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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
3201
D.L. Carlson Investment Group
Concord,
New Hampshire
| $596M | +$47.3M | +9% | 8.97% | 113% | 147 | 17.69% | 4.3 |
|
| 3202 |
3202
Requisite Capital Management
Dallas,
Texas
| $596M | +$134M | +29% | 6.1% | 41% | 372 | 78.76% | 0.4 |
|
| 3203 |
AMCA
3203
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $595M | +$28.6M | +5% | 8.81% | 129% | 131 | 7.63% | 5 |
|
| 3204 |
3204
Boston Standard Wealth Management
Winchester,
Massachusetts
| $595M | +$39.6M | +7% | 5.97% | 47.1% | 51 | 9.8% | 5.5 |
|
| 3205 |
3205
MA Private Wealth
San Carlos,
California
| $595M | +$35.7M | +6% | 6.67% | 57.5% | 83 | 7.23% | 2.9 |
|
| 3206 |
3206
Light Street Capital Management
Palo Alto,
California
| $594M | +$105M | +21% | 12.8% | 377% | 34 | 44.12% | 1.1 |
|
| 3207 |
3207
Aspen Grove Capital
Avon,
Colorado
| $594M | +$5.96M | +1% | 6.79% | 90% | 247 | 21.86% | 1.8 |
|
| 3208 |
FBT
3208
First Bank & Trust
Brookings,
South Dakota
| $594M | +$33.5M | +6% | 7.09% | 85.6% | 264 | 10.98% | 3.8 |
|
| 3209 |
3209
Maia Wealth
Denver,
Colorado
| $594M | +$68.9M | +13% | 6.2% | – | 369 | 20.6% | 1.1 |
|
| 3210 |
3210
Stone House Investment Management
Tunkhannock,
Pennsylvania
| $594M | +$49.5M | +9% | 6.41% | 57.9% | 768 | 38.8% | 0.4 |
|
| 3211 |
3211
Brasada Capital Management
Houston,
Texas
| $593M | +$5.08M | +0.9% | 4.96% | 76.5% | 156 | 21.79% | 2.6 |
|
| 3212 |
3212
Golden State Equity Partners
South Coast Metro,
California
| $593M | +$52.9M | +10% | 8.37% | – | 484 | 17.36% | 1.9 |
|
| 3213 |
3213
SilverOak Wealth Management
Edina,
Minnesota
| $593M | +$59.9M | +11% | 7.59% | 77.8% | 122 | 9.84% | 1.4 |
|
| 3214 |
3214
V-Square Quantitative Management
Chicago,
Illinois
| $593M | -$154M | -21% | 11.7% | 111% | 618 | 71.52% | 2.2 |
|
| 3215 |
3215
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| $593M | +$170M | +40% | 13.9% | 129% | 250 | 52.8% | 0.6 |
|
| 3216 |
3216
Knightsbridge Asset Management
Newport Beach,
California
| $592M | +$138M | +30% | 10.7% | 150% | 182 | 20.33% | 2.2 |
|
| 3217 |
3217
12th Street Asset Management Company
Nashville,
Tennessee
| $591M | +$9.48M | +2% | 7.16% | 106% | 31 | 6.45% | 3.3 |
|
| 3218 |
JCP
3218
JB Capital Partners
Armonk,
New York
| $591M | +$51.5M | +10% | 16.2% | 142% | 86 | 6.98% | 3.4 |
|
| 3219 |
3219
Topsail Wealth Management
Charlotte,
North Carolina
| $591M | +$43.6M | +8% | 6.17% | – | 261 | 9.58% | 0.6 |
|
| 3220 |
DTL
3220
Dynamic Technology Lab
Singapore
| $590M | -$146M | -20% | 2.97% | 30.8% | 1,295 | 72.12% | 0.3 |
|
| 3221 |
3221
Conversant Capital
Summit,
New Jersey
| $590M | -$31.5M | -5% | 7.26% | 228% | 21 | 71.43% | 0.7 |
|
| 3222 |
3222
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $590M | +$80.6M | +16% | 9.45% | 70.2% | 350 | 12.57% | 3.3 |
|
| 3223 |
3223
Optas LLC
Austin,
Texas
| $589M | +$62.9M | +12% | 11% | 118% | 429 | 24.01% | 2 |
|
| 3224 |
3224
Te Ahumairangi Investment Management
Wellington,
New Zealand
| $588M | +$29.8M | +5% | 6.55% | 55.5% | 88 | 5.68% | 3.9 |
|
| 3225 |
3225
Annandale Capital
Dallas,
Texas
| $588M | -$734M | -56% | 3.87% | 57.2% | 134 | 14.93% | 2.5 |
|