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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2101 |
VT
2101
Volterra Technologies
New York
| $1.17B | +$378M | +48% | 15% | – | 599 | 75.63% |
|
| 2102 |
EC
2102
Estate Counselors
Thiensville,
Wisconsin
| $1.16B | +$147M | +14% | 7.1% | 60% | 110 | 44.55% |
|
| 2103 |
SSP
2103
Sixth Street Partners
Dallas,
Texas
| $1.16B | -$95.8M | -8% | 14.9% | 5.31% | 8 | 12.5% |
|
| 2104 |
CFFNO
2104
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
| $1.16B | +$195M | +20% | 7.26% | 70.8% | 28 | 17.86% |
|
| 2105 |
WP
2105
Waycross Partners
Louisville,
Kentucky
| $1.16B | +$101M | +10% | 8.38% | 87.7% | 98 | 8.16% |
|
| 2106 |
TIA
2106
Traphagen Investment Advisors
Oradell,
New Jersey
| $1.16B | +$106M | +10% | 6.4% | 56.3% | 201 | 10.95% |
|
| 2107 |
ACM
2107
AlphaStar Capital Management
Cornelius,
North Carolina
| $1.16B | -$263M | -18% | 7.06% | 61.8% | 377 | 52.79% |
|
| 2108 |
AO
2108
Advisor OS
Chicago,
Illinois
| $1.16B | +$143M | +14% | 6.71% | 61.2% | 518 | 19.88% |
|
| 2109 |
AWA
2109
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| $1.16B | +$81.7M | +8% | 6.19% | 54.7% | 208 | 19.71% |
|
| 2110 |
QI
2110
QV Investors
Calgary,
Alberta, Canada
| $1.16B | +$136M | +13% | 7.12% | 66.3% | 71 | 22.54% |
|
| 2111 |
MIC
2111
Means Investment Company
Bangor,
Maine
| $1.16B | +$99.8M | +9% | 9.79% | 87.9% | 198 | 8.08% |
|
| 2112 |
GXJ
2112
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
| $1.16B | +$169M | +17% | 9.59% | – | 363 | 8.26% |
|
| 2113 |
SW
2113
SlateStone Wealth
Jupiter,
Florida
| $1.16B | +$85.6M | +8% | 9.03% | 79.1% | 307 | 9.45% |
|
| 2114 |
CPSAC
2114
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $1.15B | -$625M | -35% | 7.92% | 49.1% | 173 | 30.64% |
|
| 2115 |
CCFM
2115
Clear Creek Financial Management
Silverdale,
Washington
| $1.15B | +$104M | +10% | 7.45% | 81% | 595 | 15.46% |
|
| 2116 |
MFS
2116
Mirabella Financial Services
London,
United Kingdom
| $1.15B | +$180M | +18% | 4.62% | 86.2% | 311 | 53.05% |
|
| 2117 |
WC
2117
Woodstock Corp
Boston,
Massachusetts
| $1.15B | +$66M | +6% | 9.18% | 96.1% | 161 | 5.59% |
|
| 2118 |
SC
2118
Shay Capital
New York
| $1.15B | +$280M | +32% | 17.7% | 167% | 534 | 64.61% |
|
| 2119 |
GC
2119
Gillson Capital
Chicago,
Illinois
| $1.15B | -$157M | -12% | 6.48% | 84.9% | 106 | 71.7% |
|
| 2120 |
1SP
2120
140 Summer Partners
New York
| $1.15B | +$279M | +32% | 12.5% | 202% | 26 | 53.85% |
|
| 2121 |
TBC
2121
Tweedy, Browne Co
Stamford,
Connecticut
| $1.15B | +$73M | +7% | 13.1% | 70.3% | 101 | 13.86% |
|
| 2122 |
BOPW
2122
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| $1.15B | +$71.2M | +7% | 7.16% | 55.7% | 241 | 5.81% |
|
| 2123 |
NAM
2123
Nexpoint Asset Management
Dallas,
Texas
| $1.15B | +$55.7M | +5% | 16.8% | 253% | 133 | 61.65% |
|
| 2124 |
MVIP
2124
Mar Vista Investment Partners
Los Angeles,
California
| $1.15B | -$155M | -12% | 5.96% | 73.9% | 57 | 43.86% |
|
| 2125 |
SFG
2125
SNS Financial Group
Minneapolis,
Minnesota
| $1.15B | +$98.2M | +9% | 6.33% | 54.2% | 204 | 5.39% |
|