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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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250
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1401 |
HCM
1401
HMI Capital Management
San Francisco,
California
| $1.84B | -$154M | -8% | 8.87% | 5.95% | 13 | 30.77% |
|
| 1402 |
CA
1402
CSM Advisors
Warrendale,
Pennsylvania
| $1.83B | -$305M | -14% | 1.71% | 105% | 133 | 12.78% |
|
| 1403 |
SB
1403
Strategic Blueprint
Atlanta,
Georgia
| $1.83B | +$151M | +9% | 1.98% | 76.6% | 732 | 18.31% |
|
| 1404 |
TW
1404
Trajan Wealth
Scottsdale,
Arizona
| $1.83B | +$26.4M | +1% | 0.71% | – | 192 | 28.65% |
|
| 1405 |
PCM
1405
Parsons Capital Management
Providence,
Rhode Island
| $1.83B | -$10.8M | -0.6% | 0.24% | 84.9% | 450 | 6% |
|
| 1406 |
SWA
1406
Stratos Wealth Advisors
Beachwood,
Ohio
| $1.83B | -$260M | -12% | 1.34% | 65.7% | 765 | 20.52% |
|
| 1407 |
CCA
1407
Cobblestone Capital Advisors
Rochester,
New York
| $1.83B | -$8.88M | -0.5% | 0.12% | 83.3% | 309 | 10.03% |
|
| 1408 |
SG
1408
StoneX Group
New York
| $1.82B | +$4.79M | +0.3% | 1.67% | 85.2% | 1,035 | 33.82% |
|
| 1409 |
CL
1409
CSS LLC
Chicago,
Illinois
| $1.82B | -$443M | -20% | 0.56% | 128% | 1,198 | 45.91% |
|
| 1410 |
EWA
1410
EverSource Wealth Advisors
Birmingham,
Alabama
| $1.82B | +$42.3M | +2% | 0.96% | 89.7% | 4,227 | 16.39% |
|
| 1411 |
JC
1411
JB Capital
Wethersfield,
Connecticut
| $1.81B | +$27.4M | +2% | 2.05% | 76% | 244 | 18.03% |
|
| 1412 |
AIMU
1412
Allianz Investment Management US
Minneapolis,
Minnesota
| $1.81B | +$394M | +28% | 1% | 7.58% | 63 | 12.7% |
|
| 1413 |
TCM
1413
Tang Capital Management
San Diego,
California
| $1.81B | +$296M | +20% | 5.03% | 493% | 208 | 14.9% |
|
| 1414 |
GCP
1414
Greenoaks Capital Partners
Orinda,
California
| $1.81B | -$33.9M | -2% | 0.25% | 311% | 9 | 22.22% |
|
| 1415 |
ET
1415
Equitable Trust
Nashville,
Tennessee
| $1.81B | +$13.5M | +0.8% | 0.64% | 94.7% | 487 | 8.83% |
|
| 1416 |
IA
1416
IFG Advisory
Atlanta,
Georgia
| $1.8B | +$40.4M | +2% | 0.71% | 70.1% | 729 | 15.23% |
|
| 1417 |
FCM
1417
Fernbridge Capital Management
Los Angeles,
California
| $1.8B | -$104M | -5% | 9.48% | 12.4% | 25 | 44% |
|
| 1418 |
ST
1418
Sabal Trust
St. Petersburg,
Florida
| $1.8B | +$70.3M | +4% | 3.03% | 18.4% | 246 | 10.16% |
|
| 1419 |
PCMI
1419
Paradigm Capital Management Inc
Albany,
New York
| $1.8B | -$357M | -17% | 14.7% | 237% | 135 | 11.11% |
|
| 1420 |
RMCM
1420
Reynders McVeigh Capital Management
Boston,
Massachusetts
| $1.79B | -$109M | -6% | 1.99% | 85.2% | 204 | 6.37% |
|
| 1421 |
PA
1421
PFG Advisors
Phoenix,
Arizona
| $1.79B | +$156M | +10% | 1.51% | 77.4% | 727 | 9.63% |
|
| 1422 |
CCM
1422
Carronade Capital Management
Darien,
Connecticut
| $1.79B | -$88.8M | -5% | 2.29% | 215% | 45 | 48.89% |
|
| 1423 |
MFAM
1423
Motley Fool Asset Management
Alexandria,
Virginia
| $1.78B | -$135M | -7% | 4.66% | 117% | 242 | 14.46% |
|
| 1424 |
BCM
1424
Basswood Capital Management
New York
| $1.78B | +$65.6M | +4% | 5.24% | 111% | 123 | 20.33% |
|
| 1425 |
GC
1425
Garde Capital
Seattle,
Washington
| $1.78B | +$263M | +17% | 1.75% | 57.6% | 882 | 71.2% |
|