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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1151 |
1151
Apollon Wealth Management
Mount Pleasant,
South Carolina
| $1.99B | -$81.8M | -4% | 2.99% | 87.5% | 1,014 | 17.95% | 1.6 |
|
| 1152 |
TP
1152
Theleme Partners
London,
United Kingdom
| $1.99B | -$218M | -10% | 9.26% | 35.5% | 11 | 27.27% | 2 |
|
| 1153 |
1153
Global Retirement Partners
San Rafael,
California
| $1.98B | -$62.6M | -3% | 2.62% | – | 3,386 | 9.81% | 1.4 |
|
| 1154 |
PAI
1154
Pittenger & Anderson Inc
Lincoin,
Nebraska
| $1.98B | -$96.3M | -5% | 4.4% | 63.4% | 483 | 15.94% | 5.4 |
|
| 1155 |
1155
Munro Partners
Melbourne,
Australia
| $1.98B | -$188M | -9% | 0.49% | 350% | 40 | 22.5% | 1.5 |
|
| 1156 |
1156
IHT Wealth Management
Chicago,
Illinois
| $1.97B | +$52.2M | +3% | 3.14% | 74.8% | 1,047 | 15% | 2.9 |
|
| 1157 |
1157
Brighton Jones LLC
Seattle,
Washington
| $1.97B | -$12.7M | -0.6% | 2.87% | 97.9% | 579 | 11.92% | 3.4 |
|
| 1158 |
LCM
1158
Logan Capital Management
Newtown Square,
Pennsylvania
| $1.97B | -$118M | -6% | 3.6% | 134% | 494 | 3.24% | 5 |
|
| 1159 |
1159
Castleark Management
Chicago,
Illinois
| $1.96B | -$245M | -11% | 0.48% | 248% | 329 | 33.43% | 3.3 |
|
| 1160 |
RH
1160
Riverstone Holdings
New York
| $1.96B | +$245M | +14% | 37.5% | 89.8% | 8 | 12.5% | 3.3 |
|
| 1161 |
YCM
1161
Yiheng Capital Management
San Francisco,
California
| $1.96B | +$112M | +6% | 0.99% | 82% | 37 | 21.62% | 2.5 |
|
| 1162 |
1162
Dana Investment Advisors
Waukesha,
Wisconsin
| $1.96B | -$73.5M | -4% | 3.46% | 117% | 423 | 11.58% | 2.9 |
|
| 1163 |
LI
1163
Leeward Investments
Boston,
Massachusetts
| $1.96B | -$173M | -8% | 2.56% | 91% | 147 | 5.44% | 1.3 |
|
| 1164 |
1164
Aspiriant LLC
Los Angeles,
California
| $1.95B | -$24.1M | -1% | 3.53% | 47.1% | 299 | 10.7% | 4.2 |
|
| 1165 |
LOAME
1165
Lombard Odier Asset Management (Europe)
London,
United Kingdom
| $1.95B | -$175M | -8% | 1.95% | 79.7% | 248 | 12.5% | 1.2 |
|
| 1166 |
SAMH
1166
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| $1.95B | +$23.8M | +1% | 0.74% | 125% | 6 | 16.67% | 0.9 |
|
| 1167 |
1167
Advisory Alpha
Holland,
Michigan
| $1.94B | -$5.67M | -0.3% | 3.46% | 50.3% | 340 | 15.29% | 1.9 |
|
| 1168 |
1168
Geneos Wealth Management
Englewood,
Colorado
| $1.94B | +$33M | +2% | 3.09% | 66.7% | 2,171 | 8.34% | 4.6 |
|
| 1169 |
1169
Close Asset Management
London,
United Kingdom
| $1.94B | -$194M | -9% | 0.9% | 114% | 263 | 14.07% | 3.1 |
|
| 1170 |
TCP
1170
TSG Consumer Partners
Larkspur,
California
| $1.93B | -$464M | -19% | 18.7% | 70.1% | 3 | 0% | 1.8 |
|
| 1171 |
1171
Merriman Wealth Management
Seattle,
Washington
| $1.93B | -$96.2M | -5% | 2.05% | 18.3% | 220 | 20% | 2.8 |
|
| 1172 |
LFDLE
1172
La Financiere de L'Echiquier
Paris,
France
| $1.93B | -$68.4M | -3% | 4.13% | 27.9% | 105 | 12.38% | 2.2 |
|
| 1173 |
RCM
1173
Rivernorth Capital Management
West Palm Beach,
Florida
| $1.93B | -$73.9M | -4% | 6.48% | 9.04% | 632 | 21.36% | 1.3 |
|
| 1174 |
1174
Waldron Private Wealth
Bridgeville,
Pennsylvania
| $1.93B | -$78.1M | -4% | 3.46% | 68.7% | 402 | 10.95% | 4 |
|
| 1175 |
1175
Reinhart Partners
Mequon,
Wisconsin
| $1.93B | -$48.8M | -2% | 3.02% | 110% | 78 | 5.13% | 4.1 |
|