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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2826 |
2826
Blue Edge Capital
Richmond,
Virginia
| $623M | -$13M | -2% | 1.88% | 67.4% | 113 | 6.19% | 6 |
|
| 2827 |
2827
Laird Norton Wetherby Trust Company
Seattle,
Washington
| $622M | -$110M | -15% | 4.4% | 88.1% | 83 | 22.89% | 2.2 |
|
| 2828 |
VCM
2828
Vivaldi Capital Management
Chicago,
Illinois
| $621M | -$31.3M | -5% | 0% | 69.2% | 297 | 8.08% | 3.1 |
|
| 2829 |
2829
Correct Capital Wealth Management
Clayton,
Missouri
| $620M | +$118M | +23% | 1.22% | 83.6% | 119 | 10.08% | 1.1 |
|
| 2830 |
2830
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| $620M | +$60.8M | +11% | 12.3% | 95.4% | 38 | 7.89% | 6.4 |
|
| 2831 |
2831
Estabrook Capital Management
New York
| $619M | -$29.6M | -5% | 0.15% | 87.2% | 349 | 5.73% | 7.6 |
|
| 2832 |
2832
CDAM (UK)
London,
United Kingdom
| $618M | -$48.2M | -7% | 15.2% | 7.89% | 12 | 25% | 3.5 |
|
| 2833 |
2833
Live Oak Private Wealth
Wilmington,
North Carolina
| $617M | +$22.1M | +4% | 0.86% | 74.6% | 192 | 6.25% | 3.5 |
|
| 2834 |
NG
2834
Northstar Group
New York
| $617M | +$19.7M | +3% | 1.59% | 63.9% | 161 | 11.18% | 6.1 |
|
| 2835 |
2835
Exchange Capital Management
Ann Arbor,
Michigan
| $617M | -$12.9M | -2% | 1.95% | 57.8% | 214 | 4.67% | 5.3 |
|
| 2836 |
2836
New England Asset Management
Farmington,
Connecticut
| $616M | +$30.5M | +5% | 2.46% | 55.6% | 125 | 5.6% | 5.4 |
|
| 2837 |
2837
Northside Capital Management
Hood River,
Oregon
| $616M | +$240M | +64% | 0.35% | 99.6% | 129 | 5.43% | 4.2 |
|
| 2838 |
2838
Fountainhead AM
Warren,
New Jersey
| $616M | +$67.8M | +12% | 2.36% | 80.4% | 196 | 17.35% | 1.7 |
|
| 2839 |
2839
Cooper Investors
Melbourne, Victoria,
Australia
| $616M | -$19.1M | -3% | 2.27% | 57.5% | 50 | 16% | 1.7 |
|
| 2840 |
2840
CoreCommodity Management
Stamford,
Connecticut
| $615M | +$103M | +20% | 3.72% | 65.8% | 153 | 19.61% | 3.2 |
|
| 2841 |
2841
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
| $615M | +$22.2M | +4% | 0.7% | 78.9% | 155 | 4.52% | 2.5 |
|
| 2842 |
2842
Maltese Capital Management
New York
| $615M | -$40.1M | -6% | 5.84% | 114% | 126 | 18.25% | 2.7 |
|
| 2843 |
2843
Lake Street Private Wealth
Chicago,
Illinois
| $614M | -$11.9M | -2% | 2.02% | 105% | 262 | 12.21% | 3.4 |
|
| 2844 |
2844
Versor Investments
New York
| $613M | +$33.4M | +6% | 0.6% | 240% | 992 | 58.27% | 0.4 |
|
| 2845 |
2845
Portside Wealth Group
Provo,
Utah
| $613M | +$8.62M | +1% | 0.33% | 90.1% | 460 | 16.74% | 1.2 |
|
| 2846 |
2846
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| $613M | +$15.6M | +3% | 1.1% | 72.8% | 170 | 16.47% | 2.3 |
|
| 2847 |
2847
Family Management
New York
| $612M | -$10.6M | -2% | 2.49% | 69% | 239 | 25.1% | 2.2 |
|
| 2848 |
2848
South Street Advisors
New York
| $612M | -$40.7M | -6% | 0.15% | 169% | 70 | 8.57% | 4.2 |
|
| 2849 |
2849
Blue Grotto Capital
Atlanta,
Georgia
| $612M | +$64.4M | +12% | 2.04% | 296% | 36 | 50% | 0.7 |
|
| 2850 |
2850
Evelyn Partners Investment Management Services
London,
| $610M | +$35.9M | +6% | 0.55% | – | 285 | 7.72% | 0.2 |
|