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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1326 |
1326
Valeo Financial Advisors
Carmel,
Indiana
| $1.1B | +$158M | +17% | 19.9% | 82.7% | 2,242 | 21.77% | 1.6 |
|
| 1327 |
1327
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $1.1B | +$267M | +32% | 41.1% | 271% | 732 | 43.17% | 1.7 |
|
| 1328 |
1328
Stone Point Capital
Greenwich,
Connecticut
| $1.1B | +$217M | +25% | 27.8% | 15.7% | 7 | 42.86% | 2.8 |
|
| 1329 |
1329
Construction & Building Unions Superannuation Fund
Melbourne,
Australia
| $1.1B | +$227M | +26% | 25.6% | 90.1% | 36 | 8.33% | 1.8 |
|
| 1330 |
1330
Paradigm Capital Management Inc
Albany,
New York
| $1.09B | +$263M | +32% | 38.3% | 237% | 156 | 7.69% | 4.4 |
|
| 1331 |
1331
Warburg Pincus
New York
| $1.09B | -$1.59B | -59% | 48% | 3.59% | 9 | 22.22% | 3.5 |
|
| 1332 |
1332
Sectoral Asset Management
Montreal,
Quebec, Canada
| $1.09B | +$568M | +109% | 29.7% | 168% | 197 | 70.05% | 0.5 |
|
| 1333 |
FWM
1333
Frontier Wealth Management
Kansas City,
Missouri
| $1.09B | +$476M | +78% | 16.4% | 42.8% | 375 | 30.67% | 2.7 |
|
| 1334 |
1334
Cabana LLC
Fayetteville,
Arkansas
| $1.09B | +$143M | +15% | 20.5% | 58.3% | 178 | 92.7% | 0.1 |
|
| 1335 |
1335
Water Island Capital
New York
| $1.09B | -$295M | -21% | 18.3% | 438% | 105 | 69.52% | 0.2 |
|
| 1336 |
1336
Equitable Trust
Nashville,
Tennessee
| $1.09B | +$177M | +20% | 26.5% | 109% | 333 | 14.71% | 1.3 |
|
| 1337 |
1337
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $1.09B | +$126M | +13% | 14.8% | 70.4% | 204 | 19.61% | 4.8 |
|
| 1338 |
1338
Mariner Independent Advisor Network
Overland Park,
Kansas
| $1.09B | -$21.4M | -2% | 21.2% | 39.5% | 398 | 33.67% | 1.3 |
|
| 1339 |
1339
Shaolin Capital Management
Miami,
Florida
| $1.08B | +$367M | +51% | 10.1% | 86.1% | 222 | 42.79% | 0.4 |
|
| 1340 |
1340
Harvest Fund Management
Beijing,
China
| $1.08B | +$213M | +25% | 27.8% | 327% | 541 | 40.48% | 1 |
|
| 1341 |
1341
Intrinsic Edge Capital Management
Chicago,
Illinois
| $1.08B | +$327M | +43% | 47.7% | 283% | 275 | 70.55% | 0.2 |
|
| 1342 |
1342
Maryland Capital Management
Towson,
Maryland
| $1.08B | +$237M | +28% | 29.5% | 44.5% | 216 | 18.52% | 3.7 |
|
| 1343 |
1343
Bridger Management
New York
| $1.08B | +$216M | +25% | 42.3% | 103% | 40 | 22.5% | 2.3 |
|
| 1344 |
1344
Cetera Investment Advisers
Schaumburg,
Illinois
| $1.08B | +$263M | +32% | 19.1% | 73.4% | 641 | 20.28% | 2.2 |
|
| 1345 |
1345
Bienville Capital Management
New York
| $1.08B | +$592M | +122% | 38.7% | 36.3% | 159 | 45.91% | 1.5 |
|
| 1346 |
1346
Aspiriant LLC
Los Angeles,
California
| $1.08B | +$61.4M | +6% | 14.9% | 52.7% | 201 | 17.41% | 3 |
|
| 1347 |
1347
Grosvenor Holdings
Chicago,
Illinois
| $1.07B | +$194M | +22% | 28.4% | 54.3% | 25 | 24% | 0.7 |
|
| 1348 |
1348
Advisor Partners
Walnut Creek,
California
| $1.07B | +$246M | +30% | 22.8% | 63.8% | 723 | 18.95% | 3.1 |
|
| 1349 |
1349
Empirical Wealth Management
Seattle,
Washington
| $1.07B | +$157M | +17% | 13.2% | 78.8% | 361 | 19.67% | 2.4 |
|
| 1350 |
1350
Friess Associates
Greenville,
Delaware
| $1.07B | +$68.6M | +7% | 37.6% | 256% | 145 | 58.62% | 0.6 |
|