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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 951 |
951
Aequim Alternative Investments
Mill Valley,
California
| $2.64B | -$22M | -0.8% | 3.77% | 32.3% | 111 | 9.91% | 0.9 |
|
| 952 |
952
Spire Wealth Management
Mclean,
Virginia
| $2.63B | -$81.4M | -3% | 2.93% | 101% | 2,509 | 11.4% | 1.8 |
|
| 953 |
953
Salem Investment Counselors
Winston Salem,
North Carolina
| $2.63B | -$130M | -5% | 4.23% | 181% | 1,201 | 12.49% | 3.4 |
|
| 954 |
SSM
954
Sound Shore Management
Greenwich,
Connecticut
| $2.61B | -$101M | -4% | 1.34% | 91.4% | 40 | 12.5% | 2 |
|
| 955 |
955
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $2.6B | -$24.1M | -0.9% | 3.11% | 19.7% | 1,862 | 8.59% | 4.8 |
|
| 956 |
956
Carnegie Investment Counsel
Pepper Pike,
Ohio
| $2.6B | -$98.8M | -4% | 2.94% | 101% | 511 | 8.61% | 5 |
|
| 957 |
957
Check Capital Management
Costa Mesa,
California
| $2.6B | +$77.2M | +3% | 1.61% | 66.6% | 45 | 11.11% | 4.8 |
|
| 958 |
HCM
958
HMI Capital Management
San Francisco,
California
| $2.6B | -$212M | -8% | 5.4% | 5.95% | 13 | 7.69% | 2.2 |
|
| 959 |
PWLP
959
Prio Wealth Limited Partnership
Boston,
Massachusetts
| $2.6B | -$194M | -7% | 4.07% | 60% | 258 | 6.2% | 6.9 |
|
| 960 |
ACM
960
American Capital Management
New York
| $2.59B | -$286M | -10% | 4.66% | 96.7% | 64 | 1.56% | 5.7 |
|
| 961 |
961
TCTC Holdings
Dallas,
Texas
| $2.59B | +$86M | +3% | 6.53% | 78.5% | 465 | 7.96% | 4.4 |
|
| 962 |
AGA
962
Altrinsic Global Advisors
Stamford,
Connecticut
| $2.59B | -$20.2M | -0.8% | 0.15% | 45% | 45 | 6.67% | 4.7 |
|
| 963 |
963
Deep Track Capital
Greenwich,
Connecticut
| $2.59B | +$431M | +20% | 3.29% | 440% | 70 | 31.43% | 0.8 |
|
| 964 |
964
Stock Yards Bank & Trust
Louisville,
Kentucky
| $2.59B | -$147M | -5% | 3.38% | 82.8% | 410 | 10.24% | 4.7 |
|
| 965 |
965
Alesco Advisors
Pittsford,
New York
| $2.59B | -$197M | -7% | 3.88% | 46.9% | 178 | 12.36% | 5.3 |
|
| 966 |
966
Prospera Financial Services
Dallas,
Texas
| $2.59B | -$26.7M | -1% | 2.85% | 97.4% | 1,082 | 14.23% | 2.6 |
|
| 967 |
967
Grimes & Company
Westborough,
Massachusetts
| $2.59B | -$234M | -8% | 2.67% | 66.2% | 325 | 7.69% | 4.9 |
|
| 968 |
968
Chartwell Investment Partners
Berywn,
Pennsylvania
| $2.58B | -$179M | -6% | 2.95% | 57.2% | 438 | 13.24% | 3.6 |
|
| 969 |
969
Associated Banc-Corp
Green Bay,
Wisconsin
| $2.58B | -$62.7M | -2% | 3.01% | 88.8% | 318 | 7.55% | 7 |
|
| 970 |
970
Moran Wealth Management
Naples,
Florida
| $2.58B | -$81.8M | -3% | 1.1% | 107% | 439 | 30.07% | 0.5 |
|
| 971 |
OCAM
971
Owl Creek Asset Management
New York
| $2.58B | +$471M | +22% | 1.46% | 320% | 156 | 49.36% | 1.7 |
|
| 972 |
SM
972
Senvest Management
New York
| $2.58B | -$466M | -15% | 9.51% | 92.7% | 63 | 25.4% | 2.4 |
|
| 973 |
973
ACR Alpine Capital Research
St. Louis,
Missouri
| $2.57B | -$79.2M | -3% | 2.84% | 58.1% | 39 | 0% | 4.5 |
|
| 974 |
974
Destination Wealth Management
Walnut Creek,
California
| $2.57B | -$110M | -4% | 3.88% | 52.7% | 222 | 9.46% | 5 |
|
| 975 |
PIM
975
Platinum Investment Management
Sydney Australia 2000,
Australia
| $2.56B | -$317M | -11% | 2.88% | 190% | 159 | 19.5% | 2.3 |
|