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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3451 |
SCV
3451
Sands Capital Ventures
Arlington,
Virginia
| $614M | +$192M | +46% | 17% | 167% | 24 | 12.5% | 2.7 |
|
| 3452 |
T2I
3452
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| $613M | +$215M | +54% | 4.96% | 62.1% | 125 | 9.6% | 1.3 |
|
| 3453 |
VAG
3453
VisionPoint Advisory Group
Dallas,
Texas
| $613M | +$82.2M | +15% | 15.5% | 79.3% | 528 | 26.89% | 1.3 |
|
| 3454 |
MKA
3454
M. Kulyk & Associates
Decatur,
Georgia
| $613M | +$77.1M | +14% | 12.2% | 63.3% | 126 | 15.87% | 3 |
|
| 3455 |
FWM
3455
Fonville Wealth Management
Richmond,
Virginia
| $612M | +$87M | +17% | 9.46% | – | 152 | 12.5% | 1.8 |
|
| 3456 |
TCM
3456
Twele Capital Management
Minnetonka,
Minnesota
| $612M | +$51.4M | +9% | 8.01% | 37.1% | 40 | 2.5% | 9.9 |
|
| 3457 |
JSA
3457
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $612M | +$60.8M | +11% | 12.4% | 70.3% | 86 | 15.12% | 2.8 |
|
| 3458 |
SW
3458
SkyOak Wealth
Southfield,
Michigan
| $612M | +$66M | +12% | 14% | 73.4% | 276 | 16.3% | 3.7 |
|
| 3459 |
WWG
3459
West Wealth Group
Irvine,
California
| $611M | +$105M | +21% | 16.1% | 79.8% | 147 | 14.29% | 1.8 |
|
| 3460 |
PTP
3460
Platform Technology Partners
New York
| $611M | +$92.5M | +18% | 13.9% | – | 425 | 26.35% | 2.5 |
|
| 3461 |
KFI
3461
Key Financial Inc
West Chester,
Pennsylvania
| $611M | +$48.8M | +9% | 11.2% | 55.5% | 1,466 | 12.41% | 3.9 |
|
| 3462 |
IQI
3462
Integrated Quantitative Investments
Bellevue,
Washington
| $610M | +$59.2M | +11% | 32.6% | – | 546 | 61.17% | 0.4 |
|
| 3463 |
AC
3463
Addison Capital
Conshohocken,
Pennsylvania
| $610M | +$48.2M | +9% | 8.84% | 59.7% | 189 | 6.35% | 3.9 |
|
| 3464 |
GSAM
3464
Grant Street Asset Management
Canonsburg,
Pennsylvania
| $610M | +$91.3M | +18% | 9.35% | 41.6% | 105 | 20.95% | 2.8 |
|
| 3465 |
CCA
3465
Childress Capital Advisors
Houston,
Texas
| $610M | +$55.4M | +10% | 17.9% | 101% | 425 | 22.59% | 1.7 |
|
| 3466 |
FF
3466
Francis Financial
| $610M | +$70.9M | +13% | 11% | 56.2% | 138 | 19.57% | 2.1 |
|
| 3467 |
PDL
3467
Portfolio Design Labs
Encino,
California
| $610M | +$47.7M | +8% | 21% | – | 243 | 11.11% | 1.2 |
|
| 3468 |
GC
3468
Gibson Capital
Wexford,
Pennsylvania
| $610M | +$72.3M | +13% | 13.7% | 60.4% | 98 | 15.31% | 4.2 |
|
| 3469 |
MWM
3469
Mattern Wealth Management
Lawrence,
Kansas
| $609M | +$96.5M | +19% | 11.2% | 54% | 191 | 21.47% | 3.5 |
|
| 3470 |
SAM
3470
Sompo Asset Management
Tokyo,
Japan
| $609M | +$64.5M | +12% | 18.3% | 84.7% | 183 | 4.92% | 4.6 |
|
| 3471 |
CWA
3471
Crusonia Wealth Advisors
Denver,
Colorado
| $609M | +$124M | +26% | 12.4% | – | 243 | 23.46% | 0.4 |
|
| 3472 |
SP
3472
Summit Partners
Boston,
Massachusetts
| $609M | -$61.2M | -9% | 18.9% | 13.7% | 7 | 28.57% | 7.5 |
|
| 3473 |
EA
3473
Ellsworth Advisors
Hudson,
Ohio
| $609M | +$76.3M | +14% | 18.2% | 131% | 203 | 29.56% | 1.9 |
|
| 3474 |
DIM
3474
Delta Investment Management
San Francisco,
California
| $608M | +$48.9M | +9% | 12.7% | 65.8% | 327 | 26.91% | 2.5 |
|
| 3475 |
MCM
3475
Mason Capital Management
New York
| $607M | -$5.83M | -1% | 6.57% | 18.5% | 9 | 22.22% | 1.6 |
|