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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1676 |
1676
Calamos Wealth Management
Naperville,
Illinois
| $585M | +$19.2M | +3% | 2.94% | 102% | 252 | 17.06% | 1.4 |
|
| 1677 |
1677
Broadwood Capital
New York
| $584M | +$67M | +13% | 21.8% | 110% | 10 | 20% | 2 |
|
| 1678 |
SM
1678
Seminole Management
New York
| $584M | -$402M | -41% | 6.84% | 95.4% | 59 | 49.15% | 0.6 |
|
| 1679 |
1679
Albion Financial Group
Salt Lake City,
Utah
| $584M | +$27.9M | +5% | 2.63% | 68% | 204 | 16.18% | 2.2 |
|
| 1680 |
1680
RBF Capital
San Francisco,
California
| $584M | +$80.8M | +16% | 8.76% | 147% | 406 | 18.47% | 2 |
|
| 1681 |
1681
Virtu Financial
New York
| $583M | -$168M | -22% | 1.15% | 160% | 574 | 71.08% | 0.3 |
|
| 1682 |
SM
1682
Scoggin Management
New York
| $582M | -$310M | -35% | 11.1% | 889% | 68 | 61.76% | 0.4 |
|
| 1683 |
1683
Darrell & King
Charlottesville,
Virginia
| $581M | +$46.3M | +9% | 4.62% | – | 55 | 23.64% | 0.6 |
|
| 1684 |
QI
1684
Qualcomm Inc
San Diego,
California
| $581M | -$160M | -22% | 3.07% | – | 104 | 9.62% | 2 |
|
| 1685 |
1685
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| $581M | +$21.4M | +4% | 1.56% | 79.2% | 22 | 9.09% | 1 |
|
| 1686 |
1686
Lowe Brockenbrough & Co
Richmond,
Virginia
| $580M | +$5.01M | +0.9% | 2.49% | 78.8% | 191 | 9.95% | 2.7 |
|
| 1687 |
1687
Rockland Trust
Hanover,
Massachusetts
| $577M | -$877K | -0.2% | 0.39% | 61.5% | 164 | 10.98% | 2.2 |
|
| 1688 |
1688
ProVise Management Group
Clearwater,
Florida
| $577M | +$33.4M | +6% | 2.73% | 66.8% | 341 | 17.01% | 2.1 |
|
| 1689 |
CK
1689
Cohen Klingenstein
New York
| $576M | +$32.2M | +6% | 6.19% | 99.1% | 163 | 3.07% | 2.9 |
|
| 1690 |
1690
Trinity Street Asset Management
London,
United Kingdom
| $575M | +$145M | +34% | 15.7% | 76.9% | 16 | 18.75% | 1.3 |
|
| 1691 |
1691
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $575M | +$19.1M | +3% | 10.6% | 140% | 27 | 0% | 2.1 |
|
| 1692 |
1692
NBT Bank
Norwich,
New York
| $575M | +$2.01M | +0.4% | 2.09% | 68.2% | 208 | 7.21% | 2.7 |
|
| 1693 |
1693
Wellington Shields Capital Management
New York
| $574M | -$17M | -3% | 1.63% | 137% | 344 | 15.99% | 2.2 |
|
| 1694 |
TS
1694
Twin Securities
New York
| $574M | +$19.7M | +4% | 3.88% | 506% | 36 | 77.78% | 0.4 |
|
| 1695 |
1695
Choreo LLC
Rockford,
Illinois
| $573M | +$53M | +10% | 3.77% | 74.7% | 244 | 16.8% | 1.5 |
|
| 1696 |
PAM
1696
Paradigm Asset Management
New York
| $572M | -$1.81M | -0.3% | 3.73% | 73.8% | 855 | 35.2% | 1.6 |
|
| 1697 |
1697
Connors Investor Services
Wyomissing,
Pennsylvania
| $572M | +$56.6M | +11% | 4.84% | 125% | 157 | 7.64% | 2.3 |
|
| 1698 |
CPM
1698
Crescent Park Management
East Palo Alto,
California
| $572M | +$116M | +25% | 10.6% | 87% | 27 | 44.44% | 0.7 |
|
| 1699 |
SGA
1699
Sector Gamma AS
Oslo,
Norway
| $571M | +$44.4M | +8% | 5.1% | 35.3% | 28 | 10.71% | 1.6 |
|
| 1700 |
1700
Algebris Investments (UK)
London,
United Kingdom
| $570M | -$17.4M | -3% | 2.55% | 15.3% | 92 | 59.78% | 0.7 |
|