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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
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $420M | – | – | 3.08% | 83% | 970 | – | 0 |
|
| 3227 |
OPPTF
3227
OPSEU Pension Plan Trust Fund
Toronto,
Ontario, Canada
| $420M | -$20M | -5% | 4.38% | 13.4% | 280 | 1.43% | 1.7 |
|
| 3228 |
3228
G2 Investment Partners Management
New York
| $420M | -$160M | -28% | 13.9% | 1,145% | 100 | 41% | 1.1 |
|
| 3229 |
3229
Schnieders Capital Management
Pasadena,
California
| $420M | -$7.57M | -2% | 2.95% | 103% | 218 | 14.68% | 4.4 |
|
| 3230 |
3230
Cambridge Advisors
Omaha,
Nebraska
| $420M | -$23.1M | -5% | 4.62% | 58.6% | 186 | 4.84% | 4.5 |
|
| 3231 |
3231
Strategic Wealth Investment Group
Louisville,
Kentucky
| $419M | +$34.7M | +9% | 4.82% | – | 114 | 22.81% | 1.3 |
|
| 3232 |
3232
CVA Family Office
Denver,
Colorado
| $418M | +$16.2M | +4% | 3.44% | 71.6% | 1,020 | 16.27% | 0.8 |
|
| 3233 |
3233
Bay Colony Advisors
Concord,
Massachusetts
| $418M | +$68M | +19% | 0.71% | 91.8% | 414 | 25.12% | 1.7 |
|
| 3234 |
3234
CFM Wealth Partners
Austin,
Texas
| $418M | -$30.1M | -7% | 3.11% | 152% | 189 | 8.47% | 1.7 |
|
| 3235 |
3235
GYL Financial Synergies
West Hartford,
Connecticut
| $418M | +$47.3M | +13% | 4.66% | 36% | 232 | 22.41% | 2 |
|
| 3236 |
NM
3236
Newtyn Management
New York
| $418M | +$40.9M | +11% | 6.92% | 52% | 47 | 42.55% | 1.2 |
|
| 3237 |
3237
Stonnington Group
Pasadena,
California
| $418M | -$46.5M | -10% | 0.4% | – | 277 | 27.8% | 0.8 |
|
| 3238 |
3238
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $417M | +$1.38M | +0.3% | 4.41% | 38.2% | 149 | 19.46% | 2.3 |
|
| 3239 |
NG
3239
Northstar Group
New York
| $416M | -$3.01M | -0.7% | 0.4% | 63.9% | 154 | 1.95% | 4.6 |
|
| 3240 |
3240
Noesis Capital Mangement
Boca Raton,
Florida
| $416M | -$80.6M | -16% | 5.64% | 139% | 139 | 23.02% | 4 |
|
| 3241 |
3241
Armbruster Capital Management
Pittsford,
New York
| $415M | -$21.5M | -5% | 3.16% | 66.7% | 134 | 16.42% | 3 |
|
| 3242 |
3242
Synergy Asset Management
Vancouver,
Washington
| $415M | -$5.03M | -1% | 0.15% | 97.3% | 139 | 54.68% | 0.5 |
|
| 3243 |
3243
Unison Advisors
Washington,
District of Columbia
| $415M | +$749K | +0.2% | 0.98% | 57.8% | 204 | 24.51% | 2.2 |
|
| 3244 |
3244
D'Orazio & Associates
Falls Church,
Virginia
| $415M | -$18.4M | -4% | 2.9% | 61.2% | 116 | 20.69% | 5.2 |
|
| 3245 |
3245
Hartford Financial Management
Hartford,
Connecticut
| $415M | -$15.5M | -4% | 2.34% | 87.9% | 390 | 9.49% | 4.4 |
|
| 3246 |
3246
Surevest
Los Angeles,
California
| $414M | -$7.68M | -2% | 3.19% | 24.6% | 579 | 9.84% | 0.6 |
|
| 3247 |
3247
Welch Capital Partners
Harrison,
New York
| $414M | -$40.5M | -9% | 5.38% | 79.2% | 48 | 27.08% | 2.2 |
|
| 3248 |
3248
Great Point Partners
Greenwich,
Connecticut
| $414M | -$36.3M | -8% | 0.54% | 710% | 41 | 39.02% | 0.4 |
|
| 3249 |
3249
Essex Woodlands Management
The Woodlands,
Texas
| $414M | -$31.1M | -7% | 8.99% | 55% | 10 | 10% | 3.8 |
|
| 3250 |
3250
Sax Wealth Advisors
Parsippany,
New Jersey
| $413M | -$66.5M | -14% | 4.34% | 64.3% | 186 | 10.22% | 1 |
|