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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1176 |
VA
1176
VestGen Advisors
Inverness,
Illinois
| $3.43B | -$329M | -9% | 21.8% | – | 1,169 | 17.11% | 2.8 |
|
| 1177 |
ZF
1177
Zhang Financial
Portage,
Michigan
| $3.42B | +$532M | +18% | 13.8% | 67.9% | 400 | 10.25% | 14.5 |
|
| 1178 |
SM
1178
Senvest Management
New York
| $3.41B | +$395M | +13% | 34.1% | 92.7% | 61 | 27.87% | 10.8 |
|
| 1179 |
SHIM
1179
Spruce House Investment Management
New York
| $3.4B | +$598M | +21% | 13.1% | 863% | 11 | 0% | 19.5 |
|
| 1180 |
CA
1180
CoreCap Advisors
Southfield,
Michigan
| $3.39B | +$453M | +15% | 18.8% | 89.8% | 3,313 | 15.88% | 6.6 |
|
| 1181 |
EG
1181
Electrum Group
New York
| $3.39B | +$2.3B | +213% | 13.7% | – | 10 | 20% | 1.6 |
|
| 1182 |
SGI
1182
Swan Global Investments
Durango,
Colorado
| $3.39B | +$390M | +13% | 13.8% | 62.5% | 102 | 26.47% | 11.2 |
|
| 1183 |
KF
1183
Krilogy Financial
St. Louis,
Missouri
| $3.38B | +$278M | +9% | 17.4% | 71.9% | 1,151 | 21.72% | 5.7 |
|
| 1184 |
BC
1184
BIT Capital
Berlin,
Germany
| $3.38B | +$1.3B | +63% | 98.5% | 1,162% | 131 | 55.73% | 3.5 |
|
| 1185 |
MCM
1185
Militia Capital Management
Austin,
Texas
| $3.37B | +$2.38B | +241% | 23% | – | 392 | 59.44% | 0.6 |
|
| 1186 |
EP
1186
Edgestream Partners
Princeton,
New Jersey
| $3.37B | +$320M | +10% | 13.3% | 41.7% | 1,179 | 47.75% | 2.8 |
|
| 1187 |
KIA
1187
KCM Investment Advisors
Greenbrae,
California
| $3.37B | +$354M | +12% | 16.6% | 85.7% | 421 | 11.64% | 29.3 |
|
| 1188 |
EPM
1188
Elm Partners Management
Philadelphia,
Pennsylvania
| $3.36B | +$1.05B | +46% | 10% | 47.1% | 172 | 15.12% | 8 |
|
| 1189 |
EC
1189
Elequin Capital
New York
| $3.36B | +$2.17B | +182% | 5.64% | 52.4% | 948 | 60.65% | 1 |
|
| 1190 |
HI
1190
Helikon Investments
London,
United Kingdom
| $3.35B | +$699M | +26% | 0.65% | 282% | 19 | 15.79% | 4.8 |
|
| 1191 |
AG
1191
Ascent Group
Virginia Beach,
Virginia
| $3.34B | +$455M | +16% | 16.4% | 83.3% | 846 | 15.6% | 9.1 |
|
| 1192 |
YC
1192
Yarbrough Capital
Franklin,
Tennessee
| $3.34B | +$489M | +17% | 20.6% | 154% | 93 | 13.98% | 11.7 |
|
| 1193 |
CI
1193
Conning Inc
Hartford,
Connecticut
| $3.34B | +$329M | +11% | 11% | 57.5% | 337 | 10.98% | 34 |
|
| 1194 |
FISPB
1194
Fideuram - Intesa Sanpaolo Private Banking
Turin,
| $3.33B | +$486M | +17% | 26.3% | – | 521 | 25.72% | 1.6 |
|
| 1195 |
NIM
1195
Needham Investment Management
New York
| $3.33B | +$1.37B | +70% | 72.6% | 424% | 188 | 12.77% | 18.3 |
|
| 1196 |
SHGA
1196
Sand Hill Global Advisors
Palo Alto,
California
| $3.32B | +$349M | +12% | 12.7% | 58.6% | 225 | 14.22% | 18.2 |
|
| 1197 |
CWM
1197
Calamos Wealth Management
Naperville,
Illinois
| $3.31B | +$406M | +14% | 21.4% | 102% | 592 | 28.72% | 12.8 |
|
| 1198 |
SWM
1198
Spire Wealth Management
Mclean,
Virginia
| $3.31B | +$380M | +13% | 23% | 101% | 2,396 | 13.31% | 13.5 |
|
| 1199 |
BAM
1199
BCV Asset Management
Winnipeg,
| $3.31B | +$403M | +14% | 29.5% | – | 130 | 18.46% | 1.5 |
|
| 1200 |
MMEA
1200
Main Management ETF Advisors
San Francisco,
California
| $3.3B | +$623M | +23% | 25.1% | 97.2% | 139 | 43.17% | 1.8 |
|