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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%
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250
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2,500
5,000
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50
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250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 1626 |
NL
1626
NWAM LLC
Mercer Island,
Washington
| $1.79B | -$53M | -3% | 3.11% | 112% | 690 | 18.26% |
|
| 1627 |
IL
1627
Investure LLC
Charlottesville,
Virginia
| $1.79B | +$172M | +11% | 2.56% | 55.4% | 16 | 6.25% |
|
| 1628 |
A
1628
AlphaQuest
New York
| $1.79B | +$257M | +17% | 1.95% | – | 2,309 | 5.89% |
|
| 1629 |
MCC
1629
Money Concepts Capital
Palm Beach Gardens,
Florida
| $1.78B | +$162M | +10% | 2.64% | 74.5% | 544 | 18.75% |
|
| 1630 |
CC
1630
Courier Capital
Buffalo,
New York
| $1.78B | +$35.3M | +2% | 2.55% | 64.1% | 402 | 7.46% |
|
| 1631 |
PWP
1631
Principle Wealth Partners
Madison,
Connecticut
| $1.78B | +$54.7M | +3% | 3.2% | 79.9% | 382 | 8.38% |
|
| 1632 |
FFM
1632
FengHe Fund Management
Singapore
| $1.78B | +$680M | +62% | 26.3% | 902% | 51 | 56.86% |
|
| 1633 |
JWA
1633
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $1.78B | +$65.8M | +4% | 2.39% | 54.8% | 1,988 | 8% |
|
| 1634 |
ELI
1634
Empire Life Investments
Toronto,
Ontario, Canada
| $1.78B | +$67.5M | +4% | 4.88% | 90.8% | 118 | 16.1% |
|
| 1635 |
EK
1635
Evensky & Katz
Coral Gables,
Florida
| $1.77B | +$48.7M | +3% | 2.47% | 57.1% | 73 | 1.37% |
|
| 1636 |
GAI
1636
General American Investors
New York
| $1.77B | +$47.2M | +3% | 4.84% | 129% | 84 | 16.67% |
|
| 1637 |
KC
1637
Kepler Cheuvreux
Nyon,
| $1.77B | -$87.3M | -5% | 5.31% | – | 173 | 32.95% |
|
| 1638 |
BI
1638
Bramshill Investments
Naples,
Florida
| $1.77B | +$304M | +21% | 0.89% | 3.6% | 180 | 35% |
|
| 1639 |
VCM
1639
Valiant Capital Management
San Francisco,
California
| $1.77B | +$314M | +22% | 3.83% | 348% | 35 | 14.29% |
|
| 1640 |
GD
1640
Grandfield & Dodd
New York
| $1.77B | +$2.82M | +0.2% | 5.3% | 70.8% | 216 | 6.48% |
|
| 1641 |
FDP
1641
Financiere des Professionnels
Montreal,
Quebec, Canada
| $1.76B | +$28.2M | +2% | 3.28% | 79.7% | 390 | 23.08% |
|
| 1642 |
KOCAA
1642
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| $1.76B | +$18.1M | +1% | 4.53% | 137% | 419 | 15.04% |
|
| 1643 |
AAM
1643
AMI Asset Management
Los Angeles,
California
| $1.76B | -$26.9M | -2% | 3.61% | 81.6% | 98 | 16.33% |
|
| 1644 |
AP
1644
Atwood & Palmer
Kansas City,
Missouri
| $1.76B | +$57.4M | +3% | 2.31% | 82.3% | 502 | 5.58% |
|
| 1645 |
EFS
1645
Essex Financial Services
Essex,
Connecticut
| $1.76B | +$85.9M | +5% | 3.36% | 87.7% | 814 | 11.79% |
|
| 1646 |
AAA
1646
Affinity Asset Advisors
New York
| $1.76B | +$607M | +53% | 76% | 1,487% | 124 | 45.97% |
|
| 1647 |
GIA
1647
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $1.75B | +$14.3M | +0.8% | 2.95% | 88.9% | 279 | 11.83% |
|
| 1648 |
FSA
1648
Franklin Street Advisors
Chapel Hill,
North Carolina
| $1.75B | +$16.5M | +0.9% | 2.51% | 113% | 185 | 14.59% |
|
| 1649 |
CGL
1649
Clarius Group LLC
Seattle,
Washington
| $1.75B | +$62.2M | +4% | 3.84% | 92.1% | 411 | 9.73% |
|
| 1650 |
AM
1650
Ares Management
Los Angeles,
California
| $1.75B | -$452M | -21% | 18.1% | 2.02% | 39 | 20.51% |
|