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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3651 |
3651
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $492M | -$15.6M | -3% | 0.95% | 54.3% | 410 | 7.8% | 5.9 |
|
| 3652 |
3652
Blue Zone Wealth Advisors
Los Angeles,
California
| $491M | -$31.4M | -6% | 7.45% | 91.1% | 144 | 15.28% | 2.7 |
|
| 3653 |
3653
Triumph Capital Management
Denver,
Colorado
| $491M | +$28.4M | +6% | 2.62% | 55.5% | 1,905 | 10.76% | 0.5 |
|
| 3654 |
PFA
3654
Professional Financial Advisors
North Platte,
Nebraska
| $491M | +$1.56M | +0.3% | 1.57% | 59.2% | 152 | 24.34% | 2.6 |
|
| 3655 |
3655
Spinnaker Investment Group
Newport Beach,
California
| $491M | -$60.4M | -11% | 0.35% | 56.9% | 183 | 26.78% | 2 |
|
| 3656 |
3656
New York Life Insurance Company
New York
| $491M | +$34.5M | +8% | 4.7% | 71% | 6 | 0% | 3.5 |
|
| 3657 |
3657
Regent Peak Wealth Advisors
Atlanta,
Georgia
| $490M | -$16.9M | -3% | 3.57% | – | 213 | 16.9% | 3.4 |
|
| 3658 |
3658
Mudita Advisors
London,
United Kingdom
| $490M | +$27.3M | +6% | 5.67% | 143% | 29 | 31.03% | 1.5 |
|
| 3659 |
3659
BCS Wealth Management
Johnson City,
Tennessee
| $490M | -$500M | -51% | 0.22% | 51% | 357 | 31.93% | 2.2 |
|
| 3660 |
3660
Intellectus Partners
San Francisco,
California
| $490M | -$27.7M | -5% | 4.39% | 157% | 312 | 15.06% | 3.8 |
|
| 3661 |
3661
Landesbank Baden-Wuerttemberg
Stuttgart Baden-Wuerttemberg,
Germany
| $490M | -$55.7M | -10% | 6.81% | – | 7 | 0% | 0.3 |
|
| 3662 |
3662
Ayalon Insurance Company
Ramat Gan,
Israel
| $490M | +$77.5M | +19% | 2.2% | 99.6% | 61 | 4.92% | 5.7 |
|
| 3663 |
3663
Rossby Financial
Melbourne,
Florida
| $489M | +$165M | +51% | 1.39% | – | 2,316 | 23.7% | 0.6 |
|
| 3664 |
3664
Exane Asset Management
Paris,
France
| $489M | +$13.9M | +3% | 9.49% | 74.5% | 46 | 56.52% | 0.6 |
|
| 3665 |
3665
Gator Capital Management
Tampa,
Florida
| $489M | -$4.16M | -0.8% | 7.43% | 245% | 123 | 32.52% | 2.4 |
|
| 3666 |
KMWM
3666
Keudell/Morrison Wealth Management
Salem,
Oregon
| $489M | +$13.1M | +3% | 3.03% | – | 258 | 15.5% | 3.7 |
|
| 3667 |
3667
Ackerman Capital Advisors
Dallas,
Texas
| $488M | -$9.9M | -2% | 0.3% | 46.4% | 128 | 15.63% | 3.7 |
|
| 3668 |
3668
Contravisory Investment Management
Norwell,
Massachusetts
| $488M | -$16.7M | -3% | 3.89% | 135% | 436 | 33.26% | 1.7 |
|
| 3669 |
MHR
3669
Matthew Hamilton Rosenberg
| $488M | +$5.22M | +1% | 0.01% | 52% | 822 | 5.11% | 4.2 |
|
| 3670 |
3670
Kendall Capital Management
Rockville,
Maryland
| $488M | +$9.9M | +2% | 2.28% | 130% | 243 | 10.29% | 3.7 |
|
| 3671 |
3671
Berkshire Bank
Pittsfield,
Massachusetts
| $488M | -$5.17M | -1% | 0.42% | 76.2% | 169 | 11.83% | 3.7 |
|
| 3672 |
3672
HeadInvest LLC
Portland,
Maine
| $488M | -$15.3M | -3% | 1.4% | 59.1% | 231 | 9.52% | 6.3 |
|
| 3673 |
3673
University of Illinois Foundation
Champaign,
Illinois
| $487M | +$196M | +67% | 5.42% | – | 36 | 75% | 0.3 |
|
| 3674 |
ACM
3674
Aljian Capital Management
Carson City,
Nevada
| $487M | -$15.4M | -3% | 3.05% | 162% | 134 | 11.94% | 2.5 |
|
| 3675 |
3675
Summit Creek Advisors
Minneapolis,
Minnesota
| $487M | -$149M | -23% | 7.05% | 84.6% | 72 | 16.67% | 4.1 |
|