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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
Cutter & Co Brokerage
Ballwin,
Missouri
| $360M | +$18M | +5% | 7.64% | 40.4% | 218 | 13.3% | 4.1 |
|
| 3602 |
3602
LMG Wealth Partners
Shreveport,
Louisiana
| $360M | +$31.9M | +10% | 8.68% | 88.9% | 108 | 4.63% | 0.9 |
|
| 3603 |
3603
Chan Zuckerberg Initiative
Redwood City,
California
| $360M | +$175M | +95% | 10.6% | 59% | 4 | 75% | 0.2 |
|
| 3604 |
3604
Horizon Wealth Management
La Grange,
Illinois
| $360M | +$111M | +44% | 13.2% | 109% | 87 | 16.09% | 1.5 |
|
| 3605 |
3605
Greenup Street Wealth Management
Ann Arbor,
Michigan
| $360M | +$53.3M | +17% | 8.77% | 69.8% | 104 | 38.46% | 1.1 |
|
| 3606 |
3606
Sands Capital Ventures
Arlington,
Virginia
| $359M | +$21.4M | +6% | 44% | 167% | 23 | 8.7% | 1.6 |
|
| 3607 |
3607
Altrius Capital Management
New Bern,
North Carolina
| $359M | +$21.9M | +6% | 6.22% | 43.8% | 96 | 5.21% | 1.3 |
|
| 3608 |
3608
Privium Fund Management
Amsterdam,
Netherlands
| $359M | +$22.8M | +7% | 20.7% | 465% | 131 | 25.19% | 1.1 |
|
| 3609 |
3609
Paradiem
Covington,
Louisiana
| $359M | +$25.9M | +8% | 12.5% | 107% | 105 | 21.9% | 2 |
|
| 3610 |
3610
BDT Capital Partners
Chicago,
Illinois
| $359M | +$81.2M | +29% | 30.9% | 25.5% | 3 | 33.33% | 0.6 |
|
| 3611 |
3611
Wilson Asset Management
Sydney,
Australia
| $359M | +$10.2M | +3% | 12.5% | 58% | 25 | 8% | 1.4 |
|
| 3612 |
CWM
3612
Compass Wealth Management
Guilford,
Connecticut
| $358M | +$39.7M | +12% | 11.6% | 103% | 418 | 14.59% | 0.9 |
|
| 3613 |
3613
Decheng Capital
Menlo Park,
California
| $358M | – | – | 33.1% | – | 24 | – | 0 |
|
| 3614 |
3614
Manchester Financial
Westlake Village,
California
| $358M | +$17.6M | +5% | 7.23% | 73% | 98 | 8.16% | 2.8 |
|
| 3615 |
3615
Vesa Equity Investment
Luxembourg
| $357M | +$158M | +80% | 79.5% | 2.97% | 1 | 0% | 3 |
|
| 3616 |
3616
Raine Capital
New York
| $357M | +$11.6M | +3% | 5.53% | 119% | 4 | 0% | 2.8 |
|
| 3617 |
3617
Hoey Investments
Coatesville,
Pennsylvania
| $357M | +$55.4M | +18% | 16.9% | 247% | 384 | 16.15% | 1.9 |
|
| 3618 |
3618
Main Management Fund Advisors
San Francisco,
California
| $357M | +$13.1M | +4% | 15.1% | 80% | 10 | 60% | 1.1 |
|
| 3619 |
3619
Fruth Investment Management
Houston,
Texas
| $357M | +$19.8M | +6% | 8.26% | 79.4% | 224 | 4.02% | 7.3 |
|
| 3620 |
AT
3620
Arlington Trust
Birmingham,
Alabama
| $357M | +$113M | +47% | 10.9% | 65% | 964 | 72.1% | 0.1 |
|
| 3621 |
3621
Ackerman Capital Advisors
Dallas,
Texas
| $357M | -$2.24M | -0.6% | 7.68% | 46.4% | 116 | 28.45% | 2.5 |
|
| 3622 |
3622
First PREMIER Bank
Sioux Falls,
South Dakota
| $357M | +$30.6M | +9% | 9.85% | 63% | 397 | 16.88% | 4.3 |
|
| 3623 |
3623
Levy Wealth Management Group
Philadelphia,
Pennsylvania
| $356M | +$33.9M | +10% | 8.52% | 21.1% | 112 | 11.61% | 1.9 |
|
| 3624 |
AW
3624
Avion Wealth
The Woodlands,
Texas
| $356M | +$6.25M | +2% | 8.07% | 48.8% | 1,409 | 33.71% | 1.4 |
|
| 3625 |
3625
Manhattan West Asset Management
Los Angeles,
California
| $356M | +$31.7M | +10% | 10.3% | 65.6% | 144 | 11.81% | 1.3 |
|