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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
Franklin Street Advisors
Chapel Hill,
North Carolina
| $1.42B | -$88.5M | -6% | 4.66% | 130% | 172 | 5.81% | 6 |
|
| 1652 |
CA
1652
Cullinan Associates
Louisville,
Kentucky
| $1.41B | -$143M | -9% | 0.44% | 120% | 226 | 8.41% | 6.4 |
|
| 1653 |
1653
Albion Financial Group
Salt Lake City,
Utah
| $1.41B | -$47.6M | -3% | 3.41% | 79.6% | 708 | 17.8% | 3.5 |
|
| 1654 |
1654
Taconic Capital Advisors
New York
| $1.41B | -$42.4M | -3% | 5.81% | 273% | 91 | 41.76% | 1.4 |
|
| 1655 |
BFO
1655
Boston Family Office
Boston,
Massachusetts
| $1.41B | -$43.8M | -3% | 1.74% | 53.4% | 287 | 6.97% | 7.2 |
|
| 1656 |
1656
Evanson Asset Management
Carmel,
California
| $1.41B | -$48.7M | -3% | 0.57% | 66.6% | 323 | 9.91% | 5.6 |
|
| 1657 |
1657
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| $1.41B | -$235M | -14% | 5.83% | 478% | 236 | 22.03% | 2 |
|
| 1658 |
1658
PDT Partners
New York
| $1.41B | +$279M | +25% | 3.59% | 211% | 877 | 37.4% | 0.8 |
|
| 1659 |
1659
Philosophy Capital Management
Alamo,
California
| $1.41B | -$241M | -15% | 8.3% | 77.5% | 48 | 35.42% | 0.9 |
|
| 1660 |
1660
Vestal Point Capital
New York
| $1.4B | -$286M | -17% | 17% | – | 86 | 41.86% | 0.6 |
|
| 1661 |
1661
Cadence Bank
Tupelo,
Mississippi
| $1.4B | -$75.9M | -5% | 3.05% | 70.9% | 338 | 7.4% | 3.5 |
|
| 1662 |
1662
Goldentree Asset Management
New York
| $1.4B | +$97.7M | +8% | 11.5% | 27.7% | 39 | 41.03% | 1.2 |
|
| 1663 |
1663
Ranger Investment Management
Dallas,
Texas
| $1.4B | -$185M | -12% | 6.66% | 111% | 94 | 25.53% | 3.3 |
|
| 1664 |
1664
Principle Wealth Partners
Madison,
Connecticut
| $1.4B | -$25.8M | -2% | 2.13% | 90.7% | 352 | 8.52% | 3.9 |
|
| 1665 |
1665
Sax Wealth Advisors
Parsippany,
New Jersey
| $1.4B | +$119M | +9% | 2.01% | 64.3% | 389 | 23.14% | 1.6 |
|
| 1666 |
RIA
1666
RPG Investment Advisory
Pleasanton,
California
| $1.4B | +$650M | +87% | 3.1% | 186% | 104 | 23.08% | 3.9 |
|
| 1667 |
1667
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $1.4B | +$816M | +141% | 2.67% | 115% | 662 | 56.19% | 6.5 |
|
| 1668 |
1668
Kinetic Partners Management
Miami,
Florida
| $1.39B | -$124M | -8% | 9.33% | 263% | 39 | 30.77% | 0.9 |
|
| 1669 |
1669
Transcend Capital Advisors
Madison,
New Jersey
| $1.39B | +$8.3M | +0.6% | 1.65% | 71.6% | 645 | 18.29% | 2.5 |
|
| 1670 |
1670
MCF Advisors
Covington,
Kentucky
| $1.39B | -$34.8M | -2% | 1.05% | 55.2% | 1,037 | 16.59% | 2.2 |
|
| 1671 |
1671
Kontiki Capital Management (HK)
Hong Kong
| $1.39B | +$243M | +21% | 8.13% | 90.6% | 10 | 30% | 2.7 |
|
| 1672 |
1672
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| $1.39B | -$381M | -22% | 7.91% | 113% | 100 | 18% | 2.6 |
|
| 1673 |
1673
Soleus Capital Management
Greenwich,
Connecticut
| $1.39B | -$202M | -13% | 7.9% | 508% | 98 | 40.82% | 1.2 |
|
| 1674 |
1674
Wolf Hill Capital Management
Greenwich,
Connecticut
| $1.39B | -$3.95M | -0.3% | 7.97% | 384% | 47 | 51.06% | 0.7 |
|
| 1675 |
1675
Essex Financial Services
Essex,
Connecticut
| $1.39B | -$27.1M | -2% | 0.65% | 87.7% | 663 | 9.8% | 4.2 |
|