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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
WWM
2751
Windsor Wealth Management
Indianapolis,
Indiana
| $541M | -$4.72M | -0.9% | 3.16% | 37.3% | 246 | 10.98% | 2.6 |
|
| 2752 |
2752
Mandatum Life Insurance Company
Helsinki,
Finland
| $541M | +$162M | +43% | 5.45% | 95.9% | 88 | 14.77% | 3.7 |
|
| 2753 |
2753
Adams Street Partners
Chicago,
Illinois
| $540M | -$115M | -18% | 7.99% | 399% | 32 | 65.63% | 1.9 |
|
| 2754 |
2754
Foresight Wealth Management
Draper,
Utah
| $540M | -$7.22B | -93% | 2.34% | 19.1% | 137 | 14.6% | 1.9 |
|
| 2755 |
2755
Tortoise Investment Management
White Plains,
New York
| $540M | +$5.74M | +1% | 5.09% | 40.2% | 712 | 10.25% | 4.1 |
|
| 2756 |
2756
Benefit Street Partners
New York
| $540M | +$238M | +79% | 21% | – | 44 | 43.18% | 1.4 |
|
| 2757 |
2757
EFG Asset Management (Americas)
Miami,
Florida
| $539M | -$55.8M | -9% | 6.92% | 112% | 142 | 13.38% | 2.9 |
|
| 2758 |
2758
Financial Enhancement Group
Anderson,
Indiana
| $539M | -$30.1M | -5% | 1.36% | 62.2% | 358 | 28.77% | 2.1 |
|
| 2759 |
2759
Column Group
San Francisco,
California
| $539M | -$196M | -27% | 22.9% | 95.1% | 7 | 0% | 0.9 |
|
| 2760 |
2760
Quent Capital
New York
| $539M | +$66.5M | +14% | 4.74% | 78.1% | 1,357 | 22.4% | 0.2 |
|
| 2761 |
FPCM
2761
Financial Partners Capital Management
New York
| $539M | -$25.3M | -4% | 2.87% | 34.2% | 131 | 8.4% | 3.6 |
|
| 2762 |
2762
Arch Capital Group
Pembroke,
Bermuda
| $538M | -$185M | -26% | 2.82% | 3.08% | 11 | 63.64% | 1 |
|
| 2763 |
2763
Cyrus Capital Partners
New York
| $538M | +$35.9M | +7% | 2.31% | 163% | 10 | 10% | 2.7 |
|
| 2764 |
2764
Dimension Capital Management
Coral Gables,
Florida
| $538M | +$5.37M | +1% | 1.83% | 65.5% | 123 | 18.7% | 2.6 |
|
| 2765 |
2765
Dudley & Shanley
Palm Beach,
Florida
| $538M | -$40.1M | -7% | 0.36% | 67.9% | 37 | 13.51% | 2.8 |
|
| 2766 |
CL
2766
CIM LLC
Albany,
New York
| $537M | +$1.5M | +0.3% | 5.1% | 108% | 168 | 24.4% | 3.2 |
|
| 2767 |
2767
Center Lake Capital Management
West Palm Beach,
Florida
| $537M | -$32.3M | -6% | 7.17% | 98.3% | 18 | 50% | 1 |
|
| 2768 |
2768
Geller Advisors
New York
| $537M | +$23.9M | +5% | 5.09% | 20.4% | 191 | 18.32% | 1.5 |
|
| 2769 |
2769
EAM Investors
Solana Beach,
California
| $537M | -$72.8M | -12% | 26.5% | 6,012% | 430 | 72.33% | 0.2 |
|
| 2770 |
2770
De Burlo Group
Boston,
Massachusetts
| $537M | -$152M | -22% | 0.92% | 147% | 184 | 57.07% | 2 |
|
| 2771 |
2771
Front Street Capital Management
Missoula,
Montana
| $537M | -$5.37M | -1% | 3.5% | 316% | 67 | 7.46% | 4 |
|
| 2772 |
2772
Teamwork Financial Advisors
San Antonio,
Texas
| $536M | -$7.89M | -1% | 3.05% | 134% | 345 | 44.93% | 1 |
|
| 2773 |
2773
EnCap Energy Capital Fund X
Houston,
Texas
| $536M | -$573M | -52% | 34.2% | – | 1 | 0% | 1 |
|
| 2774 |
2774
Madison Avenue Partners
New York
| $536M | +$73.7M | +16% | 4.69% | 284% | 22 | 45.45% | 0.8 |
|
| 2775 |
2775
Plante Moran Financial Advisors
Southfield,
Michigan
| $535M | -$76M | -12% | 4.16% | 62.8% | 1,066 | 28.71% | 4 |
|