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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
2801
Quantum Financial Advisors
El Segundo,
California
| $656M | +$17.1M | +3% | 1.46% | 68% | 210 | 20% | 1.4 |
|
| 2802 |
WAM
2802
Warberg Asset Management
Winnetka,
Illinois
| $656M | +$93.4M | +17% | 16% | 61.5% | 259 | 42.86% | 0.9 |
|
| 2803 |
2803
Johnson Bixby & Associates
Vancouver,
Washington
| $655M | -$791K | -0.1% | 1.93% | 48.7% | 123 | 13.82% | 2.5 |
|
| 2804 |
2804
Main Management Fund Advisors
San Francisco,
California
| $655M | +$71.8M | +12% | 2.6% | 80% | 6 | 16.67% | 1.3 |
|
| 2805 |
2805
Maltese Capital Management
New York
| $655M | +$3.1M | +0.5% | 7.73% | 114% | 122 | 22.95% | 2.7 |
|
| 2806 |
2806
Financial Enhancement Group
Anderson,
Indiana
| $654M | +$140M | +27% | 0.02% | 62.2% | 157 | 52.23% | 3 |
|
| 2807 |
2807
MAK Capital One
New York
| $654M | +$164M | +34% | 15% | 200% | 13 | 46.15% | 2.7 |
|
| 2808 |
2808
Fractal Investments
Glastonbury,
Connecticut
| $653M | +$61.9M | +10% | 8.77% | 74.2% | 85 | 12.94% | 1.7 |
|
| 2809 |
2809
Red Door Wealth Management
Memphis,
Tennessee
| $653M | +$52M | +9% | 2.9% | 100% | 242 | 16.53% | 2.6 |
|
| 2810 |
2810
South Street Advisors
New York
| $652M | -$6.07M | -0.9% | 3.22% | 169% | 75 | 10.67% | 3.8 |
|
| 2811 |
VCM
2811
Vivaldi Capital Management
Chicago,
Illinois
| $652M | +$308M | +89% | 0.29% | 69.2% | 293 | 24.91% | 2.9 |
|
| 2812 |
RCM
2812
Ratan Capital Management
Miami Beach,
Florida
| $652M | +$281M | +76% | 16% | 616% | 44 | 31.82% | 1.9 |
|
| 2813 |
2813
Covenant Asset Management
Chester,
New Jersey
| $652M | +$15.6M | +2% | 6.13% | 177% | 183 | 11.48% | 3.9 |
|
| 2814 |
2814
Intrua Financial
Houston,
Texas
| $651M | -$21.4M | -3% | 0.14% | 77.4% | 404 | 17.33% | 2.6 |
|
| 2815 |
2815
Planning Alternatives
Birmingham,
Michigan
| $651M | -$6.49M | -1% | 0.73% | 69.6% | 63 | 11.11% | 5.3 |
|
| 2816 |
IBOK
2816
Independence Bank of Kentucky
Owensboro,
Kentucky
| $650M | +$185M | +40% | 1.17% | 94.3% | 652 | 14.57% | 3.5 |
|
| 2817 |
2817
Estabrook Capital Management
New York
| $649M | -$22M | -3% | 0.92% | 87.2% | 363 | 5.23% | 7.3 |
|
| 2818 |
2818
Almanack Investment Partners
Wayne,
Pennsylvania
| $648M | +$11.7M | +2% | 0.41% | 82.2% | 197 | 16.24% | 2.4 |
|
| 2819 |
FCM
2819
Fieldview Capital Management
Niles,
Michigan
| $648M | – | – | 2.64% | – | 402 | – | 0 |
|
| 2820 |
2820
Dudley & Shanley
Palm Beach,
Florida
| $648M | +$7.86M | +1% | 1.44% | 67.9% | 37 | 2.7% | 3.6 |
|
| 2821 |
2821
Capital Planning Advisors
Roseville,
California
| $648M | -$14.8M | -2% | 0.49% | 64.2% | 148 | 13.51% | 4.4 |
|
| 2822 |
2822
McMorgan & Co
San Francisco,
California
| $647M | -$2.8M | -0.4% | 1.59% | 30.1% | 60 | 10% | 2.3 |
|
| 2823 |
2823
Adventist Health System West
Roseville,
California
| $647M | -$3.68M | -0.6% | 0.34% | 60.2% | 8 | 12.5% | 2.1 |
|
| 2824 |
2824
Palo Alto Investors
Palo Alto,
California
| $645M | -$124M | -16% | 0.2% | 157% | 47 | 12.77% | 3.7 |
|
| 2825 |
2825
Foresight Group
London,
United Kingdom
| $645M | +$593M | +1,143% | 8.38% | – | 36 | 11.11% | 0.9 |
|