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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
Gillson Capital
Chicago,
Illinois
| $1.25B | -$284M | -19% | 3.36% | 84.9% | 289 | 35.64% | 0.6 |
|
| 1652 |
HEC
1652
Hudson Executive Capital
New York
| $1.25B | -$82.1M | -6% | 1.84% | 127% | 10 | 0% | 1.8 |
|
| 1653 |
1653
CX Institutional
Auburn,
Indiana
| $1.25B | -$8.57M | -0.7% | 3.02% | 62.9% | 409 | 28.36% | 2.3 |
|
| 1654 |
1654
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
| $1.25B | -$52.7M | -4% | 8.02% | 155% | 341 | 44.28% | 0.2 |
|
| 1655 |
1655
Sixth Street Partners
Dallas,
Texas
| $1.25B | -$59.1M | -5% | 1.01% | 5.31% | 9 | 0% | 1.3 |
|
| 1656 |
1656
Advisory Research
Chicago,
Illinois
| $1.25B | -$22.5M | -2% | 9.43% | 144% | 463 | 37.8% | 1.4 |
|
| 1657 |
1657
StoneX Group
New York
| $1.24B | +$376M | +43% | 1.37% | 85.2% | 736 | 37.23% | 1.6 |
|
| 1658 |
1658
Anson Funds Management
Dallas,
Texas
| $1.24B | +$223M | +22% | 12.1% | 2,010% | 489 | 61.76% | 0.3 |
|
| 1659 |
1659
Stack Financial Management
Whitefish,
Montana
| $1.24B | +$85M | +7% | 3.03% | 58.4% | 53 | 20.75% | 4.5 |
|
| 1660 |
1660
Visionary Wealth Advisors
O'fallon,
Illinois
| $1.24B | +$23.4M | +2% | 3.28% | 69.4% | 467 | 23.77% | 1.1 |
|
| 1661 |
OCM
1661
Opti Capital Management
New York
| $1.24B | -$76.2M | -6% | 0% | 0.01% | 42 | 0% | 0.5 |
|
| 1662 |
1662
Advisors Preferred
Rockville,
Maryland
| $1.24B | +$211M | +20% | 2.14% | 102% | 228 | 63.6% | 0.6 |
|
| 1663 |
1663
Franklin Street Advisors
Chapel Hill,
North Carolina
| $1.24B | -$83.8M | -6% | 4.76% | 130% | 178 | 11.24% | 4.9 |
|
| 1664 |
1664
AlphaStar Capital Management
Cornelius,
North Carolina
| $1.24B | -$15.5M | -1% | 2.92% | 69.5% | 422 | 20.14% | 1.5 |
|
| 1665 |
1665
Norris Perne & French
Grand Rapids,
Michigan
| $1.24B | -$52.7M | -4% | 3.84% | 91.1% | 164 | 19.51% | 3.5 |
|
| 1666 |
1666
Summit Trail Advisors
New York
| $1.24B | -$314M | -20% | 5.55% | 74.8% | 388 | 39.18% | 1 |
|
| 1667 |
1667
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $1.23B | +$285M | +30% | 2.72% | 112% | 503 | 32.8% | 1.9 |
|
| 1668 |
1668
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
| $1.23B | -$75.7M | -6% | 12.4% | 219% | 133 | 31.58% | 1 |
|
| 1669 |
1669
Stratos Wealth Advisors
Beachwood,
Ohio
| $1.23B | -$157M | -11% | 1.72% | 65.7% | 592 | 22.47% | 1.5 |
|
| 1670 |
1670
Siemens Fonds Invest
Munich,
Germany
| $1.23B | -$283M | -19% | 5.04% | 126% | 440 | 7.95% | 0.8 |
|
| 1671 |
1671
CBIZ Investment Advisory Services
Independence,
Ohio
| $1.23B | -$50.4M | -4% | 4.61% | 48.7% | 40 | 62.5% | 1.4 |
|
| 1672 |
1672
Independent Financial Group
San Diego,
California
| $1.23B | +$19.8M | +2% | 2.5% | 149% | 874 | 22.65% | 1.2 |
|
| 1673 |
1673
Caxton Associates (New York)
New York
| $1.23B | +$247M | +25% | 3.69% | 73.9% | 776 | 66.49% | 0.3 |
|
| 1674 |
BFS
1674
Bard Financial Services
Branford,
Connecticut
| $1.23B | -$11.4M | -0.9% | 1.21% | 90.1% | 309 | 8.41% | 1.1 |
|
| 1675 |
1675
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $1.23B | -$30.4M | -2% | 6.91% | 91.5% | 293 | 21.16% | 2 |
|