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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
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250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 1826 |
SCA
1826
Stonebridge Capital Advisors
St Paul,
Minnesota
| $1.43B | -$15M | -1% | 0.88% | 64.2% | 225 | 12.44% |
|
| 1827 |
ADL
1827
Asset Dedication LLC
San Francisco,
California
| $1.43B | -$95.3M | -6% | 1.21% | 54.3% | 1,200 | 13.42% |
|
| 1828 |
APCM
1828
Alaska Permanent Capital Management
Anchorage,
Alaska
| $1.43B | +$107M | +8% | 0.62% | 32.5% | 44 | 18.18% |
|
| 1829 |
KCMH
1829
Kontiki Capital Management (HK)
Hong Kong
| $1.43B | -$294M | -17% | 13.8% | 130% | 8 | 12.5% |
|
| 1830 |
PPC
1830
Park Presidio Capital
San Francisco,
California
| $1.43B | +$197M | +16% | 1.24% | 96.1% | 15 | 13.33% |
|
| 1831 |
IHG
1831
Insight Holdings Group
New York
| $1.42B | +$87.4M | +7% | 17% | 103% | 39 | 51.28% |
|
| 1832 |
WC
1832
Waterloo Capital
Austin,
Texas
| $1.42B | +$35.6M | +3% | 1.05% | 65% | 535 | 24.86% |
|
| 1833 |
NI
1833
Nextech Invest
Zurich,
Switzerland
| $1.42B | +$387M | +37% | 43.8% | 631% | 18 | 16.67% |
|
| 1834 |
KCM
1834
Kanawha Capital Management
Richmond,
Virginia
| $1.42B | -$32.5M | -2% | 1.04% | 54% | 229 | 6.99% |
|
| 1835 |
BC
1835
Broadwood Capital
New York
| $1.42B | -$283M | -17% | 13.3% | 46% | 12 | 50% |
|
| 1836 |
PTC
1836
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| $1.42B | -$33.6M | -2% | 1.82% | 141% | 275 | 9.82% |
|
| 1837 |
CBA
1837
Coastal Bridge Advisors
Westport,
Connecticut
| $1.41B | +$73.1M | +5% | 0.12% | 67.4% | 483 | 12.42% |
|
| 1838 |
KC
1838
Kryger Capital
London,
United Kingdom
| $1.41B | +$120M | +9% | 11.4% | 420% | 104 | 78.85% |
|
| 1839 |
EWS
1839
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| $1.41B | +$697M | +97% | 1.2% | 64.5% | 418 | 50.72% |
|
| 1840 |
PFM
1840
Premier Fund Managers
Guildford,
United Kingdom
| $1.41B | -$323M | -19% | 2.12% | 56.6% | 183 | 25.68% |
|
| 1841 |
SCM
1841
Spyglass Capital Management
San Francisco,
California
| $1.41B | -$586M | -29% | 22.9% | 119% | 27 | 14.81% |
|
| 1842 |
W
1842
Wealthquest
Cincinnati,
Ohio
| $1.41B | +$87.3M | +7% | 1.62% | 52.1% | 159 | 12.58% |
|
| 1843 |
QC
1843
Quent Capital
New York
| $1.41B | +$23.8M | +2% | 1.01% | 65.7% | 1,644 | 11.44% |
|
| 1844 |
EA
1844
Efficient Advisors
Mason,
Ohio
| $1.41B | -$305M | -18% | 0.24% | 30.6% | 58 | 0% |
|
| 1845 |
IAS
1845
Insigneo Advisory Services
Miami,
Florida
| $1.41B | +$13.4M | +1% | 1.9% | 94.1% | 833 | 21.37% |
|
| 1846 |
TWM
1846
Tradition Wealth Management
Edina,
Minnesota
| $1.41B | +$12.4M | +0.9% | 1.66% | 54.3% | 547 | 12.8% |
|
| 1847 |
FCP
1847
Fidelis Capital Partners
Tampa,
Florida
| $1.4B | +$27M | +2% | 0.1% | 98.3% | 535 | 14.02% |
|
| 1848 |
ELC
1848
Edgar Lomax Company
Kingstowne,
Virginia
| $1.4B | +$85.4M | +6% | 8.14% | 56.6% | 68 | 23.53% |
|
| 1849 |
RWM
1849
Rockwood Wealth Management
New Hope,
Pennsylvania
| $1.4B | +$56.1M | +4% | 0.35% | 48.9% | 126 | 11.9% |
|
| 1850 |
AI
1850
Atom Investors
Austin,
Texas
| $1.4B | +$137M | +11% | 4.25% | 63.4% | 887 | 65.05% |
|