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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
LMCG Investments
Boston,
Massachusetts
| $1.7B | +$84.8M | +5% | 10.7% | 135% | 303 | 6.27% | 5.9 |
|
| 1427 |
1427
Diversify Advisory Services
Sandy,
Utah
| $1.7B | – | – | 9.86% | – | 628 | – | 0 |
|
| 1428 |
1428
Quantitative Investment Management
Charlottesville,
Virginia
| $1.7B | -$41.1M | -2% | 7.44% | 24.6% | 399 | 66.92% | 0.2 |
|
| 1429 |
1429
Obermeyer Wealth Partners
Aspen,
Colorado
| $1.7B | +$233M | +16% | 10.8% | 91.3% | 264 | 21.59% | 3.3 |
|
| 1430 |
1430
Maven Securities
St Helier,
Jersey
| $1.7B | -$3.13B | -65% | 8.63% | 135% | 1,082 | 85.58% | 0.5 |
|
| 1431 |
1431
Galileo PTC
Road Town, Tortola,
British Virgin Islands
| $1.69B | -$634M | -27% | 52% | 82.7% | 8 | 12.5% | 2.5 |
|
| 1432 |
1432
Silver Point Capital
Greenwich,
Connecticut
| $1.69B | +$550M | +48% | 12.6% | 108% | 20 | 70% | 0.9 |
|
| 1433 |
1433
Summit Financial
Parsippany,
New Jersey
| $1.69B | +$158M | +10% | 10.5% | 81.8% | 408 | 20.59% | 1.8 |
|
| 1434 |
1434
Stratos Wealth Advisors
Beachwood,
Ohio
| $1.69B | -$49.6M | -3% | 8.46% | 65.7% | 744 | 20.03% | 2.1 |
|
| 1435 |
1435
Altos Ventures Management
Burlingame,
California
| $1.68B | -$552M | -25% | 16.5% | 220% | 1 | 0% | 2.3 |
|
| 1436 |
1436
Simplify Asset Management
Las Vegas,
Nevada
| $1.68B | +$565M | +51% | 11.3% | 48.4% | 144 | 48.61% | 0.8 |
|
| 1437 |
1437
CastleKnight Management
New York
| $1.68B | -$219M | -12% | 11.1% | 259% | 374 | 31.02% | 0.9 |
|
| 1438 |
M
1438
MOTCO
San Antonio,
Texas
| $1.67B | +$112M | +7% | 4.9% | 63.5% | 820 | 23.66% | 5.1 |
|
| 1439 |
1439
Symmetry Investments
St Helier,
Jersey
| $1.67B | +$295M | +21% | 15.8% | 148% | 269 | 65.06% | 0.4 |
|
| 1440 |
1440
Cambria Investment Management
Manhattan Beach,
California
| $1.67B | +$235M | +16% | 9.17% | 72% | 366 | 30.05% | 1.8 |
|
| 1441 |
1441
Lombard Odier Asset Management (Europe)
London,
United Kingdom
| $1.66B | -$65.4M | -4% | 7.08% | 79.7% | 244 | 18.85% | 1.3 |
|
| 1442 |
1442
59 North Capital Management
Houston,
Texas
| $1.66B | +$420M | +34% | 15.5% | 81.4% | 16 | 12.5% | 1.2 |
|
| 1443 |
1443
Boundary Creek Advisors
New York
| $1.66B | -$899M | -35% | 6.46% | 15% | 45 | 53.33% | 0.7 |
|
| 1444 |
1444
Greenhouse Funds
Baltimore,
Maryland
| $1.66B | +$138M | +9% | 5.59% | 90.7% | 45 | 40% | 1.3 |
|
| 1445 |
1445
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $1.66B | +$138M | +9% | 6.32% | 64.4% | 165 | 22.42% | 4.8 |
|
| 1446 |
1446
PFG Investments
Woodbury,
New York
| $1.65B | +$1.12B | +207% | 9.86% | 106% | 1,055 | 55.26% | 0.4 |
|
| 1447 |
1447
CWA Asset Management Group
Naples,
Florida
| $1.65B | +$185M | +13% | 12.3% | – | 563 | 31.26% | 2 |
|
| 1448 |
1448
Farther Finance Advisors
San Francisco,
California
| $1.64B | +$254M | +18% | 8.96% | 81.5% | 3,795 | 11.65% | 0.8 |
|
| 1449 |
1449
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| $1.64B | +$140M | +9% | 12.8% | 135% | 176 | 7.95% | 4.4 |
|
| 1450 |
1450
Tairen Capital
Hong Kong
| $1.64B | +$207M | +15% | 12.9% | 462% | 53 | 73.58% | 0.3 |
|