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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 |
FAIM
1451
Financial Advocates Investment Management
Olympia,
Washington
| $1.4B | +$10.4M | +0.7% | 6.31% | 89.9% | 793 | 18.66% | 2.7 |
|
| 1452 |
1CP
1452
1607 Capital Partners
Richmond,
Virginia
| $1.4B | -$25.7M | -2% | 0.78% | 28.5% | 153 | 9.8% | 3.5 |
|
| 1453 |
IECM
1453
Intrinsic Edge Capital Management
Chicago,
Illinois
| $1.39B | +$397M | +40% | 9.68% | 283% | 226 | 65.04% | 0.5 |
|
| 1454 |
6CM
1454
683 Capital Management
New York
| $1.39B | +$49.7M | +4% | 13% | 311% | 313 | 51.12% | 1.4 |
|
| 1455 |
1455
Obermeyer Wealth Partners
Aspen,
Colorado
| $1.39B | +$50.5M | +4% | 9.7% | 80.9% | 229 | 10.92% | 3.4 |
|
| 1456 |
CCM
1456
Compass Capital Management
Minneapolis,
Minnesota
| $1.39B | +$83M | +6% | 5.43% | 50.8% | 36 | 2.78% | 7.2 |
|
| 1457 |
1457
Hennessy Advisors Inc
Novato,
California
| $1.39B | +$29.3M | +2% | 7.72% | 206% | 235 | 6.38% | 4 |
|
| 1458 |
OPCM
1458
Osborne Partners Capital Management
San Francisco,
California
| $1.39B | +$23.2M | +2% | 4.75% | 60.8% | 212 | 4.72% | 4.7 |
|
| 1459 |
WHCM
1459
Wolf Hill Capital Management
Greenwich,
Connecticut
| $1.39B | +$390M | +39% | 22% | 384% | 32 | 56.25% | 0.5 |
|
| 1460 |
SCM
1460
Spyglass Capital Management
San Francisco,
California
| $1.38B | +$57.4M | +4% | 16.9% | 154% | 27 | 14.81% | 2.3 |
|
| 1461 |
1461
Axxcess Wealth Management
Carlsbad,
California
| $1.38B | +$59.5M | +4% | 7.38% | 73.6% | 699 | 25.32% | 1 |
|
| 1462 |
1462
Main Management ETF Advisors
San Francisco,
California
| $1.38B | +$202M | +17% | 7.75% | 97.2% | 42 | 26.19% | 1.3 |
|
| 1463 |
SDJVC
1463
St. Denis J. Villere & Co
New Orleans,
Louisiana
| $1.38B | +$6.63M | +0.5% | 5.33% | 32.6% | 66 | 12.12% | 4.5 |
|
| 1464 |
SP
1464
Summit Partners
Boston,
Massachusetts
| $1.38B | -$3.6M | -0.3% | 2.35% | 13.7% | 10 | 0% | 3.7 |
|
| 1465 |
ST
1465
Spinnaker Trust
Portland,
Maine
| $1.38B | +$57.1M | +4% | 5.07% | 68.2% | 262 | 6.49% | 5.6 |
|
| 1466 |
1466
Merewether Investment Management
Dallas,
Texas
| $1.38B | +$247M | +22% | 6.02% | 262% | 47 | 51.06% | 0.6 |
|
| 1467 |
PFCS
1467
Pale Fire Capital SE
Prague,
Czech Republic
| $1.38B | +$1.2B | +694% | 3.19% | 223% | 50 | 68% | 0.1 |
|
| 1468 |
UIC
1468
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| $1.38B | -$41.1M | -3% | 2.18% | 70.5% | 126 | 13.49% | 2.9 |
|
| 1469 |
MAM
1469
Meeder Asset Management
Dublin,
Ohio
| $1.38B | +$122M | +10% | 8.98% | 156% | 639 | 25.2% | 2.4 |
|
| 1470 |
NPA
1470
Nichols & Pratt Advisers
Boston,
Massachusetts
| $1.37B | +$72.3M | +6% | 6.88% | 71.2% | 113 | 14.16% | 6.4 |
|
| 1471 |
1471
Summit Financial
Parsippany,
New Jersey
| $1.37B | +$227M | +20% | 7.32% | 81.8% | 335 | 28.36% | 1.5 |
|
| 1472 |
1472
Cardano Risk Management
Rotterdam,
Netherlands
| $1.37B | -$53.5M | -4% | 18.7% | 170% | 5 | 0% | 4.3 |
|
| 1473 |
HHGA
1473
Halbert Hargrove Global Advisors
Long Beach,
California
| $1.37B | -$106M | -7% | 4.27% | 60.8% | 173 | 47.98% | 2.7 |
|
| 1474 |
KP
1474
Kiltearn Partners
Edinburgh,
United Kingdom
| $1.37B | -$16.6M | -1% | 4.05% | 41% | 35 | 17.14% | 2.8 |
|
| 1475 |
1475
Calamos Wealth Management
Naperville,
Illinois
| $1.36B | +$87.7M | +7% | 9.11% | 102% | 327 | 8.26% | 3.5 |
|