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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
2851
AlphaSimPlex Group
Boston,
Massachusetts
| $297M | +$186M | +168% | 12.3% | 35.5% | 223 | 68.16% | 0.3 |
|
| 2852 |
2852
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $297M | +$16.6M | +6% | 13.3% | 85.4% | 1,737 | 16.93% | 2.3 |
|
| 2853 |
2853
Orgel Wealth Management
Altoona,
Wisconsin
| $296M | -$35M | -11% | 6.38% | 39.6% | 42 | 19.05% | 1.6 |
|
| 2854 |
CIA
2854
Covington Investment Advisors
Ligonier,
Pennsylvania
| $296M | +$32.8M | +12% | 12.7% | 100% | 96 | 3.13% | 3.9 |
|
| 2855 |
2855
Meristem Family Wealth
Minnetonka,
Minnesota
| $296M | +$22.5M | +8% | 12.8% | 67.7% | 154 | 19.48% | 2.5 |
|
| 2856 |
2856
Tiger Pacific Capital
New York
| $295M | +$84.4M | +40% | 24.1% | 84.5% | 14 | 28.57% | 0.8 |
|
| 2857 |
2857
Legacy Financial Advisors
Covington,
Kentucky
| $295M | +$36.8M | +14% | 11.2% | 86.3% | 1,208 | 27.24% | 0.9 |
|
| 2858 |
2858
FundX Investment Group
San Francisco,
California
| $295M | +$26M | +10% | 9.26% | 94.6% | 59 | 35.59% | 1.2 |
|
| 2859 |
2859
Bessemer Securities
New York
| $294M | +$29.5M | +11% | 12.9% | 45% | 106 | 9.43% | 0.3 |
|
| 2860 |
2860
Needham Investment Management
New York
| $294M | +$27.7M | +10% | 18.1% | 424% | 87 | 14.94% | 3.6 |
|
| 2861 |
SAS
2861
Sarbit Advisory Services
Winnipeg,
Manitoba, Canada
| $294M | -$78.4M | -21% | 13% | 29.3% | 11 | 36.36% | 1.7 |
|
| 2862 |
2862
Canal Insurance Company
Greenville,
South Carolina
| $294M | +$24M | +9% | 9.02% | 114% | 79 | 26.58% | 3.3 |
|
| 2863 |
2863
Cypress Asset Management
Houston,
Texas
| $294M | +$26.3M | +10% | 14.9% | 141% | 159 | 12.58% | 3.9 |
|
| 2864 |
2864
Waterton Global Resource Management
Toronto,
Ontario, Canada
| $294M | +$103M | +54% | 44.6% | 21% | 4 | 0% | 0.3 |
|
| 2865 |
2865
Welch Capital Partners
Harrison,
New York
| $294M | +$32.5M | +12% | 14.2% | 79.2% | 33 | 18.18% | 2.1 |
|
| 2866 |
2866
Peak Asset Management
Louisville,
Colorado
| $294M | +$27.3M | +10% | 12.2% | 70.1% | 135 | 8.15% | 3 |
|
| 2867 |
CFSG
2867
Community Financial Services Group
Newport,
Vermont
| $294M | +$29.9M | +11% | 12.4% | – | 93 | 11.83% | 2.9 |
|
| 2868 |
2868
Cambridge Advisors
Omaha,
Nebraska
| $294M | +$24.9M | +9% | 10.6% | 58.6% | 139 | 5.76% | 3.5 |
|
| 2869 |
2869
First Wilshire Securities Management
Pasadena,
California
| $293M | +$27.4M | +10% | 13.5% | 135% | 117 | 4.27% | 3.6 |
|
| 2870 |
CCPM
2870
Cooper Creek Partners Management
New York
| $293M | +$40.3M | +16% | 19.3% | 86.4% | 100 | 75% | 0.2 |
|
| 2871 |
2871
Madison International Realty Holdings
New York
| $293M | +$43.6M | +17% | 15.7% | – | 8 | 12.5% | 1.6 |
|
| 2872 |
2872
Siris Capital Group
New York
| $293M | +$37.9M | +15% | 39.3% | – | 2 | 50% | 0.5 |
|
| 2873 |
CIM
2873
Castleton Investment Management
Stamford,
Connecticut
| $293M | +$80.5M | +38% | 12.7% | 15.1% | 71 | 60.56% | 0.6 |
|
| 2874 |
2874
Old Dominion Capital Management
Charlottesville,
Virginia
| $293M | +$16.1M | +6% | 12.8% | 45.9% | 150 | 16% | 1.4 |
|
| 2875 |
2875
Dock Street Asset Management
Palm Beach,
Florida
| $293M | +$30.8M | +12% | 19.1% | 175% | 56 | 17.86% | 2.9 |
|