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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2626 |
CIC
2626
Cornercap Investment Counsel
Atlanta,
Georgia
| $611M | +$61.5M | +11% | 12.6% | 55.4% | 675 | 30.52% |
|
| 2627 |
QI
2627
Qtron Investments
Boston,
Massachusetts
| $610M | +$85.6M | +16% | 12.4% | 139% | 481 | 19.13% |
|
| 2628 |
EH
2628
EMG Holdings
Old Greenwich,
Connecticut
| $610M | +$150M | +33% | 7.93% | 4.17% | 79 | 39.24% |
|
| 2629 |
TAM
2629
Third Avenue Management
New York
| $609M | +$12.8M | +2% | 18.3% | 113% | 60 | 3.33% |
|
| 2630 |
SP
2630
ShawSpring Partners
Boston,
Massachusetts
| $609M | +$11.8M | +2% | 7.56% | 3.53% | 6 | 0% |
|
| 2631 |
BTWM
2631
Baker Tilly Wealth Management
Madison,
Wisconsin
| $609M | +$2.14M | +0.4% | 12% | 83.6% | 496 | 14.92% |
|
| 2632 |
KCMH
2632
Keywise Capital Management (HK)
Hong Kong
| $609M | +$5.05M | +0.8% | 14.7% | 684% | 11 | 9.09% |
|
| 2633 |
TCP
2633
ThornTree Capital Partners
Boston,
Massachusetts
| $609M | +$226M | +59% | 14.5% | 217% | 28 | 46.43% |
|
| 2634 |
FWM
2634
Focused Wealth Management
Newburgh,
New York
| $608M | +$42M | +7% | 9.44% | 73.9% | 1,113 | 15.27% |
|
| 2635 |
IFAM
2635
Institutional & Family Asset Management
Fort Collins,
Colorado
| $608M | -$3.31M | -0.5% | 7.76% | 19% | 761 | 12.61% |
|
| 2636 |
WP
2636
WealthShield Partners
Cary,
North Carolina
| $608M | -$56M | -8% | 10.1% | 71% | 517 | 15.86% |
|
| 2637 |
GLR
2637
Great Lakes Retirement
Sandusky,
Ohio
| $607M | +$52.4M | +9% | 11.9% | 108% | 237 | 20.25% |
|
| 2638 |
GA
2638
GRS Advisors
Chicago,
Illinois
| $606M | +$41.1M | +7% | 13% | 54.3% | 37 | 37.84% |
|
| 2639 |
ECM
2639
Engine Capital Management
New York
| $606M | +$157M | +35% | 11.9% | 21.1% | 43 | 20.93% |
|
| 2640 |
KWM
2640
Keebeck Wealth Management
Chicago,
Illinois
| $606M | +$31.9M | +6% | 11.7% | 81.3% | 285 | 19.65% |
|
| 2641 |
FTCM
2641
Fir Tree Capital Management
New York
| $605M | -$352M | -37% | 4.76% | 17.3% | 238 | 46.22% |
|
| 2642 |
OHCM
2642
Oak Hill Capital Management
New York
| $605M | -$104M | -15% | 14.7% | 1.19% | 1 | 0% |
|
| 2643 |
FBIL
2643
First Beijing Investment Ltd
Hong Kong
| $604M | +$85.1M | +16% | 22.8% | 81.8% | 28 | 67.86% |
|
| 2644 |
CP
2644
Centerbridge Partners
New York
| $604M | +$137M | +29% | 15% | 15.9% | 14 | 28.57% |
|
| 2645 |
AOWM
2645
Alpha Omega Wealth Management
Richmond,
Virginia
| $604M | +$23.9M | +4% | 8.11% | 60.7% | 210 | 7.14% |
|
| 2646 |
PIA
2646
Perennial Investment Advisors
Los Angeles,
California
| $604M | +$49.9M | +9% | 10.5% | 84.3% | 379 | 16.89% |
|
| 2647 |
AP
2647
Advisors Preferred
Rockville,
Maryland
| $604M | +$296M | +96% | 11.6% | 102% | 308 | 63.31% |
|
| 2648 |
AWA
2648
Aaron Wealth Advisors
Chicago,
Illinois
| $603M | -$172M | -22% | 10.2% | 96.4% | 290 | 22.76% |
|
| 2649 |
B
2649
Bensler
Bellevue,
Washington
| $603M | +$83.1M | +16% | 10.7% | 106% | 167 | 14.97% |
|
| 2650 |
MC
2650
McMorgan & Co
San Francisco,
California
| $603M | +$61.6M | +11% | 7.72% | 30.1% | 56 | 16.07% |
|