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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%
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250
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2,500
5,000
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50
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 1576 |
3AM
1576
3EDGE Asset Management
Naples,
Florida
| $1.31B | +$113M | +9% | 3.94% | 44.1% | 49 | 32.65% |
|
| 1577 |
BI
1577
Bramshill Investments
Naples,
Florida
| $1.31B | -$274M | -17% | 3.98% | 3.6% | 200 | 45.5% |
|
| 1578 |
AWE
1578
Avidian Wealth Enterprises
Houston,
Texas
| $1.3B | +$130M | +11% | 5.39% | 63.7% | 428 | 22.2% |
|
| 1579 |
CA
1579
Clearstead Advisors
Cleveland,
Ohio
| $1.3B | +$99.2M | +8% | 7.6% | 71.4% | 1,341 | 20.21% |
|
| 1580 |
NRS
1580
Neville Rodie & Shaw
New York
| $1.3B | +$91M | +8% | 8.49% | 115% | 270 | 5.93% |
|
| 1581 |
WFMPM
1581
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $1.29B | +$97.4M | +8% | 7.24% | 68.1% | 103 | 7.77% |
|
| 1582 |
SBLIC
1582
Security Benefit Life Insurance Company
Topeka,
Kansas
| $1.29B | – | – | 1.65% | 60.6% | 151 | – |
|
| 1583 |
EC
1583
Engaged Capital
Newport Beach,
California
| $1.29B | -$93.9M | -7% | 3.73% | 26.2% | 10 | 20% |
|
| 1584 |
JIC
1584
Joel Isaacson & Co
New York
| $1.29B | +$145M | +13% | 7.78% | 72.5% | 298 | 11.41% |
|
| 1585 |
RVPG
1585
Relative Value Partners Group
| $1.29B | +$115M | +10% | 4.56% | 8.9% | 211 | 19.43% |
|
| 1586 |
H
1586
HoyleCohen
San Diego,
California
| $1.28B | +$301M | +31% | 5.5% | 46.1% | 274 | 5.11% |
|
| 1587 |
CPSAC
1587
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $1.28B | +$218M | +20% | 7.07% | 49.1% | 137 | 17.52% |
|
| 1588 |
CWM
1588
Calamos Wealth Management
Naperville,
Illinois
| $1.28B | +$71M | +6% | 9.51% | 102% | 316 | 9.49% |
|
| 1589 |
SCP
1589
Sandhill Capital Partners
Buffalo,
New York
| $1.28B | +$103M | +9% | 9.02% | 64.9% | 97 | 18.56% |
|
| 1590 |
NCGI
1590
Next Century Growth Investors
Plymouth,
Minnesota
| $1.28B | -$30.7M | -2% | 14.5% | 447% | 136 | 11.76% |
|
| 1591 |
SCM
1591
Sandler Capital Management
New York
| $1.28B | +$109M | +9% | 15.2% | 325% | 134 | 50% |
|
| 1592 |
WBG
1592
Wharton Business Group
Malvern,
Pennsylvania
| $1.28B | +$225K | +0% | 6.35% | 72.5% | 133 | 18.8% |
|
| 1593 |
SCI
1593
S&CO Inc
Boston,
Massachusetts
| $1.28B | +$92M | +8% | 6.97% | 68.8% | 191 | 5.24% |
|
| 1594 |
EC
1594
EMS Capital
New York
| $1.28B | +$196M | +18% | 12.5% | 228% | 32 | 53.13% |
|
| 1595 |
PM
1595
Pembroke Management
Montreal,
Quebec, Canada
| $1.28B | +$73.6M | +6% | 9.05% | 94.5% | 71 | 15.49% |
|
| 1596 |
CP
1596
Cumberland Partners
Toronto,
Ontario, Canada
| $1.27B | +$60.8M | +5% | 9.39% | 101% | 196 | 19.39% |
|
| 1597 |
IRF
1597
IBM Retirement Fund
Armonk,
New York
| $1.27B | -$138M | -10% | 8.67% | 54.4% | 808 | 11.39% |
|
| 1598 |
JCM
1598
Jag Capital Management
St Louis,
Missouri
| $1.27B | +$143M | +13% | 14.9% | 230% | 238 | 14.29% |
|
| 1599 |
PL
1599
Plancorp LLC
Saint Louis,
Missouri
| $1.27B | +$821M | +181% | 2.83% | 67.3% | 224 | 11.16% |
|
| 1600 |
RGREA
1600
Ranger Global Real Estate Advisors
Denver,
Colorado
| $1.27B | +$338M | +36% | 5.78% | 18% | 39 | 43.59% |
|