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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
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1626 |
PFO
1626
Pathstone Family Office
Englewood,
New Jersey
| $768M | -$80.1M | -9% | 0.72% | 39.3% | 740 | 25.41% |
|
| 1627 |
FS
1627
Feinberg Stephen
| $766M | -$106M | -12% | 6.03% | 54.3% | 3 | 0% |
|
| 1628 |
MIA
1628
MainStreet Investment Advisors
Chicago,
Illinois
| $764M | -$1.71M | -0.2% | 1.63% | 48.7% | 174 | 7.47% |
|
| 1629 |
LG
1629
Leuthold Group
Minneapolis,
Minnesota
| $763M | -$12.1M | -2% | 3.31% | 106% | 222 | 37.84% |
|
| 1630 |
WCM
1630
Wallace Capital Management
Dallas,
Texas
| $763M | +$3.82M | +0.5% | 1.69% | 59% | 71 | 18.31% |
|
| 1631 |
FIA
1631
Foundations Investment Advisors
Phoenix,
Arizona
| $763M | +$96.9M | +15% | 2.11% | 62.3% | 138 | 20.29% |
|
| 1632 |
CL
1632
CPWM LLC
Seattle,
Washington
| $762M | +$46.2M | +6% | 1.72% | 36.6% | 290 | 11.03% |
|
| 1633 |
3AM
1633
3EDGE Asset Management
Naples,
Florida
| $761M | +$41.3M | +6% | 1.69% | 44.1% | 20 | 40% |
|
| 1634 |
BWM
1634
Baystate Wealth Management
Boston,
Massachusetts
| $759M | -$3.66M | -0.5% | 0.51% | 14.6% | 678 | 12.24% |
|
| 1635 |
AWS
1635
AJ Wealth Strategies
New York
| $758M | +$79.8M | +12% | 1.28% | 32.2% | 125 | 21.6% |
|
| 1636 |
NA
1636
Nottingham Advisors
Amherst,
New York
| $758M | +$56.6M | +8% | 0.67% | 44.3% | 113 | 9.73% |
|
| 1637 |
LNB
1637
Ledyard National Bank
| $757M | +$9.71M | +1% | 2.23% | 69.8% | 257 | 7.78% |
|
| 1638 |
MA
1638
Mutual Advisors
Omaha,
Nebraska
| $757M | -$12.7M | -2% | 2.18% | 54% | 618 | 20.55% |
|
| 1639 |
3CP
1639
3G Capital Partners
New York
| $757M | -$17.4M | -2% | 0.93% | 190% | 18 | 55.56% |
|
| 1640 |
WMC
1640
Westwood Management Corporation
Chicago,
Illinois
| $755M | -$25.2M | -3% | 0.32% | 44.3% | 81 | 13.58% |
|
| 1641 |
PMG
1641
ProVise Management Group
Clearwater,
Florida
| $754M | +$7.37M | +1% | 1.88% | 58.1% | 333 | 14.71% |
|
| 1642 |
DAM
1642
Delta Asset Management
Memphis,
Tennessee
| $753M | +$31.3M | +4% | 3.44% | 52.1% | 629 | 13.2% |
|
| 1643 |
OA
1643
Oxbow Advisors
Austin,
Texas
| $753M | -$77.8M | -9% | 1.08% | 72.8% | 321 | 12.46% |
|
| 1644 |
HCM
1644
Hahn Capital Management
Walnut Creek,
California
| $752M | -$9.09M | -1% | 0.77% | 42.1% | 33 | 6.06% |
|
| 1645 |
CA
1645
CapWealth Advisors
Franklin,
Tennessee
| $752M | +$52.4M | +7% | 1.63% | 128% | 113 | 15.93% |
|
| 1646 |
GL
1646
Governors Lane
New York
| $750M | -$525M | -41% | 1.59% | 141% | 78 | 48.72% |
|
| 1647 |
CL
1647
Cabana LLC
Fayetteville,
Arkansas
| $750M | +$100M | +15% | 2.37% | 58.3% | 68 | 44.12% |
|
| 1648 |
CAW
1648
Cornerstone Advisors (Washington)
Bellevue,
Washington
| $750M | -$311M | -29% | 0.71% | 24.3% | 1,558 | 56.42% |
|
| 1649 |
SH
1649
SeaTown Holdings
Singapore
| $749M | +$202M | +37% | 2.46% | 220% | 89 | 67.42% |
|
| 1650 |
GCAC
1650
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $748M | -$8.54M | -1% | 1.52% | 26.1% | 169 | 8.28% |
|