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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1276 |
1276
TwinBeech Capital
Purchase,
New York
| $2.53B | -$1.89B | -43% | 1.6% | 5.7% | 910 | 75.16% | 0.2 |
|
| 1277 |
1277
EverSource Wealth Advisors
Birmingham,
Alabama
| $2.53B | +$313M | +14% | 8.52% | 89.7% | 4,514 | 10.17% | 1.9 |
|
| 1278 |
1278
Partners Capital Investment Group
Boston,
Massachusetts
| $2.52B | +$21.1M | +0.8% | 6.21% | 47.5% | 170 | 11.18% | 2.4 |
|
| 1279 |
1279
American Capital Management
New York
| $2.51B | +$99.2M | +4% | 12.6% | 96.7% | 69 | 10.14% | 5.9 |
|
| 1280 |
1280
D.J. St. Germain
Springfield,
Massachusetts
| $2.5B | +$181M | +8% | 7.46% | 65.3% | 955 | 13.93% | 3 |
|
| 1281 |
1281
Patient Capital Management
Baltimore,
Maryland
| $2.5B | +$282M | +13% | 15.5% | 131% | 42 | 7.14% | 2.3 |
|
| 1282 |
1282
Empyrean Capital Partners
Los Angeles,
California
| $2.49B | -$489M | -16% | 12.9% | 131% | 98 | 38.78% | 1.1 |
|
| 1283 |
1283
Northeast Investment Management
Boston,
Massachusetts
| $2.48B | +$142M | +6% | 8.21% | 93.4% | 188 | 5.32% | 7.8 |
|
| 1284 |
1284
Elm Partners Management
Philadelphia,
Pennsylvania
| $2.47B | +$331M | +15% | 5.86% | 46.9% | 155 | 38.71% | 1.5 |
|
| 1285 |
1285
Waldron Private Wealth
Bridgeville,
Pennsylvania
| $2.47B | +$175M | +8% | 7.28% | 68.7% | 323 | 10.84% | 5.4 |
|
| 1286 |
1286
BVF Inc
San Francisco,
California
| $2.47B | -$332M | -12% | 64.5% | 592% | 50 | 20% | 3.2 |
|
| 1287 |
1287
Bogart Wealth LLC
Mclean,
Virginia
| $2.47B | +$125M | +5% | 5.45% | 60.5% | 1,607 | 14.62% | 2.9 |
|
| 1288 |
1288
Flow Traders U.S.
New York
| $2.47B | -$243M | -9% | 7.59% | 86.5% | 1,346 | 63.45% | 0.3 |
|
| 1289 |
1289
North Star Asset Management
Neenah,
Wisconsin
| $2.47B | +$101M | +4% | 5.58% | 62% | 364 | 9.07% | 6.6 |
|
| 1290 |
1290
Amazon.com Inc
Seattle,
Washington
| $2.46B | +$30.7M | +1% | 9.29% | 32.2% | 9 | 22.22% | 3.7 |
|
| 1291 |
1291
Zhang Financial
Portage,
Michigan
| $2.46B | +$294M | +14% | 7.29% | 67.9% | 327 | 14.37% | 3.9 |
|
| 1292 |
1292
Aviso Financial
Toronto,
Ontario, Canada
| $2.46B | +$243M | +11% | 7.37% | – | 372 | 12.9% | 1.1 |
|
| 1293 |
1293
Michael & Susan Dell Foundation
New York
| $2.45B | +$148M | +6% | 9.06% | 238% | 4 | 0% | 1.1 |
|
| 1294 |
1294
Laird Norton Wetherby Wealth Management
San Francisco,
California
| $2.45B | +$203M | +9% | 9.87% | – | 972 | 8.54% | 6.3 |
|
| 1295 |
1295
Chickasaw Capital Management
Memphis,
Tennessee
| $2.45B | -$72M | -3% | 1.93% | 83.6% | 96 | 4.17% | 6.7 |
|
| 1296 |
1296
Granahan Investment Management
Waltham,
Massachusetts
| $2.44B | -$14.3M | -0.6% | 14.4% | 265% | 172 | 26.16% | 2.5 |
|
| 1297 |
1297
PFG Advisors
Phoenix,
Arizona
| $2.44B | +$276M | +13% | 7.78% | 82.7% | 843 | 29.77% | 2.2 |
|
| 1298 |
1298
Philosophy Capital Management
Alamo,
California
| $2.44B | +$403M | +20% | 10.9% | 77.5% | 55 | 38.18% | 0.8 |
|
| 1299 |
1299
Rockland Trust
Hanover,
Massachusetts
| $2.44B | +$387M | +19% | 6.75% | 61.5% | 315 | 22.22% | 5.6 |
|
| 1300 |
1300
Basswood Capital Management
New York
| $2.44B | +$262M | +12% | 10.8% | 111% | 121 | 12.4% | 4.6 |
|