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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
Rehmann Capital Advisory Group
Lansing,
Michigan
| $902M | -$7.01M | -0.8% | 5.3% | 64.6% | 556 | 14.03% | 3.2 |
|
| 1752 |
1752
Pembroke Management
Montreal,
Quebec, Canada
| $901M | -$66.3M | -7% | 3.81% | 105% | 68 | 8.82% | 2.7 |
|
| 1753 |
1753
First Long Island Investors
Jericho,
New York
| $901M | -$61.1M | -6% | 5.31% | 85.5% | 58 | 8.62% | 5.5 |
|
| 1754 |
1754
FAS Wealth Partners
Leawood,
Kansas
| $900M | -$49.5M | -5% | 5.1% | 72.3% | 425 | 11.76% | 3.6 |
|
| 1755 |
1755
YHB Investment Advisors
West Hartford,
Connecticut
| $899M | -$49M | -5% | 4.03% | 96.2% | 292 | 8.22% | 4.4 |
|
| 1756 |
1756
MCF Advisors
Covington,
Kentucky
| $899M | -$48.7M | -5% | 5.5% | 50.2% | 894 | 16.44% | 0.5 |
|
| 1757 |
1757
Pallas Capital Advisors
Braintree,
Massachusetts
| $899M | +$172M | +24% | 6.06% | 71.8% | 264 | 20.45% | 1.1 |
|
| 1758 |
1758
Carronade Capital Management
Darien,
Connecticut
| $899M | +$193M | +27% | 3.92% | 215% | 33 | 30.3% | 0.4 |
|
| 1759 |
CWM
1759
Cornerstone Wealth Management
St. Peters,
Missouri
| $898M | -$3.96M | -0.4% | 4.78% | 69.8% | 470 | 11.28% | 3.3 |
|
| 1760 |
1760
Inclusive Capital Partners
San Francisco,
California
| $897M | +$2.08M | +0.2% | 1.65% | 14.3% | 10 | 30% | 1.5 |
|
| 1761 |
1761
Penn Capital Management
Philadelphia,
Pennsylvania
| $896M | -$32.9M | -4% | 1.03% | 181% | 206 | 23.79% | 2 |
|
| 1762 |
1762
ProVise Management Group
Clearwater,
Florida
| $895M | -$42.3M | -5% | 5.8% | 66.8% | 342 | 13.45% | 5.1 |
|
| 1763 |
1763
Parcion Private Wealth
Bellevue,
Washington
| $894M | -$119M | -12% | 5.13% | 103% | 219 | 15.53% | 1.9 |
|
| 1764 |
1764
Hikari Power
Tokyo,
Japan
| $894M | -$39.5M | -4% | 3.58% | 53.5% | 66 | 0% | 4.6 |
|
| 1765 |
1765
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $888M | -$57.2M | -6% | 4.65% | 116% | 116 | 5.17% | 5.2 |
|
| 1766 |
1766
Ensemble Capital Management
San Francisco,
California
| $888M | +$79K | +0% | 0.86% | 36.2% | 27 | 3.7% | 5.8 |
|
| 1767 |
1767
TT International Asset Management
London,
United Kingdom
| $886M | -$264M | -23% | 13.2% | 308% | 42 | 26.19% | 1 |
|
| 1768 |
1768
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $886M | -$38.9M | -4% | 4.32% | 77.5% | 494 | 19.03% | 1.6 |
|
| 1769 |
1769
Sarissa Capital Management
Greenwich,
Connecticut
| $885M | -$109M | -11% | 5.72% | 80% | 11 | 0% | 3.1 |
|
| 1770 |
1770
Windward Capital Management
Los Angeles,
California
| $884M | -$44.9M | -5% | 4.21% | 78.5% | 78 | 0% | 6.5 |
|
| 1771 |
1771
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| $884M | -$89.8M | -9% | 6.56% | 162% | 230 | 13.91% | 4.1 |
|
| 1772 |
1772
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| $882M | -$95.5M | -10% | 8.42% | 61.4% | 137 | 8.76% | 4.8 |
|
| 1773 |
1773
Tairen Capital
Hong Kong
| $879M | +$442M | +101% | 0.66% | 462% | 40 | 55% | 0.4 |
|
| 1774 |
1774
Quinn Opportunity Partners
Charlottesville,
Virginia
| $879M | -$270M | -24% | 6.36% | 77.6% | 224 | 31.25% | 1.4 |
|
| 1775 |
1775
WFM Asia
Road Town, Tortola,
British Virgin Islands
| $877M | -$187M | -18% | 10.8% | 89.9% | 10 | 20% | 2.5 |
|