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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 |
HCP
2751
Holt Capital Partners
Fort Worth,
Texas
| $559M | +$48.7M | +10% | 9.81% | 69.5% | 158 | 6.96% | 6.1 |
|
| 2752 |
2752
Battery Management Corp
Boston,
Massachusetts
| $559M | +$178M | +47% | 3.77% | 45.1% | 5 | 0% | 2.2 |
|
| 2753 |
2753
Towercrest Capital Management
Newtown,
Pennsylvania
| $559M | +$45M | +9% | 8.16% | 42.6% | 107 | 3.74% | 4.4 |
|
| 2754 |
2754
D'Orazio & Associates
Falls Church,
Virginia
| $558M | +$113M | +25% | 11% | 61.2% | 194 | 22.68% | 3.3 |
|
| 2755 |
2755
Synergy Asset Management
Vancouver,
Washington
| $558M | +$54M | +11% | 8.01% | 97.3% | 177 | 48.59% | 0.7 |
|
| 2756 |
2756
Skaana Management
Brooklyn,
New York
| $558M | +$152M | +37% | 1.91% | 269% | 241 | 22.41% | 0.7 |
|
| 2757 |
2757
Financial Partners Group (Kansas)
Overland Park,
Kansas
| $558M | +$72.7M | +15% | 9.42% | 76.7% | 173 | 10.4% | 2.5 |
|
| 2758 |
2758
Monograph Wealth Advisors
Manhattan Beach,
California
| $557M | +$51.6M | +10% | 10.9% | 68% | 139 | 30.94% | 1.3 |
|
| 2759 |
2759
Exchange Capital Management
Ann Arbor,
Michigan
| $557M | +$27.2M | +5% | 11.5% | 57.8% | 186 | 8.06% | 5.2 |
|
| 2760 |
2760
Zevin Asset Management
Boston,
Massachusetts
| $557M | +$59.5M | +12% | 8.74% | 71.7% | 94 | 11.7% | 5 |
|
| 2761 |
2761
Hazelview Securities
Toronto,
Ontario, Canada
| $557M | +$6.6M | +1% | 16.5% | – | 53 | 49.06% | 1.4 |
|
| 2762 |
2762
Covenant Asset Management
Chester,
New Jersey
| $557M | +$177M | +47% | 15.6% | 177% | 167 | 11.98% | 3.7 |
|
| 2763 |
2763
Cynosure Group
Salt Lake City,
Utah
| $556M | +$230M | +71% | 9.74% | 56.8% | 158 | 17.72% | 0.8 |
|
| 2764 |
2764
Moody Aldrich Partners
Marblehead,
Massachusetts
| $556M | +$28.1M | +5% | 17.6% | 312% | 230 | 31.74% | 1.1 |
|
| 2765 |
2765
StepStone Group
La Jolla,
California
| $556M | +$132M | +31% | 34.9% | 107% | 28 | 42.86% | 1.5 |
|
| 2766 |
2766
CFS Investment Advisory Services
Totowa,
New Jersey
| $555M | -$72.2M | -12% | 8.55% | 59.7% | 177 | 24.86% | 1.3 |
|
| 2767 |
2767
Inspirion Wealth Advisors
Libertyville,
Illinois
| $555M | +$42.1M | +8% | 8.34% | 52.5% | 148 | 12.16% | 3.9 |
|
| 2768 |
2768
Sompo Asset Management
Tokyo,
Japan
| $554M | +$97.8M | +21% | 12.7% | 84.7% | 203 | 15.76% | 2.7 |
|
| 2769 |
2769
Redwood Capital Management
New York
| $552M | +$19.9M | +4% | 17.1% | 313% | 22 | 13.64% | 4.2 |
|
| 2770 |
2770
TrinityPoint Wealth
Milford,
Connecticut
| $552M | +$50M | +10% | 10.5% | 28.4% | 303 | 7.26% | 2.9 |
|
| 2771 |
JC
2771
Joho Capital
New York
| $552M | +$107M | +24% | 16.6% | 80.2% | 19 | 31.58% | 1.4 |
|
| 2772 |
2772
Total Wealth Planning
Cincinnati,
Ohio
| $551M | +$62M | +13% | 8.48% | 37.2% | 92 | 8.7% | 2.5 |
|
| 2773 |
2773
Dillon & Associates
Jackson,
Michigan
| $551M | +$31.7M | +6% | 10% | 117% | 80 | 6.25% | 6.9 |
|
| 2774 |
2774
Iridian Asset Management
Westport,
Connecticut
| $551M | +$57.4M | +12% | 9.93% | 88.4% | 53 | 7.55% | 2.9 |
|
| 2775 |
CIA
2775
Covington Investment Advisors
Ligonier,
Pennsylvania
| $551M | +$62.9M | +13% | 11.6% | 100% | 77 | 9.09% | 6.3 |
|