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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
Sherborne Investors Management
New York
| $484M | – | – | 12% | 54.2% | 1 | – | 0 |
|
| 2652 |
2652
Stansberry Asset Management
Westlake,
Texas
| $484M | +$21.4M | +5% | 6.49% | 79.6% | 110 | 17.27% | 1.4 |
|
| 2653 |
WWM
2653
Windsor Wealth Management
Indianapolis,
Indiana
| $484M | +$82.4M | +21% | 8.18% | 37.3% | 168 | 14.88% | 3.2 |
|
| 2654 |
2654
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $484M | +$39.1M | +9% | 9.19% | 80.3% | 152 | 13.16% | 2.3 |
|
| 2655 |
2655
Lake Street Private Wealth
Chicago,
Illinois
| $484M | +$48.3M | +11% | 6.92% | 105% | 309 | 18.45% | 1.9 |
|
| 2656 |
2656
V Wealth Advisors
Overland Park,
Kansas
| $484M | -$16.3M | -3% | 8.52% | 36.9% | 418 | 23.44% | 2.2 |
|
| 2657 |
2657
Live Oak Private Wealth
Wilmington,
North Carolina
| $483M | +$37.8M | +8% | 11.9% | 65% | 177 | 6.78% | 2.1 |
|
| 2658 |
2658
EAM Investors
Solana Beach,
California
| $483M | +$23M | +5% | 45.3% | 6,012% | 378 | 69.05% | 0.2 |
|
| 2659 |
2659
Ardsley Advisory Partners
Stamford,
Connecticut
| $483M | +$36.3M | +8% | 5.62% | 555% | 168 | 67.86% | 0.6 |
|
| 2660 |
2660
Lansdowne Partners (UK)
London,
United Kingdom
| $483M | +$18M | +4% | 23.9% | 293% | 18 | 22.22% | 2.2 |
|
| 2661 |
2661
Cevian Capital II
St. Helier,
Jersey
| $482M | +$62.7M | +15% | 14.9% | 105% | 1 | 0% | 4.8 |
|
| 2662 |
SIA
2662
Strategic Investment Advisors
Farmington Hills,
Michigan
| $482M | +$38.5M | +9% | 7.36% | 66.1% | 236 | 30.93% | 1.7 |
|
| 2663 |
2663
Sabadell Asset Management
Sant Cugat Del Valles,
Spain
| $482M | +$27.7M | +6% | 11.5% | – | 122 | 18.03% | 1.2 |
|
| 2664 |
2664
Cigna Investments
Bloomfield,
Connecticut
| $481M | +$29.1M | +6% | 8.96% | 154% | 465 | 10.11% | 4.8 |
|
| 2665 |
CEI
2665
Clark Estates Inc
New York
| $481M | +$28.8M | +6% | 13.2% | 34.5% | 93 | 20.43% | 1.8 |
|
| 2666 |
2666
Camden National Bank
Camden,
Maine
| $479M | +$31.1M | +7% | 11.2% | 48.8% | 126 | 7.94% | 3.9 |
|
| 2667 |
2667
Twin Focus Capital Partners
Boston,
Massachusetts
| $479M | +$63.1M | +15% | 8.59% | 92.5% | 230 | 18.26% | 3.1 |
|
| 2668 |
2668
Passaic Partners
Newark,
New Jersey
| $478M | -$3.69M | -0.8% | 9.18% | 53.2% | 11 | 45.45% | 0.7 |
|
| 2669 |
2669
Crestone Asset Management
Boulder,
Colorado
| $477M | +$83.2M | +21% | 6.57% | 6.65% | 76 | 14.47% | 3.1 |
|
| 2670 |
2670
HCR Wealth Advisors
Los Angeles,
California
| $476M | +$5.87M | +1% | 4.8% | 107% | 182 | 9.89% | 3.4 |
|
| 2671 |
2671
Integral Health Asset Management
New York
| $476M | -$38.3M | -7% | 20.4% | 564% | 94 | 65.96% | 0.7 |
|
| 2672 |
2672
Sapience Investments
Newport Beach,
California
| $476M | +$91.7K | +0% | 8.94% | 54.9% | 88 | 17.05% | 3.1 |
|
| 2673 |
2673
Qtron Investments
Boston,
Massachusetts
| $476M | +$73.8M | +18% | 11.6% | 140% | 468 | 24.79% | 1.4 |
|
| 2674 |
2674
Gallagher Benefit Services
Rolling Meadows,
Illinois
| $476M | – | – | 7.1% | – | 186 | – | 0 |
|
| 2675 |
2675
F3Logic
Burnsville,
Minnesota
| $476M | -$3.44M | -0.7% | 7.1% | 11.8% | 198 | 15.15% | 2.3 |
|