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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2351 |
STA
2351
Summit Trail Advisors
New York
| $372M | +$199M | +115% | 16.3% | 74.8% | 155 | 69.68% |
|
| 2352 |
HIA
2352
Harbor Investment Advisory
Lutherville,
Maryland
| $372M | -$62.7M | -14% | 16% | 90.8% | 1,274 | 34.77% |
|
| 2353 |
PA
2353
PFG Advisors
Phoenix,
Arizona
| $372M | -$36.1M | -9% | 15.8% | 77.4% | 334 | 24.25% |
|
| 2354 |
VDBMI
2354
Van Den Berg Management I
Austin,
Texas
| $371M | -$225M | -38% | 29.6% | 187% | 84 | 42.86% |
|
| 2355 |
GLLW
2355
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| $371M | -$105M | -22% | 16.9% | 45% | 184 | 16.3% |
|
| 2356 |
AIA
2356
Angeles Investment Advisors
Santa Monica,
California
| $371M | -$126M | -25% | 16.6% | 71.7% | 110 | 41.82% |
|
| 2357 |
HSA
2357
Hussman Strategic Advisors
Ellicott City,
Maryland
| $371M | +$56.9M | +18% | 21.1% | 41.6% | 296 | 40.54% |
|
| 2358 |
JWBC
2358
J.W. Burns & Co
Dewitt,
New York
| $370M | -$100M | -21% | 15.5% | 78.5% | 164 | 11.59% |
|
| 2359 |
MTC
2359
Matrix Trust Company
Denver,
Colorado
| $370M | -$98.9M | -21% | 19.4% | 46.8% | 30 | 13.33% |
|
| 2360 |
MP
2360
MSD Partners
New York
| $370M | -$84.7M | -19% | 37.8% | 3.5% | 27 | 37.04% |
|
| 2361 |
PA
2361
Paracle Advisors
Mercer Island,
Washington
| $369M | -$60.2M | -14% | 20% | 30.9% | 79 | 44.3% |
|
| 2362 |
VA
2362
VR Adviser
New York
| $369M | – | – | 10.1% | 1,698% | 16 | – |
|
| 2363 |
CCM
2363
Coliseum Capital Management
Rowayton,
Connecticut
| $369M | -$6.52M | -2% | 32% | 41.1% | 19 | 47.37% |
|
| 2364 |
KCMH
2364
Keywise Capital Management (HK)
Hong Kong
| $369M | +$67.4M | +22% | 1.85% | 684% | 33 | 72.73% |
|
| 2365 |
CNB
2365
Camden National Bank
Camden,
Maine
| $368M | -$126M | -26% | 16.5% | 48.8% | 145 | 17.24% |
|
| 2366 |
SAM
2366
SP Asset Management
Cupertino,
California
| $368M | -$68.9M | -16% | 19.7% | 92.4% | 87 | 18.39% |
|
| 2367 |
TGI
2367
TRV GP III
Boston,
Massachusetts
| $368M | +$141M | +62% | 17.1% | 170% | 5 | 20% |
|
| 2368 |
GAG
2368
GM Advisory Group
Melville,
New York
| $367M | +$44.2M | +14% | 5.4% | 53.6% | 148 | 47.3% |
|
| 2369 |
BWL
2369
Bogart Wealth LLC
Mclean,
Virginia
| $367M | +$53.7M | +17% | 15.2% | 60.5% | 470 | 19.36% |
|
| 2370 |
KC
2370
Keenan Capital
Burlingame,
California
| $366M | +$61.8M | +20% | 15.3% | 110% | 14 | 7.14% |
|
| 2371 |
HPWM
2371
Highland Private Wealth Management
Bellevue,
Washington
| $366M | -$51.5M | -12% | 12.9% | 19% | 138 | 21.01% |
|
| 2372 |
PO
2372
Private Ocean
San Rafael,
California
| $366M | -$46.4M | -11% | 13.9% | 2.82% | 655 | 35.57% |
|
| 2373 |
FANJ
2373
Financial Architects (New Jersey)
Marlton,
New Jersey
| $365M | -$97.8M | -21% | 16.6% | 31.3% | 964 | 16.6% |
|
| 2374 |
VVM
2374
Versant Venture Management
San Francisco,
California
| $365M | +$32.8M | +10% | 20.6% | 409% | 9 | 22.22% |
|
| 2375 |
BBCM
2375
Broad Bay Capital Management
New York
| $364M | -$55.9M | -13% | 27.7% | 338% | 19 | 26.32% |
|