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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1726 |
1726
TFG Asset Management
Grand Cayman,
Cayman Islands
| $634M | -$202M | -24% | 2.31% | 72.1% | 61 | 39.34% | 0.9 |
|
| 1727 |
1727
ProVise Management Group
Clearwater,
Florida
| $633M | -$127M | -17% | 10.9% | 66.8% | 342 | 17.54% | 3.5 |
|
| 1728 |
1728
Franklin Street Advisors
Chapel Hill,
North Carolina
| $632M | -$107M | -14% | 11.9% | 130% | 177 | 16.38% | 3.6 |
|
| 1729 |
1729
Caxton Associates (New York)
New York
| $632M | -$819M | -56% | 18.7% | 73.9% | 544 | 79.6% | 0.3 |
|
| 1730 |
1730
HeadInvest LLC
Portland,
Maine
| $631M | +$284M | +82% | 8.89% | 59.1% | 204 | 22.55% | 3.2 |
|
| 1731 |
1731
Joel Isaacson & Co
New York
| $631M | -$5.06M | -0.8% | 12.1% | 72.5% | 250 | 27.6% | 3.3 |
|
| 1732 |
1732
Dow Chemical Company
Midland,
Michigan
| $631M | -$101M | -14% | 12.8% | 29.4% | 18 | 0% | 3.8 |
|
| 1733 |
WMC
1733
Westwood Management Corporation
Chicago,
Illinois
| $631M | -$183M | -22% | 18.6% | 44.3% | 78 | 15.38% | 3.4 |
|
| 1734 |
1734
Vigilant Capital Management
Portland,
Maine
| $631M | -$119M | -16% | 13.5% | 48.8% | 533 | 34.52% | 2.2 |
|
| 1735 |
1735
Pacific Financial Group
Bellevue,
Washington
| $630M | – | – | 14.5% | 61.1% | 57 | – | 2.9 |
|
| 1736 |
1736
Nine Masts Capital
Central,
Hong Kong
| $630M | +$263M | +72% | 12.8% | 88.1% | 360 | 68.06% | 0.4 |
|
| 1737 |
1737
Dean Investment Associates
Beavercreek,
Ohio
| $630M | -$86.5M | -12% | 13% | 63.5% | 239 | 26.78% | 2.2 |
|
| 1738 |
1738
Atwood & Palmer
Kansas City,
Missouri
| $629M | -$137M | -18% | 14% | 90% | 347 | 15.56% | 3 |
|
| 1739 |
1739
Islet Management
New York
| $628M | – | – | 14.6% | 75.3% | 62 | – | 0 |
|
| 1740 |
CGM
1740
Centenus Global Management
New York
| $628M | +$71M | +13% | 15.4% | – | 198 | 67.68% | 0.2 |
|
| 1741 |
1741
First Light Asset Management
Edina,
Minnesota
| $627M | +$7.4M | +1% | 14% | 364% | 67 | 22.39% | 2.5 |
|
| 1742 |
1742
Azora Capital LP
Miami,
Florida
| $627M | -$154M | -20% | 18.4% | 175% | 50 | 64% | 0.3 |
|
| 1743 |
1743
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| $627M | +$1.05M | +0.2% | 7.52% | 99.4% | 180 | 49.44% | 2.9 |
|
| 1744 |
1744
Advisor Partners
Walnut Creek,
California
| $625M | -$117M | -16% | 11.5% | 63.8% | 708 | 23.31% | 2.5 |
|
| 1745 |
1745
DT Investment Partners
Chadds Ford,
Pennsylvania
| $625M | -$73.2M | -10% | 8.72% | 58% | 76 | 13.16% | 3.2 |
|
| 1746 |
1746
Taurus Asset Management
New York
| $625M | -$115M | -16% | 11.2% | 26.9% | 100 | 10% | 4.1 |
|
| 1747 |
1747
Foster & Motley
Cincinnati,
Ohio
| $625M | -$41.9M | -6% | 10.6% | 68.8% | 251 | 12.75% | 3 |
|
| 1748 |
CEI
1748
Clark Estates Inc
New York
| $624M | -$42.4M | -6% | 15.2% | 34.5% | 105 | 24.76% | 1.9 |
|
| 1749 |
1749
WealthPLAN Partners
Omaha,
Nebraska
| $622M | +$73.9M | +13% | 10.7% | 71.6% | 284 | 21.13% | 1.8 |
|
| 1750 |
1750
Venturi Wealth Management
Austin,
Texas
| $620M | +$54.5M | +10% | 8.33% | 101% | 273 | 48.35% | 1 |
|