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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
Edge Capital Group
Atlanta,
Georgia
| $1.25B | +$57.6M | +5% | 6.18% | 27.7% | 302 | 18.54% | 1.7 |
|
| 1627 |
BPIH
1627
Broad Peak Investment Holdings
Singapore
| $1.25B | -$454M | -27% | 1.89% | 52.2% | 19 | 36.84% | 1.2 |
|
| 1628 |
1628
Davidson Investment Advisors
Great Falls,
Montana
| $1.25B | +$70.8M | +6% | 8.33% | 69.5% | 105 | 7.62% | 4.1 |
|
| 1629 |
1629
Next Financial Group
Houston,
Texas
| $1.25B | +$123M | +11% | 6.74% | 85.4% | 2,776 | 11.92% | 1.3 |
|
| 1630 |
1630
Fukoku Mutual Life Insurance
Tokyo,
Japan
| $1.25B | +$210M | +20% | 4.58% | 103% | 325 | 6.46% | 6 |
|
| 1631 |
1631
Venture Visionary Partners
Sylvania,
Ohio
| $1.25B | +$48.9M | +4% | 7.54% | 95.4% | 522 | 18.39% | 0.7 |
|
| 1632 |
1632
Main Street Research
Lakeville,
Connecticut
| $1.25B | +$183M | +17% | 10.3% | 232% | 157 | 28.03% | 2.7 |
|
| 1633 |
OCA
1633
OEP Capital Advisors
New York
| $1.24B | -$55.8M | -4% | 1.29% | 23.2% | 2 | 0% | 0.5 |
|
| 1634 |
STT
1634
Singapore Technologies Telemedia
Singapore
| $1.24B | -$41.2M | -3% | 3.21% | 173% | 1 | 0% | 4.3 |
|
| 1635 |
1635
Cacti Asset Management
Atlanta,
Georgia
| $1.24B | +$82.1M | +7% | 8.35% | 171% | 81 | 6.17% | 5.7 |
|
| 1636 |
1636
GHP Investment Advisors
Denver,
Colorado
| $1.24B | +$89.6M | +8% | 5.89% | 81.4% | 305 | 7.87% | 5.4 |
|
| 1637 |
RI
1637
Redwood Investments
Boston,
Massachusetts
| $1.24B | +$102M | +9% | 9.97% | 74.1% | 131 | 9.16% | 1.9 |
|
| 1638 |
WMC
1638
Westwood Management Corporation
Chicago,
Illinois
| $1.24B | +$108M | +10% | 11.1% | 44.3% | 84 | 9.52% | 3.4 |
|
| 1639 |
1639
Alta Park Capital
San Francisco,
California
| $1.24B | +$270M | +28% | 7.97% | 1,071% | 42 | 50% | 1.3 |
|
| 1640 |
HVM
1640
Harvest Volatility Management
Norwalk,
Connecticut
| $1.24B | +$154M | +14% | 7.98% | 24.3% | 124 | 9.68% | 0.5 |
|
| 1641 |
1641
Ikarian Capital
Dallas,
Texas
| $1.24B | -$1.73B | -58% | 1.5% | 5,184% | 322 | 44.41% | 0.6 |
|
| 1642 |
1642
Vigilant Capital Management
Portland,
Maine
| $1.24B | +$112M | +10% | 7.02% | 48.8% | 452 | 24.34% | 2.5 |
|
| 1643 |
1643
Reilly Financial Advisors
La Mesa,
California
| $1.24B | +$103M | +9% | 6.58% | 99% | 1,116 | 17.11% | 3.6 |
|
| 1644 |
SAM
1644
Sectoral Asset Management
Montreal,
Quebec, Canada
| $1.24B | -$83.1M | -6% | 3.29% | 168% | 139 | 27.34% | 1 |
|
| 1645 |
1645
Smith Salley Wealth Management
Greensboro,
North Carolina
| $1.24B | +$121M | +11% | 6.58% | 106% | 254 | 11.42% | 3.4 |
|
| 1646 |
1646
Mizuho Securities USA
New York
| $1.23B | +$187M | +18% | 4.97% | 99% | 324 | 64.81% | 0.2 |
|
| 1647 |
1647
Annex Advisory Services
Brookfield,
Wisconsin
| $1.23B | +$195M | +19% | 7.01% | 85.8% | 223 | 11.21% | 2.5 |
|
| 1648 |
1648
CWA Asset Management Group
Naples,
Florida
| $1.23B | +$136M | +12% | 7.27% | – | 303 | 21.12% | 2 |
|
| 1649 |
1649
Pure Financial Advisors
San Diego,
California
| $1.23B | +$224M | +22% | 4.74% | 47.2% | 200 | 10% | 1.8 |
|
| 1650 |
1650
BOK Financial Private Wealth
Denver,
Colorado
| $1.23B | +$129M | +12% | 7.06% | 61.8% | 233 | 15.88% | 2.2 |
|