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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
2501
One River Asset Management
Stamford,
Connecticut
| $768M | -$660M | -46% | 6.37% | 27% | 335 | 36.72% | 0.8 |
|
| 2502 |
2502
Silicon Valley Capital Partners
San Jose,
California
| $768M | +$41.6M | +6% | 4.27% | 103% | 334 | 15.57% | 1.8 |
|
| 2503 |
2503
Technology Crossover Management IX
Menlo Park,
California
| $768M | +$50.4M | +7% | 11.1% | 13% | 6 | 0% | 4.9 |
|
| 2504 |
2504
KWB Wealth
Redlands,
California
| $767M | +$40.3M | +6% | 5.67% | 54.8% | 140 | 13.57% | 2 |
|
| 2505 |
2505
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $766M | +$75.3M | +11% | 9.03% | 40.2% | 97 | 15.46% | 4.5 |
|
| 2506 |
2506
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| $766M | -$83.2M | -10% | 15% | 94.5% | 30 | 40% | 2.1 |
|
| 2507 |
2507
Barlow Wealth Partners
Louisville,
Kentucky
| $765M | +$42.6M | +6% | 7.71% | 101% | 153 | 6.54% | 0.7 |
|
| 2508 |
2508
HCR Wealth Advisors
Los Angeles,
California
| $764M | +$64.4M | +9% | 6.14% | 107% | 235 | 8.94% | 3.6 |
|
| 2509 |
2509
Laird Norton Wetherby Trust Company
Seattle,
Washington
| $764M | +$54.6M | +8% | 3.05% | 88.1% | 93 | 32.26% | 1.5 |
|
| 2510 |
2510
Genus Capital Management
Vancouver,
British Columbia, Canada
| $763M | +$6.18M | +0.8% | – | – | 224 | 29.91% | 0.2 |
|
| 2511 |
2511
Simcoe Capital Management
New York
| $762M | +$96M | +14% | 5.04% | 48.7% | 22 | 68.18% | 1.1 |
|
| 2512 |
2512
Professional Advisory Services
Vero Beach,
Florida
| $762M | +$29.4M | +4% | 6.47% | 69.3% | 82 | 6.1% | 5.9 |
|
| 2513 |
2513
BlackBarn Capital Partners
New York
| $761M | -$364M | -32% | 10.9% | – | 25 | 36% | 0.5 |
|
| 2514 |
2514
Cornerstone Advisory
Hunt Valley,
Maryland
| $760M | +$48.9M | +7% | 5.58% | 53.5% | 224 | 8.04% | 4.7 |
|
| 2515 |
2515
Insight Wealth Strategies
San Ramon,
California
| $759M | +$56.4M | +8% | 5.96% | 83.5% | 174 | 18.39% | 2.6 |
|
| 2516 |
2516
McGowan Group Asset Management
Dallas,
Texas
| $759M | +$40.9M | +6% | 4.14% | 69.8% | 134 | 16.42% | 3.9 |
|
| 2517 |
2517
Cary Street Partners Asset Management
Richmond,
Virginia
| $759M | +$77.8M | +11% | 5.25% | 25.3% | 218 | 11.01% | 2.4 |
|
| 2518 |
2518
Aviance Capital Partners
Naples,
Florida
| $758M | +$55.2M | +8% | 6.94% | 109% | 341 | 9.09% | 4.2 |
|
| 2519 |
2519
MayTech Global Investments
New York
| $757M | +$89.5M | +13% | 2.42% | 158% | 32 | 12.5% | 3.9 |
|
| 2520 |
2520
Sandler Capital Management
New York
| $757M | -$176M | -19% | 13.8% | 325% | 182 | 54.4% | 0.7 |
|
| 2521 |
2521
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| $757M | +$85.3M | +13% | 4.86% | 98.1% | 108 | 67.59% | 0.6 |
|
| 2522 |
2522
Jackson Thornton Wealth Management
Montgomery,
Alabama
| $756M | +$103M | +16% | 6.55% | 64.4% | 64 | 12.5% | 1.5 |
|
| 2523 |
AAA
2523
Adams Asset Advisors
Dallas,
Texas
| $756M | -$10.5M | -1% | 0.53% | 66.8% | 76 | 5.26% | 4.9 |
|
| 2524 |
2524
Spirepoint Private Client
Vero Beach,
Florida
| $755M | +$49.8M | +7% | 6.22% | – | 220 | 10% | 0.4 |
|
| 2525 |
2525
Arbor Investment Advisors
Winston Salem,
North Carolina
| $755M | +$71.3M | +10% | 5.7% | 48.5% | 119 | 17.65% | 4.2 |
|