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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 |
SF
2626
Symphony Financial
Houston,
Texas
| $822M | +$58.5M | +8% | 8.73% | 95.7% | 291 | 18.9% | 1.1 |
|
| 2627 |
2627
Disciplina Capital Management
Nashville,
Tennessee
| $822M | +$30.3M | +4% | 4.13% | 30% | 65 | 7.69% | 3.1 |
|
| 2628 |
2628
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| $821M | -$69.4M | -8% | 5.79% | 94.6% | 924 | 64.83% | 0.3 |
|
| 2629 |
2629
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $821M | +$68.7M | +9% | 12.6% | 174% | 259 | 29.34% | 6.3 |
|
| 2630 |
2630
180 Wealth Advisors
Federal Way,
Washington
| $821M | +$104M | +14% | 13.9% | 136% | 469 | 12.37% | 3.7 |
|
| 2631 |
2631
Quantum Financial Advisors
El Segundo,
California
| $820M | +$81.6M | +11% | 7.08% | 61.1% | 208 | 16.35% | 1.7 |
|
| 2632 |
2632
Hill Investment Group Partners
St. Louis,
Missouri
| $820M | +$52.4M | +7% | 6.46% | 50.6% | 55 | 9.09% | 2.7 |
|
| 2633 |
2633
CVC Management Holdings II
St. Helier,
Jersey
| $818M | +$175M | +27% | 28.5% | – | 3 | 0% | 1.5 |
|
| 2634 |
2634
Marietta Wealth Management
Marietta,
Georgia
| $818M | +$50.9M | +7% | 7.63% | 93% | 125 | 12% | 4.5 |
|
| 2635 |
2635
Newbrook Capital Advisors
New York
| $818M | +$24.1M | +3% | 17.3% | 299% | 26 | 38.46% | 1 |
|
| 2636 |
2636
Angelo Gordon & Co
New York
| $818M | +$66.2M | +9% | 27% | 90.1% | 76 | 36.84% | 0.7 |
|
| 2637 |
2637
Howard Financial Services
Dallas,
Texas
| $817M | +$56.7M | +7% | 6% | 55.9% | 202 | 11.88% | 3 |
|
| 2638 |
PAMJ
2638
Parvus Asset Management Jersey
St. Helier,
Jersey
| $817M | -$1.41B | -63% | 11.1% | – | 1 | 0% | 0.3 |
|
| 2639 |
NM
2639
Newtyn Management
New York
| $817M | +$157M | +24% | 11.7% | 52% | 40 | 32.5% | 1.8 |
|
| 2640 |
2640
Destiny Wealth Partners
Tavares,
Florida
| $816M | +$72.2M | +10% | 7.4% | 63.7% | 208 | 9.13% | 2.5 |
|
| 2641 |
2641
Brigade Capital Management
New York
| $815M | +$379M | +87% | 10.5% | 42.7% | 23 | 26.09% | 1.2 |
|
| 2642 |
2642
1834 Investment Advisors
Milwaukee,
Wisconsin
| $815M | +$25.1M | +3% | 5.7% | 68.7% | 213 | 7.98% | 5.8 |
|
| 2643 |
2643
Consolidated Investment Group
Englewood,
Colorado
| $814M | +$67.5M | +9% | 9.58% | 140% | 71 | 11.27% | 5.7 |
|
| 2644 |
2644
De Lisle Partners
Poole,
United Kingdom
| $814M | +$105M | +15% | 15.6% | – | 191 | 17.8% | 1.2 |
|
| 2645 |
2645
Bank Hapoalim BM
Tel Aviv,
Israel
| $813M | +$80.2M | +11% | 8.19% | 76.6% | 137 | 20.44% | 4.7 |
|
| 2646 |
2646
Baker Ellis Asset Management
Vancouver,
Washington
| $812M | +$83.4M | +11% | 8% | 91.9% | 252 | 15.48% | 5.3 |
|
| 2647 |
2647
Rodgers Brothers
Harmony,
Pennsylvania
| $812M | +$19.3M | +2% | 5.71% | 108% | 245 | 7.35% | 6.5 |
|
| 2648 |
2648
Vision Capital Management
Portland,
Oregon
| $811M | +$49.6M | +7% | 8.16% | 78.4% | 149 | 8.72% | 4.2 |
|
| 2649 |
2649
Flat Footed LLC
Wilson,
Wyoming
| $810M | +$240M | +42% | 16.9% | 152% | 25 | 28% | 0.7 |
|
| 2650 |
2650
Cat Rock Capital Management
Greenwich,
Connecticut
| $810M | +$16.6M | +2% | 1.88% | 66.7% | 17 | 17.65% | 2.3 |
|