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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
Goldentree Asset Management
New York
| $1.85B | +$635M | +52% | 0.77% | 27.7% | 33 | 36.36% | 1.3 |
|
| 1602 |
ET
1602
Entropy Technologies
New York
| $1.84B | +$506M | +38% | 1.01% | – | 1,217 | 65.82% | 0.3 |
|
| 1603 |
1603
Mogy Joel R Investment Counsel
Beverly Hills,
California
| $1.84B | +$18M | +1% | 3.24% | 121% | 120 | 5% | 8.4 |
|
| 1604 |
1604
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| $1.84B | +$223M | +14% | 0.22% | 4.8% | 341 | 40.18% | 0.3 |
|
| 1605 |
1605
Oakworth Capital
Birmingham,
Alabama
| $1.83B | +$101M | +6% | 3.42% | 70% | 930 | 16.45% | 4.6 |
|
| 1606 |
1606
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $1.83B | +$45.7M | +3% | 4.28% | 83.5% | 85 | 5.88% | 7.6 |
|
| 1607 |
1607
Aaron Wealth Advisors
Chicago,
Illinois
| $1.83B | +$142M | +8% | 4.38% | 108% | 726 | 20.39% | 1.6 |
|
| 1608 |
1608
Sepio Capital
Salt Lake City,
Utah
| $1.83B | +$137M | +8% | 2.36% | 92% | 379 | 22.16% | 3.5 |
|
| 1609 |
1609
Gladius Capital Management
Chicago,
Illinois
| $1.82B | +$880M | +93% | 2.29% | 78% | 119 | 29.41% | 1.7 |
|
| 1610 |
SC
1610
SRB Corp
Boston,
Massachusetts
| $1.82B | +$77.1M | +4% | 4.53% | 87.3% | 23 | 0% | 4.3 |
|
| 1611 |
1611
Aristotle Capital Boston
Boston,
Massachusetts
| $1.82B | -$119M | -6% | 3.83% | 72.2% | 133 | 10.53% | 6.1 |
|
| 1612 |
1612
Parsons Capital Management
Providence,
Rhode Island
| $1.82B | +$60.3M | +3% | 3.98% | 97.4% | 481 | 8.94% | 6.8 |
|
| 1613 |
1613
Resonant Capital Advisors
Madison,
Wisconsin
| $1.82B | +$104M | +6% | 1.81% | 56.5% | 477 | 16.14% | 2.8 |
|
| 1614 |
1614
Oxford Financial Group
Carmel,
Indiana
| $1.82B | +$52M | +3% | 7.7% | 77.2% | 307 | 14.98% | 3.7 |
|
| 1615 |
1615
Rothschild Investment LLC
Chicago,
Illinois
| $1.82B | +$45.7M | +3% | 3.1% | 99.4% | 3,521 | 13.49% | 2 |
|
| 1616 |
1616
Soma Equity Partners
San Francisco,
California
| $1.82B | -$174M | -9% | 0.9% | 151% | 23 | 43.48% | 1.8 |
|
| 1617 |
1617
Greenwood Gearhart
Fayetteville,
Arkansas
| $1.82B | +$82.7M | +5% | 3.64% | 70.6% | 109 | 4.59% | 4.7 |
|
| 1618 |
1618
Rice Hall James & Associates
San Diego,
California
| $1.82B | -$17.3M | -0.9% | 4.41% | 140% | 256 | 8.2% | 5.1 |
|
| 1619 |
1619
SBI Okasan Asset Management
Tokyo,
Japan
| $1.82B | – | – | 2.18% | – | 308 | – | 0 |
|
| 1620 |
1620
TCI Wealth Advisors
Tucson,
Arizona
| $1.81B | +$138M | +8% | 2.91% | 68.2% | 275 | 13.09% | 6.6 |
|
| 1621 |
1621
Angeles Wealth Management
Santa Monica,
California
| $1.81B | +$183M | +11% | 2.64% | 80.6% | 498 | 24.7% | 1.8 |
|
| 1622 |
1622
MCF Advisors
Covington,
Kentucky
| $1.81B | +$178M | +11% | 1.62% | 55.2% | 1,194 | 24.2% | 2.2 |
|
| 1623 |
1623
Cerity Partners OCIO
New York
| $1.81B | -$154M | -8% | 1.5% | – | 29 | 27.59% | 4 |
|
| 1624 |
1624
Compass Capital Management
Minneapolis,
Minnesota
| $1.8B | -$90.8M | -5% | 3.3% | 50.8% | 94 | 20.21% | 3.9 |
|
| 1625 |
1625
Sourcerock Group
Denver,
Colorado
| $1.79B | +$321M | +22% | 8.24% | 59.1% | 49 | 53.06% | 0.9 |
|