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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1551 |
1551
Global Endowment Management
Charlotte,
North Carolina
| $1.14B | -$262M | -19% | 16.6% | 46.1% | 134 | 20.15% | 2.6 |
|
| 1552 |
1552
Simmons Bank
Pine Bluff,
Arkansas
| $1.14B | -$194M | -15% | 12.7% | 92.9% | 369 | 7.86% | 4.4 |
|
| 1553 |
1553
Bogart Wealth LLC
Mclean,
Virginia
| $1.14B | -$29.5M | -3% | 9.99% | 60.5% | 1,018 | 21.61% | 1.9 |
|
| 1554 |
1554
Patten & Patten
Chattanooga,
Tennessee
| $1.14B | -$231M | -17% | 14% | 74.1% | 289 | 6.57% | 5.6 |
|
| 1555 |
1555
Foster & Motley
Cincinnati,
Ohio
| $1.14B | -$137M | -11% | 12% | 68.8% | 380 | 13.68% | 3.7 |
|
| 1556 |
1556
Carlson Capital Management
Northfield,
Minnesota
| $1.14B | -$60.3M | -5% | 11.4% | 9.85% | 191 | 22.51% | 3.8 |
|
| 1557 |
1557
Investment House LLC
Redondo Beach,
California
| $1.14B | -$236M | -17% | 16.8% | 137% | 181 | 13.81% | 6.1 |
|
| 1558 |
1558
Summit Global Investments
Bountiful,
Utah
| $1.14B | -$222M | -16% | 8.35% | 60.4% | 555 | 35.14% | 1.1 |
|
| 1559 |
1559
IHT Wealth Management
Chicago,
Illinois
| $1.13B | -$185M | -14% | 14.6% | 74.8% | 820 | 16.59% | 2.7 |
|
| 1560 |
1560
Allianz Investment Management US
Minneapolis,
Minnesota
| $1.13B | -$117M | -9% | 9.52% | 7.58% | 21 | 4.76% | 2.2 |
|
| 1561 |
1561
Washington Trust Advisors
Wellesley,
Massachusetts
| $1.13B | -$275M | -20% | 15.7% | 106% | 1,015 | 10.15% | 0.5 |
|
| 1562 |
1562
PDT Partners
New York
| $1.13B | -$27.7M | -2% | 17.4% | 211% | 1,227 | 50.37% | 0.7 |
|
| 1563 |
MC
1563
Maplelane Capital
New York
| $1.13B | -$2.13B | -65% | 29.5% | 295% | 87 | 67.82% | 0.5 |
|
| 1564 |
1564
H&F Corporate Investors X
San Francisco,
California
| $1.13B | -$638M | -36% | 40.5% | – | 1 | 0% | 0.3 |
|
| 1565 |
1565
Coliseum Capital Management
Rowayton,
Connecticut
| $1.13B | -$196M | -15% | 23.5% | 41.1% | 14 | 7.14% | 1.8 |
|
| 1566 |
1566
Tokio Marine Asset Management
Tokyo,
Japan
| $1.13B | -$137M | -11% | 13.5% | 129% | 538 | 12.64% | 2.7 |
|
| 1567 |
1567
Centerbridge Partners
New York
| $1.13B | -$436M | -28% | 5.8% | 15.9% | 39 | 7.69% | 1.2 |
|
| 1568 |
1568
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $1.13B | -$149M | -12% | 12% | 63.2% | 309 | 13.27% | 3.2 |
|
| 1569 |
1569
Calamos Wealth Management
Naperville,
Illinois
| $1.13B | -$212M | -16% | 14.2% | 102% | 349 | 12.32% | 2.9 |
|
| 1570 |
1570
Money Concepts Capital
Palm Beach Gardens,
Florida
| $1.13B | -$648M | -37% | 9.22% | 74.5% | 2,849 | 47.91% | 0.7 |
|
| 1571 |
1571
BOK Financial Private Wealth
Denver,
Colorado
| $1.12B | -$283M | -20% | 14.5% | 61.8% | 463 | 49.46% | 1.7 |
|
| 1572 |
1572
Nexpoint Asset Management
Dallas,
Texas
| $1.12B | +$348M | +45% | 6.95% | 253% | 201 | 46.27% | 0.8 |
|
| 1573 |
1573
Easterly Investment Partners
Beverly,
Massachusetts
| $1.12B | -$199M | -15% | 11% | 57.6% | 207 | 22.71% | 0.9 |
|
| 1574 |
1574
General Catalyst Group Management
Cambridge,
Massachusetts
| $1.12B | -$638M | -36% | 28.5% | 161% | 15 | 0% | 0.9 |
|
| 1575 |
1575
CPWM LLC
Seattle,
Washington
| $1.12B | -$276M | -20% | 14.1% | 36.6% | 415 | 27.47% | 3 |
|