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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
Everence Capital Management
Goshen,
Indiana
| $1.31B | -$39.8M | -3% | 3.96% | 108% | 803 | 14.57% | 3.4 |
|
| 1602 |
1602
Peconic Partners
New York
| $1.31B | +$61.1M | +5% | 10.3% | 300% | 57 | 49.12% | 1.9 |
|
| 1603 |
1603
Venturi Wealth Management
Austin,
Texas
| $1.31B | -$15.3M | -1% | 4.05% | 101% | 371 | 19.68% | 2 |
|
| 1604 |
1604
GenTrust
Miami,
Florida
| $1.3B | +$24.2M | +2% | 2.36% | 53% | 153 | 16.99% | 1.2 |
|
| 1605 |
1605
Intrinsic Edge Capital Management
Chicago,
Illinois
| $1.3B | -$269M | -17% | 1.68% | 283% | 257 | 62.65% | 0.5 |
|
| 1606 |
1606
Cormorant Asset Management
Boston,
Massachusetts
| $1.3B | -$379M | -23% | 20.3% | 3,977% | 86 | 19.77% | 1.4 |
|
| 1607 |
1607
Eversept Partners
New York
| $1.3B | -$263M | -17% | 7.42% | 321% | 119 | 37.82% | 0.9 |
|
| 1608 |
1608
NWAM LLC
Mercer Island,
Washington
| $1.3B | +$36.8M | +3% | 1.22% | 112% | 583 | 23.84% | 2.2 |
|
| 1609 |
1609
Strategic Value Partners
Greenwich,
Connecticut
| $1.3B | +$851M | +190% | 29.9% | – | 11 | 72.73% | 1.2 |
|
| 1610 |
1610
B. Riley Wealth Management
Memphis,
Tennessee
| $1.3B | -$146M | -10% | 3.8% | 32.2% | 721 | 22.47% | 1.6 |
|
| 1611 |
1611
Shufro Rose & Co
New York
| $1.3B | -$87.6M | -6% | 3.29% | 68.1% | 362 | 20.17% | 3.7 |
|
| 1612 |
1612
Nationwide Fund Advisors
Columbus,
Ohio
| $1.29B | -$85.2M | -6% | 6.93% | 34.1% | 8 | 0% | 2.9 |
|
| 1613 |
1613
Crake Asset Management
London,
United Kingdom
| $1.29B | -$474M | -27% | 7.1% | 52.7% | 28 | 39.29% | 1.5 |
|
| 1614 |
1614
XN LP
New York
| $1.29B | +$146M | +13% | 6.08% | 172% | 25 | 52% | 0.2 |
|
| 1615 |
1615
Palo Alto Investors
Palo Alto,
California
| $1.29B | -$271M | -17% | 11.9% | 157% | 37 | 5.41% | 4.8 |
|
| 1616 |
1616
Delta Accumulation LLC
Sausalito,
California
| $1.29B | +$304M | +31% | 6.67% | 96.5% | 167 | 26.35% | 0.2 |
|
| 1617 |
1617
Corda Investment Management
Houston,
Texas
| $1.29B | +$18.3M | +1% | 0.56% | 85% | 70 | 11.43% | 4.9 |
|
| 1618 |
1618
Cacti Asset Management
Atlanta,
Georgia
| $1.29B | -$12.3M | -0.9% | 1% | 171% | 80 | 1.25% | 6.3 |
|
| 1619 |
1619
Legacy Private Trust
Neenah,
Wisconsin
| $1.29B | -$44.4M | -3% | 5.03% | 71.1% | 247 | 10.12% | 4.7 |
|
| 1620 |
JCM
1620
JS Capital Management
New York
| $1.29B | -$913M | -41% | 25.7% | 52.4% | 43 | 48.84% | 1.1 |
|
| 1621 |
1621
Sargent Bickham Lagudis
Boulder,
Colorado
| $1.29B | -$39.1M | -3% | 4.84% | 19.1% | 1,056 | 11.46% | 3.4 |
|
| 1622 |
1622
Sageworth Trust
Lancaster,
Pennsylvania
| $1.28B | -$5.4M | -0.4% | 4.84% | 64.5% | 869 | 58.92% | 1.6 |
|
| 1623 |
1623
North Star Investment Management
Chicago,
Illinois
| $1.28B | -$146M | -10% | 3.08% | 89.9% | 1,246 | 9.07% | 3.3 |
|
| 1624 |
1624
Summit Financial
Parsippany,
New Jersey
| $1.28B | -$29.6M | -2% | 5.08% | 81.8% | 260 | 11.54% | 0.9 |
|
| 1625 |
1625
Axxcess Wealth Management
Carlsbad,
California
| $1.28B | -$90.6M | -7% | 4.79% | 81.2% | 719 | 26.43% | 0.2 |
|