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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1651 |
1651
Pathstone Family Office
Englewood,
New Jersey
| $768M | -$80.1M | -9% | 0.72% | 38.9% | 740 | 25.41% | 0.9 |
|
| 1652 |
1652
Feinberg Stephen
| $766M | -$106M | -12% | 6.03% | 54.3% | 3 | 0% | 2.6 |
|
| 1653 |
1653
MainStreet Investment Advisors
Chicago,
Illinois
| $764M | -$1.71M | -0.2% | 1.63% | 61% | 174 | 7.47% | 1 |
|
| 1654 |
1654
Leuthold Group
Minneapolis,
Minnesota
| $763M | -$12.1M | -2% | 3.31% | 126% | 222 | 37.84% | 1.3 |
|
| 1655 |
WCM
1655
Wallace Capital Management
Dallas,
Texas
| $763M | +$3.82M | +0.5% | 1.69% | 62.3% | 71 | 18.31% | 3.6 |
|
| 1656 |
1656
Foundations Investment Advisors
Phoenix,
Arizona
| $763M | +$96.9M | +15% | 2.11% | 80.9% | 138 | 20.29% | 0.7 |
|
| 1657 |
1657
CPWM LLC
Seattle,
Washington
| $762M | +$46.2M | +6% | 1.72% | 36.6% | 290 | 11.03% | 3 |
|
| 1658 |
CAM
1658
Coltrane Asset Management
New York
| $761M | +$712M | +1,429% | 3.31% | 50.3% | 9 | 88.89% | 0.1 |
|
| 1659 |
1659
3EDGE Asset Management
Naples,
Florida
| $761M | +$41.3M | +6% | 1.69% | 44.1% | 20 | 40% | 0.7 |
|
| 1660 |
1660
Baystate Wealth Management
Boston,
Massachusetts
| $759M | -$3.66M | -0.5% | 0.51% | 14.6% | 678 | 12.24% | 2.3 |
|
| 1661 |
1661
AJ Wealth Strategies
New York
| $758M | +$79.8M | +12% | 1.28% | 32.2% | 125 | 21.6% | 1.5 |
|
| 1662 |
1662
Nottingham Advisors
Amherst,
New York
| $758M | +$56.6M | +8% | 0.67% | 44.3% | 113 | 9.73% | 3 |
|
| 1663 |
1663
Ledyard National Bank
| $757M | +$9.7M | +1% | 2.23% | 80.7% | 257 | 7.78% | 4.9 |
|
| 1664 |
MA
1664
Mutual Advisors
Omaha,
Nebraska
| $757M | -$12.7M | -2% | 2.18% | 68.1% | 618 | 20.55% | 1.1 |
|
| 1665 |
1665
3G Capital Partners
New York
| $757M | -$17.4M | -2% | 0.93% | 351% | 18 | 55.56% | 1.4 |
|
| 1666 |
WMC
1666
Westwood Management Corporation
Chicago,
Illinois
| $755M | -$25.2M | -3% | 0.32% | 44.3% | 81 | 13.58% | 3.5 |
|
| 1667 |
1667
ProVise Management Group
Clearwater,
Florida
| $754M | +$7.37M | +1% | 1.88% | 66.8% | 333 | 14.71% | 3.9 |
|
| 1668 |
1668
Delta Asset Management
Memphis,
Tennessee
| $753M | +$31.3M | +4% | 3.44% | 53.8% | 629 | 13.2% | 3.9 |
|
| 1669 |
1669
Oxbow Advisors
Austin,
Texas
| $753M | -$77.8M | -9% | 1.08% | 66.3% | 321 | 12.46% | 2.5 |
|
| 1670 |
1670
Hahn Capital Management
Walnut Creek,
California
| $752M | -$9.09M | -1% | 0.77% | 53.6% | 33 | 6.06% | 4.4 |
|
| 1671 |
1671
CapWealth Advisors
Franklin,
Tennessee
| $752M | +$52.4M | +7% | 1.63% | 152% | 113 | 15.93% | 4 |
|
| 1672 |
1672
Governors Lane
New York
| $750M | -$525M | -41% | 1.59% | 133% | 78 | 48.72% | 0.8 |
|
| 1673 |
1673
Cabana LLC
Fayetteville,
Arkansas
| $750M | +$100M | +15% | 2.37% | 58.3% | 68 | 44.12% | 0.6 |
|
| 1674 |
1674
Cornerstone Advisors (Washington)
Bellevue,
Washington
| $750M | -$311M | -29% | 0.71% | 24.3% | 1,558 | 56.42% | 2.8 |
|
| 1675 |
1675
SeaTown Holdings
Singapore
| $749M | +$202M | +37% | 2.46% | 220% | 89 | 67.42% | 0.5 |
|