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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
Lincoln Capital
Lincoln,
Nebraska
| $448M | -$1.28M | -0.3% | 1.56% | 67.1% | 113 | 5.31% | 5.7 |
|
| 3302 |
SWS
3302
SYSTM Wealth Solutions
Chicago,
Illinois
| $448M | -$343M | -43% | 1.18% | – | 1,013 | 37.91% | 0.8 |
|
| 3303 |
3303
Untitled Investments
New York
| $448M | +$10.2M | +2% | 1.98% | 79.6% | 20 | 20% | 1.4 |
|
| 3304 |
3304
Dechtman Wealth Management
Centennial,
Colorado
| $447M | +$18.8M | +4% | 3.46% | – | 68 | 17.65% | 0.8 |
|
| 3305 |
3305
Essex LLC
Deer Park,
Illinois
| $447M | +$12.9M | +3% | 1.56% | 91.4% | 165 | 12.73% | 2.2 |
|
| 3306 |
3306
5AM Venture Management
San Francisco,
California
| $447M | +$467K | +0.1% | 10.4% | 546% | 30 | 20% | 1.4 |
|
| 3307 |
3307
Manitou Investment Management
Toronto,
Ontario, Canada
| $447M | -$52.4M | -10% | 0.2% | 69.3% | 56 | 5.36% | 3.3 |
|
| 3308 |
3308
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| $446M | -$2.37B | -84% | 0.46% | 25.1% | 282 | 37.94% | 0.7 |
|
| 3309 |
3309
Perennial Advisors
New York
| $446M | +$16.2M | +4% | 4.47% | – | 115 | 6.09% | 4.2 |
|
| 3310 |
3310
Ironwood Financial
Tucson,
Arizona
| $446M | +$11.1M | +3% | 3.18% | 54.1% | 155 | 7.1% | 5.1 |
|
| 3311 |
3311
Pier 88 Investment Partners
San Francisco,
California
| $446M | +$39M | +10% | 0.93% | 36.1% | 104 | 12.5% | 1.8 |
|
| 3312 |
SXL
3312
Summit X LLC
Chesterfield,
Missouri
| $446M | +$55.5M | +14% | 4.77% | 62.9% | 244 | 18.85% | 3 |
|
| 3313 |
MIC
3313
Maxi Investments CY
Limassol,
Cyprus
| $445M | +$72M | +19% | 6.17% | 83.2% | 152 | 51.32% | 0.6 |
|
| 3314 |
3314
EAM Global Investors
Solana Beach,
California
| $445M | +$12M | +3% | 22.2% | 2,399% | 130 | 63.85% | 0.3 |
|
| 3315 |
3315
O'Brien Wealth Partners
Waltham,
Massachusetts
| $445M | +$12.5M | +3% | 1.81% | 56.7% | 66 | 6.06% | 3.3 |
|
| 3316 |
CSNH
3316
Crow's Nest Holdings
Richmond,
Virginia
| $445M | -$74.3M | -14% | 0.09% | 103% | 10 | 20% | 1.7 |
|
| 3317 |
3317
Oasis Management Company
Grand Cayman,
Cayman Islands
| $444M | +$106M | +31% | 4.34% | 368% | 75 | 34.67% | 0.9 |
|
| 3318 |
3318
Icon Advisers
Greenwood Village,
Colorado
| $444M | -$16.4M | -4% | 0.48% | 114% | 196 | 26.02% | 2.1 |
|
| 3319 |
3319
Gagnon Securities
New York
| $444M | +$21.4M | +5% | 8.93% | 129% | 102 | 8.82% | 4 |
|
| 3320 |
3320
Wealth Alliance Advisory Group
Wichita,
Kansas
| $444M | +$13.1M | +3% | 1.98% | 72.7% | 201 | 10.95% | 3.5 |
|
| 3321 |
LA
3321
Lynch & Associates
Newburgh,
Indiana
| $444M | +$10.8M | +3% | 0.6% | 73.5% | 122 | 3.28% | 7.2 |
|
| 3322 |
3322
White Mountains Insurance Group
Hanover,
New Hampshire
| $444M | -$174M | -28% | 16.8% | 105% | 2 | 0% | 2.6 |
|
| 3323 |
3323
Iridian Asset Management
Westport,
Connecticut
| $443M | -$66.5M | -13% | 3.11% | 88.4% | 56 | 10.71% | 3.3 |
|
| 3324 |
ARG
3324
Advisory Resource Group
Tulsa,
Oklahoma
| $443M | +$7.26M | +2% | 0.88% | 72% | 165 | 10.3% | 2.4 |
|
| 3325 |
MTC
3325
Matrix Trust Company
Denver,
Colorado
| $443M | +$763K | +0.2% | 0.34% | 51.4% | 175 | 54.86% | 0.9 |
|