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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
2401
Proficio Capital Partners
Newton,
Massachusetts
| $543M | +$8.29M | +2% | 4.92% | 97% | 291 | 18.56% | 2.4 |
|
| 2402 |
2402
Aaron Wealth Advisors
Chicago,
Illinois
| $542M | +$144M | +36% | 6.27% | 108% | 245 | 31.84% | 1 |
|
| 2403 |
2403
Tectonic Advisors
Frisco,
Texas
| $542M | -$5.47M | -1% | 6.39% | 44.9% | 220 | 7.27% | 1.4 |
|
| 2404 |
2404
RR Advisors
Dallas,
Texas
| $541M | +$28.3M | +6% | 7.06% | 115% | 20 | 0% | 3.2 |
|
| 2405 |
2405
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $541M | -$15.6M | -3% | 2.88% | 82.1% | 460 | 19.57% | 2.2 |
|
| 2406 |
2406
Unison Advisors
Washington,
District of Columbia
| $540M | +$152M | +39% | 6.83% | 54.6% | 195 | 13.85% | 2.3 |
|
| 2407 |
2407
Sirios Capital Management
Boston,
Massachusetts
| $540M | -$14M | -3% | 2.83% | 177% | 64 | 25% | 1.6 |
|
| 2408 |
2408
Caledonia Investments plc (UK)
London England,
United Kingdom
| $540M | -$51.4M | -9% | 9.19% | 61.9% | 13 | 0% | 4.8 |
|
| 2409 |
CCMD
2409
Cypress Capital Management (Delaware)
Greenville,
Delaware
| $539M | -$133M | -20% | 5.59% | 25.6% | 210 | 15.71% | 4 |
|
| 2410 |
2410
Sahana Capital Management
Greenwich,
Connecticut
| $538M | -$47.7M | -8% | 12.6% | 0.48% | 7 | 0% | 1.7 |
|
| 2411 |
2411
Insight Wealth Strategies
San Ramon,
California
| $538M | $0 | 0% | 5.07% | 83.5% | 142 | 0% | 2.4 |
|
| 2412 |
2412
Linse Capital
San Juan,
Puerto Rico
| $538M | -$72.2M | -12% | 8.91% | – | 2 | 0% | 0.8 |
|
| 2413 |
PRC
2413
Pearl River Capital
Niles,
Michigan
| $538M | +$113M | +26% | 2.93% | 20.3% | 590 | 52.2% | 0.3 |
|
| 2414 |
2414
Estabrook Capital Management
New York
| $538M | -$45.6M | -8% | 5.74% | 87.2% | 446 | 9.42% | 4.9 |
|
| 2415 |
2415
Sierra Capital
Miami,
Florida
| $538M | -$15M | -3% | 2.58% | 32.4% | 757 | 13.61% | 1.1 |
|
| 2416 |
SCM
2416
Somerset Capital Management
London,
United Kingdom
| $537M | +$51.8M | +11% | 1.47% | 7.5% | 11 | 9.09% | 2.9 |
|
| 2417 |
2417
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $537M | -$11M | -2% | 3.86% | 58.9% | 379 | 14.25% | 0.5 |
|
| 2418 |
2418
North Point Portfolio Managers
Orange Village,
Ohio
| $536M | -$34.8M | -6% | 2.59% | 72.8% | 77 | 12.99% | 5.3 |
|
| 2419 |
AA
2419
Ancient Art
Austin,
Texas
| $536M | -$114M | -18% | 4.34% | 168% | 24 | 25% | 1.8 |
|
| 2420 |
2420
Penobscot Investment Management
Boston,
Massachusetts
| $536M | -$43M | -7% | 5.18% | 103% | 229 | 6.99% | 5.9 |
|
| 2421 |
2421
CKW Financial Group
Honolulu,
Hawaii
| $535M | -$53.9M | -9% | 6.83% | 62.4% | 220 | 5.91% | 5 |
|
| 2422 |
2422
Lee Financial
Dallas,
Texas
| $535M | -$10.4M | -2% | 4.85% | 75% | 1,072 | 19.59% | 2.2 |
|
| 2423 |
2423
BIT Capital
Berlin,
Germany
| $534M | -$202M | -27% | 0.21% | 1,162% | 180 | 58.89% | 0.5 |
|
| 2424 |
2424
L.J. Altfest & Co
New York
| $533M | -$23.3M | -4% | 6.12% | 90.3% | 286 | 20.63% | 2.9 |
|
| 2425 |
2425
Zuckerman Investment Group
Chicago,
Illinois
| $533M | -$16.9M | -3% | 2.88% | 111% | 128 | 20.31% | 2.7 |
|