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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%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
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 |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2101 |
2101
TCG Crossover Management
Palo Alto,
California
| $1.02B | -$157M | -13% | 10.9% | 3,013% | 41 | 19.51% | 1.1 |
|
| 2102 |
2102
Rational Advisors
Huntington,
New York
| $1.02B | -$16.2M | -2% | 0.23% | 37.7% | 186 | 52.69% | 1.8 |
|
| 2103 |
2103
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| $1.02B | -$10.7M | -1% | 1.56% | 62.2% | 245 | 8.98% | 4.4 |
|
| 2104 |
2104
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $1.02B | -$4.72M | -0.5% | 1.8% | 44.7% | 181 | 10.5% | 4.6 |
|
| 2105 |
2105
SlateStone Wealth
Jupiter,
Florida
| $1.02B | -$91.1M | -8% | 1.65% | 79.1% | 306 | 8.17% | 2.7 |
|
| 2106 |
2106
Penn Capital Management
Philadelphia,
Pennsylvania
| $1.02B | -$69.9M | -6% | 7.75% | 181% | 180 | 40% | 1.8 |
|
| 2107 |
2107
Trinity Street Asset Management
London,
United Kingdom
| $1.02B | +$15.9M | +2% | 2.49% | 76.9% | 15 | 6.67% | 2.4 |
|
| 2108 |
2108
Kovack Advisors
Ft. Lauderdale,
Florida
| $1.02B | +$74.8M | +8% | 4.7% | 118% | 646 | 14.86% | 3 |
|
| 2109 |
2109
Avidity Partners Management
Dallas,
Texas
| $1.02B | -$942M | -48% | 7.96% | 492% | 87 | 34.48% | 1.3 |
|
| 2110 |
2110
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $1.02B | +$235M | +30% | 5.27% | 116% | 409 | 13.45% | 1.9 |
|
| 2111 |
2111
Gemmer Asset Management
Walnut Creek,
California
| $1.02B | +$16.7M | +2% | 0.54% | 96.8% | 162 | 14.81% | 5.1 |
|
| 2112 |
2112
Canandaigua National Bank & Trust
Canandaigua,
New York
| $1.02B | -$35.4M | -3% | 0.84% | – | 347 | 10.09% | 5.2 |
|
| 2113 |
2113
Marks Group Wealth Management
Minnetonka,
Minnesota
| $1.02B | -$32.2M | -3% | 0.08% | 62.8% | 302 | 8.28% | 3.2 |
|
| 2114 |
2114
Goodnow Investment Group
Darien,
Connecticut
| $1.02B | +$72.2M | +8% | 10.1% | 131% | 28 | 17.86% | 3.1 |
|
| 2115 |
2115
Main Street Financial Solutions
Newtown,
Pennsylvania
| $1.01B | -$75.1M | -7% | 1.4% | 75.4% | 580 | 24.48% | 2.6 |
|
| 2116 |
AL
2116
Arnhold LLC
New York
| $1.01B | -$15.9M | -2% | 4.89% | 164% | 121 | 11.57% | 4.1 |
|
| 2117 |
GA
2117
GRS Advisors
Chicago,
Illinois
| $1.01B | -$42.7M | -4% | 4.33% | 54.3% | 35 | 37.14% | 0.7 |
|
| 2118 |
2118
Technology Crossover Management IX
Menlo Park,
California
| $1.01B | +$245M | +32% | 33.9% | 13% | 6 | 0% | 5.2 |
|
| 2119 |
2119
WealthPlan Investment Management
Omaha,
Nebraska
| $1.01B | +$24.6M | +2% | 0.47% | 74.2% | 288 | 23.26% | 1.4 |
|
| 2120 |
TA
2120
TCM Advisors
Martinsburg,
West Virginia
| $1.01B | +$123M | +14% | 1.36% | 56.1% | 65 | 0% | 2.3 |
|
| 2121 |
2121
First Business Financial Services
Madison,
Wisconsin
| $1.01B | +$12.2M | +1% | 0.48% | 80.9% | 170 | 11.18% | 4.6 |
|
| 2122 |
WDA
2122
Wendell David Associates
Portsmouth,
New Hampshire
| $1.01B | -$34.2M | -3% | 1% | 58.7% | 161 | 4.97% | 8.1 |
|
| 2123 |
2123
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1.01B | -$14M | -1% | 0.51% | 77.1% | 599 | 6.18% | 2.5 |
|
| 2124 |
2124
Crescent Grove Advisors
Lake Forest,
Illinois
| $1.01B | +$28.5M | +3% | 0.79% | 64.1% | 297 | 13.8% | 3.4 |
|
| 2125 |
2125
U.S. Global Investors (USGI)
San Antonio,
Texas
| $1.01B | -$30.1M | -3% | 25.9% | 151% | 150 | 26% | 2.1 |
|