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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3651 |
3651
Sunburst Financial Group
Vestavia Hills,
Alabama
| $475M | +$28.4M | +6% | 5.48% | 55.7% | 123 | 8.94% | 3.3 |
|
| 3652 |
IR
3652
IAT Reinsurance
New York
| $475M | +$29.8M | +7% | 7.95% | 60.2% | 91 | 15.38% | 4.8 |
|
| 3653 |
3653
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
| $475M | +$41.5M | +10% | 6.36% | 53.8% | 221 | 10.41% | 1.6 |
|
| 3654 |
3654
Cliffwater
Marina Del Rey,
California
| $475M | -$11.6M | -2% | 3.29% | 29.4% | 24 | 8.33% | 4.4 |
|
| 3655 |
AAM
3655
AR Asset Management
West Hollywood,
California
| $474M | +$24.5M | +5% | 7.92% | 64.9% | 115 | 6.09% | 8.6 |
|
| 3656 |
TCOT
3656
Trust Company of Tennessee
Knoxville,
Tennessee
| $474M | +$45.2M | +11% | 6.15% | – | 7 | 0% | 1.1 |
|
| 3657 |
3657
Sphera Funds Management
Tel Aviv,
Israel
| $474M | +$47.9M | +11% | 29.8% | 245% | 142 | 42.25% | 1.3 |
|
| 3658 |
3658
Seeds Investor
New York
| $474M | +$47.9M | +11% | 6.5% | – | 279 | 20.79% | 1.1 |
|
| 3659 |
3659
2Xideas
Kusnacht,
Switzerland
| $474M | -$107M | -18% | 0.67% | 40.6% | 62 | 17.74% | 2.6 |
|
| 3660 |
3660
Park Place Capital
Homewood,
Alabama
| $474M | +$34.6M | +8% | 5.79% | 60% | 834 | 8.39% | 2.1 |
|
| 3661 |
3661
Northwest Quadrant Wealth Management
Bend,
Oregon
| $473M | +$24.9M | +6% | 5.35% | 45.6% | 74 | 5.41% | 4.9 |
|
| 3662 |
3662
Grant Street Asset Management
Canonsburg,
Pennsylvania
| $473M | +$31.1M | +7% | 4.98% | 47.2% | 94 | 13.83% | 2.4 |
|
| 3663 |
3663
Manhattan West Asset Management
Los Angeles,
California
| $473M | +$41.1M | +10% | 7.74% | 65.6% | 144 | 6.94% | 2.4 |
|
| 3664 |
3664
Farmers & Merchants Trust Company
Long Beach,
California
| $473M | +$2.22M | +0.5% | 7.85% | 79.8% | 223 | 11.21% | 4.2 |
|
| 3665 |
3665
M Holdings Securities
Portland,
Oregon
| $473M | -$110M | -19% | 11.2% | 83.9% | 202 | 79.21% | 1 |
|
| 3666 |
UAM
3666
UAS Asset Management
New York
| $473M | +$9.09M | +2% | 7.12% | 98% | 18 | 38.89% | 4.2 |
|
| 3667 |
3667
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| $472M | +$32.9M | +7% | 8.94% | 74% | 167 | 6.59% | 4 |
|
| 3668 |
3668
Drive Wealth Management
Lehi,
Utah
| $472M | +$15.4M | +3% | 8.12% | 94.4% | 393 | 20.87% | 1.6 |
|
| 3669 |
3669
GoalVest Advisory
New York
| $472M | +$67.8M | +17% | 9.17% | 94.8% | 414 | 16.18% | 2 |
|
| 3670 |
3670
Global View Capital Management
Waukesha,
Wisconsin
| $471M | +$158M | +51% | 11.6% | – | 147 | 29.25% | 0.5 |
|
| 3671 |
3671
Verum Partners
Charlotte,
North Carolina
| $471M | +$36.4M | +8% | 6.2% | 57.7% | 177 | 6.78% | 1.9 |
|
| 3672 |
3672
Auxano Advisors
Bellevue,
Washington
| $470M | +$42M | +10% | 9.87% | 85.4% | 174 | 7.47% | 2.7 |
|
| 3673 |
3673
ORG Wealth Partners
Dallas,
Texas
| $470M | +$52.3M | +13% | 7.94% | – | 748 | 20.99% | 0.7 |
|
| 3674 |
3674
Financial Security Advisor
Virginia Beach,
Virginia
| $470M | +$36M | +8% | 7.34% | 76.3% | 147 | 12.24% | 1.4 |
|
| 3675 |
3675
Canal Insurance Company
Greenville,
South Carolina
| $470M | +$22.9M | +5% | 12.2% | 114% | 75 | 14.67% | 6.5 |
|