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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
Patten & Patten
Chattanooga,
Tennessee
| $1.14B | +$35.7M | +3% | 6.98% | 85.7% | 269 | 4.83% | 6.4 |
|
| 1602 |
1602
Easterly Investment Partners
Beverly,
Massachusetts
| $1.14B | -$21.6M | -2% | 0.58% | 57.6% | 207 | 18.36% | 1.4 |
|
| 1603 |
PIMG
1603
Patriot Investment Management Group
Knoxville,
Tennessee
| $1.14B | -$16.2M | -1% | 4.96% | 52.9% | 406 | 40.89% | 2.9 |
|
| 1604 |
1604
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $1.14B | +$113M | +11% | 10.5% | 80.6% | 148 | 14.86% | 3.8 |
|
| 1605 |
1605
Telemus Capital
Southfield,
Michigan
| $1.14B | +$38.7M | +4% | 7.08% | 27.9% | 345 | 8.99% | 4.5 |
|
| 1606 |
1606
York Capital Management Global Advisors
New York
| $1.13B | +$740M | +188% | 17.8% | 74.1% | 9 | 22.22% | 1.8 |
|
| 1607 |
1607
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| $1.13B | -$1.34B | -54% | 9.75% | 602% | 45 | 60% | 1 |
|
| 1608 |
1608
Regal Investment Advisors
Kentwood,
Michigan
| $1.13B | +$100M | +10% | 5.39% | 64.7% | 560 | 20.18% | 1.6 |
|
| 1609 |
1609
P. Schoenfeld Asset Management (PSAM)
New York
| $1.13B | +$23.6M | +2% | 11.4% | 367% | 228 | 47.81% | 1 |
|
| 1610 |
1610
Merewether Investment Management
Dallas,
Texas
| $1.13B | +$106M | +10% | 0.17% | 262% | 45 | 51.11% | 0.6 |
|
| 1611 |
1611
Mogy Joel R Investment Counsel
Beverly Hills,
California
| $1.13B | +$128M | +13% | 16.3% | 121% | 123 | 16.26% | 7.1 |
|
| 1612 |
1612
Alerus Financial
Grand Forks,
North Dakota
| $1.12B | +$32.6M | +3% | 5.67% | 97.1% | 181 | 19.34% | 3.3 |
|
| 1613 |
1613
Appleton Partners
Boston,
Massachusetts
| $1.12B | +$68.6M | +7% | 6.56% | 110% | 311 | 10.29% | 5.1 |
|
| 1614 |
1614
First Merchants Corp
Muncie,
Indiana
| $1.12B | +$31.3M | +3% | 4.82% | 55.6% | 227 | 7.05% | 5.9 |
|
| 1615 |
1615
Park West Asset Management
San Francisco,
California
| $1.12B | +$97.6M | +10% | 6.79% | 181% | 51 | 37.25% | 1.5 |
|
| 1616 |
1616
Oribel Capital Management
New York
| $1.12B | +$139M | +14% | 18% | 337% | 140 | 83.57% | 0.3 |
|
| 1617 |
1617
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $1.12B | +$72.9M | +7% | 4.74% | 50.4% | 20 | 10% | 5.1 |
|
| 1618 |
1618
Oakworth Capital
Birmingham,
Alabama
| $1.12B | +$76.1M | +7% | 5.5% | 70% | 591 | 4.06% | 5.4 |
|
| 1619 |
1619
Cannell & Spears
New York
| $1.12B | +$68.1M | +6% | 7.95% | 113% | 238 | 15.55% | 4.6 |
|
| 1620 |
1620
Cacti Asset Management
Atlanta,
Georgia
| $1.12B | +$40.7M | +4% | 5.65% | 171% | 81 | 2.47% | 7 |
|
| 1621 |
1621
Himension Capital (Singapore)
Singapore
| $1.12B | +$368M | +49% | 42.2% | 492% | 14 | 42.86% | 1.4 |
|
| 1622 |
1622
Clean Energy Transition
London,
United Kingdom
| $1.11B | +$487M | +78% | 21.6% | 129% | 15 | 46.67% | 0.7 |
|
| 1623 |
1623
Moody Lynn & Lieberson
Boston,
Massachusetts
| $1.11B | +$19.4M | +2% | 8.22% | 142% | 231 | 14.29% | 4.5 |
|
| 1624 |
1624
Nicholas Hoffman & Company
Atlanta,
Georgia
| $1.11B | +$182M | +20% | 6.32% | 71.9% | 273 | 4.76% | 4 |
|
| 1625 |
1625
McAdam LLC
Philadelphia,
Pennsylvania
| $1.11B | +$96.9M | +10% | 6.15% | 65.4% | 281 | 38.08% | 2.2 |
|