296M | +$40.7M | +16% | 9.94% | 103% | 43 | 13.95% | 1.7 |
|
| 3061 |
3061
Inspirion Wealth Advisors
Libertyville,
Illinois
| $296M | +$67.9M | +30% | 6.58% | 52.5% | 80 | 3.75% | 3.4 |
|
| 3062 |
3062
River Wealth Advisors
Camp Hill,
Pennsylvania
| $296M | +$31.1M | +12% | 8.54% | 80.3% | 168 | 7.74% | 3.6 |
|
| 3063 |
3063
Founders Financial Securities
Towson,
Maryland
| $296M | -$17.8M | -6% | 5.96% | 71% | 155 | 38.06% | 1.5 |
|
| 3064 |
3064
Community Bank of Raymore
Raymore,
Missouri
| $296M | +$9.8M | +3% | 3.68% | 91.9% | 56 | 1.79% | 3.7 |
|
| 3065 |
3065
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $296M | +$23.4M | +9% | 7.4% | 44.2% | 165 | 44.24% | 1.3 |
|
| 3066 |
3066
The Family Firm
Bethesda,
Maryland
| $295M | +$13.9M | +5% | 5.57% | 40.2% | 158 | 18.35% | 3.2 |
|
| 3067 |
3067
Crestone Asset Management
Boulder,
Colorado
| $295M | +$32.7M | +12% | 8.28% | 6.65% | 53 | 7.55% | 2.3 |
|
| 3068 |
MI
3068
MMCAP International
Grand Cayman,
Cayman Islands
| $295M | – | – | 3.84% | 184% | 36 | – | 0 |
|
| 3069 |
3069
Shelter Mutual Insurance
Columbia,
Missouri
| $295M | -$48.1M | -14% | 6.15% | 51.2% | 44 | 6.82% | 5.3 |
|
| 3070 |
3070
Northside Capital Management
Hood River,
Oregon
| $295M | +$11.9M | +4% | 6.36% | 99.6% | 100 | 12% | 2.7 |
|
| 3071 |
3071
August Capital Management V
San Francisco,
California
| $294M | – | – | 7.18% | – | 1 | – | 0 |
|
| 3072 |
3072
Marathon Capital Management
Hunt Valley,
Maryland
| $294M | +$46.1M | +19% | 9.25% | 74% | 154 | 34.42% | 1.9 |
|
| 3073 |
SCM
3073
Stonehill Capital Management
New York
| $294M | -$73.8M | -20% | 15.1% | 117% | 20 | 40% | 1 |
|
| 3074 |
3074
Cypress Asset Management
Houston,
Texas
| $294M | +$5.07M | +2% | 9.95% | 141% | 143 | 11.89% | 4.4 |
|
| 3075 |
3075
HughesLittle Investment Management
Vancouver,
| $294M | +$24.3M | +9% | 9.96% | 106% | 16 | 6.25% | 3.9 |
|