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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
Arrow Financial
Glens Falls,
New York
| $1B | +$25.1M | +3% | 2.49% | 71.1% | 167 | 8.98% | 8.5 |
|
| 2377 |
2377
PFM Health Sciences
San Francisco,
California
| $1B | -$297M | -23% | 25.7% | 241% | 103 | 54.37% | 1.1 |
|
| 2378 |
BI
2378
BBFIT Investments
Singapore,
| $1B | – | – | 63.1% | – | 9 | – | 0 |
|
| 2379 |
2379
Bronte Capital Management
Bondi Junction,
Australia
| $1B | -$114M | -10% | 11.8% | 123% | 47 | 42.55% | 2.1 |
|
| 2380 |
2380
Technology Crossover Management X
Menlo Park,
California
| $1B | -$185M | -16% | 0.97% | 73.1% | 7 | 14.29% | 3.9 |
|
| 2381 |
2381
Bath Savings Trust
Bath,
Maine
| $1B | -$8.2M | -0.8% | 2.5% | 57.8% | 173 | 5.2% | 7.1 |
|
| 2382 |
2382
Tanager Wealth Management
Goring On Thames,
United Kingdom
| $1B | +$49.1M | +5% | 2.78% | 53.4% | 143 | 11.89% | 1.9 |
|
| 2383 |
TAM
2383
Telemark Asset Management
Boston,
Massachusetts
| $1B | -$52.4M | -5% | 3.54% | 329% | 61 | 31.15% | 1.9 |
|
| 2384 |
MI
2384
MMCAP International
Grand Cayman,
Cayman Islands
| $1B | +$141M | +16% | 14.2% | 184% | 231 | 35.5% | 0.9 |
|
| 2385 |
2385
Ironvine Capital Partners
Omaha,
Nebraska
| $999M | -$5.64M | -0.6% | 3.68% | 58.8% | 54 | 3.7% | 5.3 |
|
| 2386 |
2386
Bensler
Bellevue,
Washington
| $999M | +$36.8M | +4% | 1.51% | 106% | 204 | 19.12% | 2.3 |
|
| 2387 |
2387
Continuum Advisory
Eagle,
Idaho
| $999M | +$52.6M | +6% | 2.72% | 77% | 477 | 12.79% | 3.4 |
|
| 2388 |
2388
Strategies Wealth Advisors
Grand Rapids,
Michigan
| $998M | +$36.6M | +4% | 2.38% | 64.6% | 194 | 8.25% | 1.8 |
|
| 2389 |
2389
TRUE Private Wealth Advisors
Salem,
Oregon
| $998M | +$18M | +2% | 2.23% | 89.2% | 279 | 10.39% | 4.2 |
|
| 2390 |
2390
St. Denis J. Villere & Co
New Orleans,
Louisiana
| $997M | -$42.5M | -4% | 0.53% | 32.6% | 83 | 6.02% | 4.7 |
|
| 2391 |
2391
Lodestar Private Asset Management
Alamo,
California
| $997M | +$38.9M | +4% | 2.06% | 64.4% | 232 | 6.47% | 2.5 |
|
| 2392 |
2392
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| $996M | -$24.9M | -2% | 1.54% | 70.5% | 219 | 32.88% | 2.2 |
|
| 2393 |
2393
Trivium Point Advisory
Westport,
Connecticut
| $994M | +$14.2M | +1% | 1.75% | 106% | 370 | 14.86% | 2.7 |
|
| 2394 |
2394
Evolution Wealth Advisors
Aventura,
Florida
| $992M | +$247M | +33% | 3.21% | 84.5% | 175 | 10.86% | 2.7 |
|
| 2395 |
2395
Consolidated Planning Corp
Atlanta,
Georgia
| $990M | +$42.8M | +5% | 2.94% | 84.6% | 219 | 18.26% | 2.2 |
|
| 2396 |
2396
Teamwork Financial Advisors
San Antonio,
Texas
| $990M | +$19.3M | +2% | 1.98% | 134% | 229 | 20.96% | 2.1 |
|
| 2397 |
2397
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| $990M | -$11.1M | -1% | 3.35% | 78.9% | 197 | 5.58% | 7 |
|
| 2398 |
2398
BCS Wealth Management
Johnson City,
Tennessee
| $990M | +$546M | +123% | 1.89% | 46.7% | 358 | 32.96% | 1.4 |
|
| 2399 |
2399
Relyea Zuckerberg Hanson
Stamford,
Connecticut
| $990M | +$38.8M | +4% | 2.74% | 95.9% | 277 | 7.94% | 3.3 |
|
| 2400 |
2400
Suncoast Equity Management
Tampa,
Florida
| $990M | -$12.6M | -1% | 4.21% | 82.9% | 95 | 10.53% | 3.4 |
|