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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
PCM
2701
Prime Capital Management
Hong Kong
| $515M | +$35.9M | +7% | 2.03% | 579% | 5 | 20% | 1 |
|
| 2702 |
2702
9258 Wealth Management
Blue Ash,
Ohio
| $514M | -$17M | -3% | 3.11% | 49.6% | 330 | 5.45% | 3.2 |
|
| 2703 |
2703
Towercrest Capital Management
Newtown,
Pennsylvania
| $514M | -$22.9M | -4% | 3.56% | 42.6% | 107 | 4.67% | 4.2 |
|
| 2704 |
2704
Sectoral Asset Management
Montreal,
Quebec, Canada
| $514M | -$86.2M | -14% | 8.43% | 168% | 136 | 20.59% | 2 |
|
| 2705 |
WCM
2705
Woodson Capital Management
Greenwich,
Connecticut
| $513M | -$149M | -22% | 2.04% | 235% | 49 | 32.65% | 1.5 |
|
| 2706 |
2706
WNY Asset Management
Williamsville,
New York
| $513M | +$42.8M | +9% | 4.15% | – | 220 | 17.27% | 1.7 |
|
| 2707 |
2707
Inspirion Wealth Advisors
Libertyville,
Illinois
| $513M | -$9.14M | -2% | 2.58% | 52.5% | 145 | 8.97% | 3.8 |
|
| 2708 |
1SP
2708
140 Summer Partners
New York
| $513M | +$62.4M | +14% | 1.13% | 202% | 13 | 23.08% | 0.7 |
|
| 2709 |
2709
Heritage Financial Services
Westwood,
Massachusetts
| $512M | +$12.5M | +2% | 3.11% | 38.3% | 84 | 9.52% | 1.4 |
|
| 2710 |
2710
HHM Wealth Advisors
Chattanooga,
Tennessee
| $512M | -$21.4M | -4% | 3.37% | 62.3% | 842 | 11.4% | 2.2 |
|
| 2711 |
2711
Capricorn Investment Group
Palo Alto,
California
| $511M | -$195M | -28% | 25.5% | 95.9% | 9 | 11.11% | 1.6 |
|
| 2712 |
HCP
2712
Holt Capital Partners
Fort Worth,
Texas
| $511M | -$17.6M | -3% | 2.51% | 69.5% | 155 | 3.87% | 6 |
|
| 2713 |
2713
Wealth Advisory Solutions
Indiianapolis,
Indiana
| $510M | +$135M | +36% | 3.07% | 60.5% | 138 | 49.28% | 1.6 |
|
| 2714 |
2714
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $510M | -$7.84M | -2% | 2.63% | 117% | 215 | 9.77% | 4.5 |
|
| 2715 |
2715
Claret Asset Management
Montreal,
Quebec, Canada
| $509M | -$3.44M | -0.7% | 0.3% | 73.3% | 164 | 11.59% | 3.7 |
|
| 2716 |
2716
Strategies Wealth Advisors
Grand Rapids,
Michigan
| $509M | +$20M | +4% | 3.56% | 64.6% | 86 | 11.63% | 1.5 |
|
| 2717 |
2717
Gilman Hill Asset Management
New Canaan,
Connecticut
| $509M | -$28.4M | -5% | 2.45% | 54.2% | 221 | 10.41% | 4.5 |
|
| 2718 |
TCOT
2718
Trust Company of Toledo
Holland,
Ohio
| $509M | -$83.5M | -14% | 3.23% | 109% | 235 | 21.7% | 6.2 |
|
| 2719 |
2719
Hudson Way Capital Management
Dallas,
Texas
| $508M | -$24.8M | -5% | 4.29% | 51.3% | 15 | 13.33% | 2.3 |
|
| 2720 |
2720
GPI Capital
New York
| $508M | -$37.6M | -7% | 0.03% | 261% | 8 | 12.5% | 1.7 |
|
| 2721 |
2721
Sax Wealth Advisors
Parsippany,
New Jersey
| $508M | +$5.67M | +1% | 3.2% | 64.3% | 190 | 13.68% | 2 |
|
| 2722 |
SA
2722
Strategic Advisors
New York
| $507M | -$17.7M | -3% | 2.56% | 106% | 205 | 8.78% | 4.2 |
|
| 2723 |
2723
Sherborne Investors Management
New York
| $507M | -$40.1M | -7% | 7.32% | 54.2% | 1 | 0% | 0.8 |
|
| 2724 |
GA
2724
GuoLine Advisory
Singapore
| $507M | -$439K | -0.1% | 3.41% | 112% | 13 | 15.38% | 0.4 |
|
| 2725 |
2725
Confluence Wealth Services
Mcmurray,
Pennsylvania
| $507M | +$34.9M | +7% | 2.85% | 64.5% | 274 | 9.49% | 1.4 |
|