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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
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250
500
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2376 |
PCM
2376
Polymer Capital Management
New York
| $945M | +$98.2M | +12% | 13.4% | – | 985 | 63.65% |
|
| 2377 |
GCM
2377
Gladius Capital Management
Chicago,
Illinois
| $944M | +$671M | +245% | 11.8% | 78% | 114 | 47.37% |
|
| 2378 |
CAS
2378
Coppell Advisory Solutions
Coppell,
Texas
| $944M | +$101M | +12% | 6.42% | – | 418 | 16.75% |
|
| 2379 |
SDH
2379
Sloy Dahl & Holst
Vancouver,
Washington
| $944M | +$224M | +31% | 31.4% | 131% | 121 | 12.4% |
|
| 2380 |
HT
2380
Heritage Trust
Oklahoma City,
Oklahoma
| $944M | +$77.6M | +9% | 9.14% | – | 309 | 7.44% |
|
| 2381 |
KM
2381
Kora Management
Brooklyn,
New York
| $942M | +$128M | +16% | 22.9% | 197% | 7 | 14.29% |
|
| 2382 |
RDWM
2382
Red Door Wealth Management
Memphis,
Tennessee
| $942M | +$104M | +12% | 8.62% | 100% | 306 | 14.71% |
|
| 2383 |
AP
2383
Archon Partners
Princeton Junction,
New Jersey
| $941M | +$74.3M | +9% | 7.58% | 88.8% | 41 | 19.51% |
|
| 2384 |
PA
2384
Proem Advisors
Dallas,
Texas
| $941M | +$181M | +24% | 89.9% | – | 55 | 52.73% |
|
| 2385 |
CVM
2385
Cheviot Value Management
Beverly Hills,
California
| $940M | +$68M | +8% | 11.3% | 83.7% | 454 | 7.27% |
|
| 2386 |
FWM
2386
Focused Wealth Management
Newburgh,
New York
| $939M | +$114M | +14% | 7.8% | 57.9% | 243 | 31.28% |
|
| 2387 |
SG
2387
SCHF (GPE)
Wilson,
Wyoming
| $938M | +$96.3M | +11% | 7.64% | – | 10 | 60% |
|
| 2388 |
HIC
2388
Harvey Investment Company
Louisville,
Kentucky
| $937M | +$27.2M | +3% | 7.94% | 48.4% | 104 | 4.81% |
|
| 2389 |
FCM
2389
FJ Capital Management
Mclean,
Virginia
| $937M | -$6.38M | -0.7% | 6.59% | 63.9% | 194 | 60.82% |
|
| 2390 |
CFFP
2390
Center for Financial Planning
Southfied,
Michigan
| $936M | +$63.7M | +7% | 6.51% | 57.5% | 702 | 13.82% |
|
| 2391 |
SFC
2391
SYM Financial Corp
Winona Lake,
Indiana
| $935M | +$41.3M | +5% | 6.13% | 43.3% | 474 | 25.32% |
|
| 2392 |
CT
2392
Coastline Trust
Providence,
Rhode Island
| $932M | +$58.7M | +7% | 8.4% | 79.1% | 407 | 7.13% |
|
| 2393 |
PRS
2393
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $930M | +$92.1M | +11% | 9.38% | 74.5% | 162 | 30.25% |
|
| 2394 |
RPC
2394
Rossmore Private Capital
Glastonbury,
Connecticut
| $928M | +$71.5M | +8% | 7.87% | 66.3% | 331 | 23.26% |
|
| 2395 |
IC
2395
Inscription Capital
Houston,
Texas
| $928M | +$234M | +34% | 8.07% | – | 668 | 32.78% |
|
| 2396 |
TFA
2396
Toth Financial Advisory
Leesburg,
Virginia
| $928M | +$70.4M | +8% | 7.67% | 82.5% | 849 | 22.85% |
|
| 2397 |
TC
2397
Tairen Capital
Hong Kong
| $925M | -$53.1M | -5% | 19.8% | 303% | 101 | 67.33% |
|
| 2398 |
MC
2398
Middleton & Co
Boston,
Massachusetts
| $925M | +$35M | +4% | 6.7% | 63.4% | 169 | 6.51% |
|
| 2399 |
BPIM
2399
Brant Point Investment Management
New York
| $925M | -$27.6M | -3% | 11.8% | 126% | 148 | 40.54% |
|
| 2400 |
SP
2400
Summit Partners
Boston,
Massachusetts
| $924M | -$494M | -35% | 3.4% | 2.13% | 8 | 12.5% |
|