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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
Curated Wealth Partners
El Segundo,
California
| $612M | +$63.3M | +12% | 10.9% | 39.9% | 148 | 13.51% | 1.9 |
|
| 2627 |
2627
Estabrook Capital Management
New York
| $612M | +$44.2M | +8% | 11.5% | 87.2% | 377 | 4.77% | 6.5 |
|
| 2628 |
2628
Cornercap Investment Counsel
Atlanta,
Georgia
| $611M | +$61.5M | +11% | 12.6% | 55.4% | 675 | 30.52% | 1.4 |
|
| 2629 |
2629
Qtron Investments
Boston,
Massachusetts
| $610M | +$85.6M | +16% | 12.4% | 140% | 481 | 19.13% | 1.7 |
|
| 2630 |
2630
EMG Holdings
Old Greenwich,
Connecticut
| $610M | +$150M | +33% | 7.93% | 4.17% | 79 | 39.24% | 1 |
|
| 2631 |
2631
Third Avenue Management
New York
| $609M | +$12.8M | +2% | 18.3% | 113% | 60 | 3.33% | 4.9 |
|
| 2632 |
2632
ShawSpring Partners
Boston,
Massachusetts
| $609M | +$11.8M | +2% | 7.56% | 3.53% | 6 | 0% | 2.7 |
|
| 2633 |
2633
Baker Tilly Wealth Management
Madison,
Wisconsin
| $609M | +$2.14M | +0.4% | 12% | 96.9% | 496 | 14.92% | 2.2 |
|
| 2634 |
2634
Keywise Capital Management (HK)
Hong Kong
| $609M | +$5.05M | +0.8% | 14.7% | 684% | 11 | 9.09% | 1.4 |
|
| 2635 |
2635
ThornTree Capital Partners
Boston,
Massachusetts
| $609M | +$226M | +59% | 14.5% | 217% | 28 | 46.43% | 0.8 |
|
| 2636 |
2636
Focused Wealth Management
Newburgh,
New York
| $608M | +$42M | +7% | 9.44% | 80.9% | 1,113 | 15.27% | 4.7 |
|
| 2637 |
2637
Institutional & Family Asset Management
Fort Collins,
Colorado
| $608M | -$3.31M | -0.5% | 7.76% | 19% | 761 | 12.61% | 4.1 |
|
| 2638 |
2638
WealthShield Partners
Cary,
North Carolina
| $608M | -$56M | -8% | 10.1% | 71% | 517 | 15.86% | 1.9 |
|
| 2639 |
2639
Great Lakes Retirement
Sandusky,
Ohio
| $607M | +$52.4M | +9% | 11.9% | 118% | 237 | 20.25% | 1.8 |
|
| 2640 |
GA
2640
GRS Advisors
Chicago,
Illinois
| $606M | +$41.1M | +7% | 13% | 54.3% | 37 | 37.84% | 1.1 |
|
| 2641 |
2641
Engine Capital Management
New York
| $606M | +$157M | +35% | 11.9% | 21.1% | 43 | 20.93% | 1.4 |
|
| 2642 |
2642
Keebeck Wealth Management
Chicago,
Illinois
| $606M | +$31.9M | +6% | 11.7% | 81.3% | 285 | 19.65% | 2.3 |
|
| 2643 |
2643
Fir Tree Capital Management
New York
| $605M | -$352M | -37% | 4.76% | 17.3% | 238 | 46.22% | 1.1 |
|
| 2644 |
2644
Oak Hill Capital Management
New York
| $605M | -$104M | -15% | 14.7% | 1.19% | 1 | 0% | 2 |
|
| 2645 |
2645
First Beijing Investment Ltd
Hong Kong
| $604M | +$85.1M | +16% | 22.8% | 81.8% | 28 | 67.86% | 0.1 |
|
| 2646 |
2646
Centerbridge Partners
New York
| $604M | +$137M | +29% | 15% | 15.9% | 14 | 28.57% | 2 |
|
| 2647 |
2647
Alpha Omega Wealth Management
Richmond,
Virginia
| $604M | +$23.9M | +4% | 8.11% | 65.9% | 210 | 7.14% | 5.4 |
|
| 2648 |
2648
Perennial Investment Advisors
Los Angeles,
California
| $604M | +$49.9M | +9% | 10.5% | 84.3% | 379 | 16.89% | 1.8 |
|
| 2649 |
2649
Advisors Preferred
Rockville,
Maryland
| $604M | +$296M | +96% | 11.6% | 102% | 308 | 63.31% | 0.4 |
|
| 2650 |
2650
Aaron Wealth Advisors
Chicago,
Illinois
| $603M | -$172M | -22% | 10.2% | 108% | 290 | 22.76% | 1.6 |
|