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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2526 |
2526
Qtron Investments
Boston,
Massachusetts
| $706M | +$95.8M | +16% | 12% | 140% | 503 | 13.72% | 1.9 |
|
| 2527 |
2527
Thrive Capital Management (New York)
New York
| $705M | +$221M | +46% | 58.9% | 205% | 5 | 20% | 2.4 |
|
| 2528 |
2528
Greatmark Investment Partners
Columbus,
Georgia
| $704M | +$65.6M | +10% | 9.94% | 72.5% | 135 | 11.11% | 6 |
|
| 2529 |
2529
Crosslink Capital
Menlo Park,
California
| $702M | +$28.6M | +4% | 16.7% | 135% | 19 | 10.53% | 4.2 |
|
| 2530 |
CBT
2530
Central Bank & Trust
Lexington,
Kentucky
| $702M | +$56.3M | +9% | 16.1% | 118% | 366 | 12.57% | 6.1 |
|
| 2531 |
2531
Cornerstone Advisory
Hunt Valley,
Maryland
| $701M | +$60.1M | +9% | 8.02% | 53.5% | 233 | 8.15% | 4.3 |
|
| 2532 |
2532
Private Advisory Group
Redmond,
Washington
| $701M | +$125M | +22% | 18.4% | 177% | 228 | 39.04% | 1.6 |
|
| 2533 |
2533
Lodestar Private Asset Management
Alamo,
California
| $701M | +$48.7M | +7% | 5.92% | 64.4% | 216 | 6.48% | 1.1 |
|
| 2534 |
2534
Freemont Management
Vaud,
Switzerland
| $701M | -$94.5M | -12% | 16% | 102% | 96 | 35.42% | 1.6 |
|
| 2535 |
2535
Hendershot Investments
Centreville,
Virginia
| $699M | +$49M | +8% | 8.62% | 61.9% | 135 | 5.93% | 5 |
|
| 2536 |
2536
World Investment Advisors
Santa Barbara,
California
| $699M | -$70.9M | -9% | 6.83% | 65.4% | 491 | 42.77% | 1.4 |
|
| 2537 |
VCM
2537
Violich Capital Management
San Francisco,
California
| $699M | +$82.8M | +13% | 6.85% | 111% | 114 | 15.79% | 6.4 |
|
| 2538 |
2538
Nemes Rush Group
Novi,
Michigan
| $699M | +$78.2M | +13% | 14% | 126% | 711 | 13.08% | 0.7 |
|
| 2539 |
2539
Aaron Wealth Advisors
Chicago,
Illinois
| $698M | +$94.7M | +16% | 8.44% | 108% | 313 | 19.49% | 1.5 |
|
| 2540 |
WAM
2540
Warberg Asset Management
Winnetka,
Illinois
| $697M | +$169M | +32% | 2.04% | 61.5% | 269 | 33.83% | 0.9 |
|
| 2541 |
2541
Ardsley Advisory Partners
Stamford,
Connecticut
| $696M | +$48.1M | +7% | 10.8% | 555% | 196 | 66.33% | 0.7 |
|
| 2542 |
2542
Compass Ion Advisors
Conshohocken,
Pennsylvania
| $696M | +$51.1M | +8% | 12.2% | 75.6% | 245 | 14.69% | 1.1 |
|
| 2543 |
2543
Boussard & Gavaudan Investment Management
London,
United Kingdom
| $695M | +$181M | +35% | 3.56% | 25.8% | 117 | 56.41% | 0.7 |
|
| 2544 |
2544
Ninety One
Cape Town,
South Africa
| $694M | +$36.8M | +6% | 12.6% | 232% | 84 | 28.57% | 3.4 |
|
| 2545 |
2545
Cascade Financial Partners
San Diego,
California
| $694M | – | – | 13% | – | 224 | – | 0 |
|
| 2546 |
2546
Passaic Partners
Newark,
New Jersey
| $694M | +$103M | +17% | 7.35% | 53.2% | 11 | 45.45% | 1 |
|
| 2547 |
2547
McGowan Group Asset Management
Dallas,
Texas
| $694M | +$71M | +11% | 12.4% | 69.8% | 139 | 14.39% | 3.6 |
|
| 2548 |
2548
Intrua Financial
Houston,
Texas
| $693M | +$9.29M | +1% | 8.72% | 77.4% | 455 | 21.98% | 1.9 |
|
| 2549 |
2549
Avalon Global Asset Management
San Francisco,
California
| $693M | +$408M | +143% | 17.8% | 278% | 47 | 46.81% | 2.9 |
|
| 2550 |
2550
Winthrop Advisory Group
Boston,
Massachusetts
| $691M | +$51.2M | +8% | 8.6% | 78.3% | 147 | 9.52% | 3.5 |
|