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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
Sowell Financial Services
North Little Rock,
Arkansas
| $1.3B | -$249M | -16% | 6.91% | 95.6% | 852 | 49.41% | 0.8 |
|
| 1477 |
1477
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $1.29B | +$27.5M | +2% | 3.83% | 99.5% | 251 | 10.36% | 5.2 |
|
| 1478 |
1478
Strategic Financial Services
Utica,
New York
| $1.29B | +$42.4M | +3% | 4.31% | 58.7% | 126 | 9.52% | 5.4 |
|
| 1479 |
1479
Summit Global Investments
Bountiful,
Utah
| $1.29B | +$108M | +9% | 4.95% | 68.4% | 593 | 39.97% | 1.2 |
|
| 1480 |
1480
Cambridge Associates
Boston,
Massachusetts
| $1.29B | -$4.39M | -0.3% | 6.22% | 50.1% | 47 | 17.02% | 4 |
|
| 1481 |
1481
Caprock Group
Boise,
Idaho
| $1.29B | +$216M | +20% | 9.72% | – | 685 | 25.55% | 2.6 |
|
| 1482 |
1482
Concourse Financial Group Securities
Birmingham,
Alabama
| $1.29B | +$55.4M | +4% | 5.58% | 18.1% | 2,474 | 11.72% | 2.5 |
|
| 1483 |
1483
Sigma Investment Counselors
Northville,
Michigan
| $1.29B | +$71.5M | +6% | 5.96% | 59.4% | 193 | 7.25% | 5.1 |
|
| 1484 |
1484
Ellevest Inc
New York
| $1.29B | +$99M | +8% | 6.67% | 73.8% | 2,141 | 26.86% | 1.7 |
|
| 1485 |
TA
1485
Trivest Advisors
Hong Kong
| $1.29B | +$462M | +56% | 42.2% | 2,977% | 28 | 67.86% | 0.6 |
|
| 1486 |
KL
1486
KGH Ltd
Nassau,
Bahamas
| $1.29B | -$42.2M | -3% | 3.03% | 139% | 37 | 18.92% | 1.2 |
|
| 1487 |
1487
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $1.28B | +$98.8M | +8% | 5.42% | 63.2% | 307 | 10.1% | 3.6 |
|
| 1488 |
1488
Calamos Wealth Management
Naperville,
Illinois
| $1.28B | -$11.7M | -0.9% | 9.2% | 102% | 338 | 12.13% | 3.3 |
|
| 1489 |
1489
Toyota Motor Corp
Japan
| $1.27B | +$82.3M | +7% | 9.57% | 78.9% | 5 | 0% | 1.3 |
|
| 1490 |
1490
Consulta
London,
United Kingdom
| $1.27B | +$105M | +9% | 4.93% | 30.7% | 13 | 7.69% | 2.4 |
|
| 1491 |
1491
Equitable Trust
Nashville,
Tennessee
| $1.27B | +$853K | +0.1% | 7.43% | 109% | 414 | 9.9% | 2.6 |
|
| 1492 |
1492
Water Island Capital
New York
| $1.27B | +$28.2M | +2% | 22.8% | 438% | 121 | 65.29% | 0.4 |
|
| 1493 |
1493
Marquard & Bahls
Hamburg,
Germany
| $1.27B | +$85.8M | +7% | 8.4% | – | 3 | 0% | 1.3 |
|
| 1494 |
1494
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $1.27B | +$138M | +12% | 16.5% | 102% | 274 | 12.77% | 2.5 |
|
| 1495 |
1495
Capstone Financial Advisors
Downers Grove,
Illinois
| $1.26B | +$82.9M | +7% | 6.18% | 54.5% | 147 | 9.52% | 3.5 |
|
| 1496 |
1496
Wilkinson Global Asset Management
New York
| $1.26B | +$62.2M | +5% | 8.56% | 86.5% | 97 | 7.22% | 1.6 |
|
| 1497 |
1497
Aureus Asset Management
Boston,
Massachusetts
| $1.26B | +$106M | +9% | 9.38% | 93.9% | 196 | 19.39% | 4.1 |
|
| 1498 |
1498
Valiant Capital Management
San Francisco,
California
| $1.26B | +$613M | +94% | 21% | 348% | 33 | 63.64% | 1.8 |
|
| 1499 |
1499
Stadion Money Management
Watkinsville,
Georgia
| $1.26B | +$66.3M | +6% | 6.05% | 55.3% | 20 | 35% | 3.7 |
|
| 1500 |
PGP
1500
Prescott General Partners
Boca Raton,
Florida
| $1.26B | +$31M | +3% | 9.04% | 76.8% | 10 | 0% | 6.5 |
|