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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
Kovack Advisors
Ft. Lauderdale,
Florida
| $1.87B | -$277M | -13% | 0.32% | 118% | 1,125 | 20.09% | 2.4 |
|
| 1552 |
1552
Proficio Capital Partners
Newton,
Massachusetts
| $1.87B | +$447M | +31% | 2.64% | 97% | 279 | 25.09% | 2.9 |
|
| 1553 |
1553
Evolve Private Wealth
Los Angeles,
California
| $1.87B | +$184M | +11% | 0.71% | – | 1,068 | 20.41% | 0.2 |
|
| 1554 |
1554
Progeny 3 Inc
Kirkland,
Washington
| $1.87B | +$12M | +0.6% | 3.3% | 96.8% | 40 | 27.5% | 2.4 |
|
| 1555 |
1555
Lansdowne Partners (UK)
London,
United Kingdom
| $1.87B | +$503M | +37% | 11.3% | 293% | 26 | 23.08% | 2.1 |
|
| 1556 |
1556
Black Creek Investment Management
Toronto,
Ontario, Canada
| $1.86B | -$152M | -8% | 1.99% | 11.1% | 28 | 14.29% | 5.2 |
|
| 1557 |
1557
Evanson Asset Management
Carmel,
California
| $1.86B | +$9.6M | +0.5% | 0.52% | 66.6% | 335 | 6.87% | 6 |
|
| 1558 |
1558
American Capital Management
New York
| $1.86B | -$405M | -18% | 11.2% | 96.7% | 77 | 14.29% | 5.6 |
|
| 1559 |
1559
W.R. Berkley Corp
Greenwich,
Connecticut
| $1.86B | -$264M | -12% | 6.57% | 38.7% | 403 | 44.67% | 0.5 |
|
| 1560 |
1560
CenterBook Partners
Greenwich,
Connecticut
| $1.86B | -$185M | -9% | 3.16% | 59.2% | 810 | 55.68% | 0.7 |
|
| 1561 |
1561
Goehring & Rozencwajg Associates
New York
| $1.86B | +$852M | +84% | 32.1% | 148% | 47 | 17.02% | 2.6 |
|
| 1562 |
1562
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
| $1.86B | -$123M | -6% | 2.77% | 219% | 126 | 57.94% | 0.4 |
|
| 1563 |
1563
StoneX Group
New York
| $1.86B | -$447M | -19% | 0.18% | 85.2% | 1,331 | 49.44% | 2.4 |
|
| 1564 |
1564
Capstone Financial Advisors
Downers Grove,
Illinois
| $1.86B | -$20.8M | -1% | 1.32% | 54.5% | 203 | 16.26% | 4.3 |
|
| 1565 |
1565
Oxford Financial Group
Carmel,
Indiana
| $1.86B | +$37.5M | +2% | 0.42% | 77.2% | 326 | 18.71% | 3.7 |
|
| 1566 |
1566
J. Safra Asset Management
New York
| $1.86B | -$50.6M | -3% | 1.85% | 84.3% | 684 | 19.15% | 1 |
|
| 1567 |
1567
Accredited Investors
Edina,
Minnesota
| $1.86B | -$27.4M | -1% | 1% | 74% | 312 | 18.91% | 4.7 |
|
| 1568 |
1568
Greenwood Gearhart
Fayetteville,
Arkansas
| $1.85B | +$31.6M | +2% | 1.56% | 79% | 141 | 27.66% | 3.8 |
|
| 1569 |
1569
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| $1.85B | -$226M | -11% | 6.82% | 125% | 11 | 36.36% | 1.3 |
|
| 1570 |
1570
Dearborn Partners
Chicago,
Illinois
| $1.85B | -$155M | -8% | 0.73% | 46.1% | 279 | 8.96% | 6 |
|
| 1571 |
1571
Lombard Odier Asset Management (Europe)
London,
United Kingdom
| $1.85B | -$174M | -9% | 0.38% | 79.7% | 205 | 19.02% | 0.9 |
|
| 1572 |
1572
OneAscent Financial Services
Birmingham,
Alabama
| $1.85B | +$761M | +70% | 0.38% | 63.8% | 613 | 29.53% | 0.9 |
|
| 1573 |
1573
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $1.84B | -$58.4M | -3% | 1.84% | 64.4% | 182 | 7.69% | 4.6 |
|
| 1574 |
1574
Sepio Capital
Salt Lake City,
Utah
| $1.84B | +$14.4M | +0.8% | 1.93% | 92% | 407 | 20.39% | 3.5 |
|
| 1575 |
1575
Fairview Capital Investment Management
Greenbrae,
California
| $1.84B | -$106M | -5% | 1.11% | 61.7% | 198 | 16.16% | 5.5 |
|