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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
Leuthold Group
Minneapolis,
Minnesota
| $775M | +$32.1M | +4% | 5.36% | 126% | 214 | 28.97% | 1.1 |
|
| 1677 |
1677
Cove Street Capital
El Segundo,
California
| $775M | -$42M | -5% | 3.88% | 84.2% | 103 | 11.65% | 2.7 |
|
| 1678 |
1678
Albion Financial Group
Salt Lake City,
Utah
| $775M | +$37.2M | +5% | 4.21% | 79.6% | 216 | 8.33% | 3.6 |
|
| 1679 |
1679
3G Capital Partners
New York
| $774M | -$122M | -14% | 4.81% | 351% | 18 | 27.78% | 1.1 |
|
| 1680 |
NM
1680
Newtyn Management
New York
| $774M | +$245M | +46% | 20.5% | 52% | 39 | 35.9% | 0.9 |
|
| 1681 |
1681
Wealthstreet Investment Advisors
Dallas,
Texas
| $773M | +$15M | +2% | 3.12% | 75.8% | 354 | 7.63% | 1.3 |
|
| 1682 |
1682
Atalan Capital Partners
New York
| $773M | +$130M | +20% | 7.62% | 319% | 13 | 7.69% | 1.5 |
|
| 1683 |
1683
TCV Trust & Wealth Management
Richmond,
Virginia
| $771M | +$14.2M | +2% | 3.2% | 75.3% | 207 | 8.21% | 4.1 |
|
| 1684 |
MFP
1684
Michael F. Price
| $771M | -$35.9M | -4% | 0.89% | 42.6% | 119 | 12.61% | 2.7 |
|
| 1685 |
MA
1685
Mutual Advisors
Omaha,
Nebraska
| $770M | +$94.3M | +14% | 3.87% | 68.1% | 593 | 23.95% | 0.9 |
|
| 1686 |
1686
Pacific Heights Asset Management
San Francisco,
California
| $769M | +$2.69M | +0.4% | 1.62% | 181% | 72 | 0% | 4.8 |
|
| 1687 |
1687
Barometer Capital Management
Toronto,
Ontario, Canada
| $769M | -$110M | -12% | 8.85% | 339% | 180 | 55.56% | 0.5 |
|
| 1688 |
1688
Mogy Joel R Investment Counsel
Beverly Hills,
California
| $768M | +$28.1M | +4% | 5.09% | 121% | 115 | 5.22% | 5.2 |
|
| 1689 |
1689
Empirical Wealth Management
Seattle,
Washington
| $768M | +$80.4M | +12% | 2.2% | 78.8% | 276 | 19.2% | 2.2 |
|
| 1690 |
1690
MainStreet Investment Advisors
Chicago,
Illinois
| $765M | +$58.5M | +8% | 3.47% | 61% | 171 | 43.86% | 0.8 |
|
| 1691 |
CGM
1691
Centenus Global Management
New York
| $764M | +$28.6M | +4% | 0.71% | – | 240 | 77.08% | 0.2 |
|
| 1692 |
1692
Tensile Capital Management
Larkspur,
California
| $763M | +$50.3M | +7% | 6.57% | 47.7% | 21 | 9.52% | 2.7 |
|
| 1693 |
1693
Integrated Wealth Concepts
Waltham,
Massachusetts
| $763M | +$173M | +29% | 2.81% | 69.4% | 408 | 23.53% | 0.8 |
|
| 1694 |
1694
Baystate Wealth Management
Boston,
Massachusetts
| $763M | +$7.12M | +0.9% | 1.81% | 14.6% | 689 | 10.74% | 2.2 |
|
| 1695 |
1695
Western Wealth Management
Golden,
Colorado
| $761M | +$312M | +69% | 3.37% | 82.6% | 421 | 14.49% | 0.4 |
|
| 1696 |
1696
Blueshift Asset Management
Red Bank,
New Jersey
| $761M | +$47.3M | +7% | 0.47% | 38.8% | 1,070 | 75.23% | 0.1 |
|
| 1697 |
1697
Hahn Capital Management
Walnut Creek,
California
| $761M | -$44.6M | -6% | 6.29% | 53.6% | 32 | 0% | 4.2 |
|
| 1698 |
1698
Alaska Permanent Capital Management
Anchorage,
Alaska
| $760M | +$143M | +23% | 1.68% | 42.8% | 75 | 65.33% | 1 |
|
| 1699 |
WCM
1699
Wallace Capital Management
Dallas,
Texas
| $760M | +$36.2M | +5% | 5.72% | 62.3% | 67 | 7.46% | 3.6 |
|
| 1700 |
1700
Cornercap Investment Counsel
Atlanta,
Georgia
| $759M | +$35.2M | +5% | 2.64% | 55.4% | 507 | 39.25% | 1.1 |
|