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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2376 |
2376
Perigon Wealth Management
San Francisco,
California
| $427M | -$2.92M | -0.7% | 3.04% | 104% | 259 | 19.69% | 2.2 |
|
| 2377 |
2377
HighPoint Advisor Group
Downers Grove,
Illinois
| $427M | +$18.6M | +5% | 3.86% | – | 514 | 39.69% | 1.6 |
|
| 2378 |
2378
Symmetry Peak Management
Radnor,
Pennsylvania
| $427M | +$10.6M | +3% | 10.6% | 320% | 263 | 70.34% | 0.3 |
|
| 2379 |
2379
Glendon Capital Management
Santa Monica,
California
| $427M | +$22.1M | +5% | 8.85% | 142% | 26 | 3.85% | 2.7 |
|
| 2380 |
2380
Grosvenor Holdings
Chicago,
Illinois
| $427M | +$75.8M | +22% | 9.63% | 54.3% | 18 | 27.78% | 0.6 |
|
| 2381 |
2381
RBO & Co
Saint Helena,
California
| $426M | +$10.2M | +2% | 4.12% | 27.9% | 43 | 9.3% | 4.6 |
|
| 2382 |
2382
Adelphi Capital
London,
United Kingdom
| $426M | -$56.2M | -12% | 1.34% | – | 3 | 0% | 2 |
|
| 2383 |
RIA
2383
RPG Investment Advisory
Pleasanton,
California
| $425M | -$2.52M | -0.6% | 1.65% | 186% | 301 | 15.95% | 1.8 |
|
| 2384 |
RI
2384
RPTC Inc
Jackson,
Wyoming
| $425M | +$3.82M | +0.9% | 0.57% | 66.4% | 11 | 0% | 1.7 |
|
| 2385 |
PAM
2385
Premier Asset Management
Chicago,
Illinois
| $424M | +$4.34M | +1% | 2.88% | 104% | 154 | 33.77% | 2.1 |
|
| 2386 |
2386
Bruderman Asset Management
Locust Valley,
New York
| $424M | -$32.3M | -7% | 6.4% | 31.7% | 672 | 83.33% | 2.8 |
|
| 2387 |
2387
Avidian Wealth Enterprises
Houston,
Texas
| $423M | -$27M | -6% | 3.92% | 71.7% | 166 | 31.93% | 1.3 |
|
| 2388 |
2388
Nelson Capital Management
Menlo Park,
California
| $423M | +$22M | +5% | 4.76% | 121% | 361 | 26.04% | 2.6 |
|
| 2389 |
2389
Engle Capital Management
Greenwich,
Connecticut
| $422M | +$37.3M | +10% | 12.5% | 398% | 26 | 34.62% | 0.9 |
|
| 2390 |
2390
Valley Forge Capital Management
Miami,
Florida
| $422M | +$44M | +12% | 9.9% | 49% | 9 | 0% | 2 |
|
| 2391 |
2391
Biondo Investment Advisors
Milford,
Pennsylvania
| $422M | +$23.2M | +6% | 4.87% | 83.4% | 90 | 12.22% | 2.6 |
|
| 2392 |
2392
Bristlecone Advisors
Bellevue,
Washington
| $421M | +$64.2M | +18% | 4.8% | 103% | 180 | 48.89% | 1.6 |
|
| 2393 |
SCM
2393
Schneider Capital Management
Berwyn,
Pennsylvania
| $421M | -$17M | -4% | 8.02% | 52.5% | 48 | 18.75% | 2.4 |
|
| 2394 |
2394
Sprott Inc
Toronto,
Ontario, Canada
| $421M | -$40M | -9% | 2.49% | 203% | 109 | 20.18% | 2.4 |
|
| 2395 |
2395
Capital International
Los Angeles,
California
| $421M | +$3.12M | +0.7% | 3.41% | 147% | 139 | 5.04% | 2.8 |
|
| 2396 |
2396
Cardano Risk Management
Rotterdam,
Netherlands
| $421M | +$22M | +6% | 4.63% | 200% | 4 | 0% | 0.5 |
|
| 2397 |
2397
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $420M | +$15.1M | +4% | 7.8% | 22.7% | 37 | 5.41% | 3.9 |
|
| 2398 |
2398
Money Design
Tokyo,
Japan
| $420M | +$44.2M | +12% | 2.17% | 26.4% | 53 | 15.09% | 1 |
|
| 2399 |
2399
Qube Research & Technologies (QRT)
London,
United Kingdom
| $420M | -$337M | -45% | 3.78% | 69.2% | 607 | 68.7% | 0.3 |
|
| 2400 |
2400
RVW Wealth
Los Angeles,
California
| $420M | +$27.8M | +7% | 2.15% | 65.8% | 70 | 15.71% | 0.2 |
|