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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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50
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250
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2,500
5,000
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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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1576 |
GWM
1576
GDS Wealth Management
Flower Mound,
Texas
| $2.1B | +$437M | +26% | 29.7% | 82.2% | 240 | 20% | 8.7 |
|
| 1577 |
CFD
1577
Creative Financial Designs
Kokomo,
Indiana
| $2.1B | +$454M | +28% | 13.6% | 56.2% | 2,357 | 12.52% | 13.1 |
|
| 1578 |
WIC
1578
Willis Investment Counsel
Gainesville,
Georgia
| $2.1B | +$267M | +15% | 10.4% | 53.3% | 129 | 7.75% | 21.8 |
|
| 1579 |
SCM
1579
Shaolin Capital Management
Miami,
Florida
| $2.1B | -$608M | -22% | 3.03% | 86.1% | 628 | 33.76% | 2.1 |
|
| 1580 |
CCM
1580
Cerberus Capital Management
New York
| $2.1B | -$552M | -21% | 20.1% | 22.4% | 14 | 14.29% | 5.4 |
|
| 1581 |
NFG
1581
Nations Financial Group
Cedar Rapids,
Iowa
| $2.09B | +$152M | +8% | 18.2% | 105% | 841 | 14.27% | 13.9 |
|
| 1582 |
RCA
1582
Resonant Capital Advisors
Madison,
Wisconsin
| $2.09B | +$189M | +10% | 11.4% | 50.6% | 579 | 21.59% | 10.2 |
|
| 1583 |
IVAV
1583
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| $2.09B | -$16.9M | -0.8% | 14.7% | 312% | 3 | 0% | 8 |
|
| 1584 |
OFS
1584
OneAscent Financial Services
Birmingham,
Alabama
| $2.09B | +$245M | +13% | 13.7% | 63.8% | 652 | 16.56% | 4.4 |
|
| 1585 |
SAMH
1585
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| $2.09B | +$243M | +13% | 22.5% | 125% | 9 | 55.56% | 5.3 |
|
| 1586 |
TFS
1586
Thoroughbred Financial Services
Brentwood,
Tennessee
| $2.08B | +$409M | +24% | 32.4% | 166% | 641 | 13.1% | 12.6 |
|
| 1587 |
ICM
1587
Irenic Capital Management
New York
| $2.08B | +$547M | +36% | 17% | 93.6% | 63 | 49.21% | 2.2 |
|
| 1588 |
TA
1588
Tectonic Advisors
Frisco,
Texas
| $2.08B | +$189M | +10% | 8.84% | 43.4% | 305 | 17.7% | 11.3 |
|
| 1589 |
KA
1589
Kovack Advisors
Ft. Lauderdale,
Florida
| $2.08B | +$206M | +11% | 22.3% | 118% | 1,161 | 20.76% | 9.8 |
|
| 1590 |
NCMU
1590
NAYA Capital Management (UK)
London,
United Kingdom
| $2.08B | +$898M | +76% | 74% | 121% | 5 | 40% | 2.3 |
|
| 1591 |
CAM
1591
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
| $2.08B | +$245M | +13% | 14.8% | 69.1% | 488 | 12.3% | 10.3 |
|
| 1592 |
OPAM
1592
Ocean Park Asset Management
Santa Monica,
California
| $2.08B | +$345M | +20% | 3.71% | 18.9% | 95 | 55.79% | 2.6 |
|
| 1593 |
WFMPM
1593
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $2.08B | +$21M | +1% | 7.31% | 68.1% | 138 | 16.67% | 17.3 |
|
| 1594 |
OAM
1594
Ostrum Asset Management
Paris,
France
| $2.08B | +$294M | +17% | 25.4% | 107% | 576 | 7.12% | 12 |
|
| 1595 |
UMC
1595
UNC Management Company
Chapel Hill,
North Carolina
| $2.07B | +$430M | +26% | 13.9% | 92% | 6 | 16.67% | 3.5 |
|
| 1596 |
DE
1596
Diversified Enterprises
Wilmington,
Delaware
| $2.07B | +$240M | +13% | 13.9% | – | 443 | 10.84% | 4.7 |
|
| 1597 |
DF
1597
DNCA Finance
Paris,
France
| $2.06B | +$317M | +18% | 28.5% | – | 125 | 20% | 4.3 |
|
| 1598 |
ST
1598
Spinnaker Trust
Portland,
Maine
| $2.06B | +$253M | +14% | 15.6% | 68.2% | 311 | 9% | 25.6 |
|
| 1599 |
EC
1599
EcoR1 Capital
San Francisco,
California
| $2.06B | -$300M | -13% | 20.2% | 310% | 41 | 46.34% | 4.9 |
|
| 1600 |
RHJA
1600
Rice Hall James & Associates
San Diego,
California
| $2.05B | +$259M | +14% | 19.4% | 140% | 255 | 10.59% | 21.1 |
|