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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1451 |
SFS
1451
Strategic Financial Services
Utica,
New York
| $2.1B | -$66M | -3% | 0.4% | 58.7% | 161 | 16.15% |
|
| 1452 |
ACM
1452
Analog Century Management
New York
| $2.09B | +$61.8M | +3% | 28.5% | 785% | 32 | 46.88% |
|
| 1453 |
IHAM
1453
Integral Health Asset Management
New York
| $2.09B | +$76.9M | +4% | 5.53% | 564% | 114 | 45.61% |
|
| 1454 |
KA
1454
Klingman & Associates
New York
| $2.09B | +$16M | +0.8% | 0.8% | 59.3% | 351 | 13.11% |
|
| 1455 |
CL
1455
CSS LLC
Chicago,
Illinois
| $2.09B | -$162M | -7% | 2.83% | 128% | 1,256 | 45.22% |
|
| 1456 |
NSCM
1456
New South Capital Management
Memphis,
Tennessee
| $2.09B | -$86.4M | -4% | 9.46% | 106% | 58 | 15.52% |
|
| 1457 |
DDPIC
1457
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| $2.09B | +$30.8M | +1% | 4.68% | 123% | 187 | 13.37% |
|
| 1458 |
ACG
1458
Aventail Capital Group
New York
| $2.09B | +$350M | +20% | 25.3% | 154% | 186 | 24.73% |
|
| 1459 |
NSUP
1459
NLB Skladi upravljanje premozenja
Ljubljana,
| $2.09B | -$100M | -5% | 2.36% | – | 368 | 19.29% |
|
| 1460 |
TP
1460
Third Point
New York
| $2.08B | -$5.19B | -71% | 1.19% | 159% | 53 | 56.6% |
|
| 1461 |
ACP
1461
Avantyr Capital Partners
New York
| $2.08B | +$413M | +25% | 0.95% | – | 36 | 69.44% |
|
| 1462 |
TA
1462
TruWealth Advisors
Metairie,
Louisiana
| $2.08B | +$36.5M | +2% | 0.65% | 56.3% | 194 | 12.37% |
|
| 1463 |
AG
1463
Avala Global
New York
| $2.08B | -$8.66M | -0.4% | 0.62% | 552% | 27 | 37.04% |
|
| 1464 |
SW
1464
SoFi Wealth
San Francisco,
California
| $2.08B | +$70.3M | +4% | 2.26% | 62.2% | 53 | 7.55% |
|
| 1465 |
BC
1465
BIT Capital
Berlin,
Germany
| $2.07B | -$645M | -24% | 0.59% | 1,162% | 136 | 55.88% |
|
| 1466 |
HHGA
1466
Halbert Hargrove Global Advisors
Long Beach,
California
| $2.07B | -$33.7M | -2% | 1.75% | 60.8% | 386 | 9.07% |
|
| 1467 |
SIS
1467
Sound Income Strategies
Ft Lauderdale,
Florida
| $2.07B | -$43M | -2% | 1.28% | 31.2% | 2,735 | 13.24% |
|
| 1468 |
HBT
1468
Hills Bank & Trust
North Liberty,
Iowa
| $2.07B | +$349M | +20% | 0.67% | 52.8% | 369 | 11.65% |
|
| 1469 |
3AM
1469
3EDGE Asset Management
Naples,
Florida
| $2.07B | +$142M | +7% | 3.13% | 44.1% | 107 | 27.1% |
|
| 1470 |
GIM
1470
Goelzer Investment Management
Carmel,
Indiana
| $2.07B | -$88.3M | -4% | 2.11% | 98.9% | 302 | 11.92% |
|
| 1471 |
GIM
1471
Granahan Investment Management
Waltham,
Massachusetts
| $2.07B | -$268M | -11% | 2.6% | 265% | 174 | 24.14% |
|
| 1472 |
SWA
1472
Sax Wealth Advisors
Parsippany,
New Jersey
| $2.06B | -$61.2M | -3% | 1.35% | 57.2% | 489 | 1.43% |
|
| 1473 |
EMFAT
1473
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| $2.06B | +$8.57M | +0.4% | 8.08% | 478% | 212 | 16.98% |
|
| 1474 |
BMCM
1474
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| $2.06B | -$18.3M | -0.9% | 0.18% | 71.4% | 471 | 12.31% |
|
| 1475 |
EFP
1475
Elser Financial Planning
Indianapolis,
Indiana
| $2.06B | +$1.92B | +1,390% | 14.8% | – | 141 | 49.65% |
|