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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
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| $714M | -$106M | -13% | 0.47% | 101% | 15 | 20% | 2.3 |
|
| 2527 |
2527
Bell Asset Management
Melbourne,
Australia
| $713M | +$30.7M | +4% | 0.33% | 45.3% | 68 | 17.65% | 3.7 |
|
| 2528 |
2528
Absher Wealth Management
Chapel Hill,
North Carolina
| $712M | -$8.77M | -1% | 0.67% | 54.5% | 63 | 7.94% | 3.3 |
|
| 2529 |
2529
Delta Air Lines
Atlanta,
Georgia
| $711M | -$283M | -28% | 27% | 5.3% | 5 | 0% | 2.3 |
|
| 2530 |
2530
Cornerstone Advisory
Hunt Valley,
Maryland
| $711M | +$9.6M | +1% | 2.36% | 53.5% | 234 | 13.25% | 4.6 |
|
| 2531 |
2531
First Trust Investment Solutions
Naples,
Florida
| $710M | +$142M | +25% | 0.43% | – | 297 | 29.97% | 0.4 |
|
| 2532 |
2532
Pinpoint Asset Management
Hong Kong
| $710M | +$86.7M | +14% | 6.23% | 185% | 140 | 49.29% | 0.5 |
|
| 2533 |
2533
Laird Norton Wetherby Trust Company
Seattle,
Washington
| $709M | -$29.2M | -4% | 4.4% | 88.1% | 86 | 19.77% | 1.6 |
|
| 2534 |
2534
China Universal Asset Management Company
Shanghai,
China
| $709M | -$77.6M | -10% | 9.19% | 264% | 452 | 11.5% | 1.5 |
|
| 2535 |
SC
2535
Sasco Capital
Fairfield,
Connecticut
| $708M | -$39M | -5% | 7.56% | 15.5% | 54 | 7.41% | 2.9 |
|
| 2536 |
2536
Bank Hapoalim BM
Tel Aviv,
Israel
| $707M | -$65M | -8% | 2.46% | 76.6% | 145 | 12.41% | 4.1 |
|
| 2537 |
JC
2537
Joho Capital
New York
| $707M | -$14.1M | -2% | 1.29% | 80.2% | 16 | 25% | 1.9 |
|
| 2538 |
2538
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $706M | +$359M | +103% | 1.81% | 78.3% | 206 | 7.28% | 6.4 |
|
| 2539 |
2539
Intelligence Driven Advisers
Carlsbad,
California
| $706M | +$29.1M | +4% | 2.03% | 65.6% | 121 | 27.27% | 1.8 |
|
| 2540 |
2540
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
| $706M | +$235M | +50% | 9.09% | 151% | 288 | 14.58% | 0.4 |
|
| 2541 |
2541
Spirepoint Private Client
Vero Beach,
Florida
| $705M | +$48.9M | +7% | 3.61% | – | 224 | 17.86% | 0.2 |
|
| 2542 |
2542
Rockbridge Investment Management
Syracuse,
New York
| $705M | +$23M | +3% | 0.68% | 38.6% | 125 | 12% | 3.1 |
|
| 2543 |
2543
Skylands Capital
Milwaukee,
Wisconsin
| $705M | -$18.5M | -3% | 2.4% | 61% | 164 | 12.2% | 5.1 |
|
| 2544 |
2544
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $704M | +$36.2M | +5% | 2.77% | 109% | 217 | 11.98% | 4.9 |
|
| 2545 |
2545
Dean Investment Associates
Beavercreek,
Ohio
| $704M | -$23.4M | -3% | 2.26% | 63.5% | 226 | 13.27% | 4 |
|
| 2546 |
2546
American Financial Advisors
Marietta,
Georgia
| $703M | -$6.83M | -1% | 0.33% | 52.7% | 154 | 7.79% | 2.8 |
|
| 2547 |
2547
Aviance Capital Partners
Naples,
Florida
| $703M | +$30.2M | +4% | 4.05% | 98.2% | 332 | 8.43% | 4.2 |
|
| 2548 |
2548
Insight Wealth Strategies
San Ramon,
California
| $703M | +$21.6M | +3% | 0.7% | 83.5% | 170 | 14.12% | 2.6 |
|
| 2549 |
2549
Fidelis Capital Partners
Tampa,
Florida
| $702M | +$43.7M | +7% | 5.29% | 115% | 413 | 16.71% | 1 |
|
| 2550 |
2550
Opus Capital Group
Cincinnati,
Ohio
| $701M | +$16.7M | +2% | 0.35% | 49.7% | 127 | 7.87% | 4.8 |
|