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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1201 |
1201
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
| $2.78B | +$96.5M | +4% | 6% | 103% | 308 | 6.17% | 2.7 |
|
| 1202 |
1202
CloudAlpha Capital Management
Hong Kong
| $2.78B | +$857M | +45% | 48.7% | 2,704% | 95 | 81.05% | 0.2 |
|
| 1203 |
1203
Hollencrest Capital Management
Newport Beach,
California
| $2.78B | +$426M | +18% | 10.9% | 85.6% | 1,238 | 17.37% | 3.1 |
|
| 1204 |
1204
Calamos Wealth Management
Naperville,
Illinois
| $2.78B | +$412M | +17% | 9.44% | 102% | 445 | 23.15% | 3 |
|
| 1205 |
1205
Joel Isaacson & Co
New York
| $2.77B | +$312M | +13% | 9.42% | 72.5% | 456 | 10.31% | 4.8 |
|
| 1206 |
1206
Capital International
Los Angeles,
California
| $2.76B | +$153M | +6% | 8.68% | 147% | 153 | 8.5% | 4.7 |
|
| 1207 |
1207
Hosking Partners
London,
United Kingdom
| $2.76B | +$253M | +10% | 12.3% | 195% | 121 | 6.61% | 6.5 |
|
| 1208 |
1208
Synergy Asset Management
Vancouver,
Washington
| $2.76B | +$1.89B | +216% | 7.42% | 97.3% | 257 | 30.35% | 0.9 |
|
| 1209 |
1209
Fund Evaluation Group
Cincinnati,
Ohio
| $2.76B | +$176M | +7% | 6.33% | 51.6% | 88 | 25% | 1.8 |
|
| 1210 |
1210
Hennion & Walsh Asset Management
Parsippany,
New Jersey
| $2.76B | +$285M | +11% | 9.83% | 95% | 982 | 11.3% | 2.2 |
|
| 1211 |
1211
Masters Capital Management
Atlanta,
Georgia
| $2.76B | +$193M | +8% | 15.5% | 142% | 104 | 55.77% | 1.1 |
|
| 1212 |
1212
CoreCap Advisors
Southfield,
Michigan
| $2.75B | +$268M | +11% | 8.27% | 89.8% | 2,969 | 13.3% | 1.3 |
|
| 1213 |
1213
Construction & Building Unions Superannuation Fund
Melbourne,
Australia
| $2.74B | +$153M | +6% | 7.03% | 90.1% | 175 | 41.71% | 1.7 |
|
| 1214 |
1214
GeoWealth Management
Chicago,
Illinois
| $2.74B | +$179M | +7% | 6.3% | 58% | 1,275 | 45.33% | 2 |
|
| 1215 |
1215
GLOBALT Investments
Atlanta,
Georgia
| $2.74B | +$129M | +5% | 8.27% | – | 217 | 10.14% | 1.5 |
|
| 1216 |
1216
Greenhouse Funds
Baltimore,
Maryland
| $2.73B | +$312M | +13% | 6.8% | 90.7% | 40 | 17.5% | 1.7 |
|
| 1217 |
1217
Pittenger & Anderson Inc
Lincoin,
Nebraska
| $2.73B | -$8.25M | -0.3% | 1.95% | 63.4% | 479 | 17.33% | 5.8 |
|
| 1218 |
1218
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| $2.72B | +$138M | +5% | 6.52% | 25.1% | 356 | 22.19% | 1.3 |
|
| 1219 |
1219
Morningstar Investment Management
Chicago,
Illinois
| $2.72B | +$1.58B | +139% | 5.21% | 48.2% | 533 | 73.17% | 0.4 |
|
| 1220 |
1220
Pallas Capital Advisors
Braintree,
Massachusetts
| $2.72B | +$93.4M | +4% | 4.77% | 71.8% | 964 | 20.54% | 1.4 |
|
| 1221 |
1221
Marathon Asset Management (UK)
London,
United Kingdom
| $2.72B | -$400M | -13% | 7.76% | 80.8% | 81 | 6.17% | 4.4 |
|
| 1222 |
1222
Lockheed Martin Investment Management
Bethesda,
Maryland
| $2.72B | -$20.7M | -0.8% | 8.36% | 94.6% | 120 | 10% | 3.2 |
|
| 1223 |
1223
Balentine LLC
Atlanta,
Georgia
| $2.71B | +$145M | +6% | 6.29% | 59.8% | 245 | 21.63% | 3.3 |
|
| 1224 |
1224
Fifth Third Wealth Advisors
Cincinnati,
Ohio
| $2.71B | +$329M | +14% | 9.41% | 114% | 826 | 15.74% | 1.2 |
|
| 1225 |
1225
Senator Investment Group
New York
| $2.71B | +$116M | +4% | 13% | 252% | 72 | 40.28% | 0.9 |
|