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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%
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50
100
250
500
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3451 |
NI
3451
Nextech Invest
Zurich,
Switzerland
| $296M | -$53.8M | -15% | 10.7% | 631% | 14 | 0% |
|
| 3452 |
AP
3452
AlpInvest Partners
Amsterdam,
Netherlands
| $296M | -$16.2M | -5% | 21.7% | 97.5% | 26 | 11.54% |
|
| 3453 |
GM
3453
Granger Management
New York
| $296M | -$83.8M | -22% | 11.2% | 63.5% | 32 | 15.63% |
|
| 3454 |
FPTW
3454
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $296M | -$40.2M | -12% | 11.3% | 41.6% | 52 | 9.62% |
|
| 3455 |
KLI
3455
Kelman-Lazarov Inc
Memphis,
Tennessee
| $296M | -$4.62M | -2% | 13.8% | 39.9% | 90 | 17.78% |
|
| 3456 |
BPCA
3456
Bank Pictet & Cie (Asia)
Singapore
| $296M | -$73.2M | -20% | 13.5% | 30.4% | 99 | 13.13% |
|
| 3457 |
EGA
3457
E&G Advisors
Houston,
Texas
| $296M | -$70.6M | -19% | 13.4% | 92.3% | 222 | 13.06% |
|
| 3458 |
PW
3458
Peninsula Wealth
San Francisco,
California
| $296M | -$55.6M | -16% | 16.1% | 30% | 72 | 15.28% |
|
| 3459 |
BT
3459
Brandywine Trust
Hockessin,
Delaware
| $295M | -$9.55M | -3% | 1.94% | 11.9% | 29 | 17.24% |
|
| 3460 |
EP
3460
Equius Partners
Novato,
California
| $295M | +$63.4M | +27% | 11.9% | – | 19 | 31.58% |
|
| 3461 |
SCP
3461
Siena Capital Partners
Chicago,
Illinois
| $295M | -$26.7M | -8% | 5.11% | 35.8% | 109 | 6.42% |
|
| 3462 |
WAM
3462
WNY Asset Management
Williamsville,
New York
| $295M | -$28.8M | -9% | 7.39% | – | 179 | 14.53% |
|
| 3463 |
MWP
3463
Moller Wealth Partners
| $295M | -$26.7M | -8% | 12.3% | 41.4% | 54 | 11.11% |
|
| 3464 |
IA
3464
Insight Advisors
Newtown,
Pennsylvania
| $295M | -$38.8M | -12% | 15.8% | 51.7% | 338 | 17.75% |
|
| 3465 |
HFS
3465
Howard Financial Services
Dallas,
Texas
| $294M | -$43.1M | -13% | 13.5% | 50.2% | 145 | 20% |
|
| 3466 |
FWP
3466
Falcon Wealth Planning
Ontario,
California
| $294M | -$25.4M | -8% | 14.6% | 52.7% | 84 | 14.29% |
|
| 3467 |
QFA
3467
Quattro Financial Advisors
The Woodlands,
Texas
| $294M | -$2.83M | -1% | 12.8% | 61.8% | 97 | 26.8% |
|
| 3468 |
WPA
3468
West Paces Advisors
Atlanta,
Georgia
| $294M | -$26.8M | -8% | 11.4% | 53.2% | 609 | 10.34% |
|
| 3469 |
ACA
3469
Affinity Capital Advisors
Berkeley,
California
| $294M | -$26.1M | -8% | 15.5% | 62% | 119 | 13.45% |
|
| 3470 |
GWM
3470
GSB Wealth Management
Guilford,
Connecticut
| $293M | -$49.4M | -14% | 9.87% | 61.8% | 220 | 10.45% |
|
| 3471 |
SA
3471
Scarborough Advisors
Annapolis,
Maryland
| $293M | -$19.8M | -6% | 12.5% | 58.4% | 67 | 31.34% |
|
| 3472 |
NI
3472
Nepsis Inc
Minneapolis,
Minnesota
| $293M | -$41.9M | -12% | 8.3% | 116% | 35 | 25.71% |
|
| 3473 |
TCM
3473
Tekne Capital Management
New York
| $293M | -$180M | -38% | 28.9% | 258% | 14 | 0% |
|
| 3474 |
BL
3474
BCWM LLC
Overland Park,
Kansas
| $293M | -$42.1M | -13% | 10.8% | – | 62 | 14.52% |
|
| 3475 |
ACM
3475
Aquilo Capital Management
San Francisco,
California
| $293M | -$387M | -57% | 21.8% | 6.84% | 15 | 20% |
|