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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 |
TFS
1751
Thoroughbred Financial Services
Brentwood,
Tennessee
| $1.43B | -$171M | -11% | 17.7% | 166% | 721 | 31.35% | 2.9 |
|
| 1752 |
1752
GSA Capital Partners
London,
United Kingdom
| $1.43B | +$322M | +29% | 12.7% | 94.7% | 2,241 | 53.15% | 0.5 |
|
| 1753 |
WAM
1753
WT Asset Management
Hong Kong
| $1.43B | +$571M | +67% | 43.2% | 2,788% | 52 | 75% | 0.3 |
|
| 1754 |
PGP
1754
Prescott General Partners
Boca Raton,
Florida
| $1.43B | +$113M | +9% | 13.4% | 76.8% | 10 | 10% | 5.3 |
|
| 1755 |
1755
Silver Point Capital
Greenwich,
Connecticut
| $1.42B | +$168M | +13% | 3.8% | 108% | 19 | 36.84% | 1.1 |
|
| 1756 |
1756
Lombard Odier Asset Management (Europe)
London,
United Kingdom
| $1.42B | +$178M | +14% | 12.6% | 79.7% | 173 | 24.86% | 1.4 |
|
| 1757 |
1757
Plante Moran Financial Advisors
Southfield,
Michigan
| $1.42B | +$261M | +22% | 10.3% | 62.8% | 873 | 20.85% | 5.5 |
|
| 1758 |
1758
AlphaStar Capital Management
Cornelius,
North Carolina
| $1.42B | +$429M | +43% | 8.61% | 69.5% | 375 | 55.47% | 1.3 |
|
| 1759 |
1759
GAM Holding
Zurich,
Switzerland
| $1.42B | +$133M | +10% | 15.4% | 130% | 244 | 35.25% | 2.7 |
|
| 1760 |
1760
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
| $1.42B | +$176M | +14% | 11.3% | – | 348 | 3.16% | 1.3 |
|
| 1761 |
1761
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $1.42B | +$170M | +14% | 8.37% | 58.9% | 565 | 9.2% | 2 |
|
| 1762 |
1762
Hikari Tsushin Inc
Tokyo,
Japan
| $1.42B | -$74M | -5% | 3.53% | 59.5% | 77 | 9.09% | 4.9 |
|
| 1763 |
1763
Summit Partners
Boston,
Massachusetts
| $1.42B | -$195M | -12% | 3.03% | 13.7% | 10 | 40% | 5.3 |
|
| 1764 |
1764
SSI Investment Management
Los Angeles,
California
| $1.42B | +$133M | +10% | 3.21% | 15.7% | 277 | 11.55% | 2.6 |
|
| 1765 |
1765
Commodore Capital
New York
| $1.42B | +$59.6M | +4% | 18.2% | 2,121% | 38 | 31.58% | 1.3 |
|
| 1766 |
1766
Meridiem Capital Partners
Dallas,
Texas
| $1.42B | +$458M | +48% | 15.9% | – | 100 | 72% | 0.1 |
|
| 1767 |
1767
Novo Holdings A/S
Hellerup,
Denmark
| $1.42B | +$102M | +8% | 8.24% | 205% | 34 | 23.53% | 2.6 |
|
| 1768 |
1768
Cantor Fitzgerald Investment Advisors
New York
| $1.41B | +$40.6M | +3% | 4.44% | 73.4% | 189 | 4.23% | 3.6 |
|
| 1769 |
1769
Appleton Partners
Boston,
Massachusetts
| $1.41B | +$119M | +9% | 11.7% | 101% | 256 | 7.03% | 6.7 |
|
| 1770 |
1770
Heitman Real Estate Securities
Chicago,
Illinois
| $1.41B | -$133M | -9% | 1.32% | 48.3% | 63 | 25.4% | 3.7 |
|
| 1771 |
1771
Traynor Capital Management
Malvern,
Pennsylvania
| $1.41B | +$223M | +19% | 22% | 225% | 315 | 33.65% | 3.5 |
|
| 1772 |
1772
Arete Wealth Advisors
Chicago,
Illinois
| $1.41B | +$100M | +8% | 11% | 85.3% | 819 | 25.03% | 1.8 |
|
| 1773 |
1773
FJ Investments
Salt Lake City,
Utah
| $1.41B | +$294M | +26% | 11.9% | – | 5 | 20% | 1.2 |
|
| 1774 |
1774
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| $1.41B | -$33.5M | -2% | 7.81% | 52.3% | 80 | 25% | 3.1 |
|
| 1775 |
1775
Cacti Asset Management
Atlanta,
Georgia
| $1.41B | +$114M | +9% | 12% | 171% | 78 | 3.85% | 9 |
|