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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
Steelhead Partners
Seattle,
Washington
| $1.9B | -$23.1M | -1% | 0.02% | 0.4% | 46 | 2.17% | 1 |
|
| 1327 |
1327
Rockland Trust
Hanover,
Massachusetts
| $1.9B | +$71M | +4% | 6.68% | 61.5% | 306 | 8.17% | 5.4 |
|
| 1328 |
1328
Paloma Partners
Greenwich,
Connecticut
| $1.89B | -$841M | -31% | 7.24% | 314% | 1,114 | 68.49% | 0.4 |
|
| 1329 |
1329
SIG North Trading
Bala Cynwyd,
Pennsylvania
| $1.89B | – | – | 3.34% | – | 262 | – | 1.6 |
|
| 1330 |
1330
Main Management ETF Advisors
San Francisco,
California
| $1.89B | +$188M | +11% | 9.05% | 97.2% | 41 | 0% | 1.6 |
|
| 1331 |
1331
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $1.89B | +$133M | +8% | 8.47% | 70.4% | 240 | 8.33% | 4.3 |
|
| 1332 |
1332
CoreCap Advisors
Southfield,
Michigan
| $1.89B | +$339M | +22% | 8.72% | 89.8% | 2,533 | 75.72% | 0.4 |
|
| 1333 |
1333
Robertson Stephens Wealth Management
San Francisco,
California
| $1.89B | +$240M | +15% | 9.57% | 109% | 512 | 17.97% | 2.1 |
|
| 1334 |
1334
Smithfield Trust
Pittsburgh,
Pennsylvania
| $1.89B | +$104M | +6% | 5.86% | 50% | 1,092 | 8.79% | 5.8 |
|
| 1335 |
1335
Angeles Investment Advisors
Santa Monica,
California
| $1.88B | +$222M | +13% | 7.63% | 78.3% | 234 | 21.37% | 1 |
|
| 1336 |
1336
Invenomic Capital Management
Boston,
Massachusetts
| $1.88B | -$312M | -14% | 0.18% | 6.61% | 207 | 46.86% | 0.8 |
|
| 1337 |
1337
Connecticut Wealth Management
Farmington,
Connecticut
| $1.88B | +$138M | +8% | 8.29% | 70.2% | 334 | 7.49% | 2.3 |
|
| 1338 |
1338
Merewether Investment Management
Dallas,
Texas
| $1.88B | +$185M | +11% | 24.9% | 262% | 63 | 61.9% | 0.4 |
|
| 1339 |
1339
Foundry Partners
Minneapolis,
Minnesota
| $1.87B | +$213M | +13% | 10.6% | 44.4% | 328 | 22.26% | 2.9 |
|
| 1340 |
1340
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| $1.87B | +$219M | +13% | 18% | 309% | 245 | 25.31% | 1.2 |
|
| 1341 |
1341
Hennion & Walsh Asset Management
Parsippany,
New Jersey
| $1.87B | +$120M | +7% | 7.26% | 95% | 896 | 15.18% | 1.7 |
|
| 1342 |
1342
Flow Traders U.S.
New York
| $1.87B | -$1.4B | -43% | 5.79% | 86.5% | 1,201 | 61.53% | 0.4 |
|
| 1343 |
LLL
1343
Lynrock Lake LP
Rye Brook,
New York
| $1.87B | +$29.6M | +2% | 0.09% | 21.2% | 28 | 0% | 2 |
|
| 1344 |
1344
Cambridge Associates
Boston,
Massachusetts
| $1.87B | +$185M | +11% | 6.54% | 50.1% | 59 | 16.95% | 3.8 |
|
| 1345 |
1345
SurgoCap Partners
New York
| $1.86B | +$431M | +30% | 24.9% | – | 18 | 38.89% | 0.2 |
|
| 1346 |
1346
Credential Qtrade Securities
Vancouver,
| $1.86B | +$186M | +11% | 6.04% | 27.7% | 404 | 13.61% | 3.1 |
|
| 1347 |
1347
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $1.86B | +$30.7M | +2% | 6.2% | 58.1% | 1,021 | 35.16% | 3.7 |
|
| 1348 |
1348
Daymark Wealth Partners
Cincinnati,
Ohio
| $1.86B | +$230M | +14% | 12.6% | 96.4% | 443 | 12.19% | 0.9 |
|
| 1349 |
1349
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $1.85B | +$181M | +11% | 10.9% | 102% | 301 | 17.94% | 2.8 |
|
| 1350 |
1350
Moors & Cabot
Boston,
Massachusetts
| $1.84B | +$239M | +15% | 12.8% | 124% | 966 | 17.81% | 4.3 |
|