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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1726 |
CPIG
1726
Chicago Partners Investment Group
Chicago,
Illinois
| $710M | +$12.8M | +2% | 0.5% | 75.8% | 341 | 8.5% |
|
| 1727 |
CGM
1727
Centenus Global Management
New York
| $709M | -$54.6M | -7% | 1.56% | – | 187 | 72.73% |
|
| 1728 |
TF
1728
Trek Financial
Scottsdale,
Arizona
| $707M | +$127M | +22% | 1.9% | 144% | 145 | 26.9% |
|
| 1729 |
IG
1729
Ithaka Group
Arlington,
Virginia
| $707M | +$47.4M | +7% | 2.38% | 143% | 38 | 7.89% |
|
| 1730 |
CIC
1730
Cornercap Investment Counsel
Atlanta,
Georgia
| $707M | -$51.5M | -7% | 0.08% | 55.4% | 493 | 36.71% |
|
| 1731 |
CCP
1731
Corient Capital Partners
Newport Beach,
California
| $706M | +$54.1M | +8% | 1.76% | 39.2% | 481 | 19.96% |
|
| 1732 |
CCM
1732
Cadence Capital Management
Boston,
Massachusetts
| $705M | -$295M | -29% | 0.01% | 0.72% | 484 | 29.55% |
|
| 1733 |
CBU
1733
CIBC Bank USA
Chicago,
Illinois
| $704M | -$10.2M | -1% | 0.23% | 32.3% | 289 | 15.92% |
|
| 1734 |
GIG
1734
Goodnow Investment Group
Darien,
Connecticut
| $704M | -$49M | -7% | 2.13% | 131% | 25 | 20% |
|
| 1735 |
SSWM
1735
Smith Salley Wealth Management
Greensboro,
North Carolina
| $704M | +$40.4M | +6% | 2.17% | 106% | 200 | 10.5% |
|
| 1736 |
TAM
1736
Taurus Asset Management
New York
| $703M | -$30.4M | -4% | 0.66% | 26.9% | 91 | 6.59% |
|
| 1737 |
NIM
1737
Nexus Investment Management
Toronto,
Ontario, Canada
| $703M | -$18.9M | -3% | 2.92% | 77.5% | 67 | 1.49% |
|
| 1738 |
C
1738
Chescapmanager
Baltimore,
Maryland
| $703M | -$300M | -30% | 8.24% | 202% | 42 | 30.95% |
|
| 1739 |
HCMNY
1739
Howard Capital Management (New York)
New York
| $703M | -$30.5M | -4% | 1.37% | 76.8% | 101 | 7.92% |
|
| 1740 |
DF
1740
Donoghue Forlines
Boston,
Massachusetts
| $703M | -$152M | -18% | 1.1% | 199% | 199 | 42.21% |
|
| 1741 |
SWM
1741
SigFig Wealth Management
San Francisco,
California
| $702M | +$60.5M | +9% | 0.08% | 43.3% | 49 | 14.29% |
|
| 1742 |
JIC
1742
Joel Isaacson & Co
New York
| $702M | +$14.8M | +2% | 1.97% | 72.5% | 219 | 13.7% |
|
| 1743 |
GJL
1743
Gendell Jeffrey L
| $701M | -$96.8M | -12% | 4.55% | 748% | 56 | 8.93% |
|
| 1744 |
CCP
1744
Cyrus Capital Partners
New York
| $701M | -$139M | -17% | 2.88% | 163% | 24 | 41.67% |
|
| 1745 |
MYLI
1745
Meiji Yasuda Life Insurance
Tokyo,
Japan
| $700M | +$16.1M | +2% | 0.28% | 27.5% | 335 | 20.9% |
|
| 1746 |
SG
1746
Standard General
New York
| $700M | -$78.1M | -10% | 9.17% | 259% | 6 | 0% |
|
| 1747 |
CCP
1747
Cardan Capital Partners
Denver,
Colorado
| $698M | +$39.9M | +6% | 1.05% | 64% | 191 | 15.71% |
|
| 1748 |
CNAM
1748
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $697M | +$13.1M | +2% | 2.84% | 108% | 124 | 3.23% |
|
| 1749 |
WA
1749
Waverly Advisors
Birmingham,
Alabama
| $697M | +$25.5M | +4% | 0.19% | 67.6% | 138 | 10.87% |
|
| 1750 |
ZB
1750
Zions Bancorporation
Salt Lake City,
Utah
| $697M | +$13.8M | +2% | 0.07% | 22.9% | 1,033 | 12.39% |
|