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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2401 |
BST
2401
Bath Savings Trust
Bath,
Maine
| $936M | -$65.8M | -7% | 3.33% | 47.3% | 175 | 7.43% |
|
| 2402 |
NM
2402
Newtyn Management
New York
| $936M | -$16M | -2% | 14.4% | 52% | 41 | 41.46% |
|
| 2403 |
APM
2403
Avidity Partners Management
Dallas,
Texas
| $936M | +$589M | +170% | 61.7% | 461% | 67 | 64.18% |
|
| 2404 |
PWAM
2404
Private Wealth Asset Management
Cedar Rapids,
Iowa
| $935M | +$16.1M | +2% | 0.18% | – | 1,161 | 25.75% |
|
| 2405 |
SWM
2405
SeaCrest Wealth Management
Purchase,
New York
| $935M | -$53.2M | -5% | 0.25% | 142% | 681 | 13.95% |
|
| 2406 |
LJAC
2406
L.J. Altfest & Co
New York
| $935M | +$21.3M | +2% | 3.23% | 90.3% | 388 | 30.93% |
|
| 2407 |
NI
2407
NetEase Inc
Hangzhou,
China
| $934M | +$502M | +116% | 9.66% | 464% | 2 | 0% |
|
| 2408 |
MCM
2408
Massar Capital Management
Stamford,
Connecticut
| $934M | +$2.44M | +0.3% | 3.29% | – | 434 | 70.28% |
|
| 2409 |
TS
2409
Tamar Securities
Woodland Hills,
California
| $934M | -$13.3M | -1% | 1.93% | 84.8% | 105 | 10.48% |
|
| 2410 |
TW
2410
TritonPoint Wealth
Chevy Chase,
Maryland
| $934M | -$52.3M | -5% | 1.39% | – | 288 | 12.5% |
|
| 2411 |
FPI
2411
Financial Plan Inc
Bellingham,
Washington
| $933M | +$61.9M | +7% | 0.64% | – | 104 | 19.23% |
|
| 2412 |
MFT
2412
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $931M | +$45M | +5% | 2.68% | 48.1% | 533 | 5.25% |
|
| 2413 |
GP
2413
Greenline Partners
New York
| $930M | +$56.1M | +6% | 7.18% | 63.4% | 151 | 5.96% |
|
| 2414 |
OBWG
2414
Onyx Bridge Wealth Group
Tarrytown,
New York
| $930M | -$10.1M | -1% | 2.06% | 67.4% | 391 | 11% |
|
| 2415 |
OCG
2415
Opus Capital Group
Cincinnati,
Ohio
| $930M | +$6.66M | +0.7% | 0.81% | 49.7% | 147 | 12.24% |
|
| 2416 |
BCC
2416
Biglari Capital Corp
San Antonio,
Texas
| $929M | -$3.27M | -0.4% | 0.4% | 47.7% | 12 | 0% |
|
| 2417 |
WC
2417
Westerkirk Capital
Victoria,
| $929M | -$97.4M | -9% | 0.11% | – | 238 | 13.87% |
|
| 2418 |
VCAM
2418
Van Cleef Asset Management
Beachwood,
Ohio
| $929M | -$57.6M | -6% | 4.51% | 87.3% | 121 | 5.79% |
|
| 2419 |
DPW
2419
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| $928M | +$8.89M | +1% | 0.81% | – | 1,388 | 4.61% |
|
| 2420 |
TC
2420
Tairen Capital
Hong Kong
| $924M | -$36.6M | -4% | 20.8% | 462% | 81 | 72.84% |
|
| 2421 |
CFA
2421
Cahill Financial Advisors
Edina,
Minnesota
| $924M | +$9.58M | +1% | 0.8% | 55.9% | 294 | 7.14% |
|
| 2422 |
MHIC
2422
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $923M | -$12.6M | -1% | 0.67% | 66.7% | 194 | 5.67% |
|
| 2423 |
OWIM
2423
Old West Investment Management
Los Angeles,
California
| $923M | +$362M | +65% | 26% | 242% | 129 | 25.58% |
|
| 2424 |
GFG
2424
Goldstone Financial Group
Oakbrook Terrace,
Illinois
| $922M | +$24.6M | +3% | 1.68% | 54.9% | 240 | 14.17% |
|
| 2425 |
CIG
2425
Consolidated Investment Group
Englewood,
Colorado
| $922M | +$86.1M | +10% | 3.31% | 140% | 81 | 23.46% |
|