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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
Soma Equity Partners
San Francisco,
California
| $731M | +$161M | +28% | 18.8% | 151% | 18 | 44.44% | 0.6 |
|
| 1677 |
1677
Keel Point
Huntsville,
Alabama
| $731M | +$7.99M | +1% | 0.51% | 76.4% | 183 | 14.21% | 1.9 |
|
| 1678 |
1678
Main Management
San Francisco,
California
| $730M | +$42.1M | +6% | 0.05% | 64.1% | 54 | 20.37% | 2.5 |
|
| 1679 |
1679
Sapience Investments
Newport Beach,
California
| $729M | -$9.7M | -1% | 3.94% | 54.9% | 84 | 17.86% | 0.9 |
|
| 1680 |
1680
Atlantic Investment Management
New York
| $727M | -$35.8M | -5% | 0.37% | 28.8% | 20 | 35% | 1.2 |
|
| 1681 |
IAS
1681
INR Advisory Services
Media,
Pennsylvania
| $727M | -$5.29M | -0.7% | 1.13% | 21.9% | 76 | 14.47% | 2.4 |
|
| 1682 |
1682
NF Trinity Capital
Central,
Hong Kong
| $726M | -$42.5M | -6% | 1.47% | 49.6% | 64 | 20.31% | 1.1 |
|
| 1683 |
1683
Tirschwell & Loewy
New York
| $726M | +$18.2M | +3% | 4.28% | 78% | 81 | 12.35% | 3.7 |
|
| 1684 |
1684
Osborne Partners Capital Management
San Francisco,
California
| $726M | -$28.7M | -4% | 2.03% | 60.8% | 196 | 10.2% | 3.8 |
|
| 1685 |
1685
First Midwest Bank Trust Division
Joliet,
Illinois
| $725M | -$75.8M | -9% | 0.76% | 107% | 464 | 16.59% | 2.8 |
|
| 1686 |
1686
Brighton Jones LLC
Seattle,
Washington
| $725M | -$100M | -12% | 2.81% | 97.9% | 313 | 13.42% | 1.3 |
|
| 1687 |
1687
Laird Norton Wetherby Wealth Management
San Francisco,
California
| $725M | +$3.82M | +0.5% | 0.01% | – | 712 | 16.85% | 2.9 |
|
| 1688 |
1688
Advisornet Financial
Minnetonka,
Minnesota
| $724M | +$65.6M | +10% | 0.76% | 71.2% | 1,516 | 19% | 0.2 |
|
| 1689 |
1689
First Long Island Investors
Jericho,
New York
| $723M | -$12.6M | -2% | 0.56% | 85.5% | 89 | 23.6% | 2.3 |
|
| 1690 |
1690
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $720M | -$27.8M | -4% | 3.47% | 64.4% | 108 | 8.33% | 2.9 |
|
| 1691 |
1691
Arosa Capital Management
Miami Beach,
Florida
| $720M | +$68M | +10% | 0.84% | 536% | 77 | 53.25% | 0.3 |
|
| 1692 |
1692
Alambic Investment Management
Belvedere,
California
| $718M | -$113M | -14% | 2.11% | 47.6% | 577 | 43.5% | 0.9 |
|
| 1693 |
1693
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $718M | +$98M | +16% | 0.48% | 271% | 563 | 32.68% | 1.6 |
|
| 1694 |
1694
Prospera Financial Services
Dallas,
Texas
| $716M | +$61.6M | +9% | 0.02% | 97.4% | 474 | 23.63% | 1.9 |
|
| 1695 |
1695
Reilly Financial Advisors
La Mesa,
California
| $716M | +$11.3M | +2% | 0.37% | 99% | 1,120 | 23.04% | 2.2 |
|
| 1696 |
1696
Omni Partners
London,
United Kingdom
| $714M | +$135M | +23% | 13.3% | 412% | 39 | 71.79% | 0.2 |
|
| 1697 |
1697
B. Riley Wealth Advisors
Boca Raton,
Florida
| $714M | -$25.7M | -3% | 0.37% | 118% | 740 | 23.24% | 1.8 |
|
| 1698 |
FWM
1698
Frontier Wealth Management
Kansas City,
Missouri
| $714M | +$91.1M | +15% | 0.13% | 42.8% | 422 | 26.78% | 1.9 |
|
| 1699 |
1699
Motley Fool Asset Management
Alexandria,
Virginia
| $713M | +$250M | +54% | 6.96% | 117% | 149 | 66.44% | 1.2 |
|
| 1700 |
1700
Bardin Hill Management Partners
New York
| $712M | +$26.9M | +4% | 9.67% | 214% | 45 | 66.67% | 0.4 |
|