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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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50
100
250
500
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3126 |
PPW
3126
Pasadena Private Wealth
Pasadena,
California
| $519M | +$31.2M | +6% | 2.41% | 53% | 209 | 36.36% |
|
| 3127 |
SA
3127
Strategic Advisors
New York
| $519M | -$34.7M | -6% | 4.13% | 87.3% | 206 | 13.59% |
|
| 3128 |
TWM
3128
Tolleson Wealth Management
Dallas,
Texas
| $519M | +$31M | +6% | 0.28% | 56.2% | 107 | 23.36% |
|
| 3129 |
1C
3129
111 Capital
Paris,
France
| $518M | +$41.8M | +9% | 1.65% | – | 649 | 72.42% |
|
| 3130 |
AIA
3130
AssuredPartners Investment Advisors
Tampa,
Florida
| $518M | +$4.88M | +1% | 1.92% | – | 344 | 12.5% |
|
| 3131 |
MC
3131
Martin & Co
Knoxville,
Tennessee
| $518M | +$114M | +28% | 0.06% | 67.8% | 104 | 2.88% |
|
| 3132 |
VIS
3132
Vega Investment Solutions
Paris,
France
| $518M | +$396M | +326% | 2.45% | – | 211 | 66.82% |
|
| 3133 |
YLHM
3133
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
| $518M | -$56.6M | -10% | 5.43% | 122% | 105 | 12.38% |
|
| 3134 |
FFWA
3134
FRG Family Wealth Advisors
Bellevue,
Washington
| $518M | -$33.2M | -6% | 4% | 76.4% | 148 | 4.73% |
|
| 3135 |
MCM
3135
Morton Capital Management
Calabasas,
California
| $518M | -$13M | -2% | 5.19% | 65.8% | 116 | 6.9% |
|
| 3136 |
PWA
3136
Peterson Wealth Advisors
Orem,
Utah
| $518M | -$37.4M | -7% | 1.81% | 46.4% | 96 | 20.83% |
|
| 3137 |
AC
3137
Asio Capital
Lexington,
Kentucky
| $517M | -$12M | -2% | 4.43% | 88% | 116 | 18.97% |
|
| 3138 |
OCA
3138
Octagon Capital Advisors
New York
| $517M | -$90.9M | -15% | 6.73% | 2,969% | 40 | 30% |
|
| 3139 |
FBT
3139
First Bank & Trust
Brookings,
South Dakota
| $517M | -$4.33M | -0.8% | 0.14% | 78.5% | 246 | 8.94% |
|
| 3140 |
SCA
3140
Stieven Capital Advisors
St. Louis,
Missouri
| $516M | -$45.4M | -8% | 6.55% | 117% | 53 | 22.64% |
|
| 3141 |
RCG
3141
Regatta Capital Group
El Segundo,
California
| $516M | +$473K | +0.1% | 2.9% | 69.1% | 195 | 8.72% |
|
| 3142 |
FAM
3142
Fulcrum Asset Management
London,
United Kingdom
| $516M | +$495M | +2,314% | – | – | 207 | 54.11% |
|
| 3143 |
GF
3143
Gries Financial
Cleveland,
Ohio
| $516M | -$47.1M | -8% | 2.04% | 71.3% | 315 | 24.76% |
|
| 3144 |
BFC
3144
Blue Fin Capital
Warren,
Rhode Island
| $516M | -$27.1M | -5% | 4.5% | 125% | 140 | 3.57% |
|
| 3145 |
APC
3145
Alta Park Capital
San Francisco,
California
| $515M | -$249M | -33% | 7.61% | 1,071% | 39 | 58.97% |
|
| 3146 |
PCP
3146
P2 Capital Partners
New York
| $515M | -$73.6M | -13% | 10.8% | 7.96% | 12 | 8.33% |
|
| 3147 |
FGA
3147
Fortis Group Advisors
Westwood,
New Jersey
| $515M | -$22M | -4% | 1.65% | 91.2% | 544 | 16.36% |
|
| 3148 |
TFA
3148
Tobias Financial Advisors
Plantation,
Florida
| $515M | +$17.4M | +4% | 0.14% | 44.5% | 116 | 7.76% |
|
| 3149 |
EWA
3149
ERTS Wealth Advisors
Marquette,
Michigan
| $515M | -$15.2M | -3% | 0.8% | 36.5% | 87 | 9.2% |
|
| 3150 |
MIM
3150
Manitou Investment Management
Toronto,
Ontario, Canada
| $514M | +$8.27M | +2% | 1.18% | 57.2% | 67 | 19.4% |
|