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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
Atwood & Palmer
Kansas City,
Missouri
| $1.24B | +$96.8M | +8% | 9.37% | 90% | 445 | 13.93% | 5.2 |
|
| 1652 |
1652
Clearlake Capital Group
Santa Monica,
California
| $1.23B | -$48.6M | -4% | 19.5% | 47.3% | 7 | 14.29% | 1.9 |
|
| 1653 |
1653
Checchi Capital Advisers
Beverly Hills,
California
| $1.23B | +$153M | +14% | 10.3% | 68% | 575 | 11.3% | 5.3 |
|
| 1654 |
1654
Evanson Asset Management
Carmel,
California
| $1.23B | +$145M | +13% | 10.9% | 66.6% | 306 | 9.8% | 5.1 |
|
| 1655 |
1655
Cadence Bank
Tupelo,
Mississippi
| $1.23B | +$94M | +8% | 8.72% | 70.9% | 343 | 9.33% | 2.8 |
|
| 1656 |
BPIM
1656
Brant Point Investment Management
New York
| $1.23B | +$164M | +15% | 13.5% | 169% | 130 | 43.08% | 2.4 |
|
| 1657 |
1657
BOK Financial Private Wealth
Denver,
Colorado
| $1.23B | +$87.7M | +8% | 10.5% | 61.8% | 550 | 38.18% | 2.1 |
|
| 1658 |
1658
Sonora Investment Management Group
Tucson,
Arizona
| $1.23B | +$61.1M | +5% | 9.35% | 78.3% | 294 | 15.65% | 1.4 |
|
| 1659 |
1659
Asset Dedication LLC
San Francisco,
California
| $1.23B | +$55M | +5% | 9.96% | 67.8% | 1,091 | 8.34% | 2.4 |
|
| 1660 |
1660
Freedom Investment Management
Hartford,
Connecticut
| $1.23B | +$410M | +50% | 9.77% | 68.5% | 801 | 22.85% | 3.2 |
|
| 1661 |
1661
Alerus Financial
Grand Forks,
North Dakota
| $1.23B | +$96.1M | +9% | 11.8% | 97.1% | 167 | 19.16% | 3.6 |
|
| 1662 |
1662
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $1.23B | +$133M | +12% | 17.8% | 271% | 668 | 32.04% | 1.8 |
|
| 1663 |
1663
Simmons Bank
Pine Bluff,
Arkansas
| $1.22B | +$96.6M | +9% | 10% | 92.9% | 340 | 9.12% | 5.4 |
|
| 1664 |
1664
City of London Investment Management
London,
United Kingdom
| $1.22B | +$82.5M | +7% | 6.78% | 102% | 114 | 16.67% | 3 |
|
| 1665 |
1665
Siemens Fonds Invest
Munich,
Germany
| $1.22B | +$236M | +24% | 12.6% | 126% | 427 | 16.86% | 2 |
|
| 1666 |
1666
MCF Advisors
Covington,
Kentucky
| $1.22B | +$115M | +10% | 8.91% | 55.2% | 1,003 | 17.45% | 1.4 |
|
| 1667 |
1667
HoyleCohen
San Diego,
California
| $1.22B | +$145M | +13% | 12.6% | 46.1% | 277 | 8.3% | 3.9 |
|
| 1668 |
1668
Perella Weinberg Partners Capital Management
New York
| $1.22B | +$303M | +33% | 5.32% | 1.52% | 30 | 23.33% | 2.6 |
|
| 1669 |
1669
Neville Rodie & Shaw
New York
| $1.22B | +$102M | +9% | 10.1% | 125% | 254 | 7.48% | 7.5 |
|
| 1670 |
1670
Wedmont Private Capital
West Chester,
Pennsylvania
| $1.22B | +$234M | +24% | 10.1% | 87.5% | 602 | 21.76% | 1.2 |
|
| 1671 |
1671
Vivo Capital
Palo Alto,
California
| $1.22B | +$309M | +34% | 55.7% | 7,491% | 57 | 24.56% | 1.9 |
|
| 1672 |
6CM
1672
683 Capital Management
New York
| $1.22B | -$65.3M | -5% | 17.3% | 311% | 287 | 56.45% | 0.9 |
|
| 1673 |
1673
Franklin Street Advisors
Chapel Hill,
North Carolina
| $1.22B | +$92.6M | +8% | 11.4% | 130% | 164 | 7.32% | 5.8 |
|
| 1674 |
1674
First Merchants Corp
Muncie,
Indiana
| $1.22B | +$98.3M | +9% | 10.7% | 55.6% | 214 | 6.07% | 6.4 |
|
| 1675 |
1675
Patten & Patten
Chattanooga,
Tennessee
| $1.22B | +$79.5M | +7% | 12.1% | 85.7% | 295 | 8.81% | 6.5 |
|