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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2376 |
PDM
2376
Penn Davis McFarland
Dallas,
Texas
| $1.12B | +$100M | +10% | 9.88% | 86.8% | 84 | 16.67% | 17.6 |
|
| 2377 |
EI
2377
EAM Investors
Solana Beach,
California
| $1.12B | +$256M | +30% | 69.1% | 6,012% | 395 | 63.04% | 1.2 |
|
| 2378 |
HWCM
2378
Hudson Way Capital Management
Dallas,
Texas
| $1.12B | +$75.6M | +7% | 5.32% | 51.3% | 19 | 21.05% | 10.9 |
|
| 2379 |
WMN
2379
Wealth Management Nebraska
Norfolk,
Nebraska
| $1.12B | +$134M | +14% | 8.68% | – | 111 | 14.41% | 4.2 |
|
| 2380 |
TFP
2380
Triple Frond Partners
San Francisco,
California
| $1.12B | +$158M | +16% | 17.1% | 92.9% | 14 | 21.43% | 13.8 |
|
| 2381 |
SRFM
2381
Shannon River Fund Management
New York
| $1.12B | +$596M | +114% | 70.5% | 554% | 50 | 70% | 2.1 |
|
| 2382 |
WAM
2382
WNY Asset Management
Williamsville,
New York
| $1.12B | +$153M | +16% | 10.5% | – | 278 | 16.55% | 11 |
|
| 2383 |
CC
2383
Cornerstone Capital
Palo Alto,
California
| $1.12B | +$118M | +12% | 17.2% | 91.2% | 128 | 14.06% | 22.1 |
|
| 2384 |
SWA
2384
Strategies Wealth Advisors
Grand Rapids,
Michigan
| $1.12B | +$123M | +12% | 14.2% | 64.6% | 217 | 17.97% | 8 |
|
| 2385 |
HWA
2385
HCR Wealth Advisors
Los Angeles,
California
| $1.12B | +$153M | +16% | 19.3% | 91% | 268 | 13.43% | 17.4 |
|
| 2386 |
VFM
2386
Viking Fund Management
Minot,
North Dakota
| $1.12B | +$141M | +14% | 16.3% | 104% | 153 | 11.76% | 17.6 |
|
| 2387 |
AF
2387
Arrow Financial
Glens Falls,
New York
| $1.12B | +$122M | +12% | 14.4% | 66.5% | 163 | 4.29% | 34.9 |
|
| 2388 |
VCM
2388
Versant Capital Management
Phoenix,
Arizona
| $1.12B | +$101M | +10% | 13.5% | 97.3% | 2,873 | 7.8% | 17.9 |
|
| 2389 |
JWM
2389
JGP Wealth Management
Bend,
Oregon
| $1.11B | +$153M | +16% | 21.5% | 87.8% | 241 | 11.62% | 14.6 |
|
| 2390 |
FMI
2390
Frec Markets Inc
San Francisco,
California
| $1.11B | +$527M | +90% | 29.1% | – | 938 | 34.86% | 1 |
|
| 2391 |
OCA
2391
Octagon Capital Advisors
New York
| $1.11B | +$209M | +23% | 40.2% | 2,969% | 34 | 35.29% | 4.5 |
|
| 2392 |
OBWG
2392
Onyx Bridge Wealth Group
Tarrytown,
New York
| $1.11B | +$181M | +19% | 16.2% | 67.4% | 411 | 14.6% | 9.4 |
|
| 2393 |
MSA
2393
Mason Street Advisors
Milwaukee,
Wisconsin
| $1.11B | +$86.7M | +8% | 7.35% | 32% | 16 | 12.5% | 10.6 |
|
| 2394 |
GP
2394
Guardian Partners
Toronto,
Canada
| $1.11B | -$91.3M | -8% | 14.1% | – | 400 | 54.25% | 2.2 |
|
| 2395 |
TBA
2395
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| $1.11B | +$73M | +7% | 11.8% | 78.9% | 236 | 12.29% | 23.9 |
|
| 2396 |
TC
2396
Trust Company
Manhattan,
Kansas
| $1.11B | +$41.1M | +4% | 8.12% | 40.6% | 971 | 13.29% | 10 |
|
| 2397 |
GP
2397
Galileo PTC
Road Town, Tortola,
British Virgin Islands
| $1.11B | +$86.9M | +9% | 8.86% | 82.7% | 3 | 0% | 13.7 |
|
| 2398 |
AI
2398
Aperture Investors
New York
| $1.11B | +$314M | +40% | 41.4% | 211% | 110 | 41.82% | 5.5 |
|
| 2399 |
HAS
2399
HBW Advisory Services
Simi Valley,
California
| $1.11B | +$157M | +17% | 15.2% | 62.1% | 502 | 19.32% | 9.5 |
|
| 2400 |
CFO
2400
CVA Family Office
Denver,
Colorado
| $1.1B | +$155M | +16% | 14.4% | 71.6% | 1,894 | 7.81% | 7.6 |
|