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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1376 |
IFA
1376
Index Fund Advisors
Irvine,
California
| $1.53B | +$64.9M | +4% | 4.67% | 58.2% | 92 | 13.04% |
|
| 1377 |
M
1377
MOTCO
San Antonio,
Texas
| $1.53B | +$53.6M | +4% | 3.61% | 63.5% | 1,065 | 46.95% |
|
| 1378 |
QT
1378
Quantbot Technologies
New York
| $1.53B | +$114M | +8% | 3.57% | 33.6% | 2,094 | 56.54% |
|
| 1379 |
AWE
1379
Avidian Wealth Enterprises
Houston,
Texas
| $1.53B | -$296M | -16% | 4.52% | 63.7% | 503 | 23.86% |
|
| 1380 |
SI
1380
Sofinnova Investments
Menlo Park,
California
| $1.53B | -$36.8M | -2% | 18.2% | 450% | 69 | 49.28% |
|
| 1381 |
RMCM
1381
Reynders McVeigh Capital Management
Boston,
Massachusetts
| $1.53B | +$72.8M | +5% | 8.11% | 85.2% | 215 | 10.23% |
|
| 1382 |
GHA
1382
GW Henssler & Associates
Kennesaw,
Georgia
| $1.52B | +$17.4M | +1% | 1.95% | 62.4% | 229 | 13.97% |
|
| 1383 |
JPG
1383
Jordan Park Group
San Francisco,
California
| $1.52B | -$5.46M | -0.4% | 1.52% | 43.2% | 50 | 10% |
|
| 1384 |
ELC
1384
Edgar Lomax Company
Kingstowne,
Virginia
| $1.52B | -$36.4M | -2% | 0.33% | 66.2% | 56 | 0% |
|
| 1385 |
WP
1385
WealthSource Partners
San Luis Obispo,
California
| $1.52B | +$39.4M | +3% | 4.24% | 16.8% | 533 | 15.38% |
|
| 1386 |
EGA
1386
Eagle Global Advisors
Houston,
Texas
| $1.52B | +$34.3M | +2% | 5.66% | 105% | 233 | 10.3% |
|
| 1387 |
KAM
1387
Kensington Asset Management
Austin,
Texas
| $1.52B | +$559M | +58% | 7.59% | 38.1% | 14 | 64.29% |
|
| 1388 |
WBG
1388
Wharton Business Group
Malvern,
Pennsylvania
| $1.52B | -$152M | -9% | 4.8% | 72.5% | 140 | 7.14% |
|
| 1389 |
JHP
1389
James Hambro & Partners
London,
United Kingdom
| $1.52B | +$148M | +11% | 6.69% | 79.2% | 65 | 9.23% |
|
| 1390 |
OCM
1390
Osterweis Capital Management
San Francisco,
California
| $1.51B | +$40.5M | +3% | 6.27% | 93.7% | 220 | 11.82% |
|
| 1391 |
SGI
1391
Summit Global Investments
Bountiful,
Utah
| $1.51B | +$218M | +17% | 4.73% | 60.4% | 646 | 43.34% |
|
| 1392 |
GCL
1392
Glazer Capital LLC
New York
| $1.51B | -$317M | -17% | 11.1% | 323% | 398 | 56.78% |
|
| 1393 |
MC
1393
Moors & Cabot
Boston,
Massachusetts
| $1.51B | +$51.3M | +4% | 6.19% | 124% | 936 | 12.07% |
|
| 1394 |
CCG
1394
Clearlake Capital Group
Santa Monica,
California
| $1.51B | -$92M | -6% | 0.29% | 47.3% | 7 | 14.29% |
|
| 1395 |
CCPM
1395
Cooper Creek Partners Management
New York
| $1.5B | +$79M | +6% | 3.54% | 86.4% | 123 | 40.65% |
|
| 1396 |
MPIA
1396
Mountain Pacific Investment Advisers
Boise,
Idaho
| $1.5B | +$86.5M | +6% | 7.96% | 79.5% | 134 | 5.22% |
|
| 1397 |
PCM
1397
Prana Capital Management
Greenwich,
Connecticut
| $1.5B | +$309M | +26% | 3.27% | 36.6% | 111 | 50.45% |
|
| 1398 |
CCM
1398
CAAS Capital Management
New York
| $1.5B | -$377M | -20% | 4.59% | 11% | 915 | 52.13% |
|
| 1399 |
JIC
1399
Joel Isaacson & Co
New York
| $1.49B | +$102M | +7% | 6.06% | 72.5% | 337 | 7.42% |
|
| 1400 |
CAG
1400
Csenge Advisory Group
Clearwater,
Florida
| $1.49B | +$106M | +8% | 4.51% | 66.3% | 701 | 21.26% |
|