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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
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2451 |
RPA
2451
Rose Park Advisors
Boston,
Massachusetts
| $644M | -$957M | -60% | 39.8% | 11.8% | 1 | 0% |
|
| 2452 |
ACA
2452
Atlas Capital Advisors
Jackson,
Wyoming
| $644M | -$27.3M | -4% | 1.83% | – | 985 | 13.81% |
|
| 2453 |
SM
2453
Skaana Management
Brooklyn,
New York
| $643M | +$18.9M | +3% | 24.1% | 168% | 222 | 53.6% |
|
| 2454 |
BCC
2454
Bain Capital Credit
Boston,
Massachusetts
| $642M | -$42.2M | -6% | 12.4% | 14.7% | 22 | 59.09% |
|
| 2455 |
RPC
2455
Rossmore Private Capital
Glastonbury,
Connecticut
| $642M | +$1.83M | +0.3% | 1.51% | 66.3% | 230 | 5.65% |
|
| 2456 |
PTC
2456
Private Trust Company
Cleveland,
Ohio
| $640M | -$84.1M | -12% | 3.53% | 79.6% | 397 | 17.63% |
|
| 2457 |
SMA
2457
Sage Mountain Advisors
Atlanta,
Georgia
| $640M | -$194M | -23% | 3.15% | 57.2% | 751 | 27.96% |
|
| 2458 |
IFAM
2458
Institutional & Family Asset Management
Fort Collins,
Colorado
| $639M | -$3.25M | -0.5% | 0.96% | 19% | 865 | 13.41% |
|
| 2459 |
NFG
2459
Nadler Financial Group
Deerfield,
Illinois
| $638M | -$38.5M | -6% | 3.6% | 64.4% | 143 | 23.78% |
|
| 2460 |
JCI
2460
Jet Capital Investors
New York
| $638M | +$260M | +69% | 6.25% | 147% | 50 | 70% |
|
| 2461 |
SGCA
2461
Steel Grove Capital Advisors
Memphis,
Tennessee
| $638M | +$131M | +26% | 3.07% | 93% | 164 | 14.02% |
|
| 2462 |
CCFM
2462
Clear Creek Financial Management
Silverdale,
Washington
| $638M | -$27.4M | -4% | 1.82% | 81% | 381 | 17.85% |
|
| 2463 |
FSWA
2463
Financial Synergies Wealth Advisors
Houston,
Texas
| $635M | -$94.6M | -13% | 5.5% | 72.3% | 70 | 20% |
|
| 2464 |
SM
2464
Sunriver Management
Greenwich,
Connecticut
| $635M | +$1.65M | +0.3% | 5.11% | 2.16% | 21 | 23.81% |
|
| 2465 |
MIM
2465
Miller Investment Management
West Conshohocken,
Pennsylvania
| $635M | -$64.3M | -9% | 3.66% | 54% | 101 | 9.9% |
|
| 2466 |
VCM
2466
Virtue Capital Management
Brentwood,
Tennessee
| $635M | -$43.2M | -6% | 3.85% | 61.9% | 447 | 20.13% |
|
| 2467 |
TM
2467
THRC Management
Cisco,
Texas
| $634M | +$75.9M | +14% | 76.9% | – | 28 | 39.29% |
|
| 2468 |
SC
2468
Sierra Capital
Miami,
Florida
| $634M | -$37.9M | -6% | 0.75% | 28.6% | 891 | 11.45% |
|
| 2469 |
CEI
2469
Clark Estates Inc
New York
| $634M | -$49.7M | -7% | 2.76% | 31.4% | 108 | 33.33% |
|
| 2470 |
BTP
2470
Bloom Tree Partners
New York
| $633M | -$117M | -16% | 6.91% | 20.4% | 155 | 18.71% |
|
| 2471 |
AOWM
2471
Alpha Omega Wealth Management
Richmond,
Virginia
| $633M | -$18.1M | -3% | 2.42% | 60.7% | 230 | 5.65% |
|
| 2472 |
GC
2472
GPI Capital
New York
| $632M | -$153M | -20% | 1.05% | 261% | 10 | 30% |
|
| 2473 |
BL
2473
BFSG LLC
Irvine,
California
| $632M | -$87.9M | -12% | 1.93% | 81.9% | 237 | 29.54% |
|
| 2474 |
FWM
2474
Focused Wealth Management
Newburgh,
New York
| $631M | -$16M | -2% | 4.58% | 57.9% | 1,166 | 18.18% |
|
| 2475 |
SMG
2475
Spectrum Management Group
Indianapolis,
Indiana
| $631M | -$64.5M | -9% | 2.54% | 44% | 368 | 26.36% |
|