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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
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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 |
SWA
2376
Strategies Wealth Advisors
Grand Rapids,
Michigan
| $1.12B | +$123M | +12% | 14.2% | 64.6% | 217 | 17.97% |
|
| 2377 |
HWA
2377
HCR Wealth Advisors
Los Angeles,
California
| $1.12B | +$153M | +16% | 19.3% | 91% | 268 | 13.43% |
|
| 2378 |
VFM
2378
Viking Fund Management
Minot,
North Dakota
| $1.12B | +$141M | +14% | 16.3% | 104% | 153 | 11.76% |
|
| 2379 |
AF
2379
Arrow Financial
Glens Falls,
New York
| $1.12B | +$122M | +12% | 14.4% | 66.5% | 163 | 4.29% |
|
| 2380 |
VCM
2380
Versant Capital Management
Phoenix,
Arizona
| $1.12B | +$101M | +10% | 13.5% | 82.4% | 2,873 | 7.8% |
|
| 2381 |
JWM
2381
JGP Wealth Management
Bend,
Oregon
| $1.11B | +$153M | +16% | 21.5% | 78.2% | 241 | 11.62% |
|
| 2382 |
FMI
2382
Frec Markets Inc
San Francisco,
California
| $1.11B | +$527M | +90% | 29.1% | – | 938 | 34.86% |
|
| 2383 |
OCA
2383
Octagon Capital Advisors
New York
| $1.11B | +$209M | +23% | 40.2% | 2,969% | 34 | 35.29% |
|
| 2384 |
OBWG
2384
Onyx Bridge Wealth Group
Tarrytown,
New York
| $1.11B | +$181M | +19% | 16.2% | 67.4% | 411 | 14.6% |
|
| 2385 |
MSA
2385
Mason Street Advisors
Milwaukee,
Wisconsin
| $1.11B | +$86.7M | +8% | 7.35% | 32% | 16 | 12.5% |
|
| 2386 |
GP
2386
Guardian Partners
Toronto,
Canada
| $1.11B | -$91.3M | -8% | 14.1% | – | 400 | 54.25% |
|
| 2387 |
TBA
2387
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| $1.11B | +$73M | +7% | 11.8% | 78.9% | 236 | 12.29% |
|
| 2388 |
TC
2388
Trust Company
Manhattan,
Kansas
| $1.11B | +$41.1M | +4% | 8.12% | 36.5% | 971 | 13.29% |
|
| 2389 |
GP
2389
Galileo PTC
Road Town, Tortola,
British Virgin Islands
| $1.11B | +$86.9M | +9% | 8.86% | 82.7% | 3 | 0% |
|
| 2390 |
AI
2390
Aperture Investors
New York
| $1.11B | +$314M | +40% | 41.4% | 211% | 110 | 41.82% |
|
| 2391 |
HAS
2391
HBW Advisory Services
Simi Valley,
California
| $1.11B | +$157M | +17% | 15.2% | 62.1% | 502 | 19.32% |
|
| 2392 |
CFO
2392
CVA Family Office
Denver,
Colorado
| $1.1B | +$155M | +16% | 14.4% | 71.6% | 1,894 | 7.81% |
|
| 2393 |
OM
2393
Opaleye Management
Boston,
Massachusetts
| $1.1B | +$345M | +45% | 50.8% | 748% | 67 | 32.84% |
|
| 2394 |
PFM
2394
Premier Fund Managers
Guildford,
United Kingdom
| $1.1B | -$309M | -22% | 10.6% | 56.6% | 201 | 30.85% |
|
| 2395 |
HBCM
2395
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| $1.1B | +$18.8M | +2% | 14.4% | 58.9% | 109 | 39.45% |
|
| 2396 |
TPA
2396
Trivium Point Advisory
Westport,
Connecticut
| $1.1B | +$549M | +99% | 17.3% | 106% | 363 | 28.1% |
|
| 2397 |
ZDA
2397
Zweig-DiMenna Associates
New York
| $1.1B | +$380M | +53% | 78.8% | 561% | 82 | 40.24% |
|
| 2398 |
NW
2398
Naviter Wealth
Little Rock,
Arkansas
| $1.1B | +$302M | +38% | 17.8% | 87.1% | 315 | 16.83% |
|
| 2399 |
TFA
2399
Teamwork Financial Advisors
San Antonio,
Texas
| $1.1B | +$156M | +16% | 21.7% | 126% | 243 | 22.63% |
|
| 2400 |
RA
2400
Rodgers & Associates
Lancaster,
Pennsylvania
| $1.1B | +$120M | +12% | 13.4% | 53.7% | 110 | 10% |
|