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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1176 |
1176
Allworth Financial
Folsom,
California
| $1.21B | +$80.9M | +7% | 3.01% | 53.3% | 841 | 15.1% | 1.9 |
|
| 1177 |
1177
Sigma Planning Corp
Ann Arbor,
Michigan
| $1.21B | +$148M | +14% | 3.99% | 87.3% | 899 | 17.91% | 1.7 |
|
| 1178 |
HCM
1178
Howland Capital Management
Boston,
Massachusetts
| $1.21B | +$29.2M | +2% | 3.83% | 72% | 233 | 9.44% | 3.2 |
|
| 1179 |
1179
Greenwoods Asset Management
Grand Cayman,
Cayman Islands
| $1.21B | +$355M | +41% | 31.9% | 223% | 27 | 25.93% | 1.1 |
|
| 1180 |
1180
Tower Research Capital (TRC)
New York
| $1.21B | +$330M | +37% | 5.48% | 144% | 4,516 | 54.67% | 0.6 |
|
| 1181 |
IGM
1181
Incline Global Management
New York
| $1.21B | -$17M | -1% | 4.65% | 40.1% | 42 | 47.62% | 0.5 |
|
| 1182 |
FIM
1182
Frontier Investment Management
Dallas,
Texas
| $1.21B | +$143M | +13% | 2.21% | 16.4% | 265 | 15.85% | 1.9 |
|
| 1183 |
1183
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $1.21B | +$127M | +12% | 4.08% | 85.5% | 192 | 58.33% | 0.9 |
|
| 1184 |
ACM
1184
Ashe Capital Management
Englewood Cliffs,
New Jersey
| $1.21B | +$39.7M | +3% | 6.65% | 70.7% | 13 | 0% | 1.9 |
|
| 1185 |
1185
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $1.21B | +$83.4M | +7% | 4.26% | 90.4% | 1,205 | 23.82% | 1.5 |
|
| 1186 |
1186
Capital International Sarl
Los Angeles,
California
| $1.2B | +$44.6M | +4% | 7.89% | 149% | 150 | 15.33% | 2.5 |
|
| 1187 |
1SB
1187
1ST Source Bank
South Bend,
Indiana
| $1.2B | +$41.3M | +4% | 4.64% | 80.8% | 231 | 6.49% | 3.3 |
|
| 1188 |
EC
1188
EMS Capital
New York
| $1.2B | +$70.3M | +6% | 11.7% | 228% | 32 | 6.25% | 1.9 |
|
| 1189 |
1189
Granahan Investment Management
Waltham,
Massachusetts
| $1.2B | +$114M | +11% | 10.5% | 265% | 250 | 19.6% | 2 |
|
| 1190 |
NPC
1190
National Planning Corporation
El Segundo,
California
| $1.2B | -$117M | -9% | 3.43% | 24.8% | 795 | 18.87% | 2.6 |
|
| 1191 |
1191
Balentine LLC
Atlanta,
Georgia
| $1.2B | +$102M | +9% | 5.57% | 59.8% | 676 | 12.43% | 1.3 |
|
| 1192 |
1192
Jefferies Financial Group
New York
| $1.2B | +$36.9M | +3% | 4.56% | 135% | 126 | 79.37% | 0.2 |
|
| 1193 |
PFC
1193
Phocas Financial Corp
Alameda,
California
| $1.2B | +$89.1M | +8% | 7.22% | – | 217 | 23.96% | 1.9 |
|
| 1194 |
SR
1194
Swiss Re
Zurich,
Switzerland
| $1.19B | +$38.2M | +3% | 3.35% | – | 7 | 0% | 1.6 |
|
| 1195 |
MCA
1195
Mendon Capital Advisors
Key Largo,
Florida
| $1.19B | -$63M | -5% | 6.22% | – | 128 | 25.78% | 1.5 |
|
| 1196 |
MDSL
1196
M.D. Sass LLC
New York
| $1.19B | -$336M | -22% | 4.28% | 80.1% | 60 | 28.33% | 1.5 |
|
| 1197 |
1197
Aspiriant LLC
Los Angeles,
California
| $1.19B | +$43.3M | +4% | 2.8% | 47.1% | 223 | 14.8% | 1.7 |
|
| 1198 |
PWPCM
1198
Perella Weinberg Partners Capital Management
New York
| $1.19B | +$376M | +46% | 5.29% | 1.52% | 189 | 41.27% | 0.6 |
|
| 1199 |
1199
Engineers Gate Manager
New York
| $1.19B | +$78.8M | +7% | 3.53% | 51.9% | 920 | 60.22% | 0.4 |
|
| 1200 |
1200
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| $1.19B | +$46.2M | +4% | 4.86% | 25.2% | 366 | 14.48% | 2.6 |
|