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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
3226
Volterra Technologies
New York
| $694M | -$129M | -16% | 10.3% | – | 477 | 73.38% | 0.2 |
|
| 3227 |
3227
Rule One Partners
Moreland,
Georgia
| $694M | +$593M | +589% | 15.1% | – | 19 | 63.16% | 0.5 |
|
| 3228 |
3228
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| $694M | +$68.9M | +11% | 18.9% | 84.8% | 185 | 11.89% | 3.2 |
|
| 3229 |
3229
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| $692M | +$64.4M | +10% | 9.32% | 43.7% | 7 | 42.86% | 1.7 |
|
| 3230 |
3230
Black Swift Group
Boulder,
Colorado
| $692M | +$121M | +21% | 25% | 139% | 157 | 34.39% | 1.1 |
|
| 3231 |
3231
Personal CFO Solutions
Chester,
New Jersey
| $692M | -$20M | -3% | 16.1% | 91.4% | 598 | 24.58% | 2.6 |
|
| 3232 |
3232
Cortland Associates
St Louis,
Missouri
| $692M | -$4.96M | -0.7% | 6.47% | 58.4% | 67 | 14.93% | 6.3 |
|
| 3233 |
3233
Blue Fin Capital
Warren,
Rhode Island
| $692M | +$82.1M | +13% | 17.3% | 147% | 166 | 10.84% | 6.5 |
|
| 3234 |
3234
SeaBridge Investment Advisors
Summit,
New Jersey
| $692M | +$101M | +17% | 31.6% | 128% | 203 | 14.78% | 3.8 |
|
| 3235 |
3235
Wealth Alliance Advisory Group
Wichita,
Kansas
| $691M | +$59.8M | +9% | 13.3% | 72.7% | 216 | 14.81% | 4.2 |
|
| 3236 |
3236
Ionic Capital Management
New York
| $690M | -$678M | -50% | 36.7% | 163% | 192 | 52.6% | 0.8 |
|
| 3237 |
CT
3237
Chicago Trust
Grayslake,
Illinois
| $690M | +$64.4M | +10% | 18.3% | 96.7% | 405 | 11.85% | 4.3 |
|
| 3238 |
3238
Heirloom Wealth Management
Greenwood Village,
Colorado
| $690M | +$135M | +24% | 7.96% | 81.8% | 94 | 42.55% | 2 |
|
| 3239 |
3239
Technology Crossover Management IX
Menlo Park,
California
| $690M | -$62.3M | -8% | 6.46% | 13% | 6 | 0% | 6.7 |
|
| 3240 |
MTC
3240
Matrix Trust Company
Denver,
Colorado
| $690M | +$87.5M | +15% | 10.6% | 51.4% | 188 | 52.13% | 2.4 |
|
| 3241 |
3241
Boston Standard Wealth Management
Winchester,
Massachusetts
| $689M | +$78.5M | +13% | 10.2% | 47.1% | 60 | 8.33% | 5.2 |
|
| 3242 |
3242
Gabelli & Co Investment Advisers
Rye,
New York
| $688M | +$13.5M | +2% | 13.8% | 248% | 380 | 38.68% | 1.4 |
|
| 3243 |
3243
Encompass More Asset Management
Danville,
California
| $687M | +$90.8M | +15% | 11.2% | 80.4% | 337 | 41.54% | 0.9 |
|
| 3244 |
PWW
3244
Pettyjohn Wood & White
Lynchburg,
Virginia
| $687M | +$59.4M | +9% | 11.4% | 70.9% | 228 | 8.77% | 6.6 |
|
| 3245 |
3245
Laurel Oak Wealth Management
Marlton,
New Jersey
| $687M | +$91M | +15% | 16.3% | – | 398 | 13.32% | 0.4 |
|
| 3246 |
CFSG
3246
Community Financial Services Group
Newport,
Vermont
| $686M | +$118M | +21% | 16.6% | – | 547 | 18.65% | 1.1 |
|
| 3247 |
3247
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| $686M | +$61.2M | +10% | 12.8% | 63.5% | 343 | 23.91% | 2.1 |
|
| 3248 |
3248
Toews Corporation
Northfield,
New Jersey
| $686M | +$426M | +165% | 6.96% | 22% | 151 | 96.03% | 0.1 |
|
| 3249 |
3249
Blume Capital Management
Berkeley,
California
| $684M | +$95.6M | +16% | 20% | 102% | 368 | 10.33% | 5.5 |
|
| 3250 |
3250
Burling Wealth Partners
Chicago,
Illinois
| $683M | +$65.1M | +11% | 12.8% | – | 191 | 13.09% | 1.2 |
|