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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
Penn Davis McFarland
Dallas,
Texas
| $888M | +$42.5M | +5% | 5.81% | 100% | 77 | 5.19% | 3.8 |
|
| 2402 |
2402
Aprio Wealth Management
Atlanta,
Georgia
| $887M | +$88.4M | +11% | 8.48% | 60.6% | 438 | 21% | 1.5 |
|
| 2403 |
2403
Trust Company
Manhattan,
Kansas
| $886M | +$44M | +5% | 6.41% | 40.6% | 456 | 11.4% | 4.4 |
|
| 2404 |
2404
Spirepoint Private Client
Vero Beach,
Florida
| $886M | +$120M | +16% | 10.6% | – | 239 | 13.39% | 1 |
|
| 2405 |
2405
Ally Financial
Detroit,
Michigan
| $885M | -$6.01M | -0.7% | 2.37% | 9.35% | 123 | 26.02% | 2.4 |
|
| 2406 |
TFP
2406
Triple Frond Partners
San Francisco,
California
| $885M | +$145M | +20% | 20.3% | 92.9% | 10 | 0% | 4.6 |
|
| 2407 |
2407
Artemis Wealth Advisors
New York
| $883M | +$406M | +85% | 19.4% | 174% | 36 | 44.44% | 2.5 |
|
| 2408 |
2408
Cynosure Group
Salt Lake City,
Utah
| $883M | +$157M | +22% | 10.2% | 56.8% | 401 | 12.47% | 1.3 |
|
| 2409 |
2409
Alta Park Capital
San Francisco,
California
| $881M | +$366M | +71% | 34.6% | 1,071% | 39 | 64.1% | 1 |
|
| 2410 |
2410
Hartline Investment Corp
Winnetka,
Illinois
| $881M | +$131M | +17% | 22.9% | 201% | 111 | 15.32% | 3.2 |
|
| 2411 |
2411
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| $880M | +$64.1M | +8% | 12.8% | 96.6% | 189 | 11.11% | 2.3 |
|
| 2412 |
2412
Pekin Hardy Strauss
Chicago,
Illinois
| $879M | +$52.9M | +6% | 8.82% | 102% | 413 | 25.67% | 4.1 |
|
| 2413 |
2413
Octavia Wealth Advisors
Cincinnati,
Ohio
| $879M | +$55.6M | +7% | 9.04% | 67.9% | 246 | 12.2% | 2.8 |
|
| 2414 |
2414
Pinnbrook Capital Management
New York
| $876M | +$380M | +77% | 29.8% | 913% | 115 | 76.52% | 0.1 |
|
| 2415 |
2415
McIlrath & Eck
Arlington,
Washington
| $876M | +$61.7M | +8% | 7.45% | 44% | 980 | 10.51% | 4.1 |
|
| 2416 |
2416
Diameter Capital Partners
New York
| $876M | +$18.4M | +2% | 6.6% | 378% | 34 | 55.88% | 0.8 |
|
| 2417 |
2417
ABC Arbitrage
Paris,
France
| $876M | +$337M | +63% | 9.79% | – | 286 | 63.99% | 0.2 |
|
| 2418 |
2418
TCG Crossover Management
Palo Alto,
California
| $876M | +$142M | +19% | 47.2% | 3,013% | 39 | 10.26% | 1.5 |
|
| 2419 |
2419
Prospector Partners
Guilford,
Connecticut
| $875M | -$12.6M | -1% | 3.9% | 53.6% | 99 | 12.12% | 4.9 |
|
| 2420 |
2420
Synergy Asset Management
Vancouver,
Washington
| $874M | +$81.2M | +10% | 11.4% | 97.3% | 228 | 43.86% | 1.1 |
|
| 2421 |
2421
Parthenon LLC
Louisville,
Kentucky
| $874M | +$61M | +8% | 8.8% | 93.3% | 128 | 6.25% | 8.2 |
|
| 2422 |
2422
Oasis Management Company
Grand Cayman,
Cayman Islands
| $874M | +$347M | +66% | 13.3% | 368% | 107 | 41.12% | 1 |
|
| 2423 |
2423
Shay Capital
New York
| $873M | +$186M | +27% | 16.3% | 166% | 455 | 63.08% | 0.6 |
|
| 2424 |
2424
Jackson Thornton Wealth Management
Montgomery,
Alabama
| $873M | +$120M | +16% | 7.32% | 64.4% | 162 | 43.21% | 1 |
|
| 2425 |
2425
Coastline Trust
Providence,
Rhode Island
| $873M | +$68.6M | +9% | 13.3% | 106% | 399 | 3.51% | 4.8 |
|