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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 |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1401 |
PA
1401
Paralel Advisors
Denver,
Colorado
| $2.59B | +$183M | +8% | 11.4% | 75.4% | 154 | 50.65% | 6.2 |
|
| 1402 |
ML
1402
McAdam LLC
Philadelphia,
Pennsylvania
| $2.59B | +$369M | +17% | 13% | 57.4% | 556 | 26.26% | 10.7 |
|
| 1403 |
CF
1403
Centaurus Financial
Anaheim,
California
| $2.59B | +$484M | +23% | 22.4% | 83.5% | 1,163 | 13.67% | 13 |
|
| 1404 |
VWM
1404
Venturi Wealth Management
Austin,
Texas
| $2.58B | +$365M | +16% | 25% | 101% | 690 | 21.16% | 11 |
|
| 1405 |
PI
1405
PFG Investments
Woodbury,
New York
| $2.58B | +$435M | +20% | 21.6% | 106% | 1,356 | 16.67% | 7.1 |
|
| 1406 |
TC
1406
Trilogy Capital
Irvine,
California
| $2.58B | +$307M | +14% | 13.6% | 54.1% | 426 | 13.85% | 10.5 |
|
| 1407 |
PC
1407
Paulson & Co
New York
| $2.58B | -$536M | -17% | 4.85% | 251% | 10 | 30% | 29.9 |
|
| 1408 |
RFP
1408
Root Financial Partners
Encinitas,
California
| $2.57B | +$412M | +19% | 12% | 57% | 3,472 | 88.42% | 5.5 |
|
| 1409 |
EV
1409
Eclipse Ventures
Palo Alto,
California
| $2.57B | +$2.53B | +6,402% | 28.3% | – | 2 | 50% | 9 |
|
| 1410 |
MC
1410
Moors & Cabot
Boston,
Massachusetts
| $2.57B | +$236M | +10% | 18% | 124% | 1,008 | 12.7% | 20.3 |
|
| 1411 |
CL
1411
CSS LLC
Chicago,
Illinois
| $2.57B | +$481M | +23% | 13.5% | 128% | 1,241 | 43.27% | 4.2 |
|
| 1412 |
CTA
1412
Chesley Taft & Associates
Chicago,
Illinois
| $2.57B | +$176M | +7% | 13.3% | 80.9% | 388 | 9.54% | 25.3 |
|
| 1413 |
SCA
1413
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
| $2.57B | +$203M | +9% | 11% | 81.9% | 198 | 10.61% | 24.8 |
|
| 1414 |
TCAM
1414
Turtle Creek Asset Management
Toronto,
Ontario, Canada
| $2.56B | -$113M | -4% | 4.74% | 2.37% | 40 | 7.5% | 16 |
|
| 1415 |
AFP
1415
Ausdal Financial Partners
Davenport,
Iowa
| $2.56B | +$309M | +14% | 15.5% | 63.2% | 1,122 | 19.25% | 11.1 |
|
| 1416 |
CC
1416
Capital Counsel
New York
| $2.56B | +$208M | +9% | 18.3% | 94.9% | 66 | 18.18% | 27 |
|
| 1417 |
RT
1417
Rockland Trust
Hanover,
Massachusetts
| $2.55B | +$51.7M | +2% | 6.03% | 61.5% | 330 | 10.61% | 23.4 |
|
| 1418 |
BAM
1418
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $2.55B | +$216M | +9% | 16.4% | 70.4% | 280 | 9.64% | 20.5 |
|
| 1419 |
NSAM
1419
North Star Asset Management
Neenah,
Wisconsin
| $2.54B | +$237M | +10% | 16.1% | 62% | 380 | 8.42% | 26.7 |
|
| 1420 |
ST
1420
Sageworth Trust
Lancaster,
Pennsylvania
| $2.54B | +$212M | +9% | 13.4% | 64.5% | 184 | 37.5% | 15.2 |
|
| 1421 |
QT
1421
Quantbot Technologies
New York
| $2.54B | +$91.3M | +4% | 13.3% | 33.6% | 2,365 | 50.19% | 2.2 |
|
| 1422 |
AIM
1422
Acropolis Investment Management
St. Louis,
Missouri
| $2.54B | +$272M | +12% | 11.2% | 51% | 400 | 8% | 18.6 |
|
| 1423 |
PVI
1423
Pine Valley Investments
Marlton,
New Jersey
| $2.53B | +$353M | +16% | 17.5% | 93.9% | 645 | 12.09% | 8.5 |
|
| 1424 |
VWA
1424
Visionary Wealth Advisors
O'fallon,
Illinois
| $2.53B | +$272M | +12% | 13.2% | 69.4% | 695 | 12.37% | 11.9 |
|
| 1425 |
IHAM
1425
Integral Health Asset Management
New York
| $2.53B | +$441M | +21% | 33.5% | 564% | 120 | 48.33% | 3 |
|