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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1751 |
1751
Sandler Capital Management
New York
| $943M | -$191M | -17% | 17.4% | 325% | 130 | 46.15% | 0.9 |
|
| 1752 |
1752
IFG Advisory
Atlanta,
Georgia
| $942M | -$49.4M | -5% | 12% | 70.1% | 535 | 22.43% | 2.5 |
|
| 1753 |
1753
Newlight Partners
New York
| $939M | -$537M | -36% | 33.5% | 92.8% | 5 | 0% | 1.6 |
|
| 1754 |
1754
ProVise Management Group
Clearwater,
Florida
| $938M | -$122M | -11% | 11.5% | 66.8% | 385 | 18.7% | 4.8 |
|
| 1755 |
1755
Investment Management Corp of Ontario (IMCO)
Toronto,
Canada
| $937M | -$141M | -13% | 17.5% | 241% | 52 | 67.31% | 1 |
|
| 1756 |
1756
Freedom Investment Management
Hartford,
Connecticut
| $937M | -$178M | -16% | 11.2% | 68.5% | 866 | 26.33% | 2.9 |
|
| 1757 |
1757
Independent Financial Group
San Diego,
California
| $936M | -$294M | -24% | 16.8% | 149% | 848 | 24.53% | 1.4 |
|
| 1758 |
1758
Sandhill Capital Partners
Buffalo,
New York
| $935M | -$228M | -20% | 14.2% | 64.9% | 105 | 26.67% | 3.7 |
|
| 1759 |
1759
NZS Capital
Denver,
Colorado
| $935M | -$54.3M | -5% | 23.2% | 134% | 68 | 13.24% | 0.8 |
|
| 1760 |
1760
StepStone Group
La Jolla,
California
| $935M | -$406M | -30% | 25.7% | 107% | 30 | 36.67% | 0.5 |
|
| 1761 |
1761
Sphera Funds Management
Tel Aviv,
Israel
| $935M | +$227M | +32% | 2.89% | 245% | 86 | 56.98% | 0.8 |
|
| 1762 |
1762
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| $935M | -$221M | -19% | 33.3% | 94.5% | 69 | 26.09% | 0.9 |
|
| 1763 |
1763
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $934M | -$90.6M | -9% | 18% | 80.6% | 162 | 35.8% | 3.9 |
|
| 1764 |
1764
Hikari Power
Tokyo,
Japan
| $933M | -$180M | -16% | 13.9% | 53.5% | 68 | 4.41% | 4.3 |
|
| 1765 |
1765
TruWealth Advisors
Metairie,
Louisiana
| $933M | -$28.7M | -3% | 10.5% | 56.3% | 148 | 27.03% | 1 |
|
| 1766 |
1766
Brightworth
Atlanta,
Georgia
| $933M | -$53.8M | -5% | 13.5% | 21.7% | 130 | 9.23% | 3 |
|
| 1767 |
1767
Heard Capital LLC
Chicago,
Illinois
| $933M | -$161M | -15% | 20% | 161% | 49 | 55.1% | 1.4 |
|
| 1768 |
1768
JB Capital
Wethersfield,
Connecticut
| $932M | -$95.3M | -9% | 12.2% | 83.8% | 250 | 14% | 0.6 |
|
| 1769 |
1769
CQS (US)
New York
| $930M | -$516M | -36% | 5.51% | 15% | 113 | 21.24% | 1 |
|
| 1770 |
1770
Windward Capital Management
Los Angeles,
California
| $929M | -$191M | -17% | 16.4% | 78.5% | 79 | 3.8% | 6.2 |
|
| 1771 |
1771
Penn Capital Management
Philadelphia,
Pennsylvania
| $929M | -$45.4M | -5% | 18% | 181% | 228 | 34.21% | 1.9 |
|
| 1772 |
1772
Scopia Capital Management
New York
| $927M | -$169M | -15% | 18.6% | 58.7% | 20 | 25% | 1.4 |
|
| 1773 |
1773
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $927M | -$237M | -20% | 12% | 80.4% | 39 | 20.51% | 4 |
|
| 1774 |
1774
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $924M | -$219M | -19% | 10.9% | 77.5% | 498 | 16.27% | 1.5 |
|
| 1775 |
1775
Bangor Savings Bank
Bangor,
Maine
| $924M | -$26.1M | -3% | 11% | 54.6% | 525 | 66.29% | 1.8 |
|