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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
Evensky & Katz
Coral Gables,
Florida
| $715M | +$114M | +19% | 11.6% | 61.1% | 115 | 39.13% | 2.2 |
|
| 1727 |
1727
Blueshift Asset Management
Red Bank,
New Jersey
| $714M | +$175M | +33% | 13.2% | 38.8% | 1,034 | 77.47% | 0.1 |
|
| 1728 |
1728
Tensile Capital Management
Larkspur,
California
| $713M | +$41.3M | +6% | 19.6% | 47.7% | 22 | 13.64% | 2.5 |
|
| 1729 |
1729
Kanawha Capital Management
Richmond,
Virginia
| $713M | +$72.9M | +11% | 12.2% | 74.5% | 171 | 7.6% | 4.6 |
|
| 1730 |
1730
ProVise Management Group
Clearwater,
Florida
| $712M | +$79.8M | +13% | 11.9% | 66.8% | 330 | 16.97% | 3.6 |
|
| 1731 |
1731
Engaged Capital
Newport Beach,
California
| $712M | +$173M | +32% | 31.9% | 26.2% | 16 | 31.25% | 1.8 |
|
| 1732 |
1732
Silver Point Capital
Greenwich,
Connecticut
| $711M | +$19.8M | +3% | 0.03% | 108% | 15 | 33.33% | 0.8 |
|
| 1733 |
1733
Independent Advisor Alliance
Charlotte,
North Carolina
| $711M | +$146M | +26% | 13.8% | 135% | 484 | 27.07% | 1.1 |
|
| 1734 |
1734
DT Investment Partners
Chadds Ford,
Pennsylvania
| $711M | +$85.2M | +14% | 9.37% | 64.3% | 80 | 36.25% | 3 |
|
| 1735 |
1735
Oakmont Corp
Los Angeles,
California
| $710M | +$74.2M | +12% | 24.6% | 70.2% | 18 | 22.22% | 2.3 |
|
| 1736 |
HPM
1736
H. Partners Management
New York
| $710M | +$8.03M | +1% | 21.6% | 13.5% | 2 | 0% | 5.8 |
|
| 1737 |
1737
Portfolio Solutions
Royal Oak,
Michigan
| $709M | +$55.8M | +9% | 11.8% | 11.6% | 45 | 26.67% | 2.5 |
|
| 1738 |
1738
CIBC Bank USA
Chicago,
Illinois
| $709M | +$91.1M | +15% | 13.4% | 32.3% | 271 | 19.56% | 3.5 |
|
| 1739 |
1739
Formula Growth
Montreal,
Quebec, Canada
| $708M | +$101M | +17% | 16.8% | 118% | 166 | 28.92% | 1.6 |
|
| 1740 |
1740
Cetera Investment Advisers
Schaumburg,
Illinois
| $708M | +$95.4M | +16% | 12.4% | 73.4% | 506 | 14.43% | 1.8 |
|
| 1741 |
1741
Howard Capital Management (New York)
New York
| $708M | +$102M | +17% | 14.9% | 76.8% | 114 | 8.77% | 4 |
|
| 1742 |
1742
Global Endowment Management
Charlotte,
North Carolina
| $708M | +$240M | +51% | 11.7% | 46.1% | 226 | 40.71% | 1.7 |
|
| 1743 |
1743
MainStreet Investment Advisors
Chicago,
Illinois
| $707M | +$60M | +9% | 11.6% | 61% | 168 | 44.64% | 1.1 |
|
| 1744 |
1744
Griffin Asset Management
New York
| $707M | +$114M | +19% | 18.9% | 88.9% | 254 | 12.2% | 2.4 |
|
| 1745 |
1745
Atwood & Palmer
Kansas City,
Missouri
| $706M | +$76.8M | +12% | 13.6% | 90% | 341 | 7.33% | 3.2 |
|
| 1746 |
1746
AH Equity Partners III (Parallel)
Menlo Park,
California
| $705M | +$386M | +121% | 0% | 33.1% | 2 | 100% | 0 |
|
| 1747 |
1747
Highland Associates
Birmingham,
Alabama
| $704M | +$111M | +19% | 14.1% | – | 14 | 85.71% | 0.1 |
|
| 1748 |
1748
Pura Vida Investments
New York
| $703M | +$202M | +40% | 32.4% | 38.3% | 134 | 67.91% | 0.3 |
|
| 1749 |
1749
Alphinity Investment Management
Sydney,
Australia
| $703M | +$255M | +57% | 16.4% | 151% | 26 | 19.23% | 0.6 |
|
| 1750 |
1750
Wealthcare Capital Management
Richmond,
Virginia
| $702M | +$54.6M | +8% | 8.26% | 46.2% | 196 | 2.55% | 3.7 |
|