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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%
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50
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250
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1226 |
BIAS
1226
Beacon Investment Advisory Services
Morristown,
New Jersey
| $2.31B | -$96.4M | -4% | 0.17% | 83.3% | 263 | 7.98% |
|
| 1227 |
AFCM
1227
Applied Finance Capital Management
San Juan,
Puerto Rico
| $2.3B | -$40.6M | -2% | 0.94% | 68.5% | 335 | 22.39% |
|
| 1228 |
TMC
1228
Toyota Motor Corp
Japan
| $2.3B | +$312M | +16% | 26.4% | 194% | 4 | 0% |
|
| 1229 |
GKWIM
1229
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $2.3B | +$126M | +6% | 4.63% | 76.5% | 304 | 12.83% |
|
| 1230 |
G
1230
GenTrust
Miami,
Florida
| $2.3B | +$254M | +12% | 0.31% | 43.4% | 234 | 26.92% |
|
| 1231 |
HCA
1231
Harbor Capital Advisors
Chicago,
Illinois
| $2.29B | -$8.88M | -0.4% | 3.33% | 93.6% | 1,370 | 5.99% |
|
| 1232 |
TAM
1232
Thematics Asset Management
Paris,
France
| $2.29B | -$237M | -9% | 2.23% | 113% | 139 | 8.63% |
|
| 1233 |
CCM
1233
Carlson Capital Management
Northfield,
Minnesota
| $2.29B | -$64.1M | -3% | 4.3% | 9.85% | 118 | 7.63% |
|
| 1234 |
SAM
1234
Shell Asset Management
The Hague,
Netherlands
| $2.29B | +$17M | +0.7% | 4.04% | – | 1,284 | 3.82% |
|
| 1235 |
HCM
1235
Howland Capital Management
Boston,
Massachusetts
| $2.28B | -$23.4M | -1% | 0.84% | 72% | 296 | 10.81% |
|
| 1236 |
NM
1236
NWI Management
New York
| $2.27B | -$1.57B | -41% | 15.8% | 170% | 64 | 42.19% |
|
| 1237 |
CL
1237
CSS LLC
Chicago,
Illinois
| $2.27B | +$79.3M | +4% | 7.44% | 107% | 1,146 | 45.29% |
|
| 1238 |
SL
1238
Siren LLC
Greenwich,
Connecticut
| $2.26B | +$263M | +13% | 74.1% | – | 134 | 28.36% |
|
| 1239 |
NSAM
1239
North Star Asset Management
Neenah,
Wisconsin
| $2.26B | +$31M | +1% | 1.65% | 48.9% | 346 | 11.27% |
|
| 1240 |
NIM
1240
Northeast Investment Management
Boston,
Massachusetts
| $2.25B | +$21.4M | +1% | 3.01% | 93.4% | 192 | 10.42% |
|
| 1241 |
SCA
1241
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
| $2.25B | +$15.3M | +0.7% | 3.24% | 72.5% | 186 | 5.91% |
|
| 1242 |
ECG
1242
Edge Capital Group
Atlanta,
Georgia
| $2.24B | -$12.3M | -0.5% | 0.14% | 27.7% | 360 | 18.33% |
|
| 1243 |
PP
1243
Paloma Partners
Greenwich,
Connecticut
| $2.24B | -$1.37B | -38% | 1.99% | 322% | 1,156 | 82.87% |
|
| 1244 |
OCM
1244
Opti Capital Management
New York
| $2.23B | +$528M | +31% | 0% | 0.02% | 66 | 3.03% |
|
| 1245 |
SP
1245
Summit Partners
Boston,
Massachusetts
| $2.23B | -$6.83M | -0.3% | 11.2% | 2.13% | 9 | 11.11% |
|
| 1246 |
NRCM
1246
North Reef Capital Management
Laguna Beach,
California
| $2.23B | +$84.6M | +4% | 11.6% | 68.1% | 54 | 35.19% |
|
| 1247 |
ACL
1247
Azora Capital LP
Miami,
Florida
| $2.23B | +$370M | +20% | 18.4% | 155% | 72 | 54.17% |
|
| 1248 |
AWE
1248
Avidian Wealth Enterprises
Houston,
Texas
| $2.23B | +$23.6M | +1% | 0.63% | 63.7% | 543 | 14.73% |
|
| 1249 |
WG
1249
Welch Group
Birmingham,
Alabama
| $2.22B | -$79.8M | -3% | 2.69% | 73.2% | 282 | 11.35% |
|
| 1250 |
JIC
1250
Joel Isaacson & Co
New York
| $2.22B | +$122M | +6% | 1.68% | 61.3% | 391 | 9.21% |
|