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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
2726
Qtron Investments
Boston,
Massachusetts
| $668M | -$44.1M | -6% | 0.99% | 140% | 435 | 19.08% | 2.7 |
|
| 2727 |
2727
Thompson Investment Management
Madison,
Wisconsin
| $667M | -$28.7M | -4% | 0.39% | 100% | 505 | 5.94% | 3.6 |
|
| 2728 |
2728
Black Diamond Financial
Towson,
Maryland
| $666M | -$1.47M | -0.2% | 1.72% | 68.3% | 153 | 9.15% | 3.2 |
|
| 2729 |
2729
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $665M | -$319K | -0% | 1.86% | 84.5% | 429 | 16.08% | 3.4 |
|
| 2730 |
2730
SkyView Investment Advisors
Shrewsbury,
New Jersey
| $665M | +$38.2M | +6% | 0.95% | 70.3% | 366 | 25.14% | 1.1 |
|
| 2731 |
2731
Abacus Wealth Partners
Santa Monica,
California
| $665M | -$4.74M | -0.7% | 1.38% | 49.5% | 102 | 19.61% | 2.3 |
|
| 2732 |
2732
Occidental Asset Management
Burlingame,
California
| $662M | +$21.7M | +3% | 1.97% | 97.4% | 271 | 25.83% | 3.5 |
|
| 2733 |
2733
Gabelli & Co Investment Advisers
Rye,
New York
| $662M | +$75.3M | +13% | 12.1% | 248% | 299 | 32.44% | 1.4 |
|
| 2734 |
2734
Goldstone Financial Group
Oakbrook Terrace,
Illinois
| $661M | +$22.5M | +4% | 1.91% | 54.9% | 219 | 16.89% | 1.4 |
|
| 2735 |
2735
Steel Grove Capital Advisors
Memphis,
Tennessee
| $661M | -$67.4M | -9% | 3.78% | 106% | 197 | 19.8% | 3.4 |
|
| 2736 |
KWMG
2736
King Wealth Management Group
Naples,
Florida
| $660M | -$25.8M | -4% | 3.88% | 86% | 164 | 10.37% | 5.6 |
|
| 2737 |
CM
2737
Conifer Management
New York
| $660M | -$116M | -15% | 2.53% | 22.7% | 6 | 16.67% | 3.7 |
|
| 2738 |
2738
Passaic Partners
Newark,
New Jersey
| $660M | -$28.7M | -4% | 0.32% | 53.2% | 14 | 7.14% | 1.7 |
|
| 2739 |
2739
Irenic Capital Management
New York
| $660M | -$271M | -29% | 1.5% | 93.6% | 32 | 53.13% | 0.8 |
|
| 2740 |
2740
Two Sigma Securities
New York
| $659M | -$95.1M | -13% | 1.54% | 109% | 2,397 | 77.01% | 0.3 |
|
| 2741 |
2741
D'Orazio & Associates
Falls Church,
Virginia
| $659M | -$20.2M | -3% | 2.26% | 66.7% | 271 | 12.55% | 3 |
|
| 2742 |
2742
Cullen Investment Group
Lafayette,
Louisiana
| $659M | -$18.6M | -3% | 0.54% | 102% | 183 | 8.74% | 1.2 |
|
| 2743 |
2743
Fort Sheridan Advisors
Highland Park,
Illinois
| $659M | -$26.5M | -4% | 0.97% | 109% | 259 | 9.27% | 3.2 |
|
| 2744 |
2744
BSW Wealth Partners
Boulder,
Colorado
| $659M | -$22.6M | -3% | 0.75% | 75.4% | 335 | 16.72% | 3.6 |
|
| 2745 |
2745
Mayflower Financial Advisors
Boston,
Massachusetts
| $658M | -$11.4M | -2% | 1.68% | 68.7% | 403 | 9.43% | 2.9 |
|
| 2746 |
2746
2Xideas
Kusnacht,
Switzerland
| $658M | -$88.5M | -12% | 2.14% | 40.6% | 64 | 12.5% | 2.5 |
|
| 2747 |
2747
Wealth Management Nebraska
Norfolk,
Nebraska
| $657M | +$42.6M | +7% | 0.68% | – | 83 | 25.3% | 0.2 |
|
| 2748 |
2748
Jamison Private Wealth Management
Milton,
Georgia
| $656M | -$21.2M | -3% | 1.08% | 130% | 207 | 6.76% | 1.4 |
|
| 2749 |
2749
ZEGA Investments
Palm Beach Gardens,
Florida
| $656M | +$258M | +65% | 4.41% | – | 165 | 35.15% | 0.2 |
|
| 2750 |
2750
Bay Colony Advisors
Concord,
Massachusetts
| $656M | -$19.2M | -3% | 1.17% | 91.8% | 495 | 19.19% | 2.9 |
|