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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2201 |
TCM
2201
Traynor Capital Management
Malvern,
Pennsylvania
| $771M | -$74.1M | -9% | 5.65% | 225% | 249 | 27.71% |
|
| 2202 |
AH
2202
Allen Holding
New York
| $771M | +$26.2M | +4% | 3.95% | 147% | 17 | 0% |
|
| 2203 |
TCM
2203
Telos Capital Management
San Diego,
California
| $770M | -$29.9M | -4% | 2.82% | 71.1% | 200 | 13.5% |
|
| 2204 |
AA
2204
Ancient Art
Austin,
Texas
| $769M | -$118M | -13% | 11.9% | 157% | 22 | 13.64% |
|
| 2205 |
EC
2205
Estate Counselors
Thiensville,
Wisconsin
| $769M | -$54.4M | -7% | 1.56% | 52.1% | 180 | 17.22% |
|
| 2206 |
GCIA
2206
Gabelli & Co Investment Advisers
Rye,
New York
| $769M | +$13.8M | +2% | 4.7% | 233% | 584 | 28.42% |
|
| 2207 |
NTCM
2207
Nine Ten Capital Management
Chicago,
Illinois
| $768M | -$194M | -20% | 18.5% | 88.9% | 12 | 16.67% |
|
| 2208 |
OHCM
2208
Oak Hill Capital Management
New York
| $766M | -$1.44M | -0.2% | 0.12% | 1.19% | 2 | 0% |
|
| 2209 |
NAS
2209
Nicolet Advisory Services
Green Bay,
Wisconsin
| $766M | -$47.3M | -6% | 3.71% | 62.7% | 217 | 11.52% |
|
| 2210 |
CU
2210
CDAM (UK)
London,
United Kingdom
| $764M | -$70.8M | -8% | 8.98% | 2.11% | 13 | 15.38% |
|
| 2211 |
AWA
2211
Arkadios Wealth Advisors
Atlanta,
Georgia
| $764M | +$8.44M | +1% | 4.11% | 73.7% | 647 | 25.5% |
|
| 2212 |
GIC
2212
GFI Investment Counsel
Toronto,
Ontario, Canada
| $762M | -$101M | -12% | 11.2% | 46.9% | 18 | 11.11% |
|
| 2213 |
WJA
2213
Willis Johnson & Associates
Houston,
Texas
| $762M | -$12.8M | -2% | 4.71% | 41.9% | 117 | 29.06% |
|
| 2214 |
CWM
2214
Circle Wealth Management
Summit,
New Jersey
| $762M | -$4.2M | -0.5% | 4.87% | 61.1% | 207 | 16.91% |
|
| 2215 |
RGI
2215
River Global Investors
London,
United Kingdom
| $762M | -$520M | -41% | 1.45% | 49.7% | 169 | 16.57% |
|
| 2216 |
GFA
2216
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| $761M | -$45M | -6% | 1.83% | 33.7% | 6 | 0% |
|
| 2217 |
IC
2217
Ikarian Capital
Dallas,
Texas
| $760M | +$89.2M | +13% | 12% | 5,763% | 222 | 27.93% |
|
| 2218 |
UBV
2218
United Bank (Virginia)
Vienna,
Virginia
| $760M | -$53.5M | -7% | 2.66% | 64.2% | 170 | 10% |
|
| 2219 |
FG
2219
Fiduciary Group
Savannah,
Georgia
| $758M | -$141M | -16% | 3.09% | 57.4% | 243 | 10.29% |
|
| 2220 |
LCM
2220
LVM Capital Management
Portage,
Michigan
| $757M | +$6.85M | +0.9% | 2.17% | 107% | 147 | 12.24% |
|
| 2221 |
JFA
2221
JNBA Financial Advisors
Bloomington,
Minnesota
| $755M | -$63.8M | -8% | 2.61% | 61.8% | 883 | 22.76% |
|
| 2222 |
AP
2222
Archon Partners
Princeton Junction,
New Jersey
| $755M | -$63.8M | -8% | 3.87% | 88.8% | 58 | 15.52% |
|
| 2223 |
NIEF
2223
Nalanda India Equity Fund
Mauritius
| $755M | -$133M | -15% | 14.4% | 23.6% | 2 | 0% |
|
| 2224 |
HIA
2224
Harbor Investment Advisory
Lutherville,
Maryland
| $754M | -$35.7M | -5% | 3.41% | 90.8% | 1,428 | 11.2% |
|
| 2225 |
SFO
2225
Stokes Family Office
New Orleans,
Louisiana
| $754M | -$50.4M | -6% | 2.73% | 56.9% | 289 | 23.18% |
|