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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1426 |
1426
Focus Partners Advisor Solutions
Saint Louis,
Missouri
| $1.29B | -$404M | -24% | 9.23% | 63.9% | 443 | 31.83% | 0.7 |
|
| 1427 |
1427
Csenge Advisory Group
Clearwater,
Florida
| $1.29B | +$85.6M | +7% | 7.2% | 66.3% | 681 | 22.76% | 1.9 |
|
| 1428 |
1428
Casdin Capital
New York
| $1.29B | -$232M | -15% | 6.17% | 370% | 49 | 30.61% | 1.5 |
|
| 1429 |
1429
BLB&B Advisors
Montgomeryville,
Pennsylvania
| $1.29B | +$87.9M | +7% | 9.01% | 71.6% | 244 | 9.84% | 6.4 |
|
| 1430 |
1430
Paradice Investment Management
Denver,
Colorado
| $1.29B | +$117M | +10% | 17.4% | 72.2% | 42 | 11.9% | 3.5 |
|
| 1431 |
1431
Calamos Wealth Management
Naperville,
Illinois
| $1.29B | +$122M | +10% | 7.79% | 102% | 336 | 10.42% | 3.1 |
|
| 1432 |
1432
3EDGE Asset Management
Naples,
Florida
| $1.29B | -$1.2M | -0.1% | 1.6% | 44.1% | 56 | 51.79% | 0.8 |
|
| 1433 |
1433
Nexpoint Asset Management
Dallas,
Texas
| $1.28B | -$210M | -14% | 19.7% | 253% | 187 | 52.94% | 1 |
|
| 1434 |
1434
Davidson Investment Advisors
Great Falls,
Montana
| $1.28B | +$93.4M | +8% | 10.2% | 79% | 103 | 6.8% | 4.7 |
|
| 1435 |
1435
Spinnaker Trust
Portland,
Maine
| $1.28B | +$77.4M | +6% | 8.88% | 68.2% | 269 | 6.32% | 5.4 |
|
| 1436 |
1436
Tokio Marine Asset Management
Tokyo,
Japan
| $1.28B | +$106M | +9% | 10.8% | 142% | 562 | 14.59% | 2.9 |
|
| 1437 |
1437
Jordan Park Group
San Francisco,
California
| $1.28B | -$9.11M | -0.7% | 5.67% | 43.2% | 45 | 13.33% | 1.8 |
|
| 1438 |
1438
St. Denis J. Villere & Co
New Orleans,
Louisiana
| $1.28B | +$24.6M | +2% | 12.1% | 32.6% | 65 | 6.15% | 4.2 |
|
| 1439 |
1439
Meritage Portfolio Management
Overland Park,
Kansas
| $1.28B | +$70.8M | +6% | 9.74% | 97.4% | 344 | 19.19% | 2.4 |
|
| 1440 |
1440
Clearstead Advisors
Cleveland,
Ohio
| $1.28B | +$191M | +18% | 9.06% | 71.4% | 1,417 | 14.11% | 2.3 |
|
| 1441 |
1441
Silver Point Capital
Greenwich,
Connecticut
| $1.28B | -$83.9M | -6% | 18.7% | 108% | 12 | 33.33% | 1.9 |
|
| 1442 |
1442
Osborne Partners Capital Management
San Francisco,
California
| $1.27B | +$78.3M | +7% | 8.82% | 60.8% | 214 | 11.21% | 4.5 |
|
| 1443 |
1443
Equitable Trust
Nashville,
Tennessee
| $1.27B | +$69.2M | +6% | 11% | 109% | 427 | 19.44% | 2.5 |
|
| 1444 |
1444
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $1.27B | +$110M | +9% | 10.9% | 99.5% | 245 | 14.29% | 5.2 |
|
| 1445 |
1445
Zions Bancorporation
Salt Lake City,
Utah
| $1.27B | +$311M | +33% | 8.5% | 22.9% | 1,108 | 18.86% | 3.1 |
|
| 1446 |
1446
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $1.26B | +$177M | +16% | 10.4% | 58.1% | 685 | 13.72% | 4.6 |
|
| 1447 |
YC
1447
Yarbrough Capital
Franklin,
Tennessee
| $1.26B | +$6.19M | +0.5% | 2.39% | 183% | 251 | 31.47% | 0.7 |
|
| 1448 |
1448
Sageworth Trust
Lancaster,
Pennsylvania
| $1.26B | +$127M | +11% | 9.31% | 64.5% | 497 | 28.97% | 1.6 |
|
| 1449 |
1449
Capital Asset Advisory Services
Williamston,
Michigan
| $1.25B | +$484M | +63% | 7.29% | 51% | 551 | 50.27% | 2.2 |
|
| 1450 |
1450
Bar Harbor Wealth Management
Concord,
New Hampshire
| $1.25B | +$91.7M | +8% | 11.2% | 85% | 259 | 6.18% | 5.8 |
|