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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1626 |
1626
RWA Wealth Partners
Newton,
Massachusetts
| $818M | +$112M | +16% | 17.9% | 58.4% | 229 | 21.83% | 2.2 |
|
| 1627 |
1627
Wealthstreet Investment Advisors
Dallas,
Texas
| $816M | +$140M | +21% | 20.7% | 75.8% | 338 | 13.31% | 2 |
|
| 1628 |
1628
Goldentree Asset Management
New York
| $816M | +$276M | +51% | 15.8% | 27.7% | 30 | 56.67% | 0.8 |
|
| 1629 |
1629
Bain Capital Investors
Boston,
Massachusetts
| $816M | +$416M | +104% | 193% | 91.1% | 5 | 0% | 5.4 |
|
| 1630 |
1630
SouthState Corp
Winter Haven,
Florida
| $816M | +$143M | +21% | 17.9% | 78.9% | 245 | 11.84% | 4.6 |
|
| 1631 |
WM
1631
WS Management
Jacksonville,
Florida
| $816M | -$100M | -11% | 20% | 309% | 72 | 33.33% | 3.2 |
|
| 1632 |
1632
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| $815M | +$24M | +3% | 27.9% | 137% | 432 | 42.59% | 0.6 |
|
| 1633 |
1633
Aspex Management (HK)
Central,
Hong Kong
| $815M | +$93M | +13% | 41% | 209% | 20 | 55% | 0.3 |
|
| 1634 |
1634
Steelhead Partners
Seattle,
Washington
| $814M | -$203M | -20% | 0.16% | 0.4% | 40 | 2.5% | 1.1 |
|
| 1635 |
1635
GenTrust
Miami,
Florida
| $811M | +$113M | +16% | 16% | 53% | 111 | 32.43% | 2 |
|
| 1636 |
1636
Nationwide Fund Advisors
Columbus,
Ohio
| $810M | -$43.2M | -5% | 14.7% | 28.3% | 6 | 16.67% | 1.8 |
|
| 1637 |
1637
Cederberg Capital
London,
United Kingdom
| $809M | +$223M | +38% | 22.9% | 273% | 8 | 25% | 1 |
|
| 1638 |
1638
Melqart Asset Management
London,
United Kingdom
| $808M | -$207M | -20% | 16.6% | 250% | 63 | 63.49% | 0.4 |
|
| 1639 |
1639
Kanawha Capital Management
Richmond,
Virginia
| $808M | +$123M | +18% | 18.1% | 74.5% | 197 | 12.69% | 4.8 |
|
| 1640 |
1640
DT Investment Partners
Chadds Ford,
Pennsylvania
| $806M | +$190M | +31% | 17.3% | 64.3% | 131 | 28.24% | 1.7 |
|
| 1641 |
1641
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $806M | +$119M | +17% | 19.6% | 94.2% | 109 | 2.75% | 5.2 |
|
| 1642 |
1642
Connecticut Wealth Management
Farmington,
Connecticut
| $806M | +$136M | +20% | 18.5% | 70.2% | 157 | 23.57% | 1.7 |
|
| 1643 |
1643
GHP Investment Advisors
Denver,
Colorado
| $805M | +$140M | +21% | 20.3% | 81.4% | 282 | 7.8% | 5.3 |
|
| 1644 |
1644
Summit Securities Group
New York
| $804M | +$236M | +41% | 27.9% | 136% | 515 | 66.21% | 0.4 |
|
| 1645 |
1645
Glynn Capital Management
Menlo Park,
California
| $804M | +$271M | +51% | 65.3% | 252% | 45 | 6.67% | 4.1 |
|
| 1646 |
1646
Atlantic Union Bankshares
Glen Allen,
Virginia
| $803M | +$117M | +17% | 18.3% | 78.9% | 264 | 10.98% | 2.5 |
|
| 1647 |
1647
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $802M | +$120M | +18% | 15.8% | 65.6% | 1,554 | 79.6% | 2.6 |
|
| 1648 |
1648
Hilton Capital Management
Garden City,
New York
| $802M | +$249M | +45% | 9.61% | 58.2% | 94 | 47.87% | 1.5 |
|
| 1649 |
1649
Calamos Wealth Management
Naperville,
Illinois
| $801M | +$146M | +22% | 22.5% | 102% | 274 | 16.42% | 2.4 |
|
| 1650 |
1650
Chicago Partners Investment Group
Chicago,
Illinois
| $800M | +$153M | +24% | 20.3% | 81.4% | 409 | 19.07% | 2.7 |
|