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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1601 |
ECM
1601
Everence Capital Management
Goshen,
Indiana
| $1.31B | -$39.8M | -3% | 3.96% | 108% | 803 | 14.57% |
|
| 1602 |
PP
1602
Peconic Partners
New York
| $1.31B | +$61.1M | +5% | 10.3% | 300% | 57 | 49.12% |
|
| 1603 |
VWM
1603
Venturi Wealth Management
Austin,
Texas
| $1.31B | -$15.3M | -1% | 4.05% | 101% | 371 | 19.68% |
|
| 1604 |
G
1604
GenTrust
Miami,
Florida
| $1.3B | +$24.2M | +2% | 2.36% | 53% | 153 | 16.99% |
|
| 1605 |
IECM
1605
Intrinsic Edge Capital Management
Chicago,
Illinois
| $1.3B | -$269M | -17% | 1.68% | 283% | 257 | 62.65% |
|
| 1606 |
CAM
1606
Cormorant Asset Management
Boston,
Massachusetts
| $1.3B | -$379M | -23% | 20.3% | 3,977% | 86 | 19.77% |
|
| 1607 |
EP
1607
Eversept Partners
New York
| $1.3B | -$263M | -17% | 7.42% | 321% | 119 | 37.82% |
|
| 1608 |
NL
1608
NWAM LLC
Mercer Island,
Washington
| $1.3B | +$36.8M | +3% | 1.22% | 112% | 583 | 23.84% |
|
| 1609 |
SVP
1609
Strategic Value Partners
Greenwich,
Connecticut
| $1.3B | +$851M | +190% | 29.9% | – | 11 | 72.73% |
|
| 1610 |
BRWM
1610
B. Riley Wealth Management
Memphis,
Tennessee
| $1.3B | -$146M | -10% | 3.8% | 32.4% | 721 | 22.47% |
|
| 1611 |
SRC
1611
Shufro Rose & Co
New York
| $1.3B | -$87.6M | -6% | 3.29% | 68.1% | 362 | 20.17% |
|
| 1612 |
NFA
1612
Nationwide Fund Advisors
Columbus,
Ohio
| $1.29B | -$85.2M | -6% | 6.93% | 28.3% | 8 | 0% |
|
| 1613 |
CAM
1613
Crake Asset Management
London,
United Kingdom
| $1.29B | -$474M | -27% | 7.1% | 52.7% | 28 | 39.29% |
|
| 1614 |
XL
1614
XN LP
New York
| $1.29B | +$146M | +13% | 6.08% | 172% | 25 | 52% |
|
| 1615 |
PAI
1615
Palo Alto Investors
Palo Alto,
California
| $1.29B | -$271M | -17% | 11.9% | 157% | 37 | 5.41% |
|
| 1616 |
DAL
1616
Delta Accumulation LLC
Sausalito,
California
| $1.29B | +$304M | +31% | 6.67% | 96.5% | 167 | 26.35% |
|
| 1617 |
CIM
1617
Corda Investment Management
Houston,
Texas
| $1.29B | +$18.3M | +1% | 0.56% | 75.4% | 70 | 11.43% |
|
| 1618 |
CAM
1618
Cacti Asset Management
Atlanta,
Georgia
| $1.29B | -$12.3M | -0.9% | 1% | 168% | 80 | 1.25% |
|
| 1619 |
LPT
1619
Legacy Private Trust
Neenah,
Wisconsin
| $1.29B | -$44.5M | -3% | 5.03% | 63.5% | 247 | 10.12% |
|
| 1620 |
JCM
1620
JS Capital Management
New York
| $1.29B | -$913M | -41% | 25.7% | 52.4% | 43 | 48.84% |
|
| 1621 |
SBL
1621
Sargent Bickham Lagudis
Boulder,
Colorado
| $1.29B | -$39.1M | -3% | 4.84% | 19.1% | 1,056 | 11.46% |
|
| 1622 |
ST
1622
Sageworth Trust
Lancaster,
Pennsylvania
| $1.28B | -$5.4M | -0.4% | 4.84% | 64.5% | 869 | 58.92% |
|
| 1623 |
NSIM
1623
North Star Investment Management
Chicago,
Illinois
| $1.28B | -$146M | -10% | 3.08% | 80.6% | 1,246 | 9.07% |
|
| 1624 |
SF
1624
Summit Financial
Parsippany,
New Jersey
| $1.28B | -$29.6M | -2% | 5.08% | 81.8% | 260 | 11.54% |
|
| 1625 |
AWM
1625
Axxcess Wealth Management
Carlsbad,
California
| $1.28B | -$90.6M | -7% | 4.79% | 73.6% | 719 | 26.43% |
|