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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
100
250
500
1,000
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2401 |
MC
2401
Meteora Capital
Boca Raton,
Florida
| $945M | +$406M | +75% | 5.77% | 56.9% | 370 | 66.76% |
|
| 2402 |
PCM
2402
Polymer Capital Management
New York
| $945M | +$98.2M | +12% | 13.4% | – | 985 | 63.65% |
|
| 2403 |
GCM
2403
Gladius Capital Management
Chicago,
Illinois
| $944M | +$671M | +245% | 11.8% | 78% | 114 | 47.37% |
|
| 2404 |
CAS
2404
Coppell Advisory Solutions
Coppell,
Texas
| $944M | +$101M | +12% | 6.42% | – | 418 | 16.75% |
|
| 2405 |
SDH
2405
Sloy Dahl & Holst
Vancouver,
Washington
| $944M | +$224M | +31% | 31.4% | 109% | 121 | 12.4% |
|
| 2406 |
HT
2406
Heritage Trust
Oklahoma City,
Oklahoma
| $944M | +$77.6M | +9% | 9.14% | – | 309 | 7.44% |
|
| 2407 |
KM
2407
Kora Management
Brooklyn,
New York
| $942M | +$128M | +16% | 22.9% | 307% | 7 | 14.29% |
|
| 2408 |
RDWM
2408
Red Door Wealth Management
Memphis,
Tennessee
| $942M | +$104M | +12% | 8.62% | 100% | 306 | 14.71% |
|
| 2409 |
AP
2409
Archon Partners
Princeton Junction,
New Jersey
| $941M | +$74.3M | +9% | 7.58% | 86% | 41 | 19.51% |
|
| 2410 |
PA
2410
Proem Advisors
Dallas,
Texas
| $941M | +$181M | +24% | 89.9% | – | 55 | 52.73% |
|
| 2411 |
CVM
2411
Cheviot Value Management
Beverly Hills,
California
| $940M | +$68M | +8% | 11.3% | 77.8% | 454 | 7.27% |
|
| 2412 |
FWM
2412
Focused Wealth Management
Newburgh,
New York
| $939M | +$114M | +14% | 7.8% | 73.9% | 243 | 31.28% |
|
| 2413 |
SG
2413
SCHF (GPE)
Wilson,
Wyoming
| $938M | +$96.3M | +11% | 7.64% | – | 10 | 60% |
|
| 2414 |
HIC
2414
Harvey Investment Company
Louisville,
Kentucky
| $937M | +$27.2M | +3% | 7.94% | 48.4% | 104 | 4.81% |
|
| 2415 |
FCM
2415
FJ Capital Management
Mclean,
Virginia
| $937M | -$6.38M | -0.7% | 6.59% | 97.9% | 194 | 60.82% |
|
| 2416 |
CFFP
2416
Center for Financial Planning
Southfied,
Michigan
| $936M | +$63.7M | +7% | 6.51% | 57.5% | 702 | 13.82% |
|
| 2417 |
SFC
2417
SYM Financial Corp
Winona Lake,
Indiana
| $935M | +$41.3M | +5% | 6.13% | 56% | 474 | 25.32% |
|
| 2418 |
CT
2418
Coastline Trust
Providence,
Rhode Island
| $932M | +$58.7M | +7% | 8.4% | 92.7% | 407 | 7.13% |
|
| 2419 |
PRS
2419
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $930M | +$92.1M | +11% | 9.38% | 82.9% | 162 | 30.25% |
|
| 2420 |
RPC
2420
Rossmore Private Capital
Glastonbury,
Connecticut
| $928M | +$71.5M | +8% | 7.87% | 75.4% | 331 | 23.26% |
|
| 2421 |
IC
2421
Inscription Capital
Houston,
Texas
| $928M | +$234M | +34% | 8.07% | – | 668 | 32.78% |
|
| 2422 |
TFA
2422
Toth Financial Advisory
Leesburg,
Virginia
| $928M | +$70.4M | +8% | 7.67% | 82.5% | 849 | 22.85% |
|
| 2423 |
TC
2423
Tairen Capital
Hong Kong
| $925M | -$53.1M | -5% | 19.8% | 462% | 101 | 67.33% |
|
| 2424 |
MC
2424
Middleton & Co
Boston,
Massachusetts
| $925M | +$35M | +4% | 6.7% | 69.7% | 169 | 6.51% |
|
| 2425 |
BPIM
2425
Brant Point Investment Management
New York
| $925M | -$27.6M | -3% | 11.8% | 169% | 148 | 40.54% |
|