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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%
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250
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3101 |
MWA
3101
Meridian Wealth Advisors
Austin,
Texas
| $376M | -$55M | -13% | 11.6% | 79.9% | 220 | 14.55% |
|
| 3102 |
DOA
3102
D'Orazio & Associates
Falls Church,
Virginia
| $376M | -$38.4M | -9% | 9.94% | 61.2% | 126 | 22.22% |
|
| 3103 |
GC
3103
GPI Capital
New York
| $376M | -$257M | -41% | 33.2% | 261% | 9 | 11.11% |
|
| 3104 |
SG
3104
Stonnington Group
Pasadena,
California
| $376M | -$41.9M | -10% | 12.3% | – | 256 | 23.44% |
|
| 3105 |
SB
3105
Samsara BioCapital
Palo Alto,
California
| $375M | -$22.1M | -6% | 11.6% | 1,580% | 62 | 16.13% |
|
| 3106 |
VDBMI
3106
Van Den Berg Management I
Austin,
Texas
| $375M | -$69.9M | -16% | 13.2% | 187% | 100 | 24% |
|
| 3107 |
OCA
3107
Octagon Capital Advisors
New York
| $375M | -$87.8M | -19% | 15.1% | 2,969% | 25 | 24% |
|
| 3108 |
BW
3108
Browning West
Los Angeles,
California
| $375M | -$81.3M | -18% | 23.3% | 96.8% | 2 | 0% |
|
| 3109 |
NMC
3109
Nine Masts Capital
Central,
Hong Kong
| $374M | -$91.8M | -20% | 9.83% | 88.1% | 58 | 41.38% |
|
| 3110 |
FA
3110
Fagan Associates
Troy,
New York
| $374M | -$113M | -23% | 16% | 110% | 136 | 18.38% |
|
| 3111 |
NCM
3111
Nellore Capital Management
Redwood City,
California
| $374M | -$67.7M | -15% | 25.1% | 73.8% | 24 | 25% |
|
| 3112 |
BWM
3112
Bulltick Wealth Management
Miami,
Florida
| $374M | -$69.9M | -16% | 17.9% | 58.2% | 148 | 20.95% |
|
| 3113 |
PGCM
3113
Prescott Group Capital Management
Tulsa,
Oklahoma
| $374M | -$16.9M | -4% | 16.2% | 148% | 187 | 43.85% |
|
| 3114 |
SWP
3114
Summit Wealth Partners
Orlando,
Florida
| $373M | -$68.2M | -15% | 10.9% | 44.9% | 184 | 22.83% |
|
| 3115 |
OWA
3115
One Wealth Advisors
San Francisco,
California
| $373M | -$35M | -9% | 13.3% | 66% | 220 | 24.09% |
|
| 3116 |
AIM
3116
Astor Investment Management
Chicago,
Illinois
| $373M | -$48.3M | -11% | 7.63% | 23.3% | 59 | 57.63% |
|
| 3117 |
ALAM
3117
Asahi Life Asset Management
Tokyo,
Japan
| $373M | -$353M | -49% | 12.6% | 122% | 295 | 55.59% |
|
| 3118 |
TCIM
3118
TOMS Capital Investment Management
New York
| $373M | -$1.17B | -76% | 29.5% | 203% | 26 | 80.77% |
|
| 3119 |
EIP
3119
Ellis Investment Partners
Berwyn,
Pennsylvania
| $373M | -$51.7M | -12% | 14.6% | 66.3% | 852 | 6.92% |
|
| 3120 |
FHCM
3120
Force Hill Capital Management
New York
| $372M | -$31.6M | -8% | 23.3% | 46.3% | 53 | 47.17% |
|
| 3121 |
MFT
3121
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $372M | +$152M | +69% | 12.9% | 48.1% | 706 | 29.89% |
|
| 3122 |
CCIA
3122
Campbell & Co Investment Adviser
Baltimore,
Maryland
| $372M | +$629K | +0.2% | 15.6% | 31% | 1,005 | 67.46% |
|
| 3123 |
FM
3123
Family Management
New York
| $371M | +$10.6M | +3% | 12.2% | 69% | 203 | 31.53% |
|
| 3124 |
MGIA
3124
Matthew Goff Investment Advisor
Houston,
Texas
| $371M | -$54.7M | -13% | 12.7% | 79.9% | 86 | 15.12% |
|
| 3125 |
FCMI
3125
Foresite Capital Management IV
Larkspur,
California
| $371M | +$13.9M | +4% | 13.4% | 151% | 9 | 11.11% |
|