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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1301 |
GIA
1301
GHP Investment Advisors
Denver,
Colorado
| $2B | -$16.6M | -0.8% | 0.52% | 81.4% | 999 | 19.02% | 3.4 |
|
| 1302 |
CCS
1302
Concentric Capital Strategies
Stamford,
Connecticut
| $2B | +$220M | +12% | 2.99% | 165% | 422 | 67.77% | 0.3 |
|
| 1303 |
1303
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $2B | +$146M | +8% | 5.45% | 91.5% | 302 | 12.58% | 2.9 |
|
| 1304 |
PC
1304
Port Capital
Chicago,
Illinois
| $2B | +$952K | +0% | 1.55% | 74.4% | 88 | 4.55% | 4.3 |
|
| 1305 |
CCA
1305
Checchi Capital Advisers
Beverly Hills,
California
| $2B | +$715M | +56% | 2.69% | 68% | 597 | 8.21% | 5.5 |
|
| 1306 |
1306
Vinva Investment Management
Sydney,
Australia
| $2B | +$214M | +12% | 6.65% | 142% | 457 | 19.04% | 0.9 |
|
| 1307 |
CTA
1307
Chesley Taft & Associates
Chicago,
Illinois
| $1.99B | +$39.4M | +2% | 3.78% | 93.1% | 319 | 5.64% | 6.3 |
|
| 1308 |
1308
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| $1.99B | -$15.2M | -0.8% | 0.42% | 67.9% | 217 | 41.01% | 2.3 |
|
| 1309 |
1309
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
| $1.99B | +$275M | +16% | 0.55% | 29.1% | 20 | 10% | 2.9 |
|
| 1310 |
GF
1310
Greenhouse Funds
Baltimore,
Maryland
| $1.99B | +$335M | +20% | 1.12% | 90.7% | 47 | 36.17% | 1.3 |
|
| 1311 |
1311
BNP Paribas
Paris,
France
| $1.99B | -$157M | -7% | 6.5% | – | 361 | 13.57% | 0.2 |
|
| 1312 |
1312
Robertson Stephens Wealth Management
San Francisco,
California
| $1.99B | +$101M | +5% | 3.88% | 103% | 542 | 18.82% | 2.2 |
|
| 1313 |
1313
Montag & Associates
Atlanta,
Georgia
| $1.98B | -$18.8M | -0.9% | 2.51% | 82.9% | 1,009 | 7.04% | 3.8 |
|
| 1314 |
NONA
1314
Ninety One North America
New York
| $1.98B | -$78.5M | -4% | 1.36% | 70.6% | 65 | 10.77% | 4.1 |
|
| 1315 |
YCM
1315
Yaupon Capital Management
New York
| $1.98B | -$11M | -0.6% | 1.92% | 122% | 145 | 60% | 0.5 |
|
| 1316 |
1316
Alphabet Inc
Mountain View,
California
| $1.97B | -$540M | -21% | 6.67% | 327% | 44 | 6.82% | 3.1 |
|
| 1317 |
1317
CreativeOne Wealth
Overland Park,
Kansas
| $1.97B | -$535M | -21% | 2.1% | 67.6% | 943 | 26.62% | 2.1 |
|
| 1318 |
1318
Bogart Wealth LLC
Mclean,
Virginia
| $1.96B | +$20.5M | +1% | 1.08% | 60.5% | 1,187 | 15.42% | 2.9 |
|
| 1319 |
AIA
1319
Angeles Investment Advisors
Santa Monica,
California
| $1.96B | +$82.7M | +4% | 2.93% | 71.7% | 246 | 24.39% | 1.2 |
|
| 1320 |
MFWM
1320
Motley Fool Wealth Management
Alexandria,
Virginia
| $1.96B | +$26M | +1% | 1.32% | 70.7% | 130 | 11.54% | 4 |
|
| 1321 |
CL
1321
CSS LLC
Chicago,
Illinois
| $1.96B | +$223M | +13% | 1.38% | 128% | 1,070 | 43.18% | 1 |
|
| 1322 |
IAN
1322
Integrated Advisors Network
Dallas,
Texas
| $1.95B | -$16.5M | -0.8% | 3.11% | 97.5% | 753 | 14.61% | 2.6 |
|
| 1323 |
HWAM
1323
Hennion & Walsh Asset Management
Parsippany,
New Jersey
| $1.95B | +$76.2M | +4% | 1.92% | 95% | 910 | 15.6% | 1.8 |
|
| 1324 |
ECP
1324
Electron Capital Partners
New York
| $1.94B | -$336M | -15% | 8.97% | 333% | 53 | 24.53% | 1.3 |
|
| 1325 |
DIA
1325
Davidson Investment Advisors
Great Falls,
Montana
| $1.94B | +$18.5M | +1% | 1.49% | 69.5% | 120 | 7.5% | 4.8 |
|