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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7676 |
TCCM
7676
Two Creeks Capital Management
New York
| $140M | -$834M | -86% | 15.7% | 38.8% | 23 | 47.83% | 14.2 |
|
| 7677 |
SEA
7677
Stegent Equity Advisors
Houston,
Texas
| $140M | +$22.2M | +19% | 10.7% | 96.4% | 125 | 29.6% | 7.5 |
|
| 7678 |
PAM
7678
PCG Asset Management
Gladstone,
New Jersey
| $140M | +$14.4M | +12% | 14.4% | – | 85 | 9.41% | 5.2 |
|
| 7679 |
BIO
7679
Blue Investment Opportunities
Miami Beach,
Florida
| $140M | -$17.3M | -11% | 11% | – | 1 | 0% | 5 |
|
| 7680 |
CPC
7680
Cadia Private Client
Parsippany,
New Jersey
| $139M | +$16.1M | +13% | 11.4% | – | 84 | 19.05% | 1.7 |
|
| 7681 |
AFC
7681
Ares Financial Consulting
Calabasas,
California
| $139M | +$12.1M | +10% | 12.9% | – | 1,171 | 12.3% | 1.7 |
|
| 7682 |
BCP
7682
Balance Capital Partners
New York
| $139M | +$51.4M | +58% | 41.8% | – | 13 | 76.92% | 0.5 |
|
| 7683 |
HFA
7683
Hershey Financial Advisers
Lancaster,
Pennsylvania
| $139M | +$23.4M | +20% | 42.3% | – | 107 | 45.79% | 2.9 |
|
| 7684 |
HWM
7684
HBE Wealth Management
Lincoln,
Nebraska
| $139M | +$24.5M | +21% | 10.6% | – | 61 | 16.39% | 1.6 |
|
| 7685 |
BAM
7685
Brickwood Asset Management
London,
United Kingdom
| $139M | +$5.93M | +4% | 9.37% | – | 12 | 33.33% | 2.3 |
|
| 7686 |
PU
7686
Petiole USA
New York
| $139M | -$3.86M | -3% | 16.8% | 105% | 32 | 3.13% | 13.7 |
|
| 7687 |
SFG
7687
Synergy Financial Group
San Ramon,
California
| $139M | +$5.88M | +4% | 21.4% | 133% | 133 | 18.05% | 10 |
|
| 7688 |
LAA
7688
Liberty Atlantic Advisors
Allen,
Texas
| $139M | +$22M | +19% | 7.01% | – | 86 | 15.12% | 1.6 |
|
| 7689 |
SF
7689
SeedSafe Financial
Austin,
Texas
| $139M | +$17.4M | +14% | 8.98% | – | 40 | 17.5% | 1.7 |
|
| 7690 |
BIS
7690
BG Investment Services
Hagatna,
Guam
| $139M | +$18.4M | +15% | 12.2% | – | 53 | 11.32% | 6.6 |
|
| 7691 |
KAM
7691
Karani Asset Management
New York
| $139M | +$16.6M | +14% | 29.6% | – | 63 | 23.81% | 6.7 |
|
| 7692 |
NMC
7692
New Mountain Capital
New York
| $139M | +$28.8M | +26% | 26.3% | 64.8% | 1 | 0% | 15 |
|
| 7693 |
PC
7693
Purewater Capital
Fort Worth,
Texas
| $139M | +$34.1M | +33% | 31.7% | – | 75 | 34.67% | 0.9 |
|
| 7694 |
GI
7694
GS Investments
Minneapolis,
Minnesota
| $138M | -$36.2M | -21% | 19.2% | 94.1% | 139 | 7.91% | 17.2 |
|
| 7695 |
SWM
7695
Sandro Wealth Management
Fairfield,
New Jersey
| $138M | +$13.5M | +11% | 17.4% | – | 108 | 12.96% | 1.8 |
|
| 7696 |
FFG
7696
First Financial Group
Raleigh,
North Carolina
| $138M | +$15.9M | +13% | 9.48% | – | 85 | 10.59% | 4.7 |
|
| 7697 |
EWP
7697
E-Wealth Partners
Minnetonka,
Minnesota
| $138M | +$14.5M | +12% | 13.8% | – | 62 | 14.52% | 1.8 |
|
| 7698 |
HCM
7698
Hillman Capital Management
Bethesda,
Maryland
| $138M | -$5.85M | -4% | 4.93% | 20.2% | 58 | 10.34% | 13.6 |
|
| 7699 |
PA
7699
Prosperity Advisers
Fort Washington,
Pennsylvania
| $138M | +$17.8M | +15% | 13.5% | – | 45 | 15.56% | 1.7 |
|
| 7700 |
WA
7700
Wilmar Advisors
Juno Beach,
Florida
| $138M | +$22.4M | +19% | 29.9% | – | 28 | 21.43% | 4.7 |
|