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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1076 |
1076
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| $2.66B | -$14.8M | -0.6% | 2.16% | 58% | 514 | 8.95% | 3.2 |
|
| 1077 |
TCIM
1077
TOMS Capital Investment Management
New York
| $2.66B | +$275M | +12% | 3.1% | 203% | 36 | 72.22% | 0.2 |
|
| 1078 |
WCMNY
1078
Westchester Capital Management (New York)
Valhalla,
New York
| $2.66B | -$59.3M | -2% | 0.02% | 100% | 287 | 35.89% | 1 |
|
| 1079 |
1079
SigFig Wealth Management
San Francisco,
California
| $2.66B | -$65.4M | -2% | 0.99% | 49.3% | 134 | 13.43% | 3.3 |
|
| 1080 |
1080
NorthRock Partners
Minneapolis,
Minnesota
| $2.66B | +$53.4M | +2% | 3.36% | 62.8% | 872 | 13.76% | 1.7 |
|
| 1081 |
1081
Ameritas Advisory Services
Lincoln,
Nebraska
| $2.65B | +$224M | +9% | 2.53% | 68.7% | 935 | 10.8% | 1.3 |
|
| 1082 |
1082
Guardian Capital (Canada)
Toronto,
Ontario, Canada
| $2.65B | -$217M | -8% | 1.56% | 77.5% | 156 | 22.44% | 5.5 |
|
| 1083 |
1083
Weiss Asset Management
Boston,
Massachusetts
| $2.65B | -$262M | -9% | 2.12% | 138% | 445 | 68.76% | 0.6 |
|
| 1084 |
1084
Hennessy Advisors Inc
Novato,
California
| $2.64B | +$267M | +11% | 3.28% | 206% | 340 | 27.35% | 3.4 |
|
| 1085 |
1085
HUB Investment Partners
Austin,
Texas
| $2.64B | +$808M | +44% | 5.17% | 95.7% | 547 | 20.29% | 1 |
|
| 1086 |
1086
U.S. Capital Wealth Advisors
Austin,
Texas
| $2.64B | +$39.8M | +2% | 1.2% | 64.6% | 716 | 12.29% | 1.9 |
|
| 1087 |
BOI
1087
Bank of Italy
Rome,
Italy
| $2.64B | -$975M | -27% | 10.8% | 20.9% | 10 | 10% | 5.2 |
|
| 1088 |
ACM
1088
Anomaly Capital Management
New York
| $2.63B | -$206M | -7% | 0.66% | 108% | 42 | 57.14% | 0.6 |
|
| 1089 |
HCM
1089
HMI Capital Management
San Francisco,
California
| $2.63B | -$91.1M | -3% | 6.9% | 5.95% | 16 | 18.75% | 1.9 |
|
| 1090 |
1090
Cartenna Capital
Stamford,
Connecticut
| $2.63B | +$796M | +44% | 1.98% | 162% | 59 | 61.02% | 0.4 |
|
| 1091 |
SAI
1091
Systematic Alpha Investments
Princeton,
New Jersey
| $2.62B | +$129M | +5% | 5.85% | 117% | 223 | 4.48% | 2.7 |
|
| 1092 |
1092
Burney Company
Reston,
Virginia
| $2.62B | -$7.32M | -0.3% | 1.89% | 129% | 622 | 9% | 5.4 |
|
| 1093 |
1093
Summit Partners Public Asset Management
Boston,
Massachusetts
| $2.62B | -$292M | -10% | 15.4% | 1,167% | 164 | 65.24% | 0.5 |
|
| 1094 |
FFA
1094
First Foundation Advisors
Irvine,
California
| $2.62B | +$118M | +5% | 2.92% | 70.4% | 453 | 9.27% | 4.2 |
|
| 1095 |
1095
Harvest Portfolios Group
Oakville,
Ontario, Canada
| $2.62B | +$55.6M | +2% | 1.8% | 67.1% | 247 | 12.55% | 1.2 |
|
| 1096 |
SVGI
1096
Sozo Ventures GP II
Redwood City,
California
| $2.61B | +$2.32B | +790% | 57.2% | 8.44% | 2 | 0% | 1.4 |
|
| 1097 |
1097
Paradigm Biocapital Advisors
New York
| $2.61B | -$228M | -8% | 1.92% | 803% | 44 | 43.18% | 0.7 |
|
| 1098 |
LFCM
1098
Long Focus Capital Management
San Juan,
Puerto Rico
| $2.61B | +$658M | +34% | 7.55% | 120% | 104 | 7.69% | 1.8 |
|
| 1099 |
1099
Wilmington Savings Fund Society
Wilmington,
Delaware
| $2.61B | +$1.27M | +0% | 2.38% | – | 374 | 5.88% | 7.3 |
|
| 1100 |
SM
1100
Senvest Management
New York
| $2.6B | -$7.27M | -0.3% | 3.21% | 92.7% | 63 | 34.92% | 2.3 |
|