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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2626 |
2626
Wealth Architects
Mountain View,
California
| $588M | +$18M | +3% | 3.02% | 80.1% | 218 | 14.22% | 3.5 |
|
| 2627 |
2627
Eudaimonia Partners
Winchester,
Tennessee
| $588M | – | – | 0.64% | – | 407 | – | 1.6 |
|
| 2628 |
2628
Navellier & Associates
Reno,
Nevada
| $588M | -$99.1M | -14% | 0.56% | 361% | 369 | 36.86% | 1.5 |
|
| 2629 |
2629
ECP ControlCo
Summit,
New Jersey
| $588M | -$5.65B | -91% | 5.08% | 42.5% | 9 | 55.56% | 0.9 |
|
| 2630 |
2630
Kathmere Capital Management
Wayne,
Pennsylvania
| $588M | +$11.8M | +2% | 4.15% | 68.3% | 172 | 23.84% | 1.3 |
|
| 2631 |
2631
Raub Brock Capital Management
Larkspur,
California
| $588M | -$70.5M | -11% | 9.45% | 54.7% | 78 | 24.36% | 2.1 |
|
| 2632 |
2632
C2C Wealth Management
Scottsdale,
Arizona
| $587M | -$109M | -16% | 8.24% | 77.2% | 238 | 18.49% | 0.2 |
|
| 2633 |
2633
Taikang Asset Management (HK)
Hong Kong
| $587M | +$85.1M | +17% | 11.4% | 172% | 74 | 9.46% | 2.7 |
|
| 2634 |
2634
Icon Advisers
Greenwood Village,
Colorado
| $587M | -$35.8M | -6% | 1.07% | 114% | 177 | 19.77% | 2.5 |
|
| 2635 |
2635
Clean Energy Transition
London,
United Kingdom
| $587M | -$275M | -32% | 11% | 129% | 18 | 50% | 0.2 |
|
| 2636 |
2636
Absher Wealth Management
Chapel Hill,
North Carolina
| $586M | -$10.7M | -2% | 1.4% | 54.5% | 60 | 13.33% | 2 |
|
| 2637 |
2637
Deltec Asset Management
New York
| $585M | -$28.6M | -5% | 1.63% | 127% | 313 | 35.46% | 1.9 |
|
| 2638 |
2638
Corbin Capital Partners
New York
| $585M | +$2.87M | +0.5% | 2.75% | 87.7% | 143 | 27.27% | 0.5 |
|
| 2639 |
2639
Arosa Capital Management
Miami Beach,
Florida
| $585M | +$179M | +44% | 34% | 536% | 96 | 73.96% | 0.3 |
|
| 2640 |
2640
M.D. Sass LLC
New York
| $584M | -$59.3M | -9% | 1.31% | 80.1% | 37 | 29.73% | 1.8 |
|
| 2641 |
2641
Point72 Europe
London,
United Kingdom
| $584M | +$365M | +167% | 2.02% | 95.4% | 63 | 58.73% | 0.3 |
|
| 2642 |
2642
Portland Global Advisors
Portland,
Maine
| $583M | -$16.1M | -3% | 4.57% | 43.4% | 159 | 10.06% | 4.7 |
|
| 2643 |
2643
Edenbrook Capital
Mt. Kisco,
New York
| $583M | -$120M | -17% | 8.38% | 267% | 25 | 20% | 1.5 |
|
| 2644 |
2644
Dendur Capital
New York
| $583M | -$120M | -17% | 14.4% | 99.6% | 22 | 45.45% | 0.6 |
|
| 2645 |
2645
Ropes Wealth Advisors
Boston,
Massachusetts
| $583M | +$14.3M | +3% | 3.13% | 71% | 312 | 21.47% | 4.3 |
|
| 2646 |
GIM
2646
Greylin Investment Management
Orange,
Virginia
| $582M | +$51.6M | +10% | 17.1% | 52.1% | 95 | 14.74% | 4.3 |
|
| 2647 |
2647
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $582M | -$36.4M | -6% | 3.43% | 117% | 259 | 9.65% | 3.5 |
|
| 2648 |
2648
Tectonic Advisors
Frisco,
Texas
| $581M | +$22.8M | +4% | 3% | 44.9% | 237 | 16.03% | 1 |
|
| 2649 |
2649
Bell Asset Management
Melbourne,
Australia
| $581M | -$39.2M | -6% | 8.34% | 45.3% | 59 | 10.17% | 2.8 |
|
| 2650 |
XS
2650
XR Securities
Chicago,
Illinois
| $581M | -$453M | -44% | 4.46% | 17% | 576 | 62.67% | 0.8 |
|