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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
3276
TAP Consulting
Kirkwood,
Missouri
| $419M | +$30.3M | +8% | 6.54% | 3.08% | 149 | 26.17% | 2 |
|
| 3277 |
3277
Cyrus Capital Partners
New York
| $419M | +$26.4M | +7% | 22.3% | 163% | 8 | 12.5% | 3.4 |
|
| 3278 |
3278
Blue Owl Capital Holdings
New York
| $418M | +$289M | +224% | 5.38% | 145% | 45 | 71.11% | 0.4 |
|
| 3279 |
3279
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $418M | +$47M | +13% | 9.46% | 68.2% | 743 | 12.92% | 2.4 |
|
| 3280 |
3280
Symmetry Peak Management
Radnor,
Pennsylvania
| $418M | -$363M | -46% | 23.8% | 320% | 195 | 76.92% | 0.2 |
|
| 3281 |
3281
Summit Asset Management
Memphis,
Tennessee
| $418M | +$49.7M | +13% | 8.72% | 48.9% | 157 | 6.37% | 5.9 |
|
| 3282 |
3282
Park Presidio Capital
San Francisco,
California
| $418M | +$40.2M | +11% | 16.5% | 94.1% | 9 | 0% | 5 |
|
| 3283 |
3283
DAFNA Capital Management
Los Angeles,
California
| $417M | +$95.9M | +30% | 42.8% | 313% | 82 | 15.85% | 2.5 |
|
| 3284 |
3284
AXS Investments
Port Chester,
New York
| $417M | +$29.7M | +8% | 12.9% | 104% | 442 | 29.19% | 1 |
|
| 3285 |
3285
Honeycomb Asset Management
New York
| $417M | -$8.19M | -2% | 16.5% | 49% | 43 | 74.42% | 0.3 |
|
| 3286 |
3286
Iowa State Bank
Urbandale,
Iowa
| $417M | +$31.6M | +8% | 9.09% | 85.7% | 109 | 1.83% | 5.7 |
|
| 3287 |
3287
Providence Capital Advisors
Charlotte,
North Carolina
| $417M | +$35M | +9% | 10.8% | 47.4% | 382 | 20.68% | 2.9 |
|
| 3288 |
3288
Kelly Lawrence W & Associates
Pasadens,
California
| $417M | +$44.2M | +12% | 14.4% | 123% | 174 | 6.9% | 4.7 |
|
| 3289 |
3289
Opes Wealth Management
Menlo Park,
California
| $417M | +$55.7M | +15% | 9.75% | 54.1% | 126 | 3.97% | 2.5 |
|
| 3290 |
3290
Capco Asset Management
Tampa,
Florida
| $417M | +$31.1M | +8% | 9.91% | 46.1% | 20 | 15% | 5.1 |
|
| 3291 |
3291
Gagnon Securities
New York
| $417M | +$17.5M | +4% | 14.3% | 129% | 110 | 19.09% | 3.7 |
|
| 3292 |
3292
New Hampshire Trust
Concord,
New Hampshire
| $416M | +$48M | +13% | 11.5% | 88.5% | 178 | 8.99% | 0.9 |
|
| 3293 |
3293
Hexagon Capital Partners
Rogers,
Arkansas
| $415M | +$32.9M | +9% | 7.22% | 104% | 1,531 | 14.57% | 2.1 |
|
| 3294 |
3294
TFG Asset Management
Grand Cayman,
Cayman Islands
| $415M | -$133M | -24% | 33.4% | 72.1% | 41 | 29.27% | 1.6 |
|
| 3295 |
3295
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $415M | +$36.9M | +10% | 9.15% | 39.1% | 50 | 6% | 4.8 |
|
| 3296 |
TWP
3296
Tyche Wealth Partners
Plano,
Texas
| $415M | – | – | 9.56% | – | 286 | – | 0 |
|
| 3297 |
3297
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
| $415M | +$31M | +8% | 8.17% | 26.4% | 2 | 0% | 3.1 |
|
| 3298 |
3298
Sugarloaf Wealth Management
Duluth,
Georgia
| $415M | +$19.3M | +5% | 8.86% | 10.2% | 710 | 8.03% | 3.1 |
|
| 3299 |
3299
Principal Street Partners
Memphis,
Tennessee
| $414M | -$90.2M | -18% | 11.9% | 91% | 237 | 18.99% | 2.2 |
|
| 3300 |
3300
Element Pointe Advisors
Miami,
Florida
| $414M | +$24.9M | +6% | 9.57% | 75.1% | 90 | 26.67% | 2.1 |
|