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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1026 |
1026
Chicago Partners Investment Group
Chicago,
Illinois
| $3.01B | +$288K | +0% | 2.14% | 81.4% | 1,006 | 23.26% | 3.5 |
|
| 1027 |
1027
Evelyn Partners Investment Management
London,
| $3.01B | -$78M | -3% | 2.14% | – | 435 | 7.82% | 0.2 |
|
| 1028 |
1028
Hennessy Advisors Inc
Novato,
California
| $3B | -$358M | -11% | 1.2% | 191% | 335 | 20.6% | 3.7 |
|
| 1029 |
1029
Readystate Asset Management
Chicago,
Illinois
| $3B | -$253M | -8% | 1.7% | 43.4% | 776 | 48.07% | 0.7 |
|
| 1030 |
1030
SBI Securities
Tokyo,
Japan
| $3B | -$249M | -8% | 4.88% | – | 4,288 | 8.82% | 0.2 |
|
| 1031 |
LFCM
1031
Long Focus Capital Management
San Juan,
Puerto Rico
| $3B | -$85.6M | -3% | 3.19% | 120% | 113 | 22.12% | 1.9 |
|
| 1032 |
1032
Darlington Partners Capital Management
Greenbrae,
California
| $2.99B | +$316M | +12% | 7.19% | 18.1% | 16 | 25% | 1.9 |
|
| 1033 |
1033
PAR Capital Management
Boston,
Massachusetts
| $2.99B | -$399M | -12% | 9.83% | 138% | 67 | 37.31% | 3.3 |
|
| 1034 |
1034
ARGA Investment Management
Stamford,
Connecticut
| $2.99B | -$77.3M | -3% | 1.5% | 93.6% | 129 | 11.63% | 2.6 |
|
| 1035 |
1035
Geneos Wealth Management
Englewood,
Colorado
| $2.99B | +$131M | +5% | 0.43% | 66.7% | 3,170 | 12.93% | 3.8 |
|
| 1036 |
1036
NorthRock Partners
Minneapolis,
Minnesota
| $2.98B | -$90.5M | -3% | 2.78% | 62.8% | 907 | 20.62% | 2.1 |
|
| 1037 |
1037
Evergreen Capital Management
Bellevue,
Washington
| $2.98B | -$93.3M | -3% | 0.69% | 82.9% | 1,200 | 19.83% | 2.8 |
|
| 1038 |
1038
General Atlantic
New York
| $2.98B | +$170M | +6% | 21.5% | 168% | 16 | 6.25% | 3.7 |
|
| 1039 |
1039
Moran Wealth Management
Naples,
Florida
| $2.97B | -$160M | -5% | 2.13% | 111% | 500 | 31.2% | 1.2 |
|
| 1040 |
1040
Vestcor Inc
Fredericton,
New Brunswick, Canada
| $2.97B | -$44.1M | -1% | 1.63% | 101% | 1,325 | 21.58% | 3.2 |
|
| 1041 |
1041
NFJ Investment Group
Dallas,
Texas
| $2.97B | -$141M | -5% | 0.92% | 80.7% | 304 | 18.42% | 1.8 |
|
| 1042 |
1042
Busey Bank
Urbana,
Illinois
| $2.97B | -$79.3M | -3% | 2.56% | 108% | 358 | 7.26% | 6 |
|
| 1043 |
1043
JMG Financial Group
Downers Grove,
Illinois
| $2.97B | +$33.3M | +1% | 1.62% | 58.7% | 121 | 8.26% | 5.9 |
|
| 1044 |
1044
Aristotle Atlantic Partners
Sarasota,
Florida
| $2.96B | -$217M | -7% | 5.2% | 144% | 90 | 1.11% | 5.1 |
|
| 1045 |
1045
One Capital Management
Westlake Village,
California
| $2.96B | -$63.2M | -2% | 2.27% | 50.5% | 435 | 20% | 3.5 |
|
| 1046 |
SP
1046
SIH Partners
Wilmington,
Delaware
| $2.95B | +$974M | +49% | 0.43% | – | 315 | 72.7% | 0.1 |
|
| 1047 |
1047
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Phoenix,
Arizona
| $2.95B | -$152M | -5% | 2.43% | – | 31 | 70.97% | 0.3 |
|
| 1048 |
1048
Edgestream Partners
Princeton,
New Jersey
| $2.95B | +$599M | +26% | 4.53% | 41.7% | 1,124 | 53.91% | 0.5 |
|
| 1049 |
1049
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
| $2.94B | +$1.8M | +0.1% | 0.41% | 85.6% | 72 | 6.94% | 4.2 |
|
| 1050 |
1050
Advisory Alpha
Holland,
Michigan
| $2.94B | +$133M | +5% | 1.36% | 50.3% | 475 | 12.21% | 2.2 |
|