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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
2601
Cypress Capital Group
Palm Beach,
Florida
| $836M | +$32.8M | +4% | 9.2% | 97.8% | 233 | 7.3% | 6.6 |
|
| 2602 |
2602
Per Stirling Capital Management
Austin,
Texas
| $836M | +$70.2M | +9% | 6.03% | 63.1% | 303 | 16.83% | 1.7 |
|
| 2603 |
2603
Condire Management
Dallas,
Texas
| $835M | +$141M | +20% | 47.8% | 187% | 28 | 32.14% | 1.7 |
|
| 2604 |
2604
Greatmark Investment Partners
Columbus,
Georgia
| $834M | +$37.5M | +5% | 5.64% | 72.5% | 151 | 5.3% | 6.1 |
|
| 2605 |
2605
Revolve Wealth Partners
Hackensack,
New Jersey
| $834M | +$64M | +8% | 6.55% | 67.4% | 248 | 14.52% | 2.1 |
|
| 2606 |
2606
IAG Wealth Partners
Waukesha,
Wisconsin
| $833M | +$76.8M | +10% | 5.84% | 47.3% | 538 | 12.64% | 3.3 |
|
| 2607 |
PCM
2607
Prime Capital Management
Hong Kong
| $832M | +$627M | +305% | 23% | 579% | 6 | 50% | 0.4 |
|
| 2608 |
2608
RTD Financial Advisors
Philadelphia,
Pennsylvania
| $832M | +$50.5M | +6% | 6.04% | 51.5% | 109 | 2.75% | 3.1 |
|
| 2609 |
2609
Morgan Stanley Institutional Investment Advisors
Greenwood Village,
Colorado
| $832M | +$23.5M | +3% | 5.34% | – | 3 | 0% | 0.8 |
|
| 2610 |
2610
Goehring & Rozencwajg Associates
New York
| $831M | +$177M | +27% | 26.8% | 148% | 42 | 2.38% | 2.5 |
|
| 2611 |
2611
Passaic Partners
Newark,
New Jersey
| $831M | +$3.8M | +0.5% | 6.76% | 53.2% | 11 | 9.09% | 2.1 |
|
| 2612 |
2612
De Burlo Group
Boston,
Massachusetts
| $830M | +$70.8M | +9% | 5.94% | 147% | 84 | 11.9% | 3.8 |
|
| 2613 |
2613
Catalyst Financial Partners
Boston,
Massachusetts
| $829M | -$87M | -9% | 9.91% | 98.6% | 327 | 11.01% | 1.8 |
|
| 2614 |
VH
2614
V3 Holding
Rye,
New York
| $829M | +$363M | +78% | 163% | – | 1 | 0% | 0.8 |
|
| 2615 |
2615
Euro Pacific Asset Management
Dorado,
Puerto Rico
| $829M | +$209M | +34% | 33.7% | 172% | 91 | 9.89% | 3.2 |
|
| 2616 |
2616
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $828M | +$68.6M | +9% | 10.2% | 117% | 225 | 13.33% | 5.7 |
|
| 2617 |
2617
QVR
San Francisco,
California
| $827M | -$152M | -16% | 24.1% | – | 151 | 74.83% | 0.1 |
|
| 2618 |
2618
Viking Fund Management
Minot,
North Dakota
| $827M | +$99.4M | +14% | 8.23% | 105% | 155 | 16.77% | 4.2 |
|
| 2619 |
2619
Community Bank
Dewitt,
New York
| $827M | +$66.4M | +9% | 8.76% | 73.5% | 510 | 26.86% | 5.5 |
|
| 2620 |
2620
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
| $827M | +$42.1M | +5% | 8.08% | – | 863 | 6.72% | 1.2 |
|
| 2621 |
2621
Curated Wealth Partners
El Segundo,
California
| $827M | -$26.1M | -3% | 2.06% | 39.9% | 172 | 16.28% | 0.9 |
|
| 2622 |
2622
LaFleur & Godfrey
Grand Rapids,
Michigan
| $825M | +$23.9M | +3% | 8.1% | 98.2% | 149 | 6.71% | 4.8 |
|
| 2623 |
2623
MidWestOne Financial Group
Iowa City,
Iowa
| $823M | +$53.3M | +7% | 7.19% | 62.7% | 310 | 7.1% | 3.5 |
|
| 2624 |
2624
Goldstein Advisors
Madison,
Wisconsin
| $823M | +$78.5M | +11% | 7.49% | 62.6% | 213 | 14.55% | 1.8 |
|
| 2625 |
2625
Greenline Partners
New York
| $823M | +$80.8M | +11% | 8.75% | 69.6% | 151 | 9.93% | 3.6 |
|