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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3251 |
3251
Portfolio Design Labs
Encino,
California
| $606M | +$24.1M | +4% | 4.51% | 115% | 212 | 9.91% | 0.9 |
|
| 3252 |
3252
Commonwealth Financial Services
Vienna,
West Virginia
| $606M | +$21.9M | +4% | 2.1% | 64.2% | 251 | 14.74% | 3.5 |
|
| 3253 |
3253
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| $606M | +$9.44M | +2% | 2.55% | 72.9% | 274 | 9.12% | 4 |
|
| 3254 |
MTC
3254
Matrix Trust Company
Denver,
Colorado
| $606M | -$32.9M | -5% | 1.9% | 51.4% | 287 | 38.33% | 1.5 |
|
| 3255 |
3255
Boston Standard Wealth Management
Winchester,
Massachusetts
| $606M | +$11.1M | +2% | 1.18% | 47.1% | 53 | 11.32% | 5.5 |
|
| 3256 |
3256
SeaBridge Investment Advisors
Summit,
New Jersey
| $606M | -$10.5M | -2% | 4.05% | 139% | 213 | 12.68% | 3.6 |
|
| 3257 |
3257
Sky Investment Group
Hartford,
Connecticut
| $605M | +$8.97M | +2% | 2.21% | 81.4% | 148 | 7.43% | 6.7 |
|
| 3258 |
3258
Citizens Business Bank
Ontario,
California
| $605M | +$6.15M | +1% | 2.42% | 108% | 153 | 16.34% | 4.5 |
|
| 3259 |
3259
Cypress Funds
Los Angeles,
California
| $605M | -$159M | -21% | 1.42% | 100% | 15 | 6.67% | 4.2 |
|
| 3260 |
3260
Balboa Wealth Partners
Scottsdale,
Arizona
| $605M | +$24.7M | +4% | 3.62% | 214% | 459 | 16.78% | 1.4 |
|
| 3261 |
3261
Sycomore Asset Management
Paris,
France
| $604M | +$3.57M | +0.6% | 1.89% | 163% | 73 | 24.66% | 2.5 |
|
| 3262 |
3262
Camrose Capital Investment Partners
London,
United Kingdom
| $604M | +$173M | +40% | 0.97% | – | 10 | 10% | 0.9 |
|
| 3263 |
3263
HughesLittle Investment Management
Vancouver,
| $604M | +$5.61M | +0.9% | 4.56% | 106% | 15 | 6.67% | 5.7 |
|
| 3264 |
CM
3264
Conifer Management
New York
| $604M | -$27.5M | -4% | 5.5% | 22.7% | 5 | 0% | 3.4 |
|
| 3265 |
3265
Deltec Asset Management
New York
| $604M | -$2.79M | -0.5% | 5.51% | 127% | 259 | 36.29% | 2.5 |
|
| 3266 |
3266
McMorgan & Co
San Francisco,
California
| $603M | -$46M | -7% | 0.78% | 30.1% | 60 | 26.67% | 2.4 |
|
| 3267 |
DCM
3267
Delaney Capital Management
Toronto,
| $603M | – | – | 7.13% | – | 54 | – | 0 |
|
| 3268 |
3268
BWCP LP
Dallas,
Texas
| $603M | +$25.8M | +4% | 2.59% | 198% | 32 | 37.5% | 0.8 |
|
| 3269 |
3269
Alpha Omega Wealth Management
Richmond,
Virginia
| $603M | +$1.81M | +0.3% | 1.33% | 65.9% | 209 | 5.74% | 6.6 |
|
| 3270 |
3270
Kinsale Capital Group
Richmond,
Virginia
| $602M | +$55.2M | +10% | 1.51% | 70.9% | 41 | 7.32% | 2.3 |
|
| 3271 |
3271
GTCR LLC
Chicago,
Illinois
| $602M | -$304M | -34% | 1.26% | 6.7% | 4 | 25% | 3.8 |
|
| 3272 |
3272
Land & Buildings Investment Management
Stamford,
Connecticut
| $602M | +$56.7M | +10% | 3.72% | 53.9% | 24 | 29.17% | 1.6 |
|
| 3273 |
3273
Beck Bode LLC
Dedham,
Massachusetts
| $601M | -$18M | -3% | 0.35% | 155% | 114 | 34.21% | 1.4 |
|
| 3274 |
3274
IFG Advisors
St. Louis,
Missouri
| $601M | -$12.1M | -2% | 2.28% | 78.7% | 155 | 3.87% | 3.8 |
|
| 3275 |
3275
Black Swift Group
Boulder,
Colorado
| $600M | +$32.4M | +6% | 4.85% | 139% | 141 | 37.59% | 1.2 |
|