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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2151 |
2151
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
| $1.32B | +$102M | +8% | 9.92% | – | 291 | 15.46% | 1.2 |
|
| 2152 |
2152
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| $1.32B | +$128M | +11% | 10.6% | 62.2% | 249 | 9.64% | 5.1 |
|
| 2153 |
2153
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| $1.32B | +$107M | +9% | 12% | 52.3% | 90 | 12.22% | 2.5 |
|
| 2154 |
2154
Insight Holdings Group
New York
| $1.32B | -$109M | -8% | 19.7% | 111% | 35 | 34.29% | 1 |
|
| 2155 |
2155
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| $1.32B | -$18.9M | -1% | 1.09% | 4.8% | 508 | 32.87% | 0.4 |
|
| 2156 |
2156
Sone Capital Management
New York
| $1.31B | +$122M | +10% | 3.6% | – | 134 | 44.03% | 0.5 |
|
| 2157 |
2157
Advanced Micro Devices
Santa Clara,
California
| $1.31B | +$1.14B | +652% | 40% | – | 7 | 57.14% | 0.2 |
|
| 2158 |
2158
Ninepoint Partners
Toronto,
Ontario, Canada
| $1.31B | -$89.1M | -6% | 3.21% | 82.6% | 189 | 33.86% | 1.1 |
|
| 2159 |
2159
Parker Investment Management
Menlo Park,
California
| $1.31B | +$651M | +99% | 29.9% | 208% | 49 | 24.49% | 3.8 |
|
| 2160 |
2160
Journey Advisory Group
Covington,
Kentucky
| $1.31B | +$135M | +12% | 10.8% | 66.2% | 289 | 17.99% | 3 |
|
| 2161 |
2161
Flat Footed LLC
Wilson,
Wyoming
| $1.31B | +$387M | +42% | 14.6% | 152% | 50 | 36% | 0.6 |
|
| 2162 |
2162
Bramshill Investments
Naples,
Florida
| $1.31B | +$147M | +13% | 0.66% | 3.6% | 189 | 34.92% | 1.4 |
|
| 2163 |
2163
SlateStone Wealth
Jupiter,
Florida
| $1.31B | +$92.9M | +8% | 12.8% | 79.1% | 306 | 8.17% | 3.6 |
|
| 2164 |
2164
GAM Holding
Zurich,
Switzerland
| $1.31B | +$166M | +15% | 22.5% | 130% | 317 | 26.81% | 2.3 |
|
| 2165 |
2165
Sora Investors
Bryn Mawr,
Pennsylvania
| $1.3B | +$218M | +20% | 54.1% | 179% | 103 | 51.46% | 0.6 |
|
| 2166 |
TA
2166
TCM Advisors
Martinsburg,
West Virginia
| $1.3B | -$55.2M | -4% | 10.3% | 56.1% | 67 | 0% | 3.5 |
|
| 2167 |
2167
Payden & Rygel
Los Angeles,
California
| $1.3B | +$3.86M | +0.3% | 13% | 113% | 142 | 27.46% | 4.2 |
|
| 2168 |
2168
QV Investors
Calgary,
Alberta, Canada
| $1.3B | +$63.6M | +5% | 8.49% | 68.3% | 68 | 4.41% | 4.3 |
|
| 2169 |
2169
Koss-Olinger Consulting
Gainesville,
Florida
| $1.3B | +$105M | +9% | 10.5% | 57.9% | 263 | 38.02% | 1.5 |
|
| 2170 |
2170
American Trust
Lexington,
Kentucky
| $1.3B | +$166M | +15% | 13.9% | 59% | 365 | 22.74% | 1.5 |
|
| 2171 |
2171
FourThought Financial Partners
Venice,
Florida
| $1.3B | +$136M | +12% | 17.7% | 95.9% | 437 | 22.2% | 1.6 |
|
| 2172 |
2172
CCM Investment Advisers
Columbia,
South Carolina
| $1.29B | +$248M | +24% | 33.5% | 170% | 100 | 19% | 4.7 |
|
| 2173 |
2173
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| $1.29B | +$150M | +13% | 12.5% | 55.5% | 206 | 9.22% | 3.2 |
|
| 2174 |
2174
Syntegra Private Wealth Group
Chesterfield,
Missouri
| $1.29B | +$239M | +23% | 11.8% | 56.9% | 210 | 13.81% | 2.2 |
|
| 2175 |
2175
First Business Financial Services
Madison,
Wisconsin
| $1.29B | +$165M | +15% | 14.9% | 80.9% | 206 | 9.22% | 4.6 |
|