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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
Montag & Associates
Atlanta,
Georgia
| $2.19B | +$17.4M | +0.8% | 3.89% | 90.1% | 1,187 | 25.36% | 4.7 |
|
| 1427 |
1427
Dark Forest Capital Management
San Juan,
Puerto Rico
| $2.19B | -$467M | -18% | 2.94% | 63% | 1,430 | 57.2% | 0.5 |
|
| 1428 |
TA
1428
Trivest Advisors
Hong Kong
| $2.19B | -$943M | -30% | 25.5% | 2,977% | 44 | 59.09% | 0.6 |
|
| 1429 |
1429
Obermeyer Wealth Partners
Aspen,
Colorado
| $2.19B | +$53.5M | +3% | 3.23% | 91.3% | 313 | 13.42% | 3.9 |
|
| 1430 |
1430
Centaurus Financial
Anaheim,
California
| $2.19B | +$56.1M | +3% | 1.27% | 83.5% | 1,109 | 12.89% | 3.1 |
|
| 1431 |
1431
Purpose Unlimited Inc
Toronto,
| $2.19B | – | – | 3.73% | – | 402 | – | 0 |
|
| 1432 |
1432
Aristotle Atlantic Partners
Sarasota,
Florida
| $2.19B | -$1.26B | -37% | 5.86% | 144% | 94 | 13.83% | 5.1 |
|
| 1433 |
1433
NLB Skladi upravljanje premozenja
Ljubljana,
| $2.19B | – | – | 5.18% | – | 330 | – | 0 |
|
| 1434 |
1434
Texas Permanent School Fund
Austin,
Texas
| $2.19B | -$883M | -29% | 0.59% | 44.6% | 7 | 0% | 1.3 |
|
| 1435 |
1435
McAdam LLC
Philadelphia,
Pennsylvania
| $2.19B | +$156M | +8% | 1.74% | 65.4% | 447 | 15.21% | 2.9 |
|
| 1436 |
1436
Greylock XIV
Menlo Park,
California
| $2.18B | – | – | 28% | – | 1 | – | 0 |
|
| 1437 |
1437
Oribel Capital Management
New York
| $2.18B | -$999M | -31% | 4.97% | 337% | 150 | 81.33% | 0.2 |
|
| 1438 |
1438
71 West Capital Partners
Boston,
Massachusetts
| $2.17B | – | – | 2.4% | – | 259 | – | 0 |
|
| 1439 |
1439
New South Capital Management
Memphis,
Tennessee
| $2.17B | -$19.9M | -0.9% | 1.92% | 106% | 60 | 11.67% | 7.3 |
|
| 1440 |
NM
1440
NWI Management
New York
| $2.17B | +$296M | +16% | 13.1% | 230% | 77 | 40.26% | 2.1 |
|
| 1441 |
1441
Western Wealth Management
Golden,
Colorado
| $2.17B | +$275M | +14% | 2.42% | 82.6% | 859 | 14.55% | 3.3 |
|
| 1442 |
1442
Brooklyn Investment Group
Brooklyn,
New York
| $2.17B | +$1.43B | +193% | 4.53% | – | 1,566 | 62.2% | 0.6 |
|
| 1443 |
1443
Strategic Financial Services
Utica,
New York
| $2.17B | +$175M | +9% | 2.56% | 58.7% | 150 | 9.33% | 6.2 |
|
| 1444 |
1444
B. Riley Wealth Advisors
Boca Raton,
Florida
| $2.17B | +$5.14M | +0.2% | 3.22% | 118% | 1,182 | 22.93% | 4.6 |
|
| 1445 |
1445
Hawk Ridge Capital Management
Los Angeles,
California
| $2.17B | +$68M | +3% | 0.76% | 84.9% | 48 | 33.33% | 1.3 |
|
| 1446 |
1446
Zions Bancorporation, National Association
Salt Lake City,
Utah
| $2.16B | +$141M | +7% | 2.16% | – | 1,231 | 33.23% | 0.5 |
|
| 1447 |
1447
Cormorant Asset Management
Boston,
Massachusetts
| $2.16B | +$713M | +49% | 107% | 3,977% | 42 | 30.95% | 2.1 |
|
| 1448 |
1448
TIG Advisors LLC
New York
| $2.16B | +$474M | +28% | 18.7% | 379% | 123 | 82.11% | 0.1 |
|
| 1449 |
1449
Goelzer Investment Management
Carmel,
Indiana
| $2.16B | +$269M | +14% | 13.2% | 97.2% | 279 | 14.34% | 5.9 |
|
| 1450 |
1450
Ausdal Financial Partners
Davenport,
Iowa
| $2.16B | +$95.3M | +5% | 2.77% | 63.2% | 1,023 | 16.81% | 2.7 |
|