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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1501 |
1501
Patten & Patten
Chattanooga,
Tennessee
| $914M | +$156M | +21% | 23.7% | 85.7% | 240 | 8.33% | 4.7 |
|
| 1502 |
1502
Insight Holdings Group
New York
| $914M | +$126M | +16% | 42.2% | 111% | 2 | 0% | 1.9 |
|
| 1503 |
1503
Cornerstone Advisors (Washington)
Bellevue,
Washington
| $914M | +$190M | +26% | 20.4% | 24.3% | 833 | 23.41% | 3.4 |
|
| 1504 |
1504
Alpha Cubed Investments
Irvine,
California
| $914M | +$81.9M | +10% | 17.7% | 126% | 242 | 16.94% | 3.1 |
|
| 1505 |
1505
Compass Capital Management
Minneapolis,
Minnesota
| $913M | +$140M | +18% | 18.7% | 50.8% | 37 | 2.7% | 5.2 |
|
| 1506 |
1506
Electron Capital Partners
New York
| $913M | +$531M | +139% | 36.4% | 333% | 38 | 63.16% | 0.4 |
|
| 1507 |
1507
B. Riley Wealth Management
Memphis,
Tennessee
| $911M | -$40.3M | -4% | 19.7% | 32.2% | 589 | 40.92% | 1.6 |
|
| 1508 |
SCI
1508
S&CO Inc
Boston,
Massachusetts
| $910M | +$162M | +22% | 19% | 68.8% | 173 | 5.2% | 4.8 |
|
| 1509 |
1509
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| $910M | +$117M | +15% | 18% | 67.9% | 58 | 8.62% | 4.8 |
|
| 1510 |
1510
Scopia Capital Management
New York
| $909M | -$184M | -17% | 27.9% | 58.7% | 31 | 51.61% | 1.5 |
|
| 1511 |
1511
CBIZ Investment Advisory Services
Independence,
Ohio
| $908M | +$125M | +16% | 16.2% | 48.7% | 115 | 0% | 0.5 |
|
| 1512 |
1512
Legacy Private Trust
Neenah,
Wisconsin
| $908M | +$137M | +18% | 15.9% | 71.1% | 224 | 18.75% | 4 |
|
| 1513 |
1513
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| $906M | +$140M | +18% | 21.4% | 135% | 152 | 13.16% | 3.5 |
|
| 1514 |
1514
ARGA Investment Management
Stamford,
Connecticut
| $905M | +$325M | +56% | 23.1% | 78.1% | 78 | 44.87% | 1.1 |
|
| 1515 |
1515
Davidson Investment Advisors
Great Falls,
Montana
| $905M | +$131M | +17% | 20.2% | 79% | 102 | 13.73% | 4 |
|
| 1516 |
1516
Magnus Financial Group
New York
| $902M | +$168M | +23% | 23.3% | 78.2% | 801 | 44.69% | 0.7 |
|
| 1517 |
1517
Balasa Dinverno & Foltz
| $901M | +$107M | +13% | 22.1% | 23.2% | 307 | 41.69% | 3.1 |
|
| 1518 |
1518
AJ Wealth Strategies
New York
| $901M | +$164M | +22% | 19.5% | 32.2% | 223 | 29.6% | 1.2 |
|
| 1519 |
1519
Focus Financial Network
Minneapolis,
Minnesota
| $900M | +$155M | +21% | 20.2% | 106% | 427 | 25.29% | 0.9 |
|
| 1520 |
1520
Strategic Financial Services
Utica,
New York
| $900M | +$152M | +20% | 15.2% | 58.7% | 129 | 10.08% | 3.8 |
|
| 1521 |
1521
Sarissa Capital Management
Greenwich,
Connecticut
| $899M | +$115M | +15% | 29.1% | 80% | 13 | 15.38% | 2 |
|
| 1522 |
1522
Antara Capital
New York
| $899M | +$282M | +46% | 45.8% | 39.8% | 80 | 65% | 0.2 |
|
| 1523 |
1523
Bragg Financial Advisors
Charlotte,
North Carolina
| $898M | +$154M | +21% | 19.2% | 101% | 277 | 10.83% | 4.7 |
|
| 1524 |
1524
World Asset Management
Detroit,
Michigan
| $898M | -$232M | -20% | 23.2% | 85% | 1,032 | 33.04% | 5.2 |
|
| 1525 |
1525
Point72 Hong Kong
Hong Kong
| $898M | +$671M | +296% | 31% | 396% | 1,562 | 70.29% | 0.2 |
|