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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
3726
WESCAP Management Group
Glendale,
California
| $536M | +$28.2M | +6% | 6.3% | 45.7% | 109 | 3.67% | 5.5 |
|
| 3727 |
3727
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $535M | +$33.3M | +7% | 6.99% | 69.3% | 51 | 7.84% | 6.7 |
|
| 3728 |
3728
Shulman DeMeo Asset Management
Lake Success,
New York
| $535M | +$64.1M | +14% | 15.7% | 79.3% | 149 | 8.05% | 3.2 |
|
| 3729 |
1WCM
3729
12 West Capital Management
New York
| $535M | -$57.7M | -10% | 26.1% | 169% | 22 | 27.27% | 3 |
|
| 3730 |
3730
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $534M | +$42.8M | +9% | 11.4% | 54.3% | 415 | 9.4% | 5.7 |
|
| 3731 |
3731
SailingStone Capital Partners
Houston,
Texas
| $534M | +$94M | +21% | 1.79% | 152% | 21 | 28.57% | 3 |
|
| 3732 |
3732
Brigade Capital Management
New York
| $534M | -$272M | -34% | 15.6% | 42.7% | 23 | 56.52% | 1.7 |
|
| 3733 |
3733
Sanofi
Paris,
France
| $534M | +$198M | +59% | 37.7% | – | 11 | 27.27% | 0.9 |
|
| 3734 |
3734
RS Crum Inc
Newport Beach,
California
| $533M | +$16.4M | +3% | 10.2% | 54.2% | 109 | 11.93% | 3.1 |
|
| 3735 |
KM
3735
KP Management
Edina,
Minnesota
| $533M | +$124M | +30% | 59.6% | – | 100 | 31% | 1.2 |
|
| 3736 |
3736
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| $533M | -$316M | -37% | 21.1% | 142% | 26 | 42.31% | 3.3 |
|
| 3737 |
3737
Technology Crossover Management XI
Menlo Park,
California
| $533M | -$48.8M | -8% | 7.88% | 112% | 2 | 0% | 2.6 |
|
| 3738 |
3738
Sovereign Investment Advisors
Phoenix,
Arizona
| $533M | +$60.6M | +13% | 9.33% | 43.7% | 118 | 17.8% | 1.6 |
|
| 3739 |
3739
Catalio Capital Management
New York
| $532M | +$53.4M | +11% | 19.5% | – | 51 | 43.14% | 0.7 |
|
| 3740 |
3740
3Chopt Investment Partners
Richmond,
Virginia
| $532M | +$95M | +22% | 20.6% | 116% | 283 | 18.37% | 1.3 |
|
| 3741 |
3741
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| $532M | +$215M | +68% | 23.9% | 106% | 486 | 48.15% | 1.6 |
|
| 3742 |
3742
Icon Advisers
Greenwood Village,
Colorado
| $532M | +$98.6M | +23% | 20.9% | 114% | 211 | 39.34% | 2.1 |
|
| 3743 |
3743
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| $532M | +$58.8M | +12% | 8.1% | 38.9% | 610 | 7.21% | 2.4 |
|
| 3744 |
NAMP
3744
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $531M | +$85.8M | +19% | 18% | 90.2% | 281 | 58.01% | 3.9 |
|
| 3745 |
3745
Fortress Investment Group
New York
| $531M | +$137M | +35% | 7.46% | 97.5% | 43 | 62.79% | 1.3 |
|
| 3746 |
3746
Old Second National Bank of Aurora
Aurora,
Illinois
| $530M | +$46.6M | +10% | 14.7% | 93.7% | 287 | 6.62% | 7.6 |
|
| 3747 |
3747
Spirit of America Management Corp
Syosset,
New York
| $530M | +$23.9M | +5% | 11.9% | 113% | 317 | 6.31% | 6.1 |
|
| 3748 |
3748
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
| $530M | +$74.2M | +16% | 14.1% | 65.3% | 185 | 16.76% | 1.4 |
|
| 3749 |
3749
Alliance Wealth Advisors (Utah)
Centerville,
Utah
| $530M | +$68M | +15% | 10.2% | 70.7% | 266 | 25.94% | 1.9 |
|
| 3750 |
3750
Ballast Inc
Lexington,
Kentucky
| $530M | +$97.8M | +23% | 18.4% | 71.3% | 162 | 21.6% | 4.3 |
|