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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1401 |
1401
Virtu Financial
New York
| $1.84B | -$50.4M | -3% | 2.74% | 160% | 2,249 | 76.26% | 0.2 |
|
| 1402 |
1402
HMI Capital Management
San Francisco,
California
| $1.84B | -$154M | -8% | 8.87% | 5.95% | 13 | 30.77% | 1.6 |
|
| 1403 |
1403
CSM Advisors
Warrendale,
Pennsylvania
| $1.83B | -$305M | -14% | 1.71% | 105% | 133 | 12.78% | 2.6 |
|
| 1404 |
1404
Strategic Blueprint
Atlanta,
Georgia
| $1.83B | +$151M | +9% | 1.98% | 82.1% | 732 | 18.31% | 2.4 |
|
| 1405 |
1405
Trajan Wealth
Scottsdale,
Arizona
| $1.83B | +$26.4M | +1% | 0.71% | – | 192 | 28.65% | 0.9 |
|
| 1406 |
1406
Parsons Capital Management
Providence,
Rhode Island
| $1.83B | -$10.8M | -0.6% | 0.24% | 97.4% | 450 | 6% | 6.8 |
|
| 1407 |
1407
Stratos Wealth Advisors
Beachwood,
Ohio
| $1.83B | -$260M | -12% | 1.34% | 65.7% | 765 | 20.52% | 2.6 |
|
| 1408 |
1408
Cobblestone Capital Advisors
Rochester,
New York
| $1.83B | -$8.88M | -0.5% | 0.12% | 83.3% | 309 | 10.03% | 6.2 |
|
| 1409 |
1409
StoneX Group
New York
| $1.82B | +$4.79M | +0.3% | 1.67% | 92.5% | 1,035 | 33.82% | 2.3 |
|
| 1410 |
CL
1410
CSS LLC
Chicago,
Illinois
| $1.82B | -$443M | -20% | 0.56% | 128% | 1,198 | 45.91% | 1.1 |
|
| 1411 |
1411
EverSource Wealth Advisors
Birmingham,
Alabama
| $1.82B | +$42.3M | +2% | 0.96% | 98.1% | 4,227 | 16.39% | 1.7 |
|
| 1412 |
1412
JB Capital
Wethersfield,
Connecticut
| $1.81B | +$27.4M | +2% | 2.05% | 83.8% | 244 | 18.03% | 2.1 |
|
| 1413 |
1413
Allianz Investment Management US
Minneapolis,
Minnesota
| $1.81B | +$394M | +28% | 1% | 7.58% | 63 | 12.7% | 2.3 |
|
| 1414 |
1414
Tang Capital Management
San Diego,
California
| $1.81B | +$296M | +20% | 5.03% | 493% | 208 | 14.9% | 1 |
|
| 1415 |
1415
Greenoaks Capital Partners
Orinda,
California
| $1.81B | -$33.9M | -2% | 0.25% | 311% | 9 | 22.22% | 2.4 |
|
| 1416 |
1416
Equitable Trust
Nashville,
Tennessee
| $1.81B | +$13.5M | +0.8% | 0.64% | 109% | 487 | 8.83% | 3.2 |
|
| 1417 |
1417
IFG Advisory
Atlanta,
Georgia
| $1.8B | +$40.4M | +2% | 0.71% | 70.1% | 729 | 15.23% | 2.2 |
|
| 1418 |
1418
Fernbridge Capital Management
Los Angeles,
California
| $1.8B | -$104M | -5% | 9.48% | 12.4% | 25 | 44% | 1.6 |
|
| 1419 |
1419
Sabal Trust
St. Petersburg,
Florida
| $1.8B | +$70.3M | +4% | 3.03% | 18.4% | 246 | 10.16% | 4.3 |
|
| 1420 |
1420
Paradigm Capital Management Inc
Albany,
New York
| $1.8B | -$357M | -17% | 14.7% | 237% | 135 | 11.11% | 7.1 |
|
| 1421 |
1421
Reynders McVeigh Capital Management
Boston,
Massachusetts
| $1.79B | -$109M | -6% | 1.99% | 119% | 204 | 6.37% | 7.3 |
|
| 1422 |
1422
PFG Advisors
Phoenix,
Arizona
| $1.79B | +$156M | +10% | 1.51% | 82.7% | 727 | 9.63% | 2.7 |
|
| 1423 |
1423
Carronade Capital Management
Darien,
Connecticut
| $1.79B | -$88.8M | -5% | 2.29% | 215% | 45 | 48.89% | 0.8 |
|
| 1424 |
1424
Motley Fool Asset Management
Alexandria,
Virginia
| $1.78B | -$135M | -7% | 4.66% | 135% | 242 | 14.46% | 2.9 |
|
| 1425 |
1425
Basswood Capital Management
New York
| $1.78B | +$65.6M | +4% | 5.24% | 111% | 123 | 20.33% | 4.3 |
|