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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%
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50
100
250
500
1,000
2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1401 |
CF
1401
Centaurus Financial
Anaheim,
California
| $2.59B | +$484M | +23% | 22.4% | 83.5% | 1,163 | 13.67% |
|
| 1402 |
VWM
1402
Venturi Wealth Management
Austin,
Texas
| $2.58B | +$365M | +16% | 25% | 101% | 690 | 21.16% |
|
| 1403 |
PI
1403
PFG Investments
Woodbury,
New York
| $2.58B | +$435M | +20% | 21.6% | 106% | 1,356 | 16.67% |
|
| 1404 |
TC
1404
Trilogy Capital
Irvine,
California
| $2.58B | +$307M | +14% | 13.6% | 54.1% | 426 | 13.85% |
|
| 1405 |
PC
1405
Paulson & Co
New York
| $2.58B | -$536M | -17% | 4.85% | 251% | 10 | 30% |
|
| 1406 |
RFP
1406
Root Financial Partners
Encinitas,
California
| $2.57B | +$412M | +19% | 12% | 57% | 3,472 | 88.42% |
|
| 1407 |
EV
1407
Eclipse Ventures
Palo Alto,
California
| $2.57B | +$2.53B | +6,402% | 28.3% | – | 2 | 50% |
|
| 1408 |
MC
1408
Moors & Cabot
Boston,
Massachusetts
| $2.57B | +$236M | +10% | 18% | 124% | 1,008 | 12.7% |
|
| 1409 |
CL
1409
CSS LLC
Chicago,
Illinois
| $2.57B | +$481M | +23% | 13.5% | 128% | 1,241 | 43.27% |
|
| 1410 |
CTA
1410
Chesley Taft & Associates
Chicago,
Illinois
| $2.57B | +$176M | +7% | 13.3% | 80.9% | 388 | 9.54% |
|
| 1411 |
SCA
1411
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
| $2.57B | +$203M | +9% | 11% | 81.9% | 198 | 10.61% |
|
| 1412 |
TCAM
1412
Turtle Creek Asset Management
Toronto,
Ontario, Canada
| $2.56B | -$113M | -4% | 4.74% | 2.37% | 40 | 7.5% |
|
| 1413 |
AFP
1413
Ausdal Financial Partners
Davenport,
Iowa
| $2.56B | +$309M | +14% | 15.5% | 63.2% | 1,122 | 19.25% |
|
| 1414 |
CC
1414
Capital Counsel
New York
| $2.56B | +$208M | +9% | 18.3% | 94.9% | 66 | 18.18% |
|
| 1415 |
RT
1415
Rockland Trust
Hanover,
Massachusetts
| $2.55B | +$51.7M | +2% | 6.03% | 51% | 330 | 10.61% |
|
| 1416 |
BAM
1416
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $2.55B | +$216M | +9% | 16.4% | 70.4% | 280 | 9.64% |
|
| 1417 |
NSAM
1417
North Star Asset Management
Neenah,
Wisconsin
| $2.54B | +$237M | +10% | 16.1% | 62% | 380 | 8.42% |
|
| 1418 |
ST
1418
Sageworth Trust
Lancaster,
Pennsylvania
| $2.54B | +$212M | +9% | 13.4% | 64.5% | 184 | 37.5% |
|
| 1419 |
QT
1419
Quantbot Technologies
New York
| $2.54B | +$91.3M | +4% | 13.3% | 33.6% | 2,365 | 50.23% |
|
| 1420 |
AIM
1420
Acropolis Investment Management
St. Louis,
Missouri
| $2.54B | +$272M | +12% | 11.2% | 47.6% | 400 | 8% |
|
| 1421 |
PVI
1421
Pine Valley Investments
Marlton,
New Jersey
| $2.53B | +$353M | +16% | 17.5% | 93.9% | 645 | 12.09% |
|
| 1422 |
VWA
1422
Visionary Wealth Advisors
O'fallon,
Illinois
| $2.53B | +$272M | +12% | 13.2% | 69.4% | 695 | 12.37% |
|
| 1423 |
IHAM
1423
Integral Health Asset Management
New York
| $2.53B | +$441M | +21% | 33.5% | 564% | 120 | 48.33% |
|
| 1424 |
LMIM
1424
Lockheed Martin Investment Management
Bethesda,
Maryland
| $2.53B | -$204M | -7% | 21.9% | 94.6% | 122 | 13.11% |
|
| 1425 |
IFA
1425
Index Fund Advisors
Irvine,
California
| $2.52B | +$297M | +13% | 12.1% | 58.2% | 143 | 16.78% |
|