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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
Capco Asset Management
Tampa,
Florida
| $354M | +$55.6M | +19% | 10.1% | 46.1% | 20 | 0% | 3.9 |
|
| 3227 |
3227
BDT Capital Partners
Chicago,
Illinois
| $354M | +$20.5M | +6% | 8.72% | 25.5% | 3 | 0% | 1.4 |
|
| 3228 |
3228
Marietta Investment Partners
Milwaukee,
Wisconsin
| $353M | +$16.6M | +5% | 13.1% | 160% | 174 | 10.34% | 4.2 |
|
| 3229 |
3229
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| $353M | +$29.3M | +9% | 9.92% | 72.3% | 85 | 5.88% | 6 |
|
| 3230 |
3230
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $353M | +$20.1M | +6% | 6.55% | 39.1% | 47 | 4.26% | 4.4 |
|
| 3231 |
3231
Formula Growth
Montreal,
Quebec, Canada
| $353M | +$3.15M | +0.9% | 9.21% | 118% | 149 | 28.19% | 2.9 |
|
| 3232 |
NG
3232
Northstar Group
New York
| $353M | +$19M | +6% | 7.54% | 63.9% | 139 | 6.47% | 5.5 |
|
| 3233 |
3233
Coastal Bridge Advisors
Westport,
Connecticut
| $352M | -$19.4M | -5% | 3.24% | 88.1% | 198 | 22.22% | 3.2 |
|
| 3234 |
3234
Ratio Wealth Group
Denver,
Colorado
| $352M | +$44.9M | +15% | 9.35% | – | 63 | 6.35% | 1.5 |
|
| 3235 |
AAM
3235
AR Asset Management
West Hollywood,
California
| $352M | +$18.1M | +5% | 13.3% | 64.9% | 118 | 11.02% | 7.3 |
|
| 3236 |
3236
Bulltick Wealth Management
Miami,
Florida
| $352M | +$18.2M | +5% | 5.03% | 58.2% | 152 | 30.92% | 1.1 |
|
| 3237 |
3237
Titan Global Capital Management USA
New York
| $352M | +$2.72M | +0.8% | 7.49% | 191% | 48 | 12.5% | 1.1 |
|
| 3238 |
3238
Noesis Capital Mangement
Boca Raton,
Florida
| $352M | +$21.9M | +7% | 12.3% | 139% | 108 | 10.19% | 4.5 |
|
| 3239 |
3239
Howard Capital Management
Roswell,
Georgia
| $352M | +$11.5M | +3% | 0.14% | 144% | 32 | 25% | 1.9 |
|
| 3240 |
3240
Compound Global Advisors
Mercer Island,
Washington
| $351M | – | – | 7.99% | – | 35 | – | 0 |
|
| 3241 |
3241
Kelly Lawrence W & Associates
Pasadens,
California
| $351M | -$7.06M | -2% | 3.98% | 123% | 181 | 9.39% | 4.1 |
|
| 3242 |
3242
American Money Management
Rancho Santa Fe,
California
| $351M | +$22.9M | +7% | 8.4% | 65% | 137 | 7.3% | 3.6 |
|
| 3243 |
3243
Relyea Zuckerberg Hanson
Stamford,
Connecticut
| $350M | +$73.2M | +26% | 8.02% | 95.9% | 174 | 20.69% | 1.9 |
|
| 3244 |
3244
HGI Capital Management
New York
| $350M | +$36.6M | +12% | 4.47% | 47% | 48 | 62.5% | 0.5 |
|
| 3245 |
3245
Cubic Asset Management
Boston,
Massachusetts
| $350M | +$13.8M | +4% | 13% | 40.5% | 202 | 7.92% | 5.2 |
|
| 3246 |
3246
Revolve Wealth Partners
Hackensack,
New Jersey
| $350M | +$50.2M | +17% | 7% | 67.4% | 158 | 24.68% | 0.8 |
|
| 3247 |
3247
Silverarc Capital Management
Boston,
Massachusetts
| $350M | +$53.9M | +18% | 44.5% | 2,765% | 108 | 43.52% | 0.6 |
|
| 3248 |
3248
Ipswich Investment Management
Beverly,
Massachusetts
| $349M | +$35.2M | +11% | 13.1% | 104% | 182 | 7.69% | 4.7 |
|
| 3249 |
3249
Deltec Asset Management
New York
| $349M | -$58.1M | -14% | 3.98% | 127% | 247 | 40.08% | 3 |
|
| 3250 |
3250
Thrive Wealth Management
Audubon,
Pennsylvania
| $349M | +$63.7M | +22% | 8.61% | 84.1% | 171 | 21.05% | 0.8 |
|