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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
Potomac Fund Management
Miami,
Florida
| $2.36B | +$612M | +35% | 6.07% | – | 116 | 27.59% | 0.5 |
|
| 1327 |
1327
Harvest Fund Management
Beijing,
China
| $2.36B | +$244M | +12% | 17.3% | 327% | 717 | 22.73% | 2.1 |
|
| 1328 |
1328
Chesley Taft & Associates
Chicago,
Illinois
| $2.36B | +$120M | +5% | 7.68% | 93.1% | 356 | 8.43% | 6.3 |
|
| 1329 |
1329
Davidson Investment Advisors
Great Falls,
Montana
| $2.36B | +$132M | +6% | 7.1% | 79% | 125 | 5.6% | 5.3 |
|
| 1330 |
1330
Caisse Des Depots Et Consignations
Paris,
France
| $2.35B | -$34.3M | -1% | 5.91% | – | 234 | 24.36% | 0.6 |
|
| 1331 |
1331
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $2.35B | +$148M | +7% | 7.5% | 70.4% | 309 | 11.65% | 4.3 |
|
| 1332 |
1332
GM Advisory Group
Melville,
New York
| $2.35B | +$329M | +16% | 7.25% | 53.6% | 318 | 14.15% | 3 |
|
| 1333 |
1333
Readystate Asset Management
Chicago,
Illinois
| $2.35B | -$920M | -28% | 4.68% | 43.4% | 739 | 71.99% | 0.4 |
|
| 1334 |
1334
King Street Capital Management
New York
| $2.34B | +$1.29B | +123% | 4.66% | 140% | 21 | 61.9% | 0.4 |
|
| 1335 |
1335
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $2.33B | +$186M | +9% | 7.26% | 80.6% | 187 | 13.9% | 4 |
|
| 1336 |
1336
Linscomb Wealth
Houston,
Texas
| $2.32B | +$146M | +7% | 6.89% | 75.2% | 319 | 8.46% | 7 |
|
| 1337 |
1337
JB Capital
Wethersfield,
Connecticut
| $2.32B | +$256M | +12% | 8.14% | 83.8% | 263 | 11.79% | 2.2 |
|
| 1338 |
1338
BLB&B Advisors
Montgomeryville,
Pennsylvania
| $2.32B | +$176M | +8% | 8.02% | 71.6% | 283 | 7.42% | 6.9 |
|
| 1339 |
1339
Shaolin Capital Management
Miami,
Florida
| $2.32B | -$566M | -20% | 61.7% | 86.1% | 385 | 43.9% | 0.5 |
|
| 1340 |
1340
Trajan Wealth
Scottsdale,
Arizona
| $2.32B | +$272M | +13% | 7.51% | – | 166 | 17.47% | 1.2 |
|
| 1341 |
1341
Capital Asset Advisory Services
Williamston,
Michigan
| $2.32B | +$178M | +8% | 6.07% | 51% | 294 | 11.56% | 3.9 |
|
| 1342 |
1342
Bell Bank
Fargo,
North Dakota
| $2.31B | +$164M | +8% | 6.57% | 71% | 211 | 12.32% | 5 |
|
| 1343 |
1343
Shapiro Capital Management
Atlanta,
Georgia
| $2.31B | +$32.2M | +1% | 8.23% | 40.7% | 53 | 18.87% | 3.2 |
|
| 1344 |
1344
Seizert Capital Partners
Birmingham,
Michigan
| $2.31B | +$33.1M | +1% | 6.84% | 73.4% | 187 | 17.11% | 3.2 |
|
| 1345 |
1345
Paradigm Capital Management Inc
Albany,
New York
| $2.31B | +$255M | +12% | 18.2% | 237% | 130 | 9.23% | 7.1 |
|
| 1346 |
1346
Advance Capital Management
Southfield,
Michigan
| $2.3B | +$98M | +4% | 5.67% | 54.4% | 180 | 9.44% | 2.2 |
|
| 1347 |
1347
Advocacy Wealth Management Services
Atlanta,
Georgia
| $2.3B | +$674M | +41% | 5.58% | 48.3% | 146 | 59.59% | 1 |
|
| 1348 |
1348
Bowie Capital Management
Richardson,
Texas
| $2.3B | +$159M | +7% | 0.91% | 31.6% | 39 | 25.64% | 4.5 |
|
| 1349 |
1349
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
| $2.3B | +$999M | +77% | 5.62% | 29.1% | 23 | 17.39% | 3.1 |
|
| 1350 |
1350
Flagship Harbor Advisors
Boston,
Massachusetts
| $2.3B | +$187M | +9% | 7.38% | 75.7% | 840 | 12.62% | 4.1 |
|