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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1776 |
1776
Redwood Capital Management
New York
| $1.12B | -$96.2M | -8% | 7.24% | 313% | 49 | 8.16% | 2.4 |
|
| 1777 |
1777
Windward Capital Management
Los Angeles,
California
| $1.12B | -$86.7M | -7% | 5.19% | 78.5% | 78 | 1.28% | 6.1 |
|
| 1778 |
1778
Transcend Capital Advisors
Madison,
New Jersey
| $1.12B | -$14.1M | -1% | 4.09% | 71.6% | 549 | 17.3% | 0.9 |
|
| 1779 |
1779
Private Wealth Partners
Mill Valley,
California
| $1.12B | -$66.8M | -6% | 4.23% | 132% | 88 | 14.77% | 5 |
|
| 1780 |
1780
Zions Bancorporation
Salt Lake City,
Utah
| $1.12B | -$15.7M | -1% | 4.23% | 22.9% | 1,206 | 20.32% | 2.5 |
|
| 1781 |
1781
NXG Investment Management
Dallas,
Texas
| $1.12B | +$86.6M | +8% | 18.5% | 121% | 122 | 36.89% | 2.3 |
|
| 1782 |
1782
Freedom Investment Management
Hartford,
Connecticut
| $1.12B | -$250M | -18% | 1.38% | 68.5% | 993 | 35.45% | 2.7 |
|
| 1783 |
1783
Bar Harbor Wealth Management
Concord,
New Hampshire
| $1.12B | -$62.9M | -5% | 3.35% | 85% | 251 | 11.55% | 6.2 |
|
| 1784 |
1784
Hikari Power
Tokyo,
Japan
| $1.11B | +$43.2M | +4% | 6.82% | 53.5% | 71 | 12.68% | 4.1 |
|
| 1785 |
1785
NorthRock Partners
Minneapolis,
Minnesota
| $1.11B | -$223M | -17% | 3.62% | 62.8% | 384 | 24.48% | 1.8 |
|
| 1786 |
1786
Accredited Investors
Edina,
Minnesota
| $1.11B | -$11.8M | -1% | 7.68% | 74% | 198 | 15.15% | 3.9 |
|
| 1787 |
1787
Alpha Wave Global
New York
| $1.11B | +$209M | +23% | 1.45% | 226% | 148 | 46.62% | 0.5 |
|
| 1788 |
1788
Galvin Gaustad & Stein
Scottsdale,
Arizona
| $1.11B | -$48.6M | -4% | 4.06% | 60.7% | 186 | 16.13% | 1.1 |
|
| 1789 |
1789
Capital Investment Services of America
Milwaukee,
Wisconsin
| $1.1B | $0 | 0% | 10.1% | 50.7% | 84 | 0% | 5 |
|
| 1790 |
1790
Oakmont Corp
Los Angeles,
California
| $1.1B | -$161M | -13% | 15.9% | 70.2% | 38 | 47.37% | 1.4 |
|
| 1791 |
1791
Cardano Risk Management
Rotterdam,
Netherlands
| $1.1B | +$190M | +21% | 4.25% | 200% | 5 | 0% | 3.1 |
|
| 1792 |
1792
Dundas Partners
Edinburgh,
United Kingdom
| $1.1B | +$295M | +37% | 8.98% | 87.6% | 56 | 1.79% | 2.3 |
|
| 1793 |
1793
Acropolis Investment Management
St. Louis,
Missouri
| $1.1B | -$13.8M | -1% | 4.99% | 51% | 246 | 6.91% | 4.5 |
|
| 1794 |
1794
Howard Capital Management Group
Los Angeles,
California
| $1.1B | -$112M | -9% | 6.9% | 114% | 120 | 10.83% | 0.9 |
|
| 1795 |
1795
Blueshift Asset Management
Red Bank,
New Jersey
| $1.1B | -$39.7M | -3% | 6.42% | 38.8% | 1,228 | 71.42% | 0.3 |
|
| 1796 |
1796
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| $1.1B | -$58.2M | -5% | 5.39% | 81.9% | 186 | 23.12% | 1.4 |
|
| 1797 |
1797
Laird Norton Wetherby Trust Company
Seattle,
Washington
| $1.1B | +$28.1M | +3% | 5.72% | 88.1% | 222 | 22.97% | 1 |
|
| 1798 |
BCM
1798
Bluefin Capital Management
New York
| $1.1B | -$336M | -23% | 1.31% | – | 1,145 | 62.71% | 0.4 |
|
| 1799 |
1799
Scopia Capital Management
New York
| $1.1B | +$35.3M | +3% | 5.46% | 58.7% | 21 | 42.86% | 1.3 |
|
| 1800 |
1800
Bain Capital Venture Investors
Boston,
Massachusetts
| $1.09B | -$489M | -31% | 23.5% | 34.2% | 8 | 25% | 0.4 |
|