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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
JTC Employer Solutions Trustee
St Helier,
Jersey
| $1.17B | +$117M | +11% | 11.7% | 88.7% | 327 | 8.87% | 3.2 |
|
| 2102 |
2102
Volterra Technologies
New York
| $1.17B | +$378M | +48% | 15% | – | 599 | 75.63% | 0.1 |
|
| 2103 |
2103
Estate Counselors
Thiensville,
Wisconsin
| $1.16B | +$147M | +14% | 7.1% | 60% | 110 | 44.55% | 1.6 |
|
| 2104 |
2104
Sixth Street Partners
Dallas,
Texas
| $1.16B | -$95.8M | -8% | 14.9% | 5.31% | 8 | 12.5% | 2.4 |
|
| 2105 |
2105
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
| $1.16B | +$195M | +20% | 7.26% | 70.8% | 28 | 17.86% | 1.6 |
|
| 2106 |
2106
Waycross Partners
Louisville,
Kentucky
| $1.16B | +$101M | +10% | 8.38% | 87.7% | 98 | 8.16% | 2.4 |
|
| 2107 |
2107
Traphagen Investment Advisors
Oradell,
New Jersey
| $1.16B | +$106M | +10% | 6.4% | 65.8% | 201 | 10.95% | 3.4 |
|
| 2108 |
2108
AlphaStar Capital Management
Cornelius,
North Carolina
| $1.16B | -$263M | -18% | 7.06% | 69.5% | 377 | 52.79% | 2.5 |
|
| 2109 |
2109
Advisor OS
Chicago,
Illinois
| $1.16B | +$143M | +14% | 6.71% | 61.2% | 518 | 19.88% | 2 |
|
| 2110 |
2110
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| $1.16B | +$81.7M | +8% | 6.19% | 58% | 208 | 19.71% | 2.6 |
|
| 2111 |
2111
QV Investors
Calgary,
Alberta, Canada
| $1.16B | +$136M | +13% | 7.12% | 68.3% | 71 | 22.54% | 4.4 |
|
| 2112 |
2112
Means Investment Company
Bangor,
Maine
| $1.16B | +$100M | +9% | 9.79% | 87.9% | 198 | 8.08% | 4.6 |
|
| 2113 |
2113
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
| $1.16B | +$169M | +17% | 9.59% | 151% | 363 | 8.26% | 1.2 |
|
| 2114 |
2114
SlateStone Wealth
Jupiter,
Florida
| $1.16B | +$85.6M | +8% | 9.03% | 79.1% | 307 | 9.45% | 3.1 |
|
| 2115 |
2115
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $1.15B | -$625M | -35% | 7.92% | 64.4% | 173 | 30.64% | 5.9 |
|
| 2116 |
2116
Clear Creek Financial Management
Silverdale,
Washington
| $1.15B | +$104M | +10% | 7.45% | 86.1% | 595 | 15.46% | 2 |
|
| 2117 |
2117
Mirabella Financial Services
London,
United Kingdom
| $1.15B | +$180M | +18% | 4.62% | 86.2% | 311 | 53.05% | 0.5 |
|
| 2118 |
2118
Woodstock Corp
Boston,
Massachusetts
| $1.15B | +$66M | +6% | 9.18% | 115% | 161 | 5.59% | 8.4 |
|
| 2119 |
2119
Shay Capital
New York
| $1.15B | +$280M | +32% | 17.7% | 166% | 534 | 64.61% | 0.5 |
|
| 2120 |
2120
Gillson Capital
Chicago,
Illinois
| $1.15B | -$157M | -12% | 6.48% | 84.9% | 106 | 71.7% | 0.3 |
|
| 2121 |
1SP
2121
140 Summer Partners
New York
| $1.15B | +$279M | +32% | 12.5% | 202% | 26 | 53.85% | 0.9 |
|
| 2122 |
2122
Tweedy, Browne Co
Stamford,
Connecticut
| $1.15B | +$73M | +7% | 13.1% | 70.3% | 101 | 13.86% | 3.6 |
|
| 2123 |
2123
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| $1.15B | +$71.2M | +7% | 7.16% | 62.2% | 241 | 5.81% | 4.8 |
|
| 2124 |
2124
Nexpoint Asset Management
Dallas,
Texas
| $1.15B | +$55.7M | +5% | 16.8% | 253% | 133 | 61.65% | 1.1 |
|
| 2125 |
2125
Mar Vista Investment Partners
Los Angeles,
California
| $1.15B | -$155M | -12% | 5.96% | 73.9% | 57 | 43.86% | 6.5 |
|