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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2476 |
2476
First Heartland Consultants
Lake St. Louis,
Missouri
| $657M | -$2.87M | -0.4% | 0.76% | 59.2% | 426 | 19.48% | 2.6 |
|
| 2477 |
2477
Perella Weinberg Partners Capital Management
New York
| $657M | +$128M | +24% | 1.5% | 1.52% | 36 | 38.89% | 1.4 |
|
| 2478 |
2478
Managed Asset Portfolios
Rochester,
Michigan
| $657M | -$14.9M | -2% | 1.89% | 99.2% | 37 | 2.7% | 3.7 |
|
| 2479 |
2479
Symmetry Investments
St Helier,
Jersey
| $657M | +$305M | +87% | 0.76% | 148% | 161 | 67.7% | 0.2 |
|
| 2480 |
2480
Jeneq Management
New York
| $656M | +$92.8M | +16% | 8.44% | 21.7% | 25 | 52% | 0.5 |
|
| 2481 |
2481
Ardsley Advisory Partners
Stamford,
Connecticut
| $656M | -$195M | -23% | 3.64% | 555% | 183 | 60.11% | 0.7 |
|
| 2482 |
2482
Smith, Moore & Co
Clayton,
Missouri
| $655M | -$8.3M | -1% | 1.44% | 67% | 436 | 11.24% | 3.2 |
|
| 2483 |
2483
IQ EQ Fund Management
Dublin 2,
Ireland
| $655M | +$2.09M | +0.3% | 3.96% | 109% | 275 | 16.73% | 2.3 |
|
| 2484 |
2484
TCI Wealth Advisors
Tucson,
Arizona
| $655M | +$63.8M | +11% | 0.76% | 68.2% | 2,699 | 21.45% | 2.7 |
|
| 2485 |
2485
BFSG LLC
Irvine,
California
| $655M | +$98.3M | +18% | 0.16% | 90.7% | 217 | 42.4% | 1.4 |
|
| 2486 |
2486
Atalaya Capital Management
New York
| $655M | +$270M | +70% | 2.75% | 7.46% | 398 | 24.37% | 0.3 |
|
| 2487 |
OIM
2487
Opus Investment Management
Worcester,
Massachusetts
| $654M | -$10M | -2% | 0.58% | 52.8% | 96 | 5.21% | 4.5 |
|
| 2488 |
2488
Torray Investment Partners
Bethesda,
Maryland
| $653M | -$26.6M | -4% | 0.09% | 97.2% | 103 | 5.83% | 4.2 |
|
| 2489 |
2489
Bluescape Energy Partners
Dallas,
Texas
| $651M | -$169M | -21% | 2.05% | 57.9% | 5 | 20% | 1.6 |
|
| 2490 |
2490
Greenwood Capital Associates
Greenwood,
South Carolina
| $651M | -$10.7M | -2% | 0.73% | 87.7% | 230 | 16.96% | 2 |
|
| 2491 |
2491
Main Street Financial Solutions
Newtown,
Pennsylvania
| $651M | +$31.8M | +5% | 0.46% | 75.4% | 465 | 10.97% | 0.6 |
|
| 2492 |
2492
Simplicity Solutions
Minneapolis,
Minnesota
| $650M | +$145M | +29% | 0.04% | 37.1% | 623 | 24.88% | 1.8 |
|
| 2493 |
2493
German American Bancorp
Jasper,
Indiana
| $650M | +$15.2M | +2% | 0.2% | 92.3% | 95 | 3.16% | 2.2 |
|
| 2494 |
HCM
2494
Harspring Capital Management
New York
| $650M | -$23.2M | -3% | 3.55% | 70.6% | 44 | 27.27% | 0.8 |
|
| 2495 |
2495
HoldCo Asset Management
Fort Lauderdale,
Florida
| $648M | +$14.2M | +2% | 3.44% | – | 24 | 8.33% | 0.6 |
|
| 2496 |
2496
CKW Financial Group
Honolulu,
Hawaii
| $648M | +$15.5M | +2% | 0.68% | 70.3% | 256 | 16.02% | 3.9 |
|
| 2497 |
2497
V Wealth Advisors
Overland Park,
Kansas
| $647M | +$18.3M | +3% | 0.4% | 36.9% | 576 | 26.22% | 1 |
|
| 2498 |
AO
2498
Allen Operations
New York
| $646M | +$63.6M | +11% | 5.93% | 218% | 37 | 10.81% | 2.7 |
|
| 2499 |
2499
Soltis Investment Advisors
St. George,
Utah
| $646M | +$14.9M | +2% | 0.92% | 95.1% | 260 | 13.85% | 1.2 |
|
| 2500 |
2500
S&T Bank
Indiana,
Pennsylvania
| $645M | +$1.2M | +0.2% | 0.03% | 193% | 136 | 5.88% | 3.5 |
|