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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 |
DA
2201
Denali Advisors
San Diego,
California
| $931M | +$565M | +155% | 6.6% | 106% | 307 | 54.72% |
|
| 2202 |
CF
2202
Cypress Funds
Los Angeles,
California
| $931M | +$185M | +25% | 6.76% | 100% | 15 | 13.33% |
|
| 2203 |
WFAG
2203
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| $930M | +$69.1M | +8% | 5.73% | 55.5% | 172 | 5.81% |
|
| 2204 |
MW
2204
MBL Wealth
Charlotte,
North Carolina
| $930M | +$34.1M | +4% | 5% | 47.7% | 217 | 8.76% |
|
| 2205 |
FHC
2205
First Heartland Consultants
Lake St. Louis,
Missouri
| $930M | -$503M | -35% | 5.7% | 55.2% | 496 | 18.95% |
|
| 2206 |
TCMV
2206
Technology Crossover Management VIII
Menlo Park,
California
| $929M | +$37.1M | +4% | 27.6% | 77.9% | 6 | 0% |
|
| 2207 |
TCM
2207
Tran Capital Management
San Rafael,
California
| $929M | +$66.5M | +8% | 6.81% | 149% | 62 | 19.35% |
|
| 2208 |
SWM
2208
SeaCrest Wealth Management
Purchase,
New York
| $929M | +$49.8M | +6% | 5.07% | 142% | 669 | 11.06% |
|
| 2209 |
1SP
2209
140 Summer Partners
New York
| $928M | +$97.4M | +12% | 11.9% | 202% | 23 | 34.78% |
|
| 2210 |
DAM
2210
Dorsey Asset Management
Chicago,
Illinois
| $928M | +$88.2M | +11% | 15.4% | 122% | 12 | 8.33% |
|
| 2211 |
AH
2211
Allen Holding
New York
| $927M | +$127M | +16% | 16% | 135% | 14 | 0% |
|
| 2212 |
VFA
2212
Voya Financial Advisors
Windsor,
Connecticut
| $927M | +$42.4M | +5% | 6.33% | 44.8% | 245 | 12.65% |
|
| 2213 |
LGM
2213
Logos Global Management
San Francisco,
California
| $927M | -$316M | -25% | 10.6% | 1,585% | 71 | 42.25% |
|
| 2214 |
C
2214
Certuity
North Palm Beach,
Florida
| $926M | -$329M | -26% | 4.97% | 190% | 392 | 16.84% |
|
| 2215 |
TCM
2215
Tensile Capital Management
Larkspur,
California
| $925M | +$18M | +2% | 10.5% | 47.7% | 21 | 23.81% |
|
| 2216 |
BFG
2216
Beacon Financial Group
Dallas,
Texas
| $924M | +$46.3M | +5% | 5.99% | 60.3% | 338 | 8.88% |
|
| 2217 |
MIM
2217
Monashee Investment Management
Boston,
Massachusetts
| $924M | +$150M | +19% | 10.3% | 520% | 144 | 70.14% |
|
| 2218 |
LA
2218
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $924M | +$101M | +12% | 7.98% | – | 391 | 19.44% |
|
| 2219 |
NP
2219
Ninepoint Partners
Toronto,
Ontario, Canada
| $923M | -$130M | -12% | 9.09% | 82.6% | 115 | 36.52% |
|
| 2220 |
CAM
2220
Carret Asset Management
New York
| $922M | +$65.1M | +8% | 7.34% | 94.4% | 293 | 8.19% |
|
| 2221 |
BFC
2221
Banc Funds Company
Chicago,
Illinois
| $921M | +$78.4M | +9% | 11.5% | 69% | 133 | 10.53% |
|
| 2222 |
CC
2222
Conversant Capital
Summit,
New Jersey
| $921M | +$370M | +67% | 2.43% | 228% | 25 | 56% |
|
| 2223 |
SC
2223
Sagefield Capital
Dallas,
Texas
| $921M | -$26.7M | -3% | 0.05% | 115% | 118 | 41.53% |
|
| 2224 |
DP
2224
DDD Partners
Bellevue,
Washington
| $921M | +$58.4M | +7% | 6.41% | 62.1% | 107 | 16.82% |
|
| 2225 |
HB
2225
HTLF Bank
Denver,
Colorado
| $921M | +$41.8M | +5% | 8.04% | – | 254 | 12.6% |
|