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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
Nitorum Capital
New York
| $1.51B | -$624M | -29% | 10.7% | 87.1% | 39 | 17.95% | 2.5 |
|
| 1452 |
1452
Aureus Asset Management
Boston,
Massachusetts
| $1.5B | -$115M | -7% | 5.49% | 93.9% | 239 | 24.27% | 3.4 |
|
| 1453 |
1453
Venture Visionary Partners
Sylvania,
Ohio
| $1.5B | -$38M | -2% | 1.99% | 95.4% | 550 | 14.55% | 1.3 |
|
| 1454 |
1454
Melqart Asset Management
London,
United Kingdom
| $1.5B | -$470M | -24% | 2.56% | 250% | 106 | 55.66% | 0.6 |
|
| 1455 |
1455
HealthCor Management
New York
| $1.5B | -$339M | -18% | 2.94% | 50.2% | 80 | 35% | 0.6 |
|
| 1456 |
1456
Polaris Wealth Advisory Group
San Rafael,
California
| $1.5B | -$244M | -14% | 1.02% | 64% | 210 | 43.33% | 2 |
|
| 1457 |
1457
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| $1.5B | -$77.3M | -5% | 4.93% | 181% | 639 | 6.26% | 5.9 |
|
| 1458 |
1458
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| $1.5B | -$133M | -8% | 5.03% | 78.9% | 274 | 9.85% | 4.7 |
|
| 1459 |
1459
CAS Investment Partners
Westport,
Connecticut
| $1.49B | -$422M | -22% | 24.7% | 527% | 6 | 0% | 3 |
|
| 1460 |
1460
J.W. Cole Advisors
Tampa,
Florida
| $1.49B | -$44.2M | -3% | 3.43% | 84.9% | 892 | 16.26% | 0.8 |
|
| 1461 |
1461
American Trust
Lexington,
Kentucky
| $1.49B | +$180M | +14% | 5.61% | 59% | 539 | 38.78% | 0.2 |
|
| 1462 |
1462
Neumeier Poma Investment Counsel
Carmel,
California
| $1.49B | -$305M | -17% | 8.97% | 229% | 43 | 16.28% | 3.5 |
|
| 1463 |
1463
Comerica Securities
Detroit,
Michigan
| $1.49B | -$70.5M | -5% | 3.93% | 25.6% | 540 | 17.04% | 3.4 |
|
| 1464 |
1464
BLB&B Advisors
Montgomeryville,
Pennsylvania
| $1.49B | -$51M | -3% | 4.29% | 82% | 262 | 7.25% | 5.9 |
|
| 1465 |
1465
WealthSource Partners
San Luis Obispo,
California
| $1.48B | +$233M | +19% | 2.61% | 16.8% | 638 | 24.14% | 2 |
|
| 1466 |
1466
Spinnaker Trust
Portland,
Maine
| $1.48B | -$78M | -5% | 4.5% | 68.2% | 288 | 8.33% | 4.6 |
|
| 1467 |
1467
Balasa Dinverno & Foltz
| $1.48B | -$69.7M | -4% | 5.84% | 23.2% | 369 | 13.82% | 3.3 |
|
| 1468 |
1468
Cornerstone Partners Capital Management
Charlottesville,
Virginia
| $1.48B | +$874M | +144% | 5.14% | 51.8% | 12 | 25% | 0.9 |
|
| 1469 |
1469
Ritholtz Wealth Management
New York
| $1.48B | -$129M | -8% | 3.58% | 93% | 632 | 25.79% | 1.6 |
|
| 1470 |
1470
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| $1.48B | +$188M | +15% | 3.84% | 85.6% | 773 | 32.99% | 1.1 |
|
| 1471 |
1471
Trust Company of Vermont
Brattleboro,
Vermont
| $1.48B | -$108M | -7% | 3.62% | – | 813 | 62.24% | 7.1 |
|
| 1472 |
1472
Sprott Inc
Toronto,
Ontario, Canada
| $1.48B | -$74.7M | -5% | 14.6% | 203% | 156 | 18.59% | 2.9 |
|
| 1473 |
1473
Newlight Partners
New York
| $1.48B | -$333M | -18% | 17.5% | 92.8% | 5 | 0% | 1.4 |
|
| 1474 |
1474
Money Design
Tokyo,
Japan
| $1.48B | +$22.6M | +2% | 3.75% | 26.4% | 79 | 2.53% | 2 |
|
| 1475 |
1475
Clearstead Advisors
Cleveland,
Ohio
| $1.47B | +$3.5M | +0.2% | 4.64% | 71.4% | 1,492 | 17.76% | 1.7 |
|