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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
3326
Amazon.com Inc
Seattle,
Washington
| $382M | +$322M | +533% | 19.8% | 32.2% | 3 | 33.33% | 0.3 |
|
| 3327 |
3327
Corbenic Partners
Bethlehem,
Pennsylvania
| $382M | -$10.3M | -3% | 5.24% | – | 288 | 20.83% | 2.1 |
|
| 3328 |
3328
Capital Advantage
Walnut Creek,
California
| $381M | +$14.5M | +4% | 4.4% | 49.2% | 119 | 71.43% | 3.9 |
|
| 3329 |
3329
Inlet Private Wealth
Jupiter,
Florida
| $381M | +$31.9M | +9% | 6.71% | 111% | 133 | 8.27% | 1.9 |
|
| 3330 |
3330
FinTrust Capital Advisors
Greenville,
South Carolina
| $381M | +$34.7M | +10% | 6.53% | 23.6% | 1,250 | 14.56% | 1.7 |
|
| 3331 |
3331
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| $381M | +$10.7M | +3% | 10.9% | 88.9% | 93 | 59.14% | 0.6 |
|
| 3332 |
3332
Brookside Equity Partners
Stamford,
Connecticut
| $381M | -$192M | -33% | 30.6% | 87.4% | 7 | 0% | 0.5 |
|
| 3333 |
3333
Nicolet Bankshares
Green Bay,
Wisconsin
| $380M | +$18.2M | +5% | 3.94% | 75.5% | 211 | 6.64% | 3.5 |
|
| 3334 |
3334
NFC Investments
Memphis,
Tennessee
| $380M | +$4.73M | +1% | 7.82% | – | 50 | 14% | 3.4 |
|
| 3335 |
NAMP
3335
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $380M | +$28.9M | +8% | 9.95% | 90.2% | 145 | 4.83% | 4.3 |
|
| 3336 |
3336
HBW Advisory Services
Simi Valley,
California
| $380M | +$4.64M | +1% | 6.1% | 68.6% | 284 | 26.06% | 0.8 |
|
| 3337 |
3337
Security National Bank
Omaha,
Nebraska
| $380M | +$39.8M | +12% | 11.1% | 125% | 100 | 6% | 2.3 |
|
| 3338 |
3338
Systelligence LLC
Bloomington,
Minnesota
| $380M | +$21.4M | +6% | 5.39% | 57.3% | 50 | 22% | 0.8 |
|
| 3339 |
3339
Punch Card Management
Winter Park,
Florida
| $380M | +$17.8M | +5% | 5.62% | 41% | 3 | 0% | 3.3 |
|
| 3340 |
3340
Cliffwater
Marina Del Rey,
California
| $380M | -$40.3M | -10% | 5.28% | 29.4% | 24 | 0% | 3 |
|
| 3341 |
3341
Octavia Wealth Advisors
Cincinnati,
Ohio
| $379M | +$43.3M | +13% | 7.03% | 67.9% | 177 | 14.69% | 0.4 |
|
| 3342 |
3342
Liquid Strategies
Atlanta,
Georgia
| $379M | +$58M | +18% | 4.72% | 46.8% | 7 | 0% | 1.4 |
|
| 3343 |
3343
Goldstein Munger & Associates
San Ramon,
California
| $379M | +$21.1M | +6% | 6.37% | 11.9% | 34 | 2.94% | 5.6 |
|
| 3344 |
3344
Epstein & White Financial
San Diego,
California
| $379M | +$35.6M | +10% | 6.29% | 51% | 100 | 21% | 1.8 |
|
| 3345 |
3345
Principal Street Partners
Memphis,
Tennessee
| $379M | -$396M | -51% | 6.2% | 91% | 228 | 25.44% | 1.1 |
|
| 3346 |
3346
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $379M | +$39.2M | +12% | 7.2% | 80.3% | 129 | 20.93% | 1.7 |
|
| 3347 |
IBT
3347
International Biotechnology Trust
London,
United Kingdom
| $379M | +$697K | +0.2% | 5.7% | 11.1% | 70 | 25.71% | 1.8 |
|
| 3348 |
3348
Tenzing Global Management
San Francisco,
California
| $378M | +$66.5M | +21% | 2.52% | 273% | 14 | 42.86% | 1.7 |
|
| 3349 |
3349
HNP Capital
Rochester,
New York
| $378M | +$41M | +12% | 5.83% | 52.4% | 149 | 4.7% | 1.3 |
|
| 3350 |
3350
Simon Quick Advisors
Morristown,
New Jersey
| $378M | +$38M | +11% | 8.09% | 77.8% | 489 | 13.5% | 1.7 |
|