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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1726 |
SP
1726
Stairway Partners
Chicago,
Illinois
| $1.27B | +$35.3M | +3% | 0.6% | 43.9% | 15 | 0% |
|
| 1727 |
SPC
1727
Stone Point Capital
Greenwich,
Connecticut
| $1.27B | +$42M | +3% | 2.03% | 15.7% | 7 | 42.86% |
|
| 1728 |
RC
1728
Roundview Capital
Princeton,
New Jersey
| $1.27B | +$46.4M | +4% | 3.16% | 77.7% | 328 | 8.23% |
|
| 1729 |
HIM
1729
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $1.27B | +$5.42M | +0.4% | 7.93% | 271% | 722 | 39.47% |
|
| 1730 |
CAM
1730
Cacti Asset Management
Atlanta,
Georgia
| $1.27B | +$15.8M | +1% | 0.31% | 168% | 80 | 1.25% |
|
| 1731 |
JWA
1731
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $1.27B | +$8.45M | +0.7% | 1.06% | 54.8% | 2,065 | 6.78% |
|
| 1732 |
ACM
1732
Adelante Capital Management
Alameda,
California
| $1.27B | -$252M | -17% | 1.1% | 43.2% | 45 | 11.11% |
|
| 1733 |
AT
1733
Avalon Trust
Santa Fe,
New Mexico
| $1.26B | +$44.3M | +4% | 6.95% | 118% | 338 | 10.36% |
|
| 1734 |
MYIA
1734
Mount Yale Investment Advisors
Denver,
Colorado
| $1.26B | -$41M | -3% | 4.68% | 81.9% | 584 | 15.75% |
|
| 1735 |
NIM
1735
NXG Investment Management
Dallas,
Texas
| $1.26B | +$80.7M | +7% | 5.35% | 136% | 69 | 33.33% |
|
| 1736 |
WBC
1736
Westpac Banking Corp
Sydney,
Australia
| $1.26B | -$51.6M | -4% | 6.92% | 127% | 493 | 16.43% |
|
| 1737 |
LP
1737
Linonia Partnership
New York
| $1.26B | +$160M | +15% | 1.67% | – | 13 | 30.77% |
|
| 1738 |
TF
1738
Trek Financial
Scottsdale,
Arizona
| $1.26B | -$4.33M | -0.3% | 4.8% | 144% | 473 | 36.58% |
|
| 1739 |
CC
1739
Courier Capital
Buffalo,
New York
| $1.26B | -$124M | -9% | 2.04% | 64.1% | 370 | 12.16% |
|
| 1740 |
OCAM
1740
Owl Creek Asset Management
New York
| $1.26B | +$308M | +32% | 9.28% | 320% | 72 | 47.22% |
|
| 1741 |
VWM
1741
Valley Wealth Managers
Paramus,
New Jersey
| $1.26B | -$71.7M | -5% | 2.1% | 107% | 403 | 23.33% |
|
| 1742 |
C
1742
Certuity
North Palm Beach,
Florida
| $1.26B | +$116M | +10% | 3.73% | 190% | 392 | 24.49% |
|
| 1743 |
BFG
1743
Berger Financial Group
Plymouth,
Minnesota
| $1.25B | +$40.7M | +3% | 2.86% | 59.9% | 382 | 10.47% |
|
| 1744 |
CWS
1744
Confluence Wealth Services
Mcmurray,
Pennsylvania
| $1.25B | +$121M | +11% | 1.51% | 64.5% | 372 | 12.37% |
|
| 1745 |
CAM
1745
Crake Asset Management
London,
United Kingdom
| $1.25B | +$264M | +27% | 1.95% | 52.7% | 17 | 17.65% |
|
| 1746 |
SG
1746
StoneX Group
New York
| $1.25B | +$137M | +12% | 1.99% | 85.2% | 795 | 33.58% |
|
| 1747 |
GPGA
1747
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| $1.25B | -$7.52M | -0.6% | 2.6% | 96% | 138 | 17.39% |
|
| 1748 |
TLIC
1748
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| $1.25B | +$8.23M | +0.7% | 4.79% | 79.2% | 13 | 0% |
|
| 1749 |
CNAM
1749
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $1.25B | +$17.4M | +1% | 4.18% | 108% | 111 | 6.31% |
|
| 1750 |
BFA
1750
Beaumont Financial Advisors
Needham,
Massachusetts
| $1.25B | +$37.1M | +3% | 2.98% | 80.6% | 382 | 9.16% |
|