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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
3601
Chapin Davis
Baltimore,
Maryland
| $569M | +$120M | +27% | 70.1% | 339% | 285 | 18.6% | 2.3 |
|
| 3602 |
3602
Single Point Partners
Boston,
Massachusetts
| $568M | +$65.5M | +13% | 11.9% | 56.4% | 105 | 22.86% | 1.8 |
|
| 3603 |
3603
Panview Capital
Hong Kong
| $568M | +$101M | +22% | 26.9% | – | 17 | 47.06% | 0.5 |
|
| 3604 |
3604
Horiko Capital Management
New York
| $568M | +$134M | +31% | 70.3% | 275% | 21 | 23.81% | 4.3 |
|
| 3605 |
WC
3605
Weil Company
San Diego,
California
| $568M | +$122M | +27% | 11.2% | 71.7% | 137 | 18.98% | 3.5 |
|
| 3606 |
3606
Insight Advisors
Newtown,
Pennsylvania
| $567M | +$41.8M | +8% | 17.2% | 74% | 258 | 12.4% | 3.8 |
|
| 3607 |
3607
Crossingbridge Advisors
Pleasantville,
New York
| $567M | +$14.2M | +3% | 0.59% | – | 207 | 52.17% | 0.3 |
|
| 3608 |
3608
Clarity Wealth Advisors
San Jose,
California
| $567M | +$80.4M | +17% | 15.7% | 94.1% | 119 | 10.92% | 3.4 |
|
| 3609 |
3609
Contravisory Investment Management
Norwell,
Massachusetts
| $566M | +$78M | +16% | 24.1% | 135% | 445 | 29.89% | 1.6 |
|
| 3610 |
DA
3610
DCF Advisers
Greenwich,
Connecticut
| $566M | +$191M | +51% | 96.6% | 372% | 98 | 17.35% | 2.4 |
|
| 3611 |
LT
3611
Legacy Trust
Grand Rapids,
Michigan
| $566M | +$43.7M | +8% | 21.1% | 95% | 217 | 9.68% | 2.2 |
|
| 3612 |
3612
BetterWealth
San Jose,
California
| $565M | +$55.5M | +11% | 10.8% | 63.3% | 89 | 7.87% | 2.1 |
|
| 3613 |
3613
Primavera Capital Management
George Town,
Cayman Islands
| $565M | -$82.8M | -13% | 17.4% | 1.21% | 5 | 40% | 3 |
|
| 3614 |
3614
Lathrop Investment Management
Little Rock,
Arkansas
| $565M | +$30.7M | +6% | 9.98% | 72.2% | 90 | 8.89% | 6.8 |
|
| 3615 |
3615
Affinity Partners
Sunny Isles Beach,
Florida
| $565M | -$69.7M | -11% | 11% | – | 1 | 0% | 1.5 |
|
| 3616 |
3616
IDG China Capital Fund III Associates
Central Hong Kong,
China
| $564M | -$304M | -35% | 34.3% | – | 2 | 0% | 1.3 |
|
| 3617 |
3617
Manchester Financial
Westlake Village,
California
| $563M | +$41.5M | +8% | 13% | 73% | 156 | 14.1% | 2.9 |
|
| 3618 |
3618
Tradewinds Capital Management
Bellingham,
Washington
| $563M | +$59M | +12% | 10.9% | 96.9% | 784 | 17.09% | 4.4 |
|
| 3619 |
3619
Schoolcraft Capital
Boulder,
Colorado
| $563M | +$46.3M | +9% | 10.9% | 58.7% | 68 | 5.88% | 5.3 |
|
| 3620 |
3620
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $562M | +$55.8M | +11% | 14.6% | 81.8% | 86 | 10.47% | 7.5 |
|
| 3621 |
3621
Lincoln Capital
Lincoln,
Nebraska
| $562M | +$34.2M | +6% | 9.11% | 67.1% | 141 | 7.09% | 5.9 |
|
| 3622 |
3622
Leading Edge Financial Planning
Knoxville,
Tennessee
| $562M | +$86.3M | +18% | 9.4% | 48.6% | 85 | 23.53% | 2 |
|
| 3623 |
MIP
3623
Ma Investment Partnership
Hillsborough,
California
| $561M | +$353M | +170% | 155% | – | 13 | 23.08% | 0.3 |
|
| 3624 |
3624
Arosa Capital Management
Miami Beach,
Florida
| $561M | -$99.3M | -15% | 83.5% | 536% | 95 | 73.68% | 0.3 |
|
| 3625 |
3625
Drive Wealth Management
Lehi,
Utah
| $561M | +$87.2M | +18% | 20% | 94.4% | 484 | 27.48% | 1.6 |
|