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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
Trilogy Capital
Irvine,
California
| $2.16B | +$108M | +5% | 6.75% | 57.6% | 383 | 7.83% | 2.3 |
|
| 1402 |
1402
B. Riley Wealth Advisors
Boca Raton,
Florida
| $2.16B | +$31.4M | +1% | 10.5% | 118% | 1,197 | 23.73% | 4.4 |
|
| 1403 |
1403
Azora Capital LP
Miami,
Florida
| $2.16B | -$53.7M | -2% | 12.8% | 175% | 82 | 52.44% | 0.7 |
|
| 1404 |
ACG
1404
Aventail Capital Group
New York
| $2.16B | -$115M | -5% | 9.06% | 154% | 166 | 35.54% | 0.8 |
|
| 1405 |
1405
Venturi Wealth Management
Austin,
Texas
| $2.15B | +$130M | +6% | 8.87% | 101% | 609 | 19.54% | 2.8 |
|
| 1406 |
1406
Meeder Advisory Services
Dublin,
Ohio
| $2.15B | +$220M | +11% | 8.07% | 91.4% | 663 | 13.88% | 1.8 |
|
| 1407 |
1407
Sageworth Trust
Lancaster,
Pennsylvania
| $2.15B | +$340M | +19% | 7.67% | 64.5% | 269 | 63.94% | 1.6 |
|
| 1408 |
1408
Visionary Wealth Advisors
O'fallon,
Illinois
| $2.14B | +$186M | +9% | 7.49% | 69.4% | 627 | 15.15% | 2.8 |
|
| 1409 |
1409
Constellation Investments
Montgomery,
Ohio
| $2.14B | -$22.3M | -1% | 5.73% | – | 20 | 10% | 1.3 |
|
| 1410 |
1410
Bain Capital Public Equity Management II
Boston,
Massachusetts
| $2.14B | +$28M | +1% | 10.8% | 201% | 30 | 50% | 0.6 |
|
| 1411 |
1411
North Reef Capital Management
Laguna Beach,
California
| $2.14B | -$118M | -5% | 6.82% | 81.9% | 56 | 51.79% | 1 |
|
| 1412 |
1412
Obermeyer Wealth Partners
Aspen,
Colorado
| $2.13B | +$126M | +6% | 7.94% | 91.3% | 305 | 11.48% | 3.7 |
|
| 1413 |
1413
BTG Pactual Asset Management US
New York
| $2.13B | +$1.22B | +134% | 8.16% | – | 328 | 48.78% | 0.6 |
|
| 1414 |
1414
Dearborn Partners
Chicago,
Illinois
| $2.13B | +$20.2M | +1% | 3.36% | 46.1% | 270 | 10.74% | 6 |
|
| 1415 |
1415
Reynders McVeigh Capital Management
Boston,
Massachusetts
| $2.13B | +$129M | +6% | 7.41% | 108% | 203 | 4.93% | 7.3 |
|
| 1416 |
1416
Centaurus Financial
Anaheim,
California
| $2.13B | +$418M | +24% | 9.56% | 83.5% | 1,072 | 14.09% | 3 |
|
| 1417 |
1417
First Horizon Corporation
Memphis,
Tennessee
| $2.13B | – | – | 7.33% | – | 1,419 | – | 4.2 |
|
| 1418 |
1418
Integrity Alliance
Urbandale,
Iowa
| $2.13B | +$297M | +16% | 6.85% | – | 606 | 28.22% | 0.5 |
|
| 1419 |
1419
Luxor Capital Group
New York
| $2.12B | +$768M | +57% | 7.22% | 131% | 72 | 45.83% | 1.2 |
|
| 1420 |
1420
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $2.12B | -$6.21M | -0.3% | 3.12% | 68.1% | 124 | 13.71% | 4.3 |
|
| 1421 |
1421
Black Creek Investment Management
Toronto,
Ontario, Canada
| $2.12B | -$42.9M | -2% | 7.75% | 11.1% | 28 | 7.14% | 4.3 |
|
| 1422 |
1422
Investment House LLC
Redondo Beach,
California
| $2.11B | +$131M | +7% | 10.7% | 137% | 243 | 19.34% | 6.3 |
|
| 1423 |
1423
Ribbit Management Company
Palo Alto,
California
| $2.11B | +$637M | +43% | 18.7% | – | 14 | 21.43% | 1.2 |
|
| 1424 |
1424
Harvard Management Company
Boston,
Massachusetts
| $2.1B | +$669M | +47% | 7.53% | 123% | 19 | 31.58% | 1.8 |
|
| 1425 |
1425
Meiji Yasuda Asset Management
Tokyo,
Japan
| $2.1B | +$85.3M | +4% | 7.26% | 93.9% | 580 | 12.76% | 5.9 |
|