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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 |
1451
Easterly Investment Partners
Beverly,
Massachusetts
| $1.48B | +$623M | +73% | 2.37% | 57.6% | 299 | 45.82% | 0.6 |
|
| 1452 |
1452
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $1.47B | -$59M | -4% | 2.32% | 58.1% | 819 | 9.4% | 3.4 |
|
| 1453 |
1453
AlphaStar Capital Management
Cornelius,
North Carolina
| $1.47B | +$687M | +88% | 0.42% | 69.5% | 413 | 43.1% | 1.1 |
|
| 1454 |
1454
Belpointe Asset Management
Reno,
Nevada
| $1.47B | +$77.1M | +6% | 0.98% | 80.1% | 1,272 | 19.89% | 1.5 |
|
| 1455 |
1455
Fairview Capital Investment Management
Greenbrae,
California
| $1.47B | +$12.6M | +0.9% | 1.25% | 61.7% | 131 | 7.63% | 4.8 |
|
| 1456 |
1456
Parsifal Capital Management
Greenwich,
Connecticut
| $1.46B | +$240M | +20% | 4.38% | 154% | 21 | 47.62% | 0.6 |
|
| 1457 |
1457
Cobblestone Capital Advisors
Rochester,
New York
| $1.46B | -$13.8M | -0.9% | 0.51% | 83.3% | 261 | 5.75% | 4.8 |
|
| 1458 |
1458
Great Valley Advisor Group
Wilmington,
Delaware
| $1.45B | +$98.6M | +7% | 0.65% | 73.9% | 595 | 12.77% | 1.5 |
|
| 1459 |
1459
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
| $1.45B | +$769M | +113% | 14.6% | 219% | 114 | 24.56% | 0.7 |
|
| 1460 |
WCM
1460
Woodson Capital Management
Greenwich,
Connecticut
| $1.45B | -$105M | -7% | 8.24% | 235% | 49 | 40.82% | 0.9 |
|
| 1461 |
FWM
1461
Frontier Wealth Management
Kansas City,
Missouri
| $1.45B | +$20M | +1% | 0.76% | 42.8% | 454 | 14.32% | 3.1 |
|
| 1462 |
1462
Advisory Alpha
Holland,
Michigan
| $1.45B | +$227M | +19% | 0.78% | 50.3% | 250 | 29.6% | 1 |
|
| 1463 |
1463
Intrinsic Edge Capital Management
Chicago,
Illinois
| $1.45B | -$259M | -15% | 0.61% | 283% | 298 | 56.38% | 0.5 |
|
| 1464 |
CM
1464
Conifer Management
New York
| $1.45B | -$35M | -2% | 2.67% | 22.7% | 15 | 13.33% | 1.3 |
|
| 1465 |
1465
Pitcairn
Conshohocken,
Pennsylvania
| $1.45B | -$43.2M | -3% | 0.89% | 111% | 645 | 9.3% | 3.5 |
|
| 1466 |
1466
Plancorp LLC
Saint Louis,
Missouri
| $1.45B | +$173M | +14% | 1.54% | 67.3% | 243 | 12.35% | 2.9 |
|
| 1467 |
1467
Eversept Partners
New York
| $1.45B | -$54.5M | -4% | 3.54% | 321% | 129 | 51.16% | 0.6 |
|
| 1468 |
1468
Simplify Asset Management
Las Vegas,
Nevada
| $1.45B | +$779M | +117% | 0.36% | 48.4% | 43 | 55.81% | 0.2 |
|
| 1469 |
1469
Zweig-DiMenna Associates
New York
| $1.44B | -$220M | -13% | 1.79% | 561% | 225 | 40% | 0.8 |
|
| 1470 |
1470
Ritholtz Wealth Management
New York
| $1.44B | +$53.9M | +4% | 0.12% | 93% | 598 | 24.92% | 1.3 |
|
| 1471 |
1471
GW Henssler & Associates
Kennesaw,
Georgia
| $1.44B | -$78.8M | -5% | 1.47% | 71.7% | 228 | 55.7% | 4.1 |
|
| 1472 |
1472
Halbert Hargrove Global Advisors
Long Beach,
California
| $1.44B | -$84.9M | -6% | 1.36% | 68.2% | 162 | 14.81% | 2.1 |
|
| 1473 |
1473
Spinnaker Trust
Portland,
Maine
| $1.44B | +$1.92M | +0.1% | 1.4% | 68.2% | 275 | 5.82% | 4.3 |
|
| 1474 |
1474
Advisornet Financial
Minnetonka,
Minnesota
| $1.44B | -$71.9M | -5% | 1.32% | 71.2% | 2,072 | 16.55% | 2.3 |
|
| 1475 |
1475
Partners Group Holding
Baar-Zug,
Switzerland
| $1.44B | -$194M | -12% | 8.46% | 23.3% | 135 | 68.15% | 1.4 |
|