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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1701 |
1701
Smartleaf Asset Management
Boston,
Massachusetts
| $1.62B | +$481M | +42% | 7.68% | – | 3,077 | 14.23% | 1.2 |
|
| 1702 |
1702
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| $1.61B | +$301M | +23% | 0.4% | 4.8% | 259 | 53.67% | 0.2 |
|
| 1703 |
1703
BloombergSen
Toronto,
Ontario, Canada
| $1.61B | -$16.8M | -1% | 1.52% | 46.9% | 34 | 11.76% | 3.3 |
|
| 1704 |
1704
Westpac Banking Corp
Sydney,
Australia
| $1.61B | +$118M | +8% | 10.5% | 127% | 467 | 5.57% | 8 |
|
| 1705 |
MCI
1705
McDonald Capital Investors
Orinda,
California
| $1.61B | +$15.6M | +1% | 2.07% | 60.1% | 21 | 4.76% | 7.1 |
|
| 1706 |
1706
Foster Victor Wealth Advisors
Greenville,
South Carolina
| $1.61B | +$132M | +9% | 5.89% | 78.2% | 230 | 15.65% | 3.1 |
|
| 1707 |
1707
Janney Capital Management
Pittsburgh,
Pennsylvania
| $1.61B | +$56.2M | +4% | 7.25% | 70.7% | 255 | 13.33% | 4 |
|
| 1708 |
1708
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| $1.61B | +$152M | +10% | 9.81% | 113% | 102 | 25.49% | 2.3 |
|
| 1709 |
1709
Nations Financial Group
Cedar Rapids,
Iowa
| $1.61B | +$151M | +10% | 9.29% | 112% | 741 | 12.55% | 3.4 |
|
| 1710 |
1710
Parcion Private Wealth
Bellevue,
Washington
| $1.6B | +$202M | +14% | 8.36% | 114% | 375 | 25.33% | 2.2 |
|
| 1711 |
1711
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $1.6B | +$119M | +8% | 7.42% | 73.7% | 291 | 7.9% | 3.9 |
|
| 1712 |
OCM
1712
Opti Capital Management
New York
| $1.6B | -$161M | -9% | 0% | 0.01% | 44 | 0% | 0.5 |
|
| 1713 |
1713
Delta Accumulation LLC
Sausalito,
California
| $1.6B | +$269M | +20% | 6.89% | 96.5% | 221 | 19.91% | 1.4 |
|
| 1714 |
1714
Invictus Private Wealth
Denver,
Colorado
| $1.6B | +$137M | +9% | 8.61% | 84.2% | 87 | 10.34% | 2.2 |
|
| 1715 |
1715
Arete Wealth Advisors
Chicago,
Illinois
| $1.6B | +$188M | +13% | 9.32% | 85.3% | 829 | 21.11% | 1.8 |
|
| 1716 |
1716
WCG Wealth Advisors
Las Vegas,
Nevada
| $1.6B | +$48.9M | +3% | 7.66% | 69.6% | 362 | 18.23% | 1.5 |
|
| 1717 |
1717
Plante Moran Financial Advisors
Southfield,
Michigan
| $1.59B | +$169M | +12% | 7.67% | 69.2% | 878 | 22.44% | 5.5 |
|
| 1718 |
1718
First American Bank
Dundee,
Illinois
| $1.59B | +$133M | +9% | 9.68% | 114% | 184 | 10.87% | 6 |
|
| 1719 |
1719
Wilkinson Global Asset Management
New York
| $1.59B | -$662K | -0% | 3.45% | 86.5% | 73 | 13.7% | 3.4 |
|
| 1720 |
1720
BOK Financial Private Wealth
Denver,
Colorado
| $1.59B | +$89.8M | +6% | 6.98% | 61.8% | 432 | 15.28% | 4.1 |
|
| 1721 |
1721
Thomasville National Bank
Thomasville,
Georgia
| $1.59B | +$121M | +8% | 7.67% | – | 254 | 13.39% | 6 |
|
| 1722 |
1722
PDT Partners
New York
| $1.59B | -$182M | -10% | 17.9% | 211% | 757 | 35.27% | 1 |
|
| 1723 |
1723
First National Bank of Omaha
Omaha,
Nebraska
| $1.59B | +$37.6M | +2% | 6.49% | 70.9% | 324 | 6.48% | 6.8 |
|
| 1724 |
1724
L1 Capital
Melbourne VIC 3000,
Australia
| $1.58B | -$70.9M | -4% | 34.5% | 127% | 34 | 55.88% | 1.2 |
|
| 1725 |
1725
Nichols & Pratt Advisers
Boston,
Massachusetts
| $1.58B | +$92.4M | +6% | 7.64% | 71.2% | 107 | 3.74% | 7.8 |
|