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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2651 |
2651
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $347M | +$26.9M | +8% | 6.99% | 48.8% | 270 | 6.67% | 3.6 |
|
| 2652 |
2652
Oak Management Corp
Wilton,
Connecticut
| $347M | +$88.6M | +34% | 38.3% | 96.4% | 4 | 0% | 2.7 |
|
| 2653 |
2653
Paradigm Asset Management
New York
| $347M | +$6.71M | +2% | 3.23% | 73.8% | 445 | 26.97% | 2.3 |
|
| 2654 |
2654
IBEX Wealth Advisors
Bedminster,
New Jersey
| $347M | +$61.3M | +21% | 3.8% | 221% | 437 | 78.26% | 0.2 |
|
| 2655 |
2655
D'Orazio & Associates
Falls Church,
Virginia
| $347M | +$9.13M | +3% | 4.07% | 61.2% | 370 | 12.16% | 2.8 |
|
| 2656 |
2656
Cypress Wealth Services
Palm Desert,
California
| $347M | +$30.7M | +10% | 2.9% | 82.7% | 274 | 9.85% | 1.1 |
|
| 2657 |
2657
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $346M | +$14.4M | +4% | 5.05% | 74.8% | 171 | 6.43% | 3.3 |
|
| 2658 |
2658
Yaupon Capital Management
New York
| $346M | +$150M | +76% | 3.21% | 122% | 57 | 64.91% | 0.2 |
|
| 2659 |
2659
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $346M | +$149M | +76% | 3.75% | 109% | 245 | 54.29% | 1.9 |
|
| 2660 |
JCM
2660
JD Capital Management
Darien,
Connecticut
| $346M | -$20M | -5% | 0.53% | 47.8% | 13 | 15.38% | 1.5 |
|
| 2661 |
2661
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $346M | +$3.98M | +1% | 3.12% | 65.9% | 137 | 6.57% | 4.1 |
|
| 2662 |
2662
Nadler Financial Group
Deerfield,
Illinois
| $346M | +$31.8M | +10% | 4.58% | 81.8% | 87 | 10.34% | 4 |
|
| 2663 |
2663
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| $346M | -$402M | -54% | 2.6% | 24.6% | 1,491 | 56.94% | 0.5 |
|
| 2664 |
2664
Hyperion Asset Management
Brisbane,
Australia
| $345M | +$27.3M | +9% | 7.1% | 151% | 15 | 13.33% | 1.2 |
|
| 2665 |
2665
StrategIQ Financial Group
Merrillville,
Indiana
| $345M | +$20.3M | +6% | 1.9% | 12.6% | 195 | 4.62% | 2.1 |
|
| 2666 |
2666
Cozad Asset Management
Champaign,
Illinois
| $345M | +$14.1M | +4% | 3.21% | 132% | 250 | 6.8% | 0.9 |
|
| 2667 |
2667
Three Peaks Capital Management
Castle Rock,
Colorado
| $345M | +$5.83M | +2% | 7.33% | 84.5% | 107 | 27.1% | 1.7 |
|
| 2668 |
AGM
2668
Alpine Global Management
New York
| $344M | -$1.44M | -0.4% | 0.35% | 149% | 135 | 80% | 0.4 |
|
| 2669 |
2669
ACK Asset Management
Greenwich,
Connecticut
| $344M | -$17.4M | -5% | 12.2% | 132% | 41 | 60.98% | 0.8 |
|
| 2670 |
2670
Hudson Edge Investment Partners
Jersey City,
New Jersey
| $344M | +$12.2M | +4% | 2.72% | 68.6% | 143 | 10.49% | 3.2 |
|
| 2671 |
2671
Aristotle Atlantic Partners
Sarasota,
Florida
| $344M | +$14.9M | +5% | 3.87% | 144% | 101 | 14.85% | 0.8 |
|
| 2672 |
2672
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $344M | +$7.4M | +2% | 4.78% | 91.5% | 122 | 7.38% | 1.8 |
|
| 2673 |
2673
Versant Venture Management
San Francisco,
California
| $343M | +$39.6M | +13% | 19.2% | 409% | 10 | 20% | 2.3 |
|
| 2674 |
2674
MA Private Wealth
San Carlos,
California
| $343M | +$28M | +9% | 2.86% | 57.5% | 95 | 11.58% | 0.5 |
|
| 2675 |
BCM
2675
BlueMar Capital Management
Miami,
Florida
| $343M | +$55.5M | +19% | 8.36% | 27.4% | 66 | 46.97% | 1.3 |
|