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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3301 |
SG
3301
Swarthmore Group
Philadelphia,
Pennsylvania
| $387M | +$21.4M | +6% | 8.3% | 44.2% | 50 | 32% |
|
| 3302 |
3CP
3302
3G Capital Partners
New York
| $387M | +$118M | +44% | 19% | 351% | 19 | 31.58% |
|
| 3303 |
AWC
3303
Abundance Wealth Counselors
State College,
Pennsylvania
| $387M | -$15.3M | -4% | 5.92% | 94.7% | 384 | 74.74% |
|
| 3304 |
WCA
3304
Windsor Creek Advisors
Bethel,
Vermont
| $387M | +$6.16M | +2% | 6.05% | 48.3% | 211 | 39.34% |
|
| 3305 |
ECM
3305
EagleClaw Capital Management
Boston,
Massachusetts
| $387M | +$38.7M | +11% | 8.19% | 104% | 140 | 12.14% |
|
| 3306 |
SDWMA
3306
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $386M | -$23.1M | -6% | 6.68% | 55% | 143 | 9.79% |
|
| 3307 |
ERWM
3307
Elk River Wealth Management
Denver,
Colorado
| $386M | +$34.9M | +10% | 7.54% | 81.8% | 127 | 5.51% |
|
| 3308 |
22CM
3308
20/20 Capital Management
Costa Mesa,
California
| $386M | +$40.7M | +12% | 6.26% | – | 171 | 12.28% |
|
| 3309 |
ODIJL
3309
One Day In July LLC
Burlington,
Vermont
| $386M | +$46.5M | +14% | 5.55% | 43.1% | 70 | 12.86% |
|
| 3310 |
CIM
3310
Cowen Investment Management
New York
| $385M | +$127M | +49% | 2.15% | 1.87% | 237 | 36.29% |
|
| 3311 |
ACM
3311
Atalaya Capital Management
New York
| $385M | -$94.3M | -20% | 0.22% | 7.46% | 441 | 61.9% |
|
| 3312 |
ACM
3312
Aquilo Capital Management
San Francisco,
California
| $385M | -$169M | -30% | 3.38% | 6.84% | 17 | 11.76% |
|
| 3313 |
TC
3313
Tetrad Corporation
Omaha,
Nebraska
| $385M | +$27.1M | +8% | 7.63% | 50.4% | 3 | 0% |
|
| 3314 |
GC
3314
Gibson Capital
Wexford,
Pennsylvania
| $385M | +$26.7M | +7% | 8.3% | 60.4% | 43 | 11.63% |
|
| 3315 |
SA
3315
Strategic Advisors
New York
| $385M | +$39.9M | +12% | 10% | 87.3% | 174 | 12.64% |
|
| 3316 |
SL
3316
SWF LLC
Omaha,
Nebraska
| $384M | +$30.5M | +9% | 8.68% | 87.4% | 3 | 0% |
|
| 3317 |
S
3317
Surevest
Los Angeles,
California
| $384M | +$53M | +16% | 7.27% | 24.6% | 100 | 9% |
|
| 3318 |
MSA
3318
Marino Stram & Associates
Braintree,
Massachusetts
| $383M | +$127M | +50% | 9.25% | 63.6% | 302 | 74.83% |
|
| 3319 |
YWP
3319
YorkBridge Wealth Partners
New York
| $383M | +$44.6M | +13% | 9.25% | 36.5% | 252 | 7.14% |
|
| 3320 |
BCM
3320
Bayesian Capital Management
Brooklyn,
New York
| $383M | -$51.9M | -12% | 5.6% | 107% | 731 | 76.88% |
|
| 3321 |
CAM
3321
Chandler Asset Management
San Diego,
California
| $383M | +$30.7M | +9% | 5.17% | 35.6% | 20 | 15% |
|
| 3322 |
SPC
3322
Stony Point Capital
New York
| $383M | +$71M | +23% | 12.7% | 208% | 42 | 45.24% |
|
| 3323 |
MTC
3323
Matrix Trust Company
Denver,
Colorado
| $382M | +$16.2M | +4% | 6.09% | 46.8% | 21 | 9.52% |
|
| 3324 |
NG
3324
Northstar Group
New York
| $382M | +$27.5M | +8% | 6.7% | 63.9% | 154 | 6.49% |
|
| 3325 |
ACI
3325
Amazon.com Inc
Seattle,
Washington
| $382M | +$322M | +533% | 19.8% | 32.2% | 3 | 33.33% |
|