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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
2876
MA Private Wealth
San Carlos,
California
| $503M | +$23.3M | +5% | 5.32% | 57.5% | 94 | 8.51% | 1.4 |
|
| 2877 |
2877
Zevin Asset Management
Boston,
Massachusetts
| $503M | +$50.5M | +11% | 8.53% | 71.7% | 104 | 12.5% | 3.9 |
|
| 2878 |
2878
Silicon Valley Capital Partners
San Jose,
California
| $502M | +$46.4M | +10% | 9.99% | 103% | 79 | 29.11% | 1.9 |
|
| 2879 |
2879
Tang Capital Management
San Diego,
California
| $502M | +$147M | +41% | 3.23% | 493% | 17 | 41.18% | 1.3 |
|
| 2880 |
2880
Quest Capital Management
Dallas,
Texas
| $502M | +$35.3M | +8% | 6.29% | 87.7% | 295 | 12.88% | 1.5 |
|
| 2881 |
TAA
2881
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $502M | -$29.1M | -5% | 8.42% | 312% | 46 | 26.09% | 0.8 |
|
| 2882 |
2882
Invus Financial Advisors
New York
| $502M | +$65.6M | +15% | 2.63% | 29.5% | 8 | 12.5% | 1.1 |
|
| 2883 |
2883
Virtue Capital Management
Brentwood,
Tennessee
| $501M | +$75.8M | +18% | 8.6% | 91% | 319 | 18.81% | 0.8 |
|
| 2884 |
2884
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $501M | +$21.2M | +4% | 6.12% | 65.9% | 179 | 6.7% | 3.8 |
|
| 2885 |
2885
IBEX Wealth Advisors
Bedminster,
New Jersey
| $500M | +$94.7M | +23% | 9.14% | 221% | 198 | 52.02% | 0.9 |
|
| 2886 |
2886
Means Investment Company
Bangor,
Maine
| $500M | +$60.6M | +14% | 8.79% | 87.9% | 210 | 13.33% | 1.6 |
|
| 2887 |
AC
2887
Athos Capital
Hong Kong
| $499M | -$100M | -17% | 8.63% | 110% | 243 | 76.54% | 0.1 |
|
| 2888 |
2888
Allen Capital Group
Grand Island,
Nebraska
| $499M | +$43.5M | +10% | 4.66% | 56.9% | 169 | 14.79% | 2.1 |
|
| 2889 |
VCM
2889
Vivaldi Capital Management
Chicago,
Illinois
| $498M | -$7.4M | -1% | 4.66% | 69.2% | 388 | 18.56% | 1.4 |
|
| 2890 |
2890
BSN Capital Partners
London,
United Kingdom
| $498M | – | – | 11.2% | 183% | 1 | – | 2.5 |
|
| 2891 |
2891
Leo Brokerage
Hurst,
Texas
| $498M | +$145M | +41% | 4.88% | – | 200 | 16.5% | 0.5 |
|
| 2892 |
2892
Legion Partners Asset Management
Los Angeles,
California
| $498M | -$1.47M | -0.3% | 19.8% | 206% | 13 | 15.38% | 1.6 |
|
| 2893 |
2893
Force Hill Capital Management
New York
| $497M | +$2.44M | +0.5% | 8.78% | 46.3% | 59 | 59.32% | 0.2 |
|
| 2894 |
2894
11 Capital Partners
Darien,
Connecticut
| $497M | +$58.5M | +13% | 6.23% | 101% | 23 | 21.74% | 0.4 |
|
| 2895 |
2895
Domani Wealth
Lancaster,
Pennsylvania
| $496M | -$23.3M | -4% | 6.34% | 48.6% | 136 | 13.97% | 3.7 |
|
| 2896 |
2896
Arosa Capital Management
Miami Beach,
Florida
| $495M | -$46.4M | -9% | 12% | 536% | 86 | 51.16% | 0.4 |
|
| 2897 |
2897
Granger Management
New York
| $494M | -$154M | -24% | 5.16% | 69.9% | 35 | 11.43% | 0.4 |
|
| 2898 |
2898
Nelson Capital Management
Menlo Park,
California
| $494M | +$26.6M | +6% | 7.99% | 121% | 102 | 7.84% | 4.1 |
|
| 2899 |
2899
Windham Capital Management
Boston,
Massachusetts
| $494M | +$20.3M | +4% | 3.73% | 8.3% | 76 | 9.21% | 2.4 |
|
| 2900 |
2900
Evolution Wealth Advisors
Aventura,
Florida
| $492M | +$44.1M | +10% | 8.29% | 84.5% | 683 | 14.64% | 1.1 |
|