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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1476 |
1476
Axxcess Wealth Management
Carlsbad,
California
| $1.21B | +$156M | +15% | 7.19% | 81.2% | 703 | 36.56% | 0.6 |
|
| 1477 |
1477
HITE Hedge Asset Management
Braintree,
Massachusetts
| $1.21B | +$23.2M | +2% | 8.17% | 54.4% | 105 | 39.05% | 1.4 |
|
| 1478 |
CCPM
1478
Cooper Creek Partners Management
New York
| $1.21B | +$252M | +26% | 13.2% | 86.4% | 134 | 39.55% | 0.9 |
|
| 1479 |
1479
Lubert-Adler Management Company
Philadelphia,
Pennsylvania
| $1.21B | -$239M | -17% | 16.5% | 40.5% | 3 | 0% | 1.5 |
|
| 1480 |
1480
Rational Advisors
Huntington,
New York
| $1.21B | -$60.9M | -5% | 3.85% | 37.7% | 255 | 7.84% | 1.3 |
|
| 1481 |
1481
E.S. Barr & Co
Lexington,
Kentucky
| $1.2B | +$74.7M | +7% | 9.72% | 73.5% | 89 | 4.49% | 6.4 |
|
| 1482 |
1482
BOK Financial Private Wealth
Denver,
Colorado
| $1.2B | +$93.1M | +8% | 8.34% | 61.8% | 386 | 9.33% | 2.3 |
|
| 1483 |
1483
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| $1.2B | +$78.6M | +7% | 10% | 78.9% | 250 | 7.6% | 5.5 |
|
| 1484 |
BFO
1484
Boston Family Office
Boston,
Massachusetts
| $1.2B | +$78.9M | +7% | 8.96% | 53.4% | 274 | 7.66% | 6.3 |
|
| 1485 |
MCI
1485
McDonald Capital Investors
Orinda,
California
| $1.2B | +$78M | +7% | 10.2% | 60.2% | 23 | 17.39% | 5.8 |
|
| 1486 |
1486
E Fund Management
Guangzhou,
China
| $1.2B | +$128M | +12% | 21.9% | – | 362 | 15.47% | 1.2 |
|
| 1487 |
1487
Wilkinson Global Asset Management
New York
| $1.2B | +$91.6M | +8% | 11.4% | 86.5% | 98 | 11.22% | 1.4 |
|
| 1488 |
1488
Stratos Wealth Advisors
Beachwood,
Ohio
| $1.2B | +$249M | +26% | 8.3% | 65.7% | 591 | 22.34% | 1.8 |
|
| 1489 |
1489
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
| $1.2B | +$92.1M | +8% | 8.48% | 74.2% | 31 | 6.45% | 6 |
|
| 1490 |
1490
Stadion Money Management
Watkinsville,
Georgia
| $1.2B | +$38.1M | +3% | 5.86% | 55.3% | 19 | 15.79% | 3.1 |
|
| 1491 |
1491
Fairholme Capital Management
South Miami,
Florida
| $1.2B | +$167M | +16% | 20.1% | 36.2% | 13 | 7.69% | 2.5 |
|
| 1492 |
1492
Parsons Capital Management
Providence,
Rhode Island
| $1.2B | +$81.5M | +7% | 10.3% | 84.9% | 435 | 9.43% | 5.6 |
|
| 1493 |
1493
Broadwood Capital
New York
| $1.2B | -$115M | -9% | 0.41% | 110% | 8 | 12.5% | 7.4 |
|
| 1494 |
1494
Cambria Investment Management
Manhattan Beach,
California
| $1.19B | +$267M | +29% | 12.7% | 72% | 297 | 25.25% | 1.8 |
|
| 1495 |
1495
DLD Asset Management
New York
| $1.19B | -$94.3M | -7% | 6.32% | 10.3% | 216 | 39.81% | 0.8 |
|
| 1496 |
1496
Oak Associates
Akron,
Ohio
| $1.19B | +$13.5M | +1% | 9.1% | 152% | 149 | 16.11% | 4.9 |
|
| 1497 |
1497
Toyota Motor Corp
Japan
| $1.19B | -$3.75M | -0.3% | 5.42% | 78.9% | 5 | 20% | 1.1 |
|
| 1498 |
1498
Cardano Risk Management
Rotterdam,
Netherlands
| $1.19B | +$360M | +43% | 5.72% | 200% | 5 | 0% | 3.8 |
|
| 1499 |
1499
Ellevest Inc
New York
| $1.19B | +$133M | +13% | 8.19% | 73.8% | 2,022 | 23.24% | 1.6 |
|
| 1500 |
1500
Adelante Capital Management
Alameda,
California
| $1.19B | -$144M | -11% | 1.49% | 43.2% | 48 | 18.75% | 3.4 |
|