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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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50
100
250
500
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2,500
5,000
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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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2151 |
SCM
2151
Sone Capital Management
New York
| $1.31B | +$122M | +10% | 3.6% | – | 134 | 44.03% | 2.1 |
|
| 2152 |
AMD
2152
Advanced Micro Devices
Santa Clara,
California
| $1.31B | +$1.14B | +652% | 40% | – | 7 | 57.14% | 0.8 |
|
| 2153 |
NP
2153
Ninepoint Partners
Toronto,
Ontario, Canada
| $1.31B | -$89.1M | -6% | 3.21% | 82.6% | 189 | 33.86% | 4.4 |
|
| 2154 |
PIM
2154
Parker Investment Management
Menlo Park,
California
| $1.31B | +$651M | +99% | 29.9% | 208% | 49 | 24.49% | 15.1 |
|
| 2155 |
JAG
2155
Journey Advisory Group
Covington,
Kentucky
| $1.31B | +$135M | +12% | 10.8% | 66.2% | 289 | 17.99% | 12 |
|
| 2156 |
FFL
2156
Flat Footed LLC
Wilson,
Wyoming
| $1.31B | +$387M | +42% | 14.6% | 152% | 50 | 36% | 2.5 |
|
| 2157 |
BI
2157
Bramshill Investments
Naples,
Florida
| $1.31B | +$147M | +13% | 0.66% | 3.6% | 189 | 34.92% | 5.8 |
|
| 2158 |
SW
2158
SlateStone Wealth
Jupiter,
Florida
| $1.31B | +$92.9M | +8% | 12.8% | 79.1% | 306 | 8.17% | 14.4 |
|
| 2159 |
GH
2159
GAM Holding
Zurich,
Switzerland
| $1.31B | +$166M | +15% | 22.5% | 130% | 317 | 26.81% | 9.4 |
|
| 2160 |
SI
2160
Sora Investors
Bryn Mawr,
Pennsylvania
| $1.3B | +$218M | +20% | 54.1% | 179% | 103 | 51.46% | 2.5 |
|
| 2161 |
TA
2161
TCM Advisors
Martinsburg,
West Virginia
| $1.3B | -$55.2M | -4% | 10.3% | 56.1% | 67 | 0% | 14.1 |
|
| 2162 |
PR
2162
Payden & Rygel
Los Angeles,
California
| $1.3B | +$3.86M | +0.3% | 13% | 103% | 142 | 27.46% | 16.7 |
|
| 2163 |
QI
2163
QV Investors
Calgary,
Alberta, Canada
| $1.3B | +$63.6M | +5% | 8.49% | 66.3% | 68 | 4.41% | 17.3 |
|
| 2164 |
KOC
2164
Koss-Olinger Consulting
Gainesville,
Florida
| $1.3B | +$105M | +9% | 10.5% | 57.9% | 263 | 38.02% | 5.9 |
|
| 2165 |
AT
2165
American Trust
Lexington,
Kentucky
| $1.3B | +$166M | +15% | 13.9% | 59% | 365 | 22.74% | 6 |
|
| 2166 |
FFP
2166
FourThought Financial Partners
Venice,
Florida
| $1.3B | +$136M | +12% | 17.7% | 95.9% | 437 | 22.2% | 6.5 |
|
| 2167 |
CIA
2167
CCM Investment Advisers
Columbia,
South Carolina
| $1.29B | +$248M | +24% | 33.5% | 170% | 100 | 19% | 18.7 |
|
| 2168 |
WFAG
2168
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| $1.29B | +$150M | +13% | 12.5% | 55.5% | 206 | 9.22% | 12.8 |
|
| 2169 |
SPWG
2169
Syntegra Private Wealth Group
Chesterfield,
Missouri
| $1.29B | +$239M | +23% | 11.8% | 52% | 210 | 13.81% | 8.9 |
|
| 2170 |
FBFS
2170
First Business Financial Services
Madison,
Wisconsin
| $1.29B | +$165M | +15% | 14.9% | 74% | 206 | 9.22% | 18.3 |
|
| 2171 |
CPA
2171
Cardiff Park Advisors
Carlsbad,
California
| $1.29B | +$38.9M | +3% | 13.2% | 88.6% | 400 | 18.25% | 13.5 |
|
| 2172 |
HCM
2172
Hengehold Capital Management
Cincinnati,
Ohio
| $1.29B | +$144M | +13% | 10.6% | 48.1% | 238 | 13.87% | 18.9 |
|
| 2173 |
HH
2173
Hilltop Holdings
Dallas,
Texas
| $1.29B | +$176M | +16% | 19.9% | 96.7% | 727 | 19.81% | 16.3 |
|
| 2174 |
HWA
2174
Heartwood Wealth Advisors
Richmond,
Virginia
| $1.29B | +$141M | +12% | 9.8% | 59.4% | 231 | 5.19% | 11.8 |
|
| 2175 |
SFM
2175
Stack Financial Management
Whitefish,
Montana
| $1.28B | -$80.1M | -6% | 1.75% | 58.4% | 56 | 10.71% | 20.7 |
|