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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
Tang Capital Management
San Diego,
California
| $740M | +$197M | +36% | 44.6% | 493% | 11 | 27.27% | 1.5 |
|
| 1727 |
1727
Venturi Wealth Management
Austin,
Texas
| $738M | -$31.4M | -4% | 3.02% | 101% | 265 | 18.49% | 1.4 |
|
| 1728 |
1728
SFMG Wealth Advisors
Plano,
Texas
| $737M | +$45.2M | +7% | 3.08% | 76.1% | 166 | 19.28% | 2.5 |
|
| 1729 |
1729
Electron Capital Partners
New York
| $735M | -$48.8M | -6% | 9.64% | 333% | 26 | 38.46% | 0.9 |
|
| 1730 |
1730
Sapience Investments
Newport Beach,
California
| $734M | -$17.5M | -2% | 0.74% | 54.9% | 89 | 11.24% | 1.6 |
|
| 1731 |
1731
Lowe Brockenbrough & Co
Richmond,
Virginia
| $734M | +$18.9M | +3% | 3.35% | 78.8% | 213 | 5.16% | 4.2 |
|
| 1732 |
1732
Taurus Asset Management
New York
| $734M | +$18.3M | +3% | 5.6% | 26.9% | 93 | 5.38% | 4.5 |
|
| 1733 |
1733
Howard Capital Management (New York)
New York
| $733M | +$25.1M | +4% | 6.31% | 76.8% | 113 | 14.16% | 4.5 |
|
| 1734 |
1734
Hilton Capital Management
Garden City,
New York
| $732M | -$7.97M | -1% | 5.45% | 58.2% | 377 | 25.73% | 1 |
|
| 1735 |
1735
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $731M | +$83.2M | +13% | 0.47% | 70% | 54 | 9.26% | 4.3 |
|
| 1736 |
1736
Hoplite Capital Management
New York
| $731M | -$104M | -12% | 4.99% | 32.9% | 34 | 50% | 0.7 |
|
| 1737 |
1737
Sphera Funds Management
Tel Aviv,
Israel
| $731M | -$365M | -33% | 0.73% | 245% | 128 | 49.22% | 0.7 |
|
| 1738 |
1738
Azora Capital LP
Miami,
Florida
| $730M | +$118M | +19% | 8.41% | 175% | 50 | 62% | 0.4 |
|
| 1739 |
1739
Prospector Partners
Guilford,
Connecticut
| $729M | +$69.5M | +11% | 8.54% | 53.6% | 117 | 11.11% | 3.5 |
|
| 1740 |
1740
Essex Investment Management
Boston,
Massachusetts
| $729M | +$51.7M | +8% | 9.21% | 370% | 541 | 23.11% | 1.6 |
|
| 1741 |
1741
Skylands Capital
Milwaukee,
Wisconsin
| $727M | +$3.98M | +0.6% | 3.22% | 61% | 147 | 14.97% | 3.5 |
|
| 1742 |
1742
Allianz Investment Management US
Minneapolis,
Minnesota
| $727M | +$75.2M | +12% | 4.16% | 7.58% | 5 | 20% | 1.5 |
|
| 1743 |
1743
Webster Bank
Waterbury,
Connecticut
| $726M | +$26.7M | +4% | 3.19% | 77.5% | 525 | 8.19% | 3.1 |
|
| 1744 |
1744
Guardian Life Insurance
New York
| $725M | -$63.1M | -8% | 2.65% | – | 532 | 1.13% | 4.8 |
|
| 1745 |
1745
Wealthcare Capital Management
Richmond,
Virginia
| $724M | +$22.6M | +3% | 3.08% | 46.2% | 202 | 10.4% | 3.8 |
|
| 1746 |
1746
Doyle Wealth Management
St. Petersburg,
Florida
| $723M | +$35.6M | +5% | 4.56% | 32.3% | 863 | 77.98% | 0.4 |
|
| 1747 |
1747
LSP Investment Advisors
New York
| $723M | +$294M | +69% | 4.34% | 79.5% | 29 | 34.48% | 0.9 |
|
| 1748 |
1748
Bardin Hill Management Partners
New York
| $723M | +$84.4M | +13% | 15% | 214% | 47 | 68.09% | 0.3 |
|
| 1749 |
1749
Evensky & Katz
Coral Gables,
Florida
| $723M | +$7.87M | +1% | 2.55% | 57.1% | 112 | 2.68% | 2.4 |
|
| 1750 |
1750
First Trust Capital Management
Chicago,
Illinois
| $722M | +$357M | +98% | 14.1% | 214% | 70 | 67.14% | 0.4 |
|