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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
ACM
3576
Aljian Capital Management
Carson City,
Nevada
| $455M | +$34.4M | +8% | 14.2% | 146% | 124 | 8.06% | 2 |
|
| 3577 |
3577
Parkside Advisors
Berkeley,
California
| $455M | +$39.8M | +10% | 7.88% | 36.7% | 91 | 13.19% | 4.3 |
|
| 3578 |
CPH
3578
C Partners Holding
Zurich,
Switzerland
| $455M | +$71.8M | +19% | 6.9% | 25.6% | 12 | 0% | 5.1 |
|
| 3579 |
3579
Broadleaf Partners
Hudson,
Ohio
| $454M | +$72.3M | +19% | 23.5% | 180% | 83 | 6.02% | 3.9 |
|
| 3580 |
3580
Atlas Legacy Advisors
Los Angeles,
California
| $454M | +$60.3M | +15% | 10.5% | – | 187 | 12.83% | 0.5 |
|
| 3581 |
3581
Periscope Capital
Toronto,
Ontario, Canada
| $454M | +$223M | +97% | 3.12% | 28.8% | 298 | 52.35% | 0.6 |
|
| 3582 |
3582
Wealth Dimensions Group
Cincinnati,
Ohio
| $454M | +$34.8M | +8% | 6.88% | 57.1% | 175 | 9.14% | 3.1 |
|
| 3583 |
3583
Bell Asset Management
Melbourne,
Australia
| $454M | -$90M | -17% | 11.3% | 45.3% | 71 | 19.72% | 3.8 |
|
| 3584 |
CSNH
3584
Crow's Nest Holdings
Richmond,
Virginia
| $453M | +$49.3M | +12% | 13.8% | 103% | 9 | 11.11% | 1.8 |
|
| 3585 |
3585
Knightsbridge Asset Management
Newport Beach,
California
| $453M | +$63.7M | +16% | 9.84% | 150% | 157 | 23.57% | 2.4 |
|
| 3586 |
3586
Moller Wealth Partners
| $453M | +$48.5M | +12% | 6.35% | 44.1% | 73 | 15.07% | 5.5 |
|
| 3587 |
3587
Clare Market Investments
Dallas,
Texas
| $453M | +$73.4M | +19% | 18.1% | – | 165 | 30.91% | 2.7 |
|
| 3588 |
3588
Curran Financial Partners
Daniel Island,
South Carolina
| $453M | +$45.2M | +11% | 5.92% | 49.4% | 126 | 25.4% | 2.1 |
|
| 3589 |
3589
Asset Allocation Strategies
Farmington,
Michigan
| $452M | +$50.6M | +13% | 7.79% | 58.1% | 144 | 18.75% | 1.3 |
|
| 3590 |
3590
High Falls Advisors
Rochester,
New York
| $452M | +$26M | +6% | 8.19% | 56.9% | 153 | 25.49% | 2.8 |
|
| 3591 |
AWAM
3591
Appian Way Asset Management
New York
| $452M | +$5.26M | +1% | 15.7% | 49.4% | 39 | 53.85% | 0.6 |
|
| 3592 |
3592
Advyzon Investment Management
Lisle,
Illinois
| $452M | +$169M | +60% | 10.2% | – | 400 | 33.5% | 0.3 |
|
| 3593 |
IAM
3593
Infinitum Asset Management
Fort Lauderdale,
Florida
| $452M | +$139M | +44% | 19.5% | – | 32 | 31.25% | 0.3 |
|
| 3594 |
3594
Net Worth Advisory Group
Sandy,
Utah
| $451M | +$133M | +42% | 7.18% | – | 454 | 25.33% | 0.6 |
|
| 3595 |
KMWM
3595
Keudell/Morrison Wealth Management
Salem,
Oregon
| $451M | +$26.7M | +6% | 5.28% | – | 245 | 17.96% | 3.5 |
|
| 3596 |
3596
Okabena Investment Services
Minneapolis,
Minnesota
| $450M | +$53.1M | +13% | 10.2% | 72.4% | 134 | 12.69% | 1.9 |
|
| 3597 |
3597
Allegheny Financial Group
Pittsburgh,
Pennsylvania
| $450M | +$60.3M | +15% | 6.2% | 71.1% | 258 | 14.34% | 2.4 |
|
| 3598 |
3598
Jackson Square Capital
San Francisco,
California
| $450M | +$143M | +46% | 24.1% | 423% | 167 | 33.53% | 2.3 |
|
| 3599 |
3599
Mission Creek Capital Partners
San Francisco,
California
| $450M | +$38.2M | +9% | 11.3% | 138% | 206 | 6.8% | 3.7 |
|
| 3600 |
3600
Stordahl Capital Management
Greenwood Village,
Colorado
| $450M | +$28.5M | +7% | 7.48% | 54% | 64 | 10.94% | 4.6 |
|