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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
Affinity Capital Advisors
Berkeley,
California
| $410M | +$45.7M | +13% | 10.7% | 72.7% | 141 | 11.35% | 2.6 |
|
| 3327 |
3327
Quantum Financial Advisors
El Segundo,
California
| $410M | +$69.8M | +21% | 11% | 68% | 135 | 22.96% | 1 |
|
| 3328 |
3328
Wilkins Investment Counsel
Boston,
Massachusetts
| $410M | +$40.2M | +11% | 8.26% | 71.3% | 81 | 12.35% | 7.2 |
|
| 3329 |
3329
Pasadena Private Wealth
Pasadena,
California
| $410M | +$75.8M | +23% | 8.62% | 53% | 162 | 41.98% | 1.5 |
|
| 3330 |
3330
Two Seas Capital
Rye,
New York
| $410M | -$87.8M | -18% | 3.71% | 344% | 14 | 7.14% | 1.1 |
|
| 3331 |
3331
Point72 Asia (Singapore)
Singapore
| $409M | – | – | 4.11% | – | 569 | – | 0 |
|
| 3332 |
3332
CRA Financial Services
Northfield,
New Jersey
| $409M | +$45.3M | +12% | 11.2% | 91.9% | 224 | 12.5% | 3.1 |
|
| 3333 |
3333
Contravisory Investment Management
Norwell,
Massachusetts
| $408M | +$54.7M | +15% | 15.3% | 135% | 432 | 42.82% | 1.3 |
|
| 3334 |
SFS
3334
Security Financial Services
Fort Wayne,
Indiana
| $408M | +$53.5M | +15% | 9.69% | 67.7% | 179 | 17.32% | 1.3 |
|
| 3335 |
3335
Ionic Capital Management
New York
| $408M | -$2.9M | -0.7% | 10.8% | 163% | 290 | 50.69% | 1 |
|
| 3336 |
3336
First National Corp
Rockland,
Massachusetts
| $408M | +$35.1M | +9% | 9.64% | 56.3% | 159 | 10.69% | 3.3 |
|
| 3337 |
3337
HFG Wealth Management
The Woodlands,
Texas
| $407M | – | – | 4.39% | 45.9% | 58 | – | 0.6 |
|
| 3338 |
3338
LWMG LLC
Lake Elmo,
Minnesota
| $407M | +$42.8M | +12% | 10.2% | – | 92 | 14.13% | 0.8 |
|
| 3339 |
3339
Perennial Advisors
New York
| $407M | +$36.2M | +10% | 12.2% | – | 121 | 13.22% | 3.7 |
|
| 3340 |
3340
Hein Park Capital Management
New York
| $407M | +$271M | +200% | 40% | 122% | 6 | 33.33% | 0.7 |
|
| 3341 |
3341
Bellwether Advisors
Lincoln,
Nebraska
| $407M | +$39.3M | +11% | 11% | 115% | 136 | 35.29% | 1.8 |
|
| 3342 |
3342
Liquid Strategies
Atlanta,
Georgia
| $407M | +$28.7M | +8% | 8.76% | 46.8% | 15 | 46.67% | 1.5 |
|
| 3343 |
3343
Kora Management
Brooklyn,
New York
| $406M | +$18.9M | +5% | 17% | 307% | 6 | 0% | 1.9 |
|
| 3344 |
3344
Great Diamond Partners
Portland,
Maine
| $406M | +$36.4M | +10% | 11.1% | 86.1% | 241 | 13.28% | 2.4 |
|
| 3345 |
3345
Stanley Capital Management
Houston,
Texas
| $406M | +$30.7M | +8% | 13.4% | 158% | 43 | 13.95% | 4.2 |
|
| 3346 |
3346
Martin & Co
Knoxville,
Tennessee
| $405M | +$24.3M | +6% | 10.7% | 67.8% | 109 | 1.83% | 8.3 |
|
| 3347 |
3347
Longfellow Investment Management
Boston,
Massachusetts
| $405M | +$27.4M | +7% | 3.93% | 45.9% | 295 | 27.12% | 1.8 |
|
| 3348 |
H2CM
3348
H/2 Credit Manager
Stamford,
Connecticut
| $405M | +$44M | +12% | 24.7% | 97.4% | 13 | 0% | 2.2 |
|
| 3349 |
3349
Callan Family Office
Radnor,
Pennsylvania
| $405M | +$29.4M | +8% | 10.7% | 93.4% | 103 | 19.42% | 0.8 |
|
| 3350 |
3350
Archon Capital Management
Seattle,
Washington
| $404M | +$24.1M | +6% | 25.9% | 222% | 43 | 27.91% | 2 |
|