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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4276 |
4276
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| $434M | +$47.9M | +12% | 12.1% | 52.9% | 1,354 | 8.57% | 1.4 |
|
| 4277 |
4277
B. Riley Financial
Los Angeles,
California
| $434M | -$22.7M | -5% | 0.19% | 682% | 45 | 68.89% | 0.6 |
|
| 4278 |
4278
Creative Capital Management Investments
San Diego,
California
| $433M | +$85M | +24% | 10.2% | 53.6% | 1,463 | 79.56% | 0.4 |
|
| 4279 |
4279
Shah Wealth Advisors
Chino Hills,
California
| $433M | – | – | 15.8% | – | 79 | – | 0 |
|
| 4280 |
4280
Safeguard Investment Advisory Group
Corona,
California
| $433M | +$71.1M | +20% | 21.8% | 84.3% | 184 | 25.54% | 2.4 |
|
| 4281 |
4281
Heights Capital Management
San Francisco,
California
| $433M | +$74.3M | +21% | 27.4% | – | 429 | 62.94% | 0.3 |
|
| 4282 |
4282
Intergy Private Wealth
Colorado Springs,
Colorado
| $433M | +$92M | +27% | 15.6% | 73.8% | 151 | 21.19% | 2.1 |
|
| 4283 |
4283
Greenstone Partners & Co
Larkspur,
California
| $433M | +$37.5M | +9% | 21.7% | 527% | 9 | 11.11% | 4.1 |
|
| 4284 |
4284
Cornerstone Planning
Charlotte,
North Carolina
| $432M | -$10.7M | -2% | 14.2% | – | 143 | 6.29% | 1.1 |
|
| 4285 |
4285
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| $432M | +$5.27M | +1% | 16.8% | 96% | 93 | 26.88% | 2.2 |
|
| 4286 |
IPA
4286
Investment Planning Advisors
Cumming,
Georgia
| $432M | +$68.6M | +19% | 12.4% | – | 121 | 14.88% | 1.2 |
|
| 4287 |
MCM
4287
Monimus Capital Management
Woodbridge,
New Jersey
| $432M | +$71.1M | +20% | 16.1% | – | 66 | 31.82% | 0.7 |
|
| 4288 |
4288
Gradient Capital Advisors
San Diego,
California
| $432M | +$46M | +12% | 14.4% | 78.5% | 185 | 7.57% | 4.8 |
|
| 4289 |
4289
Blueshift Asset Management
Red Bank,
New Jersey
| $432M | +$102M | +31% | 16.4% | 38.8% | 789 | 68.19% | 0.3 |
|
| 4290 |
BPH
4290
Boundless Plain Holdings
Hong Kong,
| $432M | +$128M | +42% | 147% | – | 24 | 62.5% | 0.4 |
|
| 4291 |
4291
Siemens Pension Trust
Munich Germany,
Germany
| $431M | -$5.74M | -1% | 44.5% | 25.4% | 1 | 0% | 3.5 |
|
| 4292 |
4292
BWM Planning
The Woodlands,
Texas
| $431M | +$52.1M | +14% | 10.4% | – | 102 | 17.65% | 1.3 |
|
| 4293 |
4293
Ripple Effect Asset Management
New York
| $431M | -$247M | -36% | 21.8% | – | 34 | 58.82% | 0.4 |
|
| 4294 |
CWM
4294
CCG Wealth Management
San Diego,
California
| $431M | +$62.2M | +17% | 18.5% | 82.6% | 162 | 22.84% | 2.3 |
|
| 4295 |
PWMG
4295
Private Wealth Management Group
Princeton,
New Jersey
| $431M | +$50.2M | +13% | 9.83% | 63.2% | 1,526 | 11.21% | 2 |
|
| 4296 |
4296
Cat Rock Capital Management
Greenwich,
Connecticut
| $431M | -$213M | -33% | 15.5% | 66.7% | 14 | 50% | 2.1 |
|
| 4297 |
4297
Doma Perpetual Capital Management
Miami,
Florida
| $431M | +$58.4M | +16% | 5.35% | – | 13 | 15.38% | 1.3 |
|
| 4298 |
4298
BOS Asset Management
Springfield,
Illinois
| $431M | +$39.2M | +10% | 13.9% | 70.3% | 223 | 18.83% | 2.1 |
|
| 4299 |
PA
4299
PSI Advisors
Tampa,
Florida
| $430M | +$12.9M | +3% | 13.9% | 58.2% | 174 | 23.56% | 3.1 |
|
| 4300 |
4300
Fusion Capital
Mt. Pleasant,
South Carolina
| $430M | +$59.8M | +16% | 22.9% | 108% | 119 | 18.49% | 3.3 |
|