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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
Mizuho Markets Americas
New York
| $1.27B | +$417M | +49% | 2.52% | 121% | 57 | 45.61% | 0.3 |
|
| 1627 |
1627
GHP Investment Advisors
Denver,
Colorado
| $1.26B | +$20.6M | +2% | 0.25% | 81.4% | 309 | 7.12% | 5.5 |
|
| 1628 |
1628
CWA Asset Management Group
Naples,
Florida
| $1.26B | +$30.5M | +2% | 0.2% | – | 302 | 16.23% | 2.1 |
|
| 1629 |
1629
Trexquant Investment
Stamford,
Connecticut
| $1.26B | +$73.5M | +6% | 3.49% | 112% | 1,643 | 71.39% | 0.2 |
|
| 1630 |
1630
Doyle Wealth Management
St. Petersburg,
Florida
| $1.26B | +$52.1M | +4% | 0.67% | 32.3% | 228 | 6.14% | 2.9 |
|
| 1631 |
1631
Edge Capital Group
Atlanta,
Georgia
| $1.26B | +$5.15M | +0.4% | 0.83% | 27.7% | 292 | 13.36% | 1.9 |
|
| 1632 |
1632
BOK Financial Private Wealth
Denver,
Colorado
| $1.25B | +$26M | +2% | 0.18% | 61.8% | 252 | 12.3% | 2.3 |
|
| 1633 |
1633
Steadview Capital Management
London,
United Kingdom
| $1.25B | +$98.1M | +9% | 4.93% | 930% | 17 | 23.53% | 0.6 |
|
| 1634 |
1634
Frazier Management
Seattle,
Washington
| $1.25B | +$165M | +15% | 5.44% | 408% | 42 | 21.43% | 1.4 |
|
| 1635 |
1635
Sageworth Trust
Lancaster,
Pennsylvania
| $1.25B | -$20.8M | -2% | 1.69% | 64.5% | 905 | 6.19% | 0.7 |
|
| 1636 |
1636
Vigilant Capital Management
Portland,
Maine
| $1.25B | +$11.7M | +0.9% | 0.34% | 48.8% | 826 | 51.82% | 1.5 |
|
| 1637 |
1637
Sandhill Capital Partners
Buffalo,
New York
| $1.25B | -$34.6M | -3% | 1.98% | 64.9% | 101 | 14.85% | 3.2 |
|
| 1638 |
1638
Osborne Partners Capital Management
San Francisco,
California
| $1.25B | +$30.3M | +2% | 0.36% | 60.8% | 206 | 8.25% | 3.9 |
|
| 1639 |
1639
Trustmark National Bank Trust Department
Jackson,
Mississippi
| $1.24B | -$16.4M | -1% | 0.68% | 58.6% | 259 | 9.65% | 4.8 |
|
| 1640 |
1640
Fairholme Capital Management
South Miami,
Florida
| $1.24B | -$24.6M | -2% | 5.56% | 36.2% | 16 | 12.5% | 1.3 |
|
| 1641 |
1641
Calamos Wealth Management
Naperville,
Illinois
| $1.24B | -$46.5M | -4% | 0.85% | 102% | 323 | 6.19% | 2.6 |
|
| 1642 |
1642
Legacy Private Trust
Neenah,
Wisconsin
| $1.24B | +$49.5M | +4% | 0.62% | 71.1% | 231 | 5.19% | 4.6 |
|
| 1643 |
1643
Atom Investors
Austin,
Texas
| $1.24B | +$441M | +55% | 2% | 83.4% | 425 | 73.18% | 0.2 |
|
| 1644 |
1644
North Star Investment Management
Chicago,
Illinois
| $1.23B | -$28.6M | -2% | 2.21% | 89.9% | 1,163 | 6.02% | 3 |
|
| 1645 |
KPF
1645
K2 Principal Fund
Toronto,
Ontario, Canada
| $1.23B | +$28.2M | +2% | 5.15% | 76.5% | 553 | 77.58% | 0.2 |
|
| 1646 |
1646
Johns Hopkins University
Baltimore,
Maryland
| $1.23B | +$424M | +53% | 0.9% | 30.6% | 12 | 33.33% | 0.3 |
|
| 1647 |
1647
Ensemble Capital Management
San Francisco,
California
| $1.23B | +$52.2M | +4% | 4.57% | 36.2% | 31 | 3.23% | 4.5 |
|
| 1648 |
1648
IHT Wealth Management
Chicago,
Illinois
| $1.23B | -$348M | -22% | 0.81% | 74.8% | 1,014 | 28.21% | 2.1 |
|
| 1649 |
1649
Sargent Bickham Lagudis
Boulder,
Colorado
| $1.23B | +$1.52M | +0.1% | 0.42% | 19.1% | 1,025 | 10.05% | 3.1 |
|
| 1650 |
1650
CX Institutional
Auburn,
Indiana
| $1.22B | +$6.53M | +0.5% | 0.67% | 62.9% | 990 | 6.46% | 2.1 |
|