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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
Norris Perne & French
Grand Rapids,
Michigan
| $1.33B | -$55.9M | -4% | 4% | 91.1% | 150 | 10% | 5.4 |
|
| 1727 |
1727
SoFi Wealth
San Francisco,
California
| $1.33B | -$129M | -9% | 2.27% | 67.9% | 40 | 0% | 1 |
|
| 1728 |
1728
Cormorant Asset Management
Boston,
Massachusetts
| $1.33B | -$491M | -27% | 17.8% | 3,977% | 54 | 29.63% | 1.6 |
|
| 1729 |
1729
Adell Harriman & Carpenter
Houston,
Texas
| $1.33B | -$110M | -8% | 6.25% | 191% | 176 | 9.66% | 6 |
|
| 1730 |
1730
Ausdal Financial Partners
Davenport,
Iowa
| $1.33B | +$169M | +15% | 1.19% | 63.2% | 665 | 17.44% | 3.2 |
|
| 1731 |
1731
Simmons Bank
Pine Bluff,
Arkansas
| $1.33B | -$41.2M | -3% | 0.73% | 92.9% | 340 | 6.47% | 6.2 |
|
| 1732 |
1732
Strategic Value Partners
Greenwich,
Connecticut
| $1.32B | +$106M | +9% | 13.4% | – | 2 | 0% | 0.9 |
|
| 1733 |
1733
Mane Global Capital Management
New York
| $1.32B | -$865M | -40% | 2.49% | 423% | 77 | 54.55% | 0.5 |
|
| 1734 |
1734
Greenwich Wealth Management
Greenwich,
Connecticut
| $1.32B | -$96.9M | -7% | 5.17% | 198% | 271 | 18.45% | 5.5 |
|
| 1735 |
1735
Adelante Capital Management
Alameda,
California
| $1.32B | -$194M | -13% | 1.73% | 43.2% | 46 | 13.04% | 4.2 |
|
| 1736 |
1736
Willis Johnson & Associates
Houston,
Texas
| $1.32B | +$19.1M | +1% | 0.12% | 55.9% | 179 | 17.32% | 2.2 |
|
| 1737 |
1737
Valley Wealth Managers
Paramus,
New Jersey
| $1.32B | -$19.6M | -1% | 0.49% | 118% | 417 | 12.95% | 3.4 |
|
| 1738 |
1738
WCG Wealth Advisors
Las Vegas,
Nevada
| $1.32B | -$197M | -13% | 2.17% | 69.6% | 331 | 25.68% | 1.4 |
|
| 1739 |
1739
Portolan Capital Management
Boston,
Massachusetts
| $1.32B | -$171M | -12% | 7.33% | 738% | 152 | 42.11% | 1.7 |
|
| 1740 |
1740
Prelude Capital Management
New York
| $1.32B | -$280M | -18% | 1.36% | 198% | 1,626 | 57.26% | 0.8 |
|
| 1741 |
1741
Novo Holdings A/S
Hellerup,
Denmark
| $1.31B | -$337M | -20% | 9.24% | 205% | 34 | 8.82% | 2.6 |
|
| 1742 |
PGP
1742
Prescott General Partners
Boca Raton,
Florida
| $1.31B | -$47.3M | -3% | 2.02% | 76.8% | 11 | 27.27% | 4.6 |
|
| 1743 |
1743
Finepoint Capital
Boston,
Massachusetts
| $1.31B | -$326M | -20% | 10.2% | 27.4% | 26 | 3.85% | 1.6 |
|
| 1744 |
1744
Warburg Pincus
New York
| $1.31B | -$212M | -14% | 12.9% | 3.59% | 6 | 0% | 2.1 |
|
| 1745 |
1745
Nations Financial Group
Cedar Rapids,
Iowa
| $1.31B | -$56.7M | -4% | 0.05% | 105% | 717 | 15.62% | 3.3 |
|
| 1746 |
1746
Verdence Capital Advisors
Hunt Valley,
Maryland
| $1.31B | +$65.7M | +5% | 0.34% | 104% | 681 | 11.6% | 3.2 |
|
| 1747 |
1747
Arete Wealth Advisors
Chicago,
Illinois
| $1.31B | -$76.9M | -6% | 1.52% | 85.3% | 818 | 21.88% | 1.6 |
|
| 1748 |
1748
Cinctive Capital Management
New York
| $1.31B | -$658M | -33% | 1.28% | 163% | 491 | 69.25% | 0.4 |
|
| 1749 |
1749
Helikon Investments
London,
United Kingdom
| $1.31B | +$346M | +36% | 13.2% | 282% | 24 | 33.33% | 1.3 |
|
| 1750 |
NEWAS
1750
N.E.W. Advisory Services
De Pere,
Wisconsin
| $1.31B | +$254M | +24% | 1.43% | 51.1% | 897 | 79.26% | 0.6 |
|