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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4501 |
FC
4501
Fusion Capital
Mt. Pleasant,
South Carolina
| $356M | +$11.9M | +3% | 4.39% | 100% | 101 | 2.97% |
|
| 4502 |
NC
4502
Naman Capital
Sao Paulo,
Brazil
| $356M | -$764K | -0.2% | 1.66% | 89.9% | 12 | 0% |
|
| 4503 |
HWP
4503
Highline Wealth Partners
Sherman Oaks,
California
| $355M | -$16.4M | -4% | 1.61% | 82.9% | 1,176 | 17.18% |
|
| 4504 |
CA
4504
Crossingbridge Advisors
Pleasantville,
New York
| $355M | +$160M | +82% | 0.52% | – | 133 | 60.15% |
|
| 4505 |
RWA
4505
Rooted Wealth Advisors
Bourbonnais,
Illinois
| $355M | +$27.5M | +8% | 1.73% | 50.8% | 144 | 15.28% |
|
| 4506 |
CAM
4506
CenterStar Asset Management
Chicago,
Illinois
| $355M | -$112M | -24% | 9.3% | 103% | 435 | 77.24% |
|
| 4507 |
AW
4507
Alaethes Wealth
Glenbrook,
Nevada
| $355M | +$2.6M | +0.7% | 2.36% | 96.4% | 121 | 11.57% |
|
| 4508 |
BDFN
4508
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| $355M | +$22.6M | +7% | 2.2% | 41.2% | 193 | 8.29% |
|
| 4509 |
NS
4509
Night Squared
New York
| $355M | +$77.7M | +28% | 5.83% | – | 88 | 64.77% |
|
| 4510 |
SWK
4510
Stephen W. Kidder
| $355M | +$5.8M | +2% | 5.31% | 94.7% | 77 | 10.39% |
|
| 4511 |
FAP
4511
Financial Advisory Partners
Winter Park,
Florida
| $355M | +$12.2M | +4% | 1.25% | 46.7% | 70 | 7.14% |
|
| 4512 |
EAM
4512
Empirical Asset Management
Wellesley,
Massachusetts
| $355M | -$5.58M | -2% | 3.7% | 94.5% | 387 | 12.92% |
|
| 4513 |
NWM
4513
Northcape Wealth Management
Williamsville,
New York
| $354M | +$12M | +4% | 3.58% | 66% | 146 | 10.27% |
|
| 4514 |
FIA
4514
FNY Investment Advisers
New York
| $354M | +$43.2M | +14% | 17.3% | 307% | 1,674 | 65.65% |
|
| 4515 |
PAA
4515
Peregrine Asset Advisers
Portland,
Oregon
| $354M | +$20.8M | +6% | 4.89% | 182% | 196 | 20.41% |
|
| 4516 |
FC
4516
FCA Corp
Houston,
Texas
| $354M | -$5.87M | -2% | 2% | 57.4% | 201 | 6.47% |
|
| 4517 |
NI
4517
NFC Investments
Memphis,
Tennessee
| $354M | +$8.67M | +3% | 3.19% | – | 45 | 8.89% |
|
| 4518 |
PWA
4518
PCG Wealth Advisors
Overland Park,
Kansas
| $353M | +$10.2M | +3% | 3.46% | 87% | 157 | 9.55% |
|
| 4519 |
DI
4519
DKRT Investments
Toronto,
| $353M | -$63.1M | -15% | 1.05% | – | 49 | 16.33% |
|
| 4520 |
RIP
4520
Rhino Investment Partners
West Conshohocken,
Pennsylvania
| $353M | +$35.8M | +11% | 5.47% | 110% | 42 | 40.48% |
|
| 4521 |
OP
4521
Oldfield Partners
London,
United Kingdom
| $353M | +$32.5M | +10% | 10.8% | 90.3% | 20 | 5% |
|
| 4522 |
TCA
4522
Taconic Capital Advisors
New York
| $352M | -$80.6M | -19% | 21.6% | 273% | 49 | 71.43% |
|
| 4523 |
TCMNY
4523
Thrive Capital Management (New York)
New York
| $352M | -$128M | -27% | 16.1% | 205% | 6 | 33.33% |
|
| 4524 |
SILC
4524
Starr Indemnity & Liability Company
New York
| $352M | +$45.9M | +15% | 7.95% | – | 4 | 0% |
|
| 4525 |
T
4525
Tidemark
San Diego,
California
| $352M | +$8.68M | +3% | 1.83% | – | 716 | 14.25% |
|