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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1601 |
1601
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $1.4B | – | – | 7.44% | – | 67 | – | 0 |
|
| 1602 |
1602
Jordan Park Group
San Francisco,
California
| $1.4B | -$746M | -35% | 2.14% | 43.2% | 49 | 34.69% | 1.6 |
|
| 1603 |
1603
Parsons Capital Management
Providence,
Rhode Island
| $1.4B | +$116M | +9% | 10.3% | 97.4% | 444 | 6.76% | 4.7 |
|
| 1604 |
1604
Doyle Wealth Management
St. Petersburg,
Florida
| $1.39B | +$136M | +11% | 10.3% | 32.3% | 238 | 8.4% | 3 |
|
| 1605 |
1605
Stratos Wealth Advisors
Beachwood,
Ohio
| $1.39B | +$219M | +19% | 8.13% | 65.7% | 576 | 19.79% | 1.3 |
|
| 1606 |
1606
Institutional Venture Management XVI
Menlo Park,
California
| $1.38B | +$524M | +61% | 3% | 523% | 8 | 37.5% | 0.7 |
|
| 1607 |
1607
Shufro Rose & Co
New York
| $1.38B | +$107M | +8% | 7.96% | 68.1% | 323 | 11.76% | 4 |
|
| 1608 |
1608
Marcho Partners
London,
United Kingdom
| $1.38B | -$210M | -13% | 12.3% | 115% | 19 | 47.37% | 1.1 |
|
| 1609 |
1609
Capstone Financial Advisors
Downers Grove,
Illinois
| $1.38B | +$106M | +8% | 6.3% | 54.5% | 153 | 14.38% | 2.6 |
|
| 1610 |
1610
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| $1.38B | +$24M | +2% | 9.66% | 162% | 245 | 17.55% | 3.5 |
|
| 1611 |
1611
Nationwide Fund Advisors
Columbus,
Ohio
| $1.38B | -$8.98M | -0.6% | 0.84% | 34.1% | 8 | 0% | 2.7 |
|
| 1612 |
1612
Hodges Capital Management
Dallas,
Texas
| $1.38B | +$18.1M | +1% | 9.15% | 200% | 260 | 18.46% | 2.8 |
|
| 1613 |
1613
Beaumont Financial Advisors
Needham,
Massachusetts
| $1.38B | +$82.6M | +6% | 8.66% | 93.3% | 382 | 15.71% | 3 |
|
| 1614 |
1614
Voyager Global Management
New York
| $1.38B | – | – | 0.16% | 56.1% | 13 | – | 0 |
|
| 1615 |
1615
Brahman Capital
New York
| $1.37B | +$7.53M | +0.6% | 7.08% | 16.6% | 33 | 24.24% | 1.2 |
|
| 1616 |
1616
Global Endowment Management
Charlotte,
North Carolina
| $1.37B | -$145M | -10% | 5.78% | 46.1% | 126 | 19.84% | 2.5 |
|
| 1617 |
1617
Merriman Wealth Management
Seattle,
Washington
| $1.37B | +$168M | +14% | 6.67% | 18.3% | 239 | 30.96% | 2 |
|
| 1618 |
1618
Osborne Partners Capital Management
San Francisco,
California
| $1.37B | +$126M | +10% | 5.85% | 60.8% | 219 | 12.33% | 3.8 |
|
| 1619 |
1619
Easterly Investment Partners
Beverly,
Massachusetts
| $1.37B | -$105M | -7% | 4.8% | 57.6% | 322 | 56.83% | 0.6 |
|
| 1620 |
1620
Axxcess Wealth Management
Carlsbad,
California
| $1.37B | – | – | 6.51% | 81.2% | 622 | – | 0 |
|
| 1621 |
1621
Lowe Brockenbrough & Co
Richmond,
Virginia
| $1.37B | +$85.3M | +7% | 10.8% | 78.8% | 278 | 12.59% | 5.1 |
|
| 1622 |
1622
III Capital Management
Boca Raton,
Florida
| $1.37B | -$196M | -13% | 0.06% | 28.7% | 219 | 47.95% | 0.4 |
|
| 1623 |
1623
Calamos Wealth Management
Naperville,
Illinois
| $1.37B | +$131M | +11% | 10.1% | 119% | 344 | 15.41% | 2.6 |
|
| 1624 |
1624
6 Meridian
Wichita,
Kansas
| $1.37B | +$98.3M | +8% | 5.48% | 45.7% | 434 | 15.9% | 1.2 |
|
| 1625 |
1625
Freedom Investment Management
Hartford,
Connecticut
| $1.36B | +$55.8M | +4% | 5.54% | 68.5% | 933 | 21.01% | 2.5 |
|