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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Logan Stone Capital
Chicago,
Illinois
| $365M | +$70.6M | +24% | 8.2% | 43.9% | 186 | 40.32% | 0.7 |
|
| 3302 |
MRCM
3302
M&R Capital Management
Summit,
New Jersey
| $365M | -$17.7M | -5% | 2.77% | 52.6% | 632 | 4.75% | 4.3 |
|
| 3303 |
3303
Cyrus J. Lawrence
New York
| $365M | -$97.7M | -21% | 2.49% | – | 152 | 18.42% | 1.3 |
|
| 3304 |
3304
LWMG LLC
Lake Elmo,
Minnesota
| $365M | +$7.24M | +2% | 4.23% | – | 87 | 5.75% | 0.7 |
|
| 3305 |
3305
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| $364M | +$244M | +203% | 1.26% | 70.4% | 284 | 86.97% | 0.2 |
|
| 3306 |
CNBTD
3306
Citizens National Bank Trust Department
Meridian,
Mississippi
| $364M | -$13.7M | -4% | 2.04% | 114% | 334 | 7.49% | 2.2 |
|
| 3307 |
3307
Affinity Capital Advisors
Berkeley,
California
| $364M | -$4.74M | -1% | 4.59% | 72.7% | 143 | 15.38% | 2.5 |
|
| 3308 |
3308
Aprio Wealth Management
Atlanta,
Georgia
| $364M | -$462K | -0.1% | 3.22% | 66.1% | 199 | 32.66% | 1.2 |
|
| 3309 |
CPIH
3309
Consolidated Press International Holdings
Sydney,
Australia
| $364M | +$44.7M | +14% | 4.01% | – | 28 | 21.43% | 0.4 |
|
| 3310 |
3310
Cubic Asset Management
Boston,
Massachusetts
| $363M | -$8.17M | -2% | 3.06% | 40.5% | 211 | 10.43% | 5.5 |
|
| 3311 |
3311
CRA Financial Services
Northfield,
New Jersey
| $363M | -$6.69M | -2% | 3.37% | 91.9% | 214 | 7.94% | 3.1 |
|
| 3312 |
3312
Wealth Advisors of Tampa Bay
Tampa,
Florida
| $363M | +$181M | +99% | 5.45% | 86.2% | 100 | 25% | 2.9 |
|
| 3313 |
3313
Palo Duro Investment Partners
Chicago,
Illinois
| $363M | +$57.9M | +19% | 13.3% | 62.8% | 12 | 58.33% | 0.2 |
|
| 3314 |
3314
Point72 Hong Kong
Hong Kong
| $363M | -$36.7M | -9% | 12.1% | 396% | 64 | 67.19% | 0.2 |
|
| 3315 |
3315
Trivium Point Advisory
Westport,
Connecticut
| $363M | -$6.59M | -2% | 2.55% | 106% | 203 | 9.36% | 2.8 |
|
| 3316 |
3316
Brian C. Broderick
| $363M | -$16.1M | -4% | 3.33% | 98.6% | 83 | 7.23% | 6.4 |
|
| 3317 |
CPH
3317
C Partners Holding
Zurich,
Switzerland
| $362M | -$165M | -31% | 2.06% | 25.6% | 19 | 5.26% | 4.6 |
|
| 3318 |
3318
Bayview Asset Management
Coral Gables,
Florida
| $362M | -$135M | -27% | 7.33% | 55.4% | 13 | 53.85% | 0.6 |
|
| 3319 |
3319
Seven Post Investment Office
San Francisco,
California
| $362M | +$33.4M | +10% | 1.25% | 44.4% | 55 | 5.45% | 3 |
|
| 3320 |
SA
3320
SoftVest Advisors
Abilene,
Texas
| $361M | +$71.7M | +25% | 24.1% | 178% | 7 | 42.86% | 1.7 |
|
| 3321 |
H2CM
3321
H/2 Credit Manager
Stamford,
Connecticut
| $361M | +$32.8M | +10% | 0.96% | 97.4% | 14 | 7.14% | 1.9 |
|
| 3322 |
3322
Opes Wealth Management
Menlo Park,
California
| $361M | +$8.42M | +2% | 5.03% | 54.1% | 126 | 7.94% | 2.4 |
|
| 3323 |
3323
Delta Investment Management
San Francisco,
California
| $361M | -$4.14M | -1% | 1% | 65.8% | 205 | 20% | 2.1 |
|
| 3324 |
3324
Cypress Wealth Services
Palm Desert,
California
| $361M | -$19.8M | -5% | 3.82% | 82.7% | 259 | 11.97% | 2 |
|
| 3325 |
3325
Bienville Capital Management
New York
| $361M | +$61.9M | +21% | 4.21% | 36.3% | 99 | 18.18% | 3.6 |
|