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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
LVZ Inc
Holland,
Michigan
| $834M | +$72M | +9% | 6.95% | 52.9% | 163 | 13.5% | 3 |
|
| 2502 |
2502
Seven Grand Managers
Bronxville,
New York
| $834M | +$405M | +95% | 12.4% | 281% | 73 | 58.9% | 0.4 |
|
| 2503 |
2503
Mattern Capital Management
Lakewood,
Colorado
| $832M | +$47M | +6% | 3.11% | 31.5% | 170 | 4.12% | 3.4 |
|
| 2504 |
2504
Cascade Financial Partners
San Diego,
California
| $832M | +$38.6M | +5% | 4.68% | – | 267 | 12.73% | 1 |
|
| 2505 |
MI
2505
MMCAP International
Grand Cayman,
Cayman Islands
| $831M | +$245M | +42% | 25.2% | 184% | 167 | 34.73% | 1.1 |
|
| 2506 |
2506
Continuum Advisory
Eagle,
Idaho
| $831M | +$54.3M | +7% | 9.05% | 77% | 1,660 | 74.76% | 3.4 |
|
| 2507 |
2507
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| $830M | -$71.9M | -8% | 14% | 96% | 124 | 25.81% | 2.5 |
|
| 2508 |
2508
Blue Grotto Capital
Atlanta,
Georgia
| $829M | +$217M | +35% | 27.7% | 300% | 35 | 48.57% | 0.8 |
|
| 2509 |
2509
Tensile Capital Management
Larkspur,
California
| $828M | +$44.6M | +6% | 6.15% | 47.7% | 21 | 14.29% | 3.5 |
|
| 2510 |
2510
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $828M | -$3.57M | -0.4% | 2.22% | 74.8% | 213 | 7.98% | 5.4 |
|
| 2511 |
2511
WealthShield Partners
Cary,
North Carolina
| $827M | +$48.3M | +6% | 10.4% | 71% | 578 | 11.76% | 2.6 |
|
| 2512 |
2512
Passaic Partners
Newark,
New Jersey
| $827M | +$167M | +25% | 9.13% | 53.2% | 13 | 23.08% | 2 |
|
| 2513 |
2513
Pembroke Management
Montreal,
Quebec, Canada
| $827M | +$141M | +21% | 10.2% | 105% | 80 | 28.75% | 2.4 |
|
| 2514 |
2514
FORM Wealth Advisors
Lake Geneva,
Wisconsin
| $827M | +$90.5M | +12% | 8.51% | – | 66 | 9.09% | 0.2 |
|
| 2515 |
2515
Alley Investment Management Company
Lake Forest,
Illinois
| $826M | +$29M | +4% | 5.47% | 54.6% | 91 | 9.89% | 2.8 |
|
| 2516 |
2516
Focused Wealth Management
Newburgh,
New York
| $826M | +$86M | +12% | 11.2% | 73.9% | 233 | 28.76% | 5.9 |
|
| 2517 |
2517
JGP Wealth Management
Bend,
Oregon
| $825M | +$65.4M | +9% | 7.57% | 87.8% | 207 | 13.04% | 3.6 |
|
| 2518 |
2518
Tamar Securities
Woodland Hills,
California
| $825M | +$86.8M | +12% | 12.1% | 84.8% | 89 | 19.1% | 3 |
|
| 2519 |
JWBC
2519
J.W. Burns & Co
Dewitt,
New York
| $824M | +$52.3M | +7% | 9.67% | 95.4% | 191 | 5.76% | 7.4 |
|
| 2520 |
2520
KWB Wealth
Redlands,
California
| $823M | -$6.05M | -0.7% | 7.91% | 54.8% | 169 | 19.53% | 2.1 |
|
| 2521 |
2521
Covalis Capital
London,
United Kingdom
| $823M | +$294M | +56% | 7.42% | 37.9% | 90 | 77.78% | 0.2 |
|
| 2522 |
2522
Golden State Wealth Management
Santa Ana,
California
| $822M | +$149M | +22% | 10.1% | – | 1,677 | 11.81% | 1.2 |
|
| 2523 |
2523
Private Capital Advisors
Darien,
Connecticut
| $821M | -$15.3M | -2% | 3.51% | 132% | 87 | 18.39% | 5.5 |
|
| 2524 |
2524
Onex Canada Asset Management
Toronto,
Ontario, Canada
| $820M | +$43.9M | +6% | 11% | 87.8% | 124 | 11.29% | 4.5 |
|
| 2525 |
2525
Cannae Holdings
Las Vegas,
Nevada
| $820M | -$95.6M | -10% | 0.22% | 88.6% | 5 | 0% | 3.4 |
|