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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
3076
Bellwether Advisors
Lincoln,
Nebraska
| $585M | +$107M | +22% | 19.2% | 115% | 617 | 19.61% | 0.9 |
|
| 3077 |
3077
Tolleson Wealth Management
Dallas,
Texas
| $585M | +$66.5M | +13% | 9.05% | 56.2% | 89 | 8.99% | 3.9 |
|
| 3078 |
3078
Pasadena Private Wealth
Pasadena,
California
| $585M | +$65.9M | +13% | 8.55% | 53% | 217 | 19.35% | 1.8 |
|
| 3079 |
3079
Albar Capital Partners
London,
United Kingdom
| $585M | +$365M | +166% | 20.9% | – | 34 | 67.65% | 0.1 |
|
| 3080 |
3080
Hudson Edge Investment Partners
Jersey City,
New Jersey
| $584M | +$92.6M | +19% | 9.71% | 68.6% | 108 | 22.22% | 4.9 |
|
| 3081 |
3081
Tobias Financial Advisors
Plantation,
Florida
| $584M | +$69.4M | +13% | 7.02% | 44.5% | 127 | 14.17% | 2.3 |
|
| 3082 |
3082
Ithaka Group
Arlington,
Virginia
| $584M | +$93.4M | +19% | 28.3% | 143% | 40 | 10% | 4.7 |
|
| 3083 |
3083
Topline Capital Management
Santa Monica,
California
| $583M | +$147M | +34% | 43.4% | – | 50 | 40% | 0.3 |
|
| 3084 |
3084
M Holdings Securities
Portland,
Oregon
| $583M | -$17.7M | -3% | 9.75% | 83.9% | 212 | 59.91% | 1.7 |
|
| 3085 |
3085
North Point Portfolio Managers
Orange Village,
Ohio
| $583M | +$12.6M | +2% | 8.19% | 72.8% | 77 | 14.29% | 4.7 |
|
| 3086 |
3086
Regatta Capital Group
El Segundo,
California
| $582M | +$66.1M | +13% | 9.17% | 78.1% | 218 | 17.89% | 2.3 |
|
| 3087 |
3087
Hughes Financial Services
Herndon,
Virginia
| $582M | +$70.9M | +14% | 8.72% | – | 1,265 | 34.47% | 0.2 |
|
| 3088 |
3088
12th Street Asset Management Company
Nashville,
Tennessee
| $582M | -$5.07M | -0.9% | 5.83% | 106% | 33 | 21.21% | 3.3 |
|
| 3089 |
3089
Fort Baker Capital Management
Larkspur,
California
| $582M | +$97.4M | +20% | 4% | 46.3% | 85 | 78.82% | 0.3 |
|
| 3090 |
3090
Convergence Financial
Columbia,
Missouri
| $582M | +$72.5M | +14% | 9.5% | 62.3% | 186 | 13.98% | 1.1 |
|
| 3091 |
3091
111 Capital
Paris,
France
| $582M | +$63.5M | +12% | 13.1% | – | 717 | 68.62% | 0.2 |
|
| 3092 |
3092
Bell Investment Advisors
Oakland,
California
| $582M | +$40.4M | +7% | 5.22% | 41% | 2,001 | 10.94% | 3 |
|
| 3093 |
3093
Affinity Capital Advisors
Berkeley,
California
| $581M | +$77M | +15% | 8.65% | 72.7% | 164 | 9.15% | 3.3 |
|
| 3094 |
3094
Elk River Wealth Management
Denver,
Colorado
| $581M | +$47M | +9% | 11.7% | 81.8% | 99 | 7.07% | 3.3 |
|
| 3095 |
GUB
3095
Golden Unicorn BVI
Road Town,
| $581M | +$113M | +24% | 29% | – | 3 | 0% | 0.5 |
|
| 3096 |
3096
Anatole Investment Management
Central,
Hong Kong
| $581M | +$218M | +60% | 73.1% | 3,486% | 26 | 84.62% | 0.1 |
|
| 3097 |
3097
Alpha Capital Management
Austin,
Texas
| $581M | +$54.7M | +10% | 14.1% | 88% | 122 | 13.93% | 4.6 |
|
| 3098 |
3098
2Xideas
Kusnacht,
Switzerland
| $581M | -$77.3M | -12% | 8.51% | 40.6% | 63 | 12.7% | 2.6 |
|
| 3099 |
HCP
3099
Holt Capital Partners
Fort Worth,
Texas
| $580M | -$75M | -11% | 6.46% | 69.5% | 151 | 3.97% | 7.5 |
|
| 3100 |
3100
Heritage Investment Group
Pompano Beach,
Florida
| $580M | +$48.2M | +9% | 6.84% | 51.2% | 112 | 3.57% | 2.4 |
|