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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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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2226 |
KBG
2226
Kahn Brothers Group
New York
| $528M | -$64.3M | -11% | 2.45% | 38.1% | 49 | 18.37% |
|
| 2227 |
HI
2227
Handelsinvest Investeringsforvaltning
Herning,
Denmark
| $527M | +$44.5M | +9% | 12.7% | 37.9% | 130 | 15.38% |
|
| 2228 |
ML
2228
McAdam LLC
Philadelphia,
Pennsylvania
| $526M | +$55.4M | +12% | 6.24% | 46.3% | 146 | 15.07% |
|
| 2229 |
NPCM
2229
North Peak Capital Management
New York
| $525M | +$70.7M | +16% | 12.6% | 21.6% | 13 | 61.54% |
|
| 2230 |
SCA
2230
Spearhead Capital Advisors
Wellington,
Florida
| $524M | +$55.6M | +12% | 8.65% | 25.2% | 189 | 18.52% |
|
| 2231 |
IGM
2231
Incline Global Management
New York
| $524M | +$48.4M | +10% | 7.37% | 13.6% | 21 | 38.1% |
|
| 2232 |
MB
2232
Mizuho Bank
Tokyo,
Japan
| $523M | -$139M | -21% | 5.58% | 128% | 7 | 42.86% |
|
| 2233 |
HWA
2233
Heartwood Wealth Advisors
Richmond,
Virginia
| $523M | +$17.8M | +4% | 5.58% | 56.2% | 80 | 11.25% |
|
| 2234 |
HIA
2234
Harbor Investment Advisory
Lutherville,
Maryland
| $523M | +$51.5M | +11% | 11% | 90.8% | 1,299 | 18.78% |
|
| 2235 |
MP
2235
Marcho Partners
London,
United Kingdom
| $521M | +$355M | +214% | 14.3% | 112% | 14 | 57.14% |
|
| 2236 |
TFA
2236
Toth Financial Advisory
Leesburg,
Virginia
| $521M | +$59M | +13% | 9.64% | 82.5% | 632 | 22.94% |
|
| 2237 |
PA
2237
PFG Advisors
Phoenix,
Arizona
| $521M | +$76.9M | +17% | 8.31% | 77.4% | 371 | 21.83% |
|
| 2238 |
TF
2238
Tompkins Financial
Ithaca,
New York
| $520M | +$44M | +9% | 8.38% | 74.1% | 404 | 11.88% |
|
| 2239 |
VIA
2239
Vantagepoint Investment Advisers
Washington,
District of Columbia
| $519M | -$4.69M | -0.9% | 3.92% | 17% | 3 | 0% |
|
| 2240 |
LFS
2240
Lutz Financial Services
Omaha,
Nebraska
| $519M | +$28.2M | +6% | 3.44% | 28.7% | 58 | 1.72% |
|
| 2241 |
PCM
2241
Prime Capital Management
Hong Kong
| $518M | +$158M | +44% | 10.9% | 401% | 6 | 66.67% |
|
| 2242 |
PTC
2242
Private Trust Company
Cleveland,
Ohio
| $518M | +$41.4M | +9% | 9.51% | 63.1% | 375 | 9.6% |
|
| 2243 |
AAP
2243
Ardsley Advisory Partners
Stamford,
Connecticut
| $518M | +$48.2M | +10% | 27.5% | 555% | 202 | 62.87% |
|
| 2244 |
GL
2244
Graypoint LLC
Albany,
New York
| $518M | +$78.9M | +18% | 9.21% | 72.8% | 195 | 21.03% |
|
| 2245 |
IWP
2245
Icon Wealth Partners
Houston,
Texas
| $518M | +$105M | +25% | 6.19% | – | 329 | 46.5% |
|
| 2246 |
BWC
2246
Blue Whale Capital
London,
United Kingdom
| $518M | +$148M | +40% | 10.2% | 265% | 17 | 5.88% |
|
| 2247 |
KPW
2247
Kore Private Wealth
New York
| $518M | +$27.9M | +6% | 10.1% | 35.9% | 1,246 | 78.89% |
|
| 2248 |
STA
2248
Summit Trail Advisors
New York
| $517M | -$19M | -4% | 9.93% | 56% | 252 | 48.81% |
|
| 2249 |
BFG
2249
Bouchey Financial Group
Troy,
New York
| $516M | +$41.8M | +9% | 6.84% | 66.7% | 73 | 12.33% |
|
| 2250 |
RWA
2250
Ropes Wealth Advisors
Boston,
Massachusetts
| $516M | +$26.2M | +5% | 9.57% | 71% | 681 | 24.23% |
|