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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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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 |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2351 |
AI
2351
Atomic Invest
New York
| $1.14B | +$926M | +436% | 9.16% | – | 400 | 13.75% | 1.6 |
|
| 2352 |
YL
2352
YCG LLC
Austin,
Texas
| $1.14B | +$31.5M | +3% | 2.59% | 27% | 45 | 15.56% | 25.6 |
|
| 2353 |
PCMF
2353
Private Capital Management (Florida)
Naples,
Florida
| $1.14B | +$132M | +13% | 21.6% | 118% | 214 | 14.95% | 9 |
|
| 2354 |
COI
2354
Connable Office Inc
Kalamazoo,
Michigan
| $1.14B | +$119M | +12% | 13.8% | 68.3% | 240 | 10.42% | 17 |
|
| 2355 |
VFA
2355
Voya Financial Advisors
Windsor,
Connecticut
| $1.14B | +$133M | +13% | 9.33% | 44.8% | 225 | 14.67% | 25.1 |
|
| 2356 |
PHS
2356
Pekin Hardy Strauss
Chicago,
Illinois
| $1.14B | +$178M | +19% | 3.37% | 102% | 542 | 17.53% | 13.9 |
|
| 2357 |
GFP
2357
Gryphon Financial Partners
Columbus,
Ohio
| $1.13B | +$159M | +16% | 16.7% | 93.7% | 408 | 17.4% | 11.8 |
|
| 2358 |
TCM
2358
Telos Capital Management
San Diego,
California
| $1.13B | +$90.8M | +9% | 14.6% | 71.1% | 206 | 9.71% | 27 |
|
| 2359 |
PNAA
2359
Pictet North America Advisors
Geneva 73,
Switzerland
| $1.13B | +$128M | +13% | 13.7% | 65.9% | 162 | 9.88% | 18.7 |
|
| 2360 |
BDF
2360
Black Diamond Financial
Towson,
Maryland
| $1.13B | +$218M | +24% | 13.9% | 61% | 205 | 13.17% | 12.6 |
|
| 2361 |
IFWM
2361
Institute for Wealth Management
Denver,
Colorado
| $1.13B | +$194M | +21% | 26.7% | 137% | 1,780 | 69.21% | 5.8 |
|
| 2362 |
TC
2362
Tairen Capital
Hong Kong
| $1.13B | +$208M | +22% | 78% | 462% | 68 | 70.59% | 1.3 |
|
| 2363 |
B
2363
Bensler
Bellevue,
Washington
| $1.13B | +$162M | +17% | 30.2% | 106% | 217 | 19.35% | 9.7 |
|
| 2364 |
ST
2364
Sentinel Trust
Houston,
Texas
| $1.13B | +$123M | +12% | 12.5% | 79.2% | 147 | 15.65% | 15.3 |
|
| 2365 |
AAM
2365
Azzad Asset Management
Falls Church,
Virginia
| $1.13B | +$140M | +14% | 22.3% | 101% | 382 | 21.47% | 9.9 |
|
| 2366 |
BL
2366
BFSG LLC
Irvine,
California
| $1.13B | +$72M | +7% | 11.7% | 81.9% | 810 | 12.59% | 10.1 |
|
| 2367 |
GSIS
2367
Global Strategic Investment Solutions
Scottsdale,
Arizona
| $1.13B | +$102M | +10% | 10.9% | 51.8% | 154 | 7.79% | 16.8 |
|
| 2368 |
MCM
2368
MV Capital Management
Bethesda,
Maryland
| $1.13B | +$109M | +11% | 17.4% | 67.6% | 1,328 | 13.63% | 15 |
|
| 2369 |
IC
2369
Inscription Capital
Houston,
Texas
| $1.13B | +$177M | +19% | 18.3% | – | 861 | 25.09% | 6.3 |
|
| 2370 |
CT
2370
Coastline Trust
Providence,
Rhode Island
| $1.13B | +$120M | +12% | 16.4% | 106% | 425 | 8.47% | 20.7 |
|
| 2371 |
VAS
2371
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| $1.13B | +$282M | +33% | 11.5% | 89.7% | 46 | 19.57% | 10.6 |
|
| 2372 |
WFA
2372
Wedbush Fund Advisers
Pasadena,
California
| $1.13B | +$264M | +31% | 50.4% | – | 129 | 60.47% | 0.7 |
|
| 2373 |
GLR
2373
Great Lakes Retirement
Sandusky,
Ohio
| $1.13B | +$160M | +17% | 25.9% | 108% | 236 | 15.68% | 11.2 |
|
| 2374 |
KIA
2374
Knollwood Investment Advisory
Hunt Valley,
Maryland
| $1.12B | +$133M | +13% | 30.3% | 160% | 316 | 18.67% | 9.3 |
|
| 2375 |
AI
2375
Atom Investors
Austin,
Texas
| $1.12B | -$272M | -20% | 18.4% | 83.4% | 1,057 | 61.97% | 1.3 |
|