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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
BLB&B Advisors
Montgomeryville,
Pennsylvania
| $1.4B | -$29.7M | -2% | 3.79% | 71.6% | 253 | 9.09% | 6.8 |
|
| 1427 |
1427
Melqart Asset Management
London,
United Kingdom
| $1.4B | +$111M | +9% | 8.4% | 248% | 47 | 51.06% | 0.6 |
|
| 1428 |
1428
Consulta
London,
United Kingdom
| $1.39B | -$46.5M | -3% | 0.98% | 30.7% | 14 | 7.14% | 2.8 |
|
| 1429 |
1429
Jordan Park Group
San Francisco,
California
| $1.39B | -$130M | -9% | 3.31% | 43.2% | 47 | 8.51% | 2.2 |
|
| 1430 |
1430
CreativeOne Wealth
Overland Park,
Kansas
| $1.39B | -$755M | -35% | 3.4% | 67.6% | 865 | 38.84% | 2.3 |
|
| 1431 |
OCM
1431
Opti Capital Management
New York
| $1.39B | +$207M | +17% | 0% | 0.01% | 58 | 3.45% | 0.7 |
|
| 1432 |
FAIM
1432
Financial Advocates Investment Management
Olympia,
Washington
| $1.39B | -$12.6M | -0.9% | 3.4% | 89.9% | 741 | 12.42% | 2.8 |
|
| 1433 |
1433
Alta Capital Management
Salt Lake City,
Utah
| $1.39B | -$67.9M | -5% | 2.27% | 76.3% | 91 | 8.79% | 5.5 |
|
| 1434 |
1434
CoreCap Advisors
Southfield,
Michigan
| $1.39B | -$16.5M | -1% | 3.08% | 89.8% | 611 | 15.88% | 1.4 |
|
| 1435 |
1435
NAYA Capital Management (UK)
London,
United Kingdom
| $1.39B | +$267M | +24% | 4.62% | 121% | 11 | 45.45% | 0.7 |
|
| 1436 |
1436
E.S. Barr & Co
Lexington,
Kentucky
| $1.38B | +$56.1M | +4% | 0.78% | 73.5% | 96 | 10.42% | 6.7 |
|
| 1437 |
1437
Flagship Pioneering
Cambridge,
Massachusetts
| $1.38B | -$863M | -39% | 19.3% | 13.3% | 10 | 10% | 4.6 |
|
| 1438 |
1438
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| $1.38B | -$1.25B | -48% | 3.14% | 74.8% | 910 | 57.91% | 2.5 |
|
| 1439 |
1439
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $1.37B | -$184M | -12% | 3.91% | 53.7% | 141 | 17.02% | 5.7 |
|
| 1440 |
1440
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $1.37B | +$62.8M | +5% | 2.67% | 77.5% | 614 | 15.15% | 2 |
|
| 1441 |
1441
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| $1.37B | -$71.2M | -5% | 5.14% | 123% | 176 | 5.11% | 4 |
|
| 1442 |
1442
Empire Life Investments
Toronto,
Ontario, Canada
| $1.37B | -$98.4M | -7% | 2.09% | 90.8% | 98 | 10.2% | 3.8 |
|
| 1443 |
WWA
1443
WCG Wealth Advisors
Las Vegas,
Nevada
| $1.36B | +$509M | +59% | 3.64% | 69.6% | 282 | 45.39% | 0.5 |
|
| 1444 |
1444
Osterweis Capital Management
San Francisco,
California
| $1.36B | -$146M | -10% | 2.99% | 93.7% | 215 | 8.37% | 2.1 |
|
| 1445 |
EWM
1445
Elite Wealth Management
Kirkland,
Washington
| $1.36B | +$63.3M | +5% | 4.87% | 142% | 51 | 11.76% | 3.4 |
|
| 1446 |
1446
Sageworth Trust
Lancaster,
Pennsylvania
| $1.36B | -$55M | -4% | 3.74% | 64.5% | 81 | 11.11% | 3.8 |
|
| 1447 |
1447
Empirical Finance
Havertown,
Pennsylvania
| $1.36B | +$70.4M | +5% | 1.97% | 124% | 522 | 4.79% | 2.6 |
|
| 1448 |
1448
Grandfield & Dodd
New York
| $1.36B | -$69.4M | -5% | 4.34% | 70.8% | 196 | 5.1% | 6.9 |
|
| 1449 |
1449
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| $1.36B | -$49.5M | -4% | 4.41% | 79.4% | 96 | 19.79% | 2.6 |
|
| 1450 |
1450
Sun Life Financial
Toronto,
Ontario, Canada
| $1.36B | -$277M | -17% | 4.65% | 65.7% | 33 | 27.27% | 4.9 |
|