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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
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $810M | – | – | 8.48% | – | 252 | – | 3.5 |
|
| 2652 |
2652
Ally Financial
Detroit,
Michigan
| $810M | -$75.3M | -9% | 3.9% | 9.35% | 123 | 29.27% | 2.2 |
|
| 2653 |
2653
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| $810M | -$69.9M | -8% | 7.99% | 96.6% | 195 | 15.38% | 2.4 |
|
| 2654 |
2654
Ophir Asset Management
Sydney,
Australia
| $810M | +$181M | +29% | 18.7% | 282% | 33 | 30.3% | 0.8 |
|
| 2655 |
2655
Ardsley Advisory Partners
Stamford,
Connecticut
| $809M | +$48M | +6% | 38.8% | 555% | 208 | 67.79% | 0.7 |
|
| 2656 |
2656
Broad Bay Capital Management
New York
| $809M | -$40.6M | -5% | 29.5% | 338% | 31 | 48.39% | 1.3 |
|
| 2657 |
2657
Boussard & Gavaudan Investment Management
London,
United Kingdom
| $809M | +$29.3M | +4% | 1.15% | 25.8% | 100 | 58% | 0.4 |
|
| 2658 |
2658
Managed Asset Portfolios
Rochester,
Michigan
| $808M | +$38M | +5% | 6.78% | 99.2% | 53 | 13.21% | 4 |
|
| 2659 |
2659
Qtron Investments
Boston,
Massachusetts
| $808M | +$24.8M | +3% | 10.9% | 140% | 452 | 20.58% | 2.7 |
|
| 2660 |
2660
McGowan Group Asset Management
Dallas,
Texas
| $807M | +$12.8M | +2% | 2.58% | 69.8% | 132 | 15.15% | 4.2 |
|
| 2661 |
2661
Stockman Wealth Management
Billings,
Montana
| $806M | +$69.9M | +10% | 7.36% | 77.5% | 183 | 9.84% | 5.3 |
|
| 2662 |
KCM
2662
Kingdon Capital Management
New York
| $806M | +$63.2M | +9% | 12.7% | 217% | 105 | 62.86% | 0.8 |
|
| 2663 |
WCM
2663
Wallace Capital Management
Dallas,
Texas
| $805M | +$70.7M | +10% | 8.76% | 62.3% | 80 | 13.75% | 5.4 |
|
| 2664 |
2664
Arista Wealth Management
Las Vegas,
Nevada
| $804M | +$80.9M | +11% | 7.47% | 67% | 298 | 25.5% | 0.6 |
|
| 2665 |
2665
BSW Wealth Partners
Boulder,
Colorado
| $803M | +$73.2M | +10% | 7.97% | 75.4% | 351 | 17.09% | 3.6 |
|
| 2666 |
2666
Financial Partners Group (Kansas)
Overland Park,
Kansas
| $803M | +$79.7M | +11% | 8.21% | 76.7% | 226 | 13.72% | 2.9 |
|
| 2667 |
2667
St Louis Trust
Saint Louis,
Missouri
| $802M | +$51.5M | +7% | 7.25% | 71.4% | 125 | 4.8% | 4.7 |
|
| 2668 |
2668
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| $801M | +$90.5M | +13% | 13.2% | 95.4% | 39 | 7.69% | 6.3 |
|
| 2669 |
2669
OnyxPoint Global Management
New York
| $801M | +$191M | +31% | 9.35% | 162% | 34 | 38.24% | 0.8 |
|
| 2670 |
2670
Tensile Capital Management
Larkspur,
California
| $800M | -$28.1M | -3% | 5.93% | 47.7% | 24 | 20.83% | 3.5 |
|
| 2671 |
2671
Parkside Investments
Deerfield,
Illinois
| $800M | +$64.2M | +9% | 9.06% | 70.4% | 104 | 19.23% | 4 |
|
| 2672 |
2672
ACK Asset Management
Greenwich,
Connecticut
| $799M | +$37.7M | +5% | 14.3% | 132% | 28 | 53.57% | 1.2 |
|
| 2673 |
2673
Global Endowment Management
Charlotte,
North Carolina
| $799M | +$47.4M | +6% | 6.58% | 46.1% | 143 | 20.98% | 2.6 |
|
| 2674 |
2674
Biondo Investment Advisors
Milford,
Pennsylvania
| $799M | +$40M | +5% | 6.92% | 83.4% | 94 | 11.7% | 5.6 |
|
| 2675 |
2675
Lee Financial
Dallas,
Texas
| $797M | +$100M | +14% | 7.53% | 75% | 185 | 23.24% | 4.6 |
|