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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1526 |
1526
Baker Avenue Asset Management
San Francisco,
California
| $658M | -$38.3M | -6% | 0.27% | 95.6% | 209 | 31.1% | 1.2 |
|
| 1527 |
SMA
1527
Simply Money Advisors
Cincinnati,
Ohio
| $656M | -$8.96M | -1% | 1.04% | 11.5% | 26 | 11.54% | 1.6 |
|
| 1528 |
SG
1528
Swarthmore Group
Philadelphia,
Pennsylvania
| $655M | -$278M | -30% | 1.9% | 44.2% | 58 | 25.86% | 1.4 |
|
| 1529 |
1529
Geneos Wealth Management
Englewood,
Colorado
| $654M | – | – | 3.54% | 66.7% | 1,783 | – | 0 |
|
| 1530 |
CM
1530
Crestline Management
Fort Worth,
Texas
| $654M | -$479M | -42% | 13.4% | 80.2% | 1 | 0% | 1.3 |
|
| 1531 |
1531
First National Trust
Hermitage,
Pennsylvania
| $653M | +$21.2M | +3% | 1.62% | 82.9% | 317 | 14.51% | 2 |
|
| 1532 |
1532
Carnegie Investment Counsel
Pepper Pike,
Ohio
| $653M | +$76.6M | +13% | 1.76% | 101% | 305 | 7.54% | 1.9 |
|
| 1533 |
FC
1533
Foundation Capital
Palo Alto,
California
| $653M | -$168M | -20% | 15.7% | – | 9 | 0% | 1.4 |
|
| 1534 |
1534
EP Wealth Advisors
Torrance,
California
| $652M | +$57.2M | +10% | 2.27% | – | 171 | 35.09% | 1.6 |
|
| 1535 |
TT
1535
Tiedemann Trust
Wilmington,
Delaware
| $651M | -$37.3M | -5% | 1.83% | 18.9% | 82 | 23.17% | 1.4 |
|
| 1536 |
PCP
1536
P2 Capital Partners
New York
| $649M | +$56.1M | +9% | 4.96% | 7.96% | 15 | 13.33% | 1.8 |
|
| 1537 |
MP
1537
Makaira Partners
La Jolla,
California
| $647M | +$41.2M | +7% | 9.57% | 22% | 13 | 23.08% | 2.1 |
|
| 1538 |
1538
Glazer Capital LLC
New York
| $647M | -$28.2M | -4% | 7.55% | 323% | 121 | 59.5% | 0.4 |
|
| 1539 |
AAP
1539
Ardsley Advisory Partners
Stamford,
Connecticut
| $647M | -$121M | -16% | 2.14% | 555% | 218 | 72.02% | 0.4 |
|
| 1540 |
1540
SouthState Corp
Winter Haven,
Florida
| $643M | +$5.56M | +0.9% | 1.89% | 78.9% | 222 | 13.51% | 2.2 |
|
| 1541 |
BAM
1541
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $643M | +$38.4M | +6% | 1.58% | 70.4% | 171 | 18.13% | 2 |
|
| 1542 |
EIA
1542
Edgemoor Investment Advisors
Bethesda,
Maryland
| $642M | -$24.5M | -4% | 1.86% | 109% | 141 | 17.73% | 2.1 |
|
| 1543 |
TM
1543
Thrax Management
New York
| $641M | +$156M | +32% | 1.17% | – | 156 | 73.72% | 0.1 |
|
| 1544 |
MIM
1544
Martin Investment Management
Palm Beach Gardens,
Florida
| $641M | +$10.9M | +2% | 2.35% | 44.7% | 49 | 30.61% | 1.9 |
|
| 1545 |
WB
1545
Webster Bank
Waterbury,
Connecticut
| $641M | +$17.4M | +3% | 2.21% | 77.5% | 221 | 10.41% | 2 |
|
| 1546 |
PWAG
1546
Polaris Wealth Advisory Group
San Rafael,
California
| $640M | +$20.1M | +3% | 4% | 64% | 163 | 49.69% | 0.6 |
|
| 1547 |
WA
1547
Westport Advisers
Westport,
Connecticut
| $640M | -$51.6M | -7% | 3.02% | 39.2% | 44 | 6.82% | 2.5 |
|
| 1548 |
EI
1548
EAM Investors
Solana Beach,
California
| $639M | -$125M | -16% | 11.6% | 6,012% | 408 | 53.68% | 0.4 |
|
| 1549 |
PS
1549
Portfolio Solutions
Royal Oak,
Michigan
| $639M | +$12.3M | +2% | 1.09% | 11.6% | 27 | 51.85% | 0.7 |
|
| 1550 |
MCM
1550
Murphy Capital Management
Bedminster,
New Jersey
| $638M | -$17.6M | -3% | 2.16% | 41.6% | 336 | 19.64% | 2 |
|