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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1451 |
LCM
1451
Lomas Capital Management
New York
| $931M | +$179M | +24% | 15.9% | 66.3% | 46 | 58.7% | 0.7 |
|
| 1452 |
MG
1452
Magnolia Group
Omaha,
Nebraska
| $931M | +$292M | +46% | 8.22% | 9.52% | 10 | 20% | 1.1 |
|
| 1453 |
1453
Wedbush Securities
Los Angeles,
California
| $931M | +$148M | +19% | 13% | 114% | 980 | 20% | 2.6 |
|
| 1454 |
1454
Cowen Inc
New York
| $931M | +$27.3M | +3% | 32.6% | 252% | 554 | 74.01% | 0.3 |
|
| 1455 |
1455
WFM Asia
Road Town, Tortola,
British Virgin Islands
| $928M | +$355M | +62% | 42.5% | 89.9% | 11 | 9.09% | 1.9 |
|
| 1456 |
1456
Goldentree Asset Management
New York
| $926M | +$292M | +46% | 16.2% | 27.7% | 32 | 40.63% | 0.7 |
|
| 1457 |
BFO
1457
Boston Family Office
Boston,
Massachusetts
| $925M | +$121M | +15% | 15.6% | 53.4% | 255 | 4.71% | 4.5 |
|
| 1458 |
1458
Investment House LLC
Redondo Beach,
California
| $925M | +$123M | +15% | 16.6% | 137% | 185 | 11.89% | 4.1 |
|
| 1459 |
1459
Pembroke Management
Montreal,
Quebec, Canada
| $925M | +$191M | +26% | 21.1% | 105% | 69 | 27.54% | 2 |
|
| 1460 |
1460
Smithfield Trust
Pittsburgh,
Pennsylvania
| $923M | +$65.7M | +8% | 8.73% | 50% | 973 | 5.96% | 3.3 |
|
| 1461 |
1461
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $923M | +$100M | +12% | 15.9% | 68.1% | 81 | 8.64% | 3.5 |
|
| 1462 |
1462
Pitcairn
Conshohocken,
Pennsylvania
| $921M | +$18.2M | +2% | 13% | 111% | 544 | 25% | 2.9 |
|
| 1463 |
1463
USCA RIA
Houston,
Texas
| $919M | +$168M | +22% | 12.1% | 60.6% | 474 | 21.52% | 2.9 |
|
| 1464 |
1464
Bloom Tree Partners
New York
| $919M | -$312M | -25% | 13% | 20.4% | 38 | 47.37% | 1.1 |
|
| 1465 |
1465
D.J. St. Germain
Springfield,
Massachusetts
| $918M | +$75.5M | +9% | 10.3% | 65.3% | 186 | 8.6% | 3.2 |
|
| 1466 |
1466
Valley Wealth Managers
Paramus,
New Jersey
| $917M | +$152M | +20% | 13.2% | 118% | 217 | 31.34% | 2 |
|
| 1467 |
1467
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
| $917M | +$111M | +14% | 11.3% | 45.6% | 776 | 17.65% | 0.2 |
|
| 1468 |
1468
Snowden Capital Advisors
New York
| $916M | +$146M | +19% | 13.7% | 100% | 516 | 14.34% | 1.6 |
|
| 1469 |
AAM
1469
AO Asset Management
New York
| $914M | +$178M | +24% | 23.6% | 127% | 38 | 34.21% | 1.1 |
|
| 1470 |
1470
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| $914M | -$89.9M | -9% | 8.59% | 45.9% | 142 | 28.87% | 3.3 |
|
| 1471 |
1471
Parsons Capital Management
Providence,
Rhode Island
| $914M | +$100M | +12% | 13.7% | 97.4% | 350 | 6% | 4.1 |
|
| 1472 |
1472
Patten & Patten
Chattanooga,
Tennessee
| $912M | +$96.4M | +12% | 13.8% | 85.7% | 230 | 4.35% | 4.1 |
|
| 1473 |
1473
Ashfield Capital Partners
San Francisco,
California
| $911M | +$144M | +19% | 15.8% | 48.8% | 246 | 5.69% | 4.4 |
|
| 1474 |
SBCM
1474
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $911M | +$114M | +14% | 13.3% | 72.3% | 62 | 17.74% | 3.9 |
|
| 1475 |
SGCIA
1475
Smith Graham & Co Investment Advisors
Houston,
Texas
| $910M | +$93.9M | +11% | 16.7% | 56.9% | 133 | 3.01% | 4.4 |
|