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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
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2251 |
KIA
2251
Knollwood Investment Advisory
Hunt Valley,
Maryland
| $1.06B | -$44.6M | -4% | 1.76% | 117% | 355 | 11.83% |
|
| 2252 |
PP
2252
Pertento Partners
London,
United Kingdom
| $1.06B | +$203M | +24% | 2.89% | 141% | 22 | 45.45% |
|
| 2253 |
NRG
2253
Nemes Rush Group
Novi,
Michigan
| $1.06B | +$54.3M | +5% | 3.48% | 95.6% | 1,010 | 34.36% |
|
| 2254 |
CT
2254
Coastline Trust
Providence,
Rhode Island
| $1.06B | +$132M | +14% | 3.04% | 79.1% | 417 | 10.55% |
|
| 2255 |
HMCP
2255
Hook Mill Capital Partners
New York
| $1.06B | -$32.2M | -3% | 2.84% | 148% | 47 | 36.17% |
|
| 2256 |
RC
2256
RDST Capital
Seattle,
Washington
| $1.06B | -$618K | -0.1% | 4.72% | 41% | 22 | 27.27% |
|
| 2257 |
AFM
2257
Anson Funds Management
Dallas,
Texas
| $1.06B | -$42.4M | -4% | 4.81% | 1,243% | 175 | 66.29% |
|
| 2258 |
JC
2258
Jacobs & Co
San Francisco,
California
| $1.06B | +$14.5M | +1% | 4.51% | 92.2% | 129 | 7.75% |
|
| 2259 |
CISOA
2259
Capital Investment Services of America
Milwaukee,
Wisconsin
| $1.06B | -$65.9M | -6% | 0.92% | 50.7% | 84 | 3.57% |
|
| 2260 |
AGC
2260
Angelo Gordon & Co
New York
| $1.06B | +$242M | +30% | 14.1% | 90.1% | 77 | 38.96% |
|
| 2261 |
ANBT
2261
American National Bank & Trust
Wichita Falls,
Texas
| $1.06B | +$44.4M | +4% | 3.98% | 95.1% | 777 | 28.44% |
|
| 2262 |
JTWM
2262
Jackson Thornton Wealth Management
Montgomery,
Alabama
| $1.06B | +$72.3M | +7% | 3.89% | 51.2% | 350 | 34.57% |
|
| 2263 |
ORAM
2263
One River Asset Management
Stamford,
Connecticut
| $1.06B | +$692M | +189% | 2.76% | 24% | 256 | 43.75% |
|
| 2264 |
DG
2264
Discerene Group
Stamford,
Connecticut
| $1.06B | -$114M | -10% | 9.51% | 70.3% | 13 | 0% |
|
| 2265 |
KW
2265
KWB Wealth
Redlands,
California
| $1.06B | +$151M | +17% | 1.95% | 49.1% | 190 | 30.53% |
|
| 2266 |
CAM
2266
Carret Asset Management
New York
| $1.05B | +$25.6M | +2% | 5.09% | 80.2% | 300 | 6% |
|
| 2267 |
PNAA
2267
Pictet North America Advisors
Geneva 73,
Switzerland
| $1.05B | -$14.6M | -1% | 2.47% | 65.9% | 152 | 5.26% |
|
| 2268 |
SAA
2268
Southeast Asset Advisors
Thomasville,
Georgia
| $1.05B | +$135M | +15% | 8.91% | 84.3% | 228 | 13.16% |
|
| 2269 |
MK
2269
MASTERINVEST Kapitalanlage
Vienna,
| $1.05B | +$27.3M | +3% | 4.64% | – | 288 | 11.11% |
|
| 2270 |
TWP
2270
Triad Wealth Partners
Lawrence,
Kansas
| $1.05B | +$277M | +36% | 1.81% | – | 487 | 30.39% |
|
| 2271 |
SP
2271
Summit Partners
Boston,
Massachusetts
| $1.05B | +$127M | +14% | 17.6% | 2.13% | 8 | 0% |
|
| 2272 |
LMGAM
2272
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| $1.05B | +$736M | +234% | 0.02% | 46.4% | 29 | 55.17% |
|
| 2273 |
PHP
2273
Parkman Healthcare Partners
Stamford,
Connecticut
| $1.05B | +$91.8M | +10% | 26.9% | 313% | 111 | 27.93% |
|
| 2274 |
CIA
2274
Compass Ion Advisors
Conshohocken,
Pennsylvania
| $1.05B | +$12.8M | +1% | 1.2% | 56.7% | 284 | 7.04% |
|
| 2275 |
AH
2275
Allen Holding
New York
| $1.05B | -$10.4M | -1% | 1.87% | 147% | 9 | 0% |
|