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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
GIM
2551
Greylin Investment Management
Orange,
Virginia
| $518M | -$64.7M | -11% | 9.69% | 52.1% | 88 | 20.45% | 4.7 |
|
| 2552 |
2552
Taikang Asset Management (HK)
Hong Kong
| $517M | -$70.4M | -12% | 10.1% | 172% | 76 | 18.42% | 2.9 |
|
| 2553 |
2553
Clean Energy Transition
London,
United Kingdom
| $517M | -$70.3M | -12% | 12.6% | 129% | 14 | 28.57% | 0.4 |
|
| 2554 |
2554
Evermay Wealth Management
Arlington,
Virginia
| $515M | -$81.2M | -14% | 12.2% | 56.2% | 580 | 13.45% | 1.9 |
|
| 2555 |
2555
Absher Wealth Management
Chapel Hill,
North Carolina
| $514M | -$71.4M | -12% | 13.9% | 54.5% | 55 | 10.91% | 2.2 |
|
| 2556 |
2556
Shepherd Financial Partners
Winchester,
Massachusetts
| $514M | -$46.5M | -8% | 13.7% | 78% | 171 | 13.45% | 2.7 |
|
| 2557 |
2557
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $513M | -$96M | -16% | 11.4% | 100% | 317 | 19.24% | 5.1 |
|
| 2558 |
2558
Dean Investment Associates
Beavercreek,
Ohio
| $513M | -$44.5M | -8% | 7.24% | 63.5% | 237 | 9.28% | 3.5 |
|
| 2559 |
2559
RR Advisors
Dallas,
Texas
| $513M | -$66.7M | -12% | 10.5% | 115% | 24 | 37.5% | 3 |
|
| 2560 |
2560
L1 Capital
Melbourne VIC 3000,
Australia
| $513M | -$313M | -38% | 21.2% | 127% | 17 | 64.71% | 0.7 |
|
| 2561 |
2561
Wealth Architects
Mountain View,
California
| $512M | -$76.6M | -13% | 13.6% | 80.1% | 214 | 18.69% | 4.1 |
|
| 2562 |
2562
Founders Financial Securities
Towson,
Maryland
| $512M | -$52.9M | -9% | 10.5% | 64.3% | 305 | 29.51% | 1.6 |
|
| 2563 |
2563
NTV Asset Management
Charleston,
West Virginia
| $511M | -$85.1M | -14% | 12.2% | 110% | 263 | 8.37% | 4.9 |
|
| 2564 |
2564
MIC Capital Management (UK)
London,
United Kingdom
| $511M | -$2.62M | -0.5% | 17.8% | 67.2% | 28 | 32.14% | 0.4 |
|
| 2565 |
2565
Intelligence Driven Advisers
Carlsbad,
California
| $510M | -$37M | -7% | 13% | 65.6% | 105 | 21.9% | 1.3 |
|
| 2566 |
2566
Verus Capital Partners
Scottsdale,
Arizona
| $510M | -$133M | -21% | 16.2% | 139% | 344 | 19.77% | 1.9 |
|
| 2567 |
CLCM
2567
Crawford Lake Capital Management
Lakewood,
New Jersey
| $510M | +$270M | +112% | 11.6% | 571% | 70 | 95.71% | 0.1 |
|
| 2568 |
2568
Tortoise Investment Management
White Plains,
New York
| $510M | -$30.2M | -6% | 11.4% | 40.2% | 768 | 13.15% | 4 |
|
| 2569 |
2569
Institute for Wealth Management
Denver,
Colorado
| $509M | -$109M | -18% | 16.9% | 137% | 567 | 10.93% | 2.5 |
|
| 2570 |
2570
Moody Aldrich Partners
Marblehead,
Massachusetts
| $509M | -$202M | -28% | 16.6% | 336% | 170 | 28.24% | 1.5 |
|
| 2571 |
2571
VR Adviser
New York
| $508M | -$109M | -18% | 12.6% | 1,698% | 34 | 41.18% | 0.8 |
|
| 2572 |
2572
Crake Asset Management
London,
United Kingdom
| $508M | -$787M | -61% | 21.3% | 52.7% | 25 | 48% | 1.2 |
|
| 2573 |
2573
MAK Capital One
New York
| $507M | +$29.7M | +6% | 3.18% | 200% | 14 | 21.43% | 2 |
|
| 2574 |
2574
Bell Asset Management
Melbourne,
Australia
| $507M | -$74.1M | -13% | 14.8% | 45.3% | 58 | 1.72% | 3 |
|
| 2575 |
2575
Rodgers Brothers
Harmony,
Pennsylvania
| $506M | -$51M | -9% | 8.47% | 108% | 202 | 7.43% | 5.4 |
|