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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
3151
Bearing Point Capital
Bloomington,
Minnesota
| $640M | +$58.7M | +10% | 2.94% | – | 194 | 21.13% | 0.8 |
|
| 3152 |
3152
Optas LLC
Austin,
Texas
| $639M | +$50.2M | +9% | 5.31% | 118% | 512 | 32.42% | 1.9 |
|
| 3153 |
3153
North Growth Management
Vancouver,
British Columbia, Canada
| $639M | +$65M | +11% | 20.5% | 243% | 47 | 0% | 4.7 |
|
| 3154 |
3154
Quarry LP
New York
| $639M | +$183M | +40% | 4.92% | 83.2% | 2,772 | 47.47% | 0.6 |
|
| 3155 |
3155
Secure Asset Management
Troy,
Michigan
| $639M | +$32M | +5% | 2.02% | 97.2% | 359 | 17.55% | 1.8 |
|
| 3156 |
3156
WPWealth
Fort Worth,
Texas
| $639M | +$27.1M | +4% | 1.57% | 38.2% | 98 | 6.12% | 1.8 |
|
| 3157 |
3157
Drexel Morgan & Co
Radnor,
Pennsylvania
| $639M | +$2.18M | +0.3% | 4.78% | 50.1% | 58 | 5.17% | 8 |
|
| 3158 |
SA
3158
Strategic Advisors
New York
| $638M | +$15.8M | +3% | 1.6% | 106% | 190 | 7.89% | 5.1 |
|
| 3159 |
3159
SilverOak Wealth Management
Edina,
Minnesota
| $638M | +$45.3M | +8% | 1.94% | 77.8% | 124 | 11.29% | 1.5 |
|
| 3160 |
PWW
3160
Pettyjohn Wood & White
Lynchburg,
Virginia
| $638M | +$32.4M | +5% | 3% | 70.9% | 219 | 9.59% | 6.6 |
|
| 3161 |
SRFM
3161
Shannon River Fund Management
New York
| $638M | +$16.3M | +3% | 11.6% | 554% | 32 | 56.25% | 0.8 |
|
| 3162 |
SFS
3162
Security Financial Services
Fort Wayne,
Indiana
| $637M | +$18.4M | +3% | 2.1% | 67.7% | 218 | 10.09% | 2.2 |
|
| 3163 |
3163
Hughes Financial Services
Herndon,
Virginia
| $637M | +$8.03M | +1% | 1.57% | – | 1,346 | 28.38% | 0.5 |
|
| 3164 |
3164
American Money Management
Rancho Santa Fe,
California
| $636M | +$37M | +6% | 1.91% | 65% | 175 | 16.57% | 4.6 |
|
| 3165 |
SSCM
3165
Summit Street Capital Management
New York
| $636M | -$92.8M | -13% | 9.31% | 217% | 31 | 3.23% | 5.6 |
|
| 3166 |
3166
Sio Capital Management
New York
| $636M | +$241M | +61% | 18.2% | 564% | 77 | 45.45% | 0.7 |
|
| 3167 |
3167
Summit Creek Advisors
Minneapolis,
Minnesota
| $636M | -$50.5M | -7% | 0.44% | 84.6% | 74 | 16.22% | 4.2 |
|
| 3168 |
3168
Northwest Wealth Management
Spencer,
Iowa
| $636M | +$28.8M | +5% | 2.69% | 68.2% | 263 | 21.29% | 3.1 |
|
| 3169 |
3169
Clearstead Trust
Portland,
Maine
| $635M | +$50M | +9% | 2.94% | 111% | 1,586 | 41.87% | 1.8 |
|
| 3170 |
3170
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| $635M | +$41.9M | +7% | 7.96% | 129% | 298 | 60.07% | 0.6 |
|
| 3171 |
3171
Gilman Hill Asset Management
New Canaan,
Connecticut
| $635M | -$4.03M | -0.6% | 1.87% | 54.2% | 244 | 12.7% | 4.9 |
|
| 3172 |
3172
Towercrest Capital Management
Newtown,
Pennsylvania
| $634M | +$10.9M | +2% | 1.2% | 42.6% | 101 | 4.95% | 5.9 |
|
| 3173 |
NICM
3173
Neo Ivy Capital Management
New York
| $633M | +$223M | +54% | 3.42% | – | 555 | 72.07% | 0.2 |
|
| 3174 |
3174
Bell Investment Advisors
Oakland,
California
| $632M | +$20.4M | +3% | 1.43% | 45% | 1,972 | 13.44% | 3.3 |
|
| 3175 |
3175
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| $632M | +$16.1M | +3% | 2.93% | 94.5% | 183 | 24.59% | 2.8 |
|