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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
500
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1276 |
PCM
1276
Polaris Capital Management
Boston,
Massachusetts
| $2.01B | -$63.7M | -3% | 10.2% | 94.3% | 94 | 3.19% |
|
| 1277 |
EP
1277
Edgestream Partners
Princeton,
New Jersey
| $2.01B | +$617M | +44% | 6.32% | 32.8% | 1,066 | 51.5% |
|
| 1278 |
PHK
1278
Point72 Hong Kong
Hong Kong
| $2.01B | +$338M | +20% | 9.87% | 396% | 850 | 71.29% |
|
| 1279 |
MA
1279
Montag & Associates
Atlanta,
Georgia
| $2B | +$207M | +12% | 10.4% | 68% | 1,017 | 15.83% |
|
| 1280 |
KAM
1280
Kensington Asset Management
Austin,
Texas
| $2B | +$80.3M | +4% | 6.36% | 43% | 28 | 35.71% |
|
| 1281 |
RC
1281
Rivulet Capital
Summit,
New Jersey
| $2B | +$36.3M | +2% | 8.99% | 27.4% | 19 | 26.32% |
|
| 1282 |
PC
1282
Port Capital
Chicago,
Illinois
| $1.99B | +$202M | +11% | 11.3% | 65.3% | 93 | 10.75% |
|
| 1283 |
CCMLC
1283
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
| $1.99B | -$183M | -8% | 9.52% | 15.7% | 63 | 15.87% |
|
| 1284 |
YCM
1284
Yaupon Capital Management
New York
| $1.99B | +$780M | +65% | 10.7% | 106% | 147 | 61.22% |
|
| 1285 |
SW
1285
SteelPeak Wealth
Woodland Hills,
California
| $1.99B | +$260M | +15% | 9.41% | 126% | 566 | 27.56% |
|
| 1286 |
AC
1286
Apella Capital
West Hartford,
Connecticut
| $1.98B | +$187M | +10% | 5.21% | 44.5% | 303 | 6.6% |
|
| 1287 |
JWCA
1287
J.W. Cole Advisors
Tampa,
Florida
| $1.98B | +$274M | +16% | 8.41% | 84.9% | 926 | 16.74% |
|
| 1288 |
WIM
1288
Weitz Investment Management
Omaha,
Nebraska
| $1.98B | +$83.5M | +4% | 9.75% | 38.9% | 56 | 5.36% |
|
| 1289 |
TMAM
1289
Tokio Marine Asset Management
Tokyo,
Japan
| $1.98B | +$164M | +9% | 13.5% | 105% | 576 | 5.9% |
|
| 1290 |
SAG
1290
SageView Advisory Group
Newport Beach,
California
| $1.98B | -$343M | -15% | 5.17% | 50.3% | 853 | 70.69% |
|
| 1291 |
TP
1291
Theleme Partners
London,
United Kingdom
| $1.97B | -$124M | -6% | 9.25% | 14.8% | 12 | 50% |
|
| 1292 |
NHC
1292
Nicholas Hoffman & Company
Atlanta,
Georgia
| $1.97B | +$310M | +19% | 7.99% | 55.2% | 297 | 7.74% |
|
| 1293 |
IAN
1293
Integrated Advisors Network
Dallas,
Texas
| $1.97B | +$200M | +11% | 12.1% | 83% | 753 | 17.13% |
|
| 1294 |
AAM
1294
AMI Asset Management
Los Angeles,
California
| $1.96B | +$127M | +7% | 7.07% | 81.6% | 88 | 13.64% |
|
| 1295 |
CTA
1295
Chesley Taft & Associates
Chicago,
Illinois
| $1.96B | +$173M | +10% | 10.4% | 80.9% | 316 | 6.33% |
|
| 1296 |
LFCM
1296
Long Focus Capital Management
San Juan,
Puerto Rico
| $1.95B | -$1.05B | -35% | 10.1% | 112% | 114 | 16.67% |
|
| 1297 |
WPC
1297
Waters Parkerson & Co
New Orleans,
Louisiana
| $1.95B | +$142M | +8% | 10.1% | 49% | 185 | 4.86% |
|
| 1298 |
LW
1298
Linscomb Wealth
Houston,
Texas
| $1.94B | +$127M | +7% | 8.53% | 61.3% | 290 | 7.93% |
|
| 1299 |
BWL
1299
Bogart Wealth LLC
Mclean,
Virginia
| $1.94B | +$172M | +10% | 7.32% | 60.5% | 1,128 | 10.64% |
|
| 1300 |
MFWM
1300
Motley Fool Wealth Management
Alexandria,
Virginia
| $1.94B | +$28.6M | +1% | 7.35% | 52.4% | 140 | 20% |
|