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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
3151
Ashton Thomas Securities
Rochester,
New York
| $515M | +$100M | +24% | 6.22% | – | 1,243 | 77.07% | 0.1 |
|
| 3152 |
3152
Princeton Global Asset Management
Princeton,
New Jersey
| $514M | +$61.1M | +13% | 7.78% | 110% | 737 | 16.69% | 3 |
|
| 3153 |
3153
Avanda Investment Management
Singapore
| $514M | -$148M | -22% | 9.1% | – | 49 | 4.08% | 0.6 |
|
| 3154 |
3154
ORIX Corp
Tokyo,
Japan
| $514M | +$35M | +7% | 7.31% | 11.7% | 1 | 0% | 6.8 |
|
| 3155 |
3155
Boston Standard Wealth Management
Winchester,
Massachusetts
| $514M | +$58.7M | +13% | 5.51% | 47.1% | 49 | 8.16% | 5 |
|
| 3156 |
3156
BSN Capital Partners
London,
United Kingdom
| $514M | -$1.01B | -66% | 5.55% | 183% | 41 | 92.68% | 0 |
|
| 3157 |
3157
Austin Asset Management
Austin,
Texas
| $514M | +$24.6M | +5% | 5.87% | 93.4% | 68 | 4.41% | 1.9 |
|
| 3158 |
3158
Ellis Investment Partners
Berwyn,
Pennsylvania
| $513M | +$40.5M | +9% | 7.35% | 70.8% | 250 | 12% | 4 |
|
| 3159 |
3159
Shah Capital Management
Raleigh,
North Carolina
| $513M | +$50.7M | +11% | 19% | 287% | 19 | 10.53% | 3.4 |
|
| 3160 |
3160
McRae Capital Management
Morristown,
New Jersey
| $512M | +$73.7M | +17% | 12.1% | 78.2% | 97 | 9.28% | 6.2 |
|
| 3161 |
WCM
3161
Woodson Capital Management
Greenwich,
Connecticut
| $512M | -$65M | -11% | 10.6% | 235% | 48 | 45.83% | 1.2 |
|
| 3162 |
3162
Think Investments
San Francisco,
California
| $512M | +$25.8M | +5% | 12.3% | 285% | 21 | 23.81% | 2.8 |
|
| 3163 |
3163
Hexagon Capital Partners
Rogers,
Arkansas
| $512M | +$51.2M | +11% | 11.3% | 104% | 1,660 | 17.05% | 2.3 |
|
| 3164 |
3164
Catalyst Financial Partners
Boston,
Massachusetts
| $511M | +$56.1M | +12% | 6.66% | 98.6% | 278 | 13.67% | 1.2 |
|
| 3165 |
3165
EFG Asset Management (Americas)
Miami,
Florida
| $511M | +$625K | +0.1% | 7.16% | 112% | 128 | 8.59% | 3.9 |
|
| 3166 |
3166
Brian C. Broderick
| $511M | +$21M | +4% | 5.22% | 98.6% | 84 | 3.57% | 6.3 |
|
| 3167 |
3167
Squadra Investments
Rio De Janeiro,
Brazil
| $511M | +$30M | +6% | 2.96% | 1.55% | 7 | 28.57% | 1 |
|
| 3168 |
3168
Paragon Capital Management (Colorado)
Denver,
Colorado
| $510M | -$34.5M | -6% | 0.59% | 109% | 216 | 10.19% | 2.4 |
|
| 3169 |
3169
Thomist Capital Management
Houston,
Texas
| $510M | +$230M | +82% | 9.88% | 71.2% | 47 | 59.57% | 0.5 |
|
| 3170 |
3170
O'Brien Wealth Partners
Waltham,
Massachusetts
| $510M | +$65M | +15% | 5.15% | 56.7% | 72 | 22.22% | 3.3 |
|
| 3171 |
3171
Cyrus J. Lawrence
New York
| $510M | +$16.1M | +3% | 7.01% | – | 177 | 9.6% | 1.8 |
|
| 3172 |
SP
3172
Solel Partners
Boston,
Massachusetts
| $510M | -$104M | -17% | 3.56% | 25.9% | 22 | 18.18% | 2.1 |
|
| 3173 |
AIM
3173
Aigen Investment Management
New York
| $510M | -$4.66M | -0.9% | 7.1% | 55.5% | 1,078 | 68.27% | 0.3 |
|
| 3174 |
3174
Kesler Norman & Wride
Ogden,
Utah
| $509M | +$38.1M | +8% | 8.24% | 76% | 230 | 29.57% | 2.1 |
|
| 3175 |
3175
Marotta Asset Management
Charlottesville,
Virginia
| $509M | +$26M | +5% | 5.99% | 51% | 113 | 4.42% | 3.6 |
|