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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
Per Stirling Capital Management
Austin,
Texas
| $549M | – | – | 8.46% | 63.1% | 209 | – | 0 |
|
| 2477 |
2477
Planning Alternatives
Birmingham,
Michigan
| $549M | +$69.2M | +14% | 8.47% | 69.6% | 48 | 18.75% | 5.2 |
|
| 2478 |
2478
Flat Footed LLC
Wilson,
Wyoming
| $549M | -$89.4K | -0% | 20.4% | 152% | 41 | 46.34% | 0.4 |
|
| 2479 |
2479
Condire Management
Dallas,
Texas
| $548M | -$2.92M | -0.5% | 37.9% | 187% | 22 | 31.82% | 0.9 |
|
| 2480 |
JWBC
2480
J.W. Burns & Co
Dewitt,
New York
| $548M | +$38.3M | +8% | 9.22% | 95.4% | 177 | 5.08% | 6.4 |
|
| 2481 |
2481
Alpha Wave Global
New York
| $548M | -$298M | -35% | 4.27% | 226% | 117 | 39.32% | 1.1 |
|
| 2482 |
2482
Quent Capital
New York
| $547M | +$64.1M | +13% | 7.96% | 78.1% | 1,390 | 11.94% | 0.8 |
|
| 2483 |
2483
Great Hill Partners
Boston,
Massachusetts
| $547M | +$116M | +27% | 28.1% | 24% | 2 | 0% | 1 |
|
| 2484 |
2484
Greatmark Investment Partners
Columbus,
Georgia
| $547M | +$28.7M | +6% | 9.34% | 72.5% | 123 | 5.69% | 5.7 |
|
| 2485 |
2485
Battery Management Corp
Boston,
Massachusetts
| $547M | -$36.5M | -6% | 15.4% | 45.1% | 8 | 0% | 1.4 |
|
| 2486 |
2486
Swiss Re
Zurich,
Switzerland
| $547M | +$204M | +60% | 10.5% | – | 10 | 20% | 1.1 |
|
| 2487 |
2487
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $546M | +$93.7M | +21% | 14.5% | – | 254 | 15.35% | 1.9 |
|
| 2488 |
2488
Procyon Advisors
Shelton,
Connecticut
| $546M | +$137M | +33% | 8.35% | 92.3% | 381 | 21% | 1.7 |
|
| 2489 |
2489
Absher Wealth Management
Chapel Hill,
North Carolina
| $546M | +$69.4M | +15% | 14.2% | 54.5% | 52 | 5.77% | 2.6 |
|
| 2490 |
2490
Angelo Gordon & Co
New York
| $545M | -$6.94M | -1% | 5.98% | 90.1% | 275 | 38.91% | 0.7 |
|
| 2491 |
2491
Intelligence Driven Advisers
Carlsbad,
California
| $545M | +$47.6M | +10% | 7.48% | 65.6% | 121 | 28.93% | 1.5 |
|
| 2492 |
2492
Thompson Investment Management
Madison,
Wisconsin
| $545M | +$29M | +6% | 12% | 100% | 191 | 8.38% | 5.5 |
|
| 2493 |
2493
Whitney & Co
Rochester,
New York
| $545M | +$30.4M | +6% | 9.83% | 93.2% | 132 | 12.12% | 4.6 |
|
| 2494 |
2494
Suncoast Equity Management
Tampa,
Florida
| $545M | +$33.2M | +6% | 11% | 82.9% | 61 | 18.03% | 2.9 |
|
| 2495 |
2495
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $545M | +$79.4M | +17% | 9.73% | 117% | 226 | 11.06% | 4.1 |
|
| 2496 |
2496
ACK Asset Management
Greenwich,
Connecticut
| $545M | +$167M | +44% | 15.3% | 132% | 30 | 40% | 1.3 |
|
| 2497 |
2497
Wedgewood Partners
St Louis,
Missouri
| $544M | +$12.8M | +2% | 6.61% | 78.1% | 43 | 11.63% | 4.1 |
|
| 2498 |
2498
JGP Wealth Management
Bend,
Oregon
| $544M | +$68.8M | +14% | 12.3% | 87.8% | 156 | 16.03% | 3 |
|
| 2499 |
2499
Cat Rock Capital Management
Greenwich,
Connecticut
| $544M | +$95.3M | +21% | 4.86% | 66.7% | 14 | 35.71% | 1.7 |
|
| 2500 |
2500
Portland Global Advisors
Portland,
Maine
| $543M | +$43.3M | +9% | 7.88% | 43.4% | 134 | 2.99% | 5.6 |
|