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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2226 |
2226
Petersen Hastings Wealth Advisors
Kennewick,
Washington
| $1.09B | +$50.3M | +5% | 1.34% | – | 82 | 8.54% | 0.2 |
|
| 2227 |
2227
Corebridge Financial
Houston,
Texas
| $1.09B | +$1.09B | +406,272% | 1.24% | – | 4 | 100% | 0 |
|
| 2228 |
2228
Matrix Asset Advisors
White Plains,
New York
| $1.09B | -$22.4M | -2% | 1.34% | 84.9% | 113 | 12.39% | 5.2 |
|
| 2229 |
2229
MMBG Investment Advisors
Miami,
Florida
| $1.09B | -$99M | -8% | 5.23% | 118% | 182 | 8.24% | 3 |
|
| 2230 |
2230
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
| $1.09B | -$25.1M | -2% | 7.23% | – | 273 | 2.93% | 0.2 |
|
| 2231 |
2231
Sora Investors
Bryn Mawr,
Pennsylvania
| $1.09B | -$75.4M | -6% | 4.94% | 179% | 111 | 54.95% | 0.5 |
|
| 2232 |
2232
Atalan Capital Partners
New York
| $1.08B | -$320M | -23% | 11.2% | 319% | 12 | 25% | 1.7 |
|
| 2233 |
2233
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| $1.08B | +$560M | +107% | 10.4% | 58.9% | 118 | 38.98% | 2.6 |
|
| 2234 |
2234
Connors Investor Services
Wyomissing,
Pennsylvania
| $1.08B | -$78.5M | -7% | 2.68% | 125% | 167 | 20.36% | 4.8 |
|
| 2235 |
2235
Electrum Group
New York
| $1.08B | -$64.6M | -6% | 2.61% | – | 9 | 11.11% | 0.3 |
|
| 2236 |
TAM
2236
Telemark Asset Management
Boston,
Massachusetts
| $1.08B | +$80.6M | +8% | 14.5% | 329% | 67 | 37.31% | 2 |
|
| 2237 |
2237
First Nebraska Trust
Lincoln,
Nebraska
| $1.08B | -$12.2M | -1% | 0.67% | 76.9% | 227 | 7.49% | 6.4 |
|
| 2238 |
M
2238
MOTCO
San Antonio,
Texas
| $1.08B | -$22.2M | -2% | 0.44% | 63.5% | 681 | 19.53% | 5.5 |
|
| 2239 |
2239
IBEX Wealth Advisors
Bedminster,
New Jersey
| $1.07B | +$52.8M | +5% | 2.21% | 221% | 214 | 47.66% | 0.8 |
|
| 2240 |
SCM
2240
SIR Capital Management
New York
| $1.07B | +$167M | +19% | 32.8% | 71.1% | 115 | 53.91% | 0.7 |
|
| 2241 |
2241
Passaic Partners
Newark,
New Jersey
| $1.07B | +$103M | +11% | 1.57% | 53.2% | 18 | 38.89% | 1.5 |
|
| 2242 |
2242
Diameter Capital Partners
New York
| $1.07B | -$26M | -2% | 1.75% | 378% | 50 | 64% | 0.6 |
|
| 2243 |
2243
Trust Company
Manhattan,
Kansas
| $1.07B | +$991K | +0.1% | 0.86% | 40.6% | 919 | 4.68% | 2.4 |
|
| 2244 |
2244
Zuckerman Investment Group
Chicago,
Illinois
| $1.07B | -$53.6M | -5% | 2.03% | 111% | 148 | 15.54% | 4 |
|
| 2245 |
EC
2245
E20 Capital
Hong Kong,
| $1.07B | +$789M | +285% | 68.7% | – | 32 | 68.75% | 0.1 |
|
| 2246 |
2246
Clark Asset Management
Stratham,
New Hampshire
| $1.06B | +$102M | +11% | 1.14% | 51.8% | 279 | 19.35% | 1.3 |
|
| 2247 |
2247
LVM Capital Management
Portage,
Michigan
| $1.06B | -$16.1M | -1% | 1.17% | 121% | 176 | 17.61% | 6.5 |
|
| 2248 |
2248
Hackensack Meridian Health
Edison,
New Jersey
| $1.06B | -$37.3M | -3% | 0.46% | 53.4% | 7 | 0% | 2.1 |
|
| 2249 |
2249
Boussard & Gavaudan Investment Management
London,
United Kingdom
| $1.06B | -$264M | -20% | 0.21% | 25.8% | 130 | 57.69% | 0.4 |
|
| 2250 |
2250
Mirabella Financial Services
London,
United Kingdom
| $1.06B | -$18M | -2% | 1.18% | 86.2% | 1,218 | 72.58% | 0.2 |
|